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Best financial advisors in Cosgrove, IA

Registered advisers within 25 miles of Cosgrove, IA.

Offices
195
Firms
73
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,717,907 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
WEALTH ADVISORS GROUP, LLC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PURSUIT WEALTH MANAGEMENT
LANE FAMILY WEALTH MANAGEMENT
CREATIVE PLANNING
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
TRYON INVESTMENTS, LLC
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PIRA WEALTH MANAGEMENT
CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Traeton Lee Wheeler
HEATH RAY BOEKE
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
CHARLES THOMAS PUCCIO
Jeffery M Duytschaver
Travis Bud Whitmore
Adela Hunter
ADAM EDWARD SCHECHINGER
BARBARA LINN HEIN
DAVID PATRICK SENKYR
Dawn Michelle Frost
Nicholas James Timmerman
ANGELA SUE ZIMMERMAN
Brent Robert Hawkins
RYAN SAMUEL HARVEY
MICHAEL WILLIAM TRYON
Jeffrey Richard Olson
Danielle Marie Humphreys
LISA ANN MCGRATH
Kevin Allen Pira
Corey Nicholas Houchins-Witt
CARRIE SUE HOUCHINS-WITT
CASEY JAMES DREYER
BENJAMIN PAUL MARGOLIN

Within 25 miles of Cosgrove, IA, Best Investors lists 73 registered investment advisory firms with 195 offices nearby, managing about $10.5T in combined regulatory AUM across 1,717,907 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 Cosgrove

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM