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Best financial advisors in Conrad, IA

Registered advisers within 25 miles of Conrad, IA.

Offices
24
Firms
13
Combined AUM
$3.91T
Firm-wide filings, not assets booked only here
Clients
540K
540,067 clients when Item 5C has a number
Avg / client
$7.24M
Combined AUM ÷ clients

Nearby offices

Firms

NICOLET WEALTH MANAGEMENT
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC

Investors

MARY ELIZABETH HINES
Todd Lawrence Havel
WILLIAM JOHN RANEY
ANGELA JO THOREN
CHRISTOPHER CARL WIETING
NOLAN CRAIG JOHNSON
Jason D Miller
Garrison Tripp
THOMAS RANDALL MCCOY
William Bruce Wirin
Elisabeth Grace Bieber
Laurie Dowd Gowdy
ALYCEMAY LOIS QUASTAD
PAUL ANDREW BARR
Nathan Joseph Blayer
Christian Michael McMurray
Tyler James Peschong
Tyler R Stahlin
JAMES ELBERT HUNT
JEFFREY J ISGRIG
KAREN JOANNE NEFF
JOSE A HERRERA
BRYCE MITCHELL WILLIAMS
RUSSELL JOHN FELDMAN
Zachary McAtee Wahl
Anthony A Everman
Russell Carroll Pierpont
JOHN KENNETH ENSLIN

Within 25 miles of Conrad, IA, Best Investors lists 13 registered investment advisory firms with 24 offices nearby, managing about $3.91T in combined regulatory AUM across 540,067 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Conrad

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 CWM, LLC 248 clients · 642 advisers $50.6B AUM