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Best financial advisors in Conroy, IA

Registered advisers within 25 miles of Conroy, IA.

Offices
122
Firms
53
Combined AUM
$7.90T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,401,872 clients when Item 5C has a number
Avg / client
$5.63M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
WEALTH ADVISORS GROUP, LLC
TRYON INVESTMENTS, LLC
LANE FAMILY WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC

Investors

Eric John Feller
Christopher G Perez
WILLIS EDWARD WULF
Justin Gingerich
LISA ANN MCGRATH
JUSTIN JOHN RYAN
Traeton Lee Wheeler
HEATH RAY BOEKE
GREGORY ALAN JOHNSON
Jeffery M Duytschaver
Travis Bud Whitmore
WILLIAM ROTH JUMP
DAVID DANIEL KAESTNER
Todd Allen Rausch
PATRICK CHARLES GORKOW
MICHAEL J CONLON
JASON ALAN DUMONT
RYAN CHRISTOPHER PANZER
TINA LYNN MCLASKEY
JOSHUA TIMOTHY OSWALD
TYLER PAUL FRIDRICH
JAMES JOSEPH MEEHAN
ROBERT EARL ROBINSON
MICHAEL EVERETT DIERS
BARRY CURTIS JOHNSON
MICHAEL WILLIAM TRYON
DAVID PATRICK SENKYR
RYAN SAMUEL HARVEY
Jeffrey Richard Olson
ADAM EDWARD SCHECHINGER
Adela Hunter

Within 25 miles of Conroy, IA, Best Investors lists 53 registered investment advisory firms with 122 offices nearby, managing about $7.90T in combined regulatory AUM across 1,401,872 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 Conroy

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM