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Best financial advisors in Coon Rapids, IA

Registered advisers within 25 miles of Coon Rapids, IA.

Offices
26
Firms
18
Combined AUM
$3.47T
Firm-wide filings, not assets booked only here
Clients
474K
473,891 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AEGIS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TRUE WEALTH, LLC
TRUE WEALTH NATION
EAGLE STRATEGIES LLC
PFS INVESTMENTS INC.
PRINCIPAL SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRETEMAN CAPITAL MANAGEMENT
GLADSTONE WEALTH PARTNERS
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Melissa Rose Loest
Jonathan Nathaniel Durr
Lisa Cassidy
Brendon Lane Johansen
Joseph Todd Ollila
Stephanie Danielle Waskey
Mason William Yerian
SEAN MICHAEL BURKE
Jimmy Fish
Hunter Shelton Pistole
Griffin Joseph Malatino
RANDY STEVEN FARISH
KEVIN Lee HOCKER
DAVID WILLIAM STANLEY
GORDON SPENCER CAMPBELL
JAMES JOSEPH ROSS WHEELER
ALEC EDMOND MUEHLEMEYER
Hilary Zaragoza
ROBERT JAMES CARR
Nichole Marie Olberding
Shellie Larie Haluska
Sean Michael Haluska
Josie Marie Bengford
Aubrey Kemerling
Ashley Tennigkeit
JEFFREY ALAN NELSON
MAEVE KATHLEEN MCNAMEE DANIELSON
JOHN MARK SKLENAR
NICHOLAS JOHN SKLENAR
Wyatt Austin Gauchat
DAVID LEON JOHNSON
DUANE MERLE HORSLEY
Brady Dicks
AMY RIDDLE
KRISTINA J HORSLEY
Cole Leonard Collison
MATT JOHN RAMAEKERS
Ted R Ramaekers
CLAYTON JOHN NETUSIL
Cameron Leighton Janson
Jordan Lee Janson
NICHOLAS LOUIS GRETEMAN
ANN KAY SLECHTA
TIMOTHY JAY RIAL
JEFFREY EUGENE BOES
Lindsey Victoria Handlos
Brett Francis Adams

Within 25 miles of Coon Rapids, IA, Best Investors lists 18 registered investment advisory firms with 26 offices nearby, managing about $3.47T in combined regulatory AUM across 473,891 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 Coon Rapids

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM