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Best financial advisors in Council Bluffs, IA

Registered advisers within 25 miles of Council Bluffs, IA.

Offices
428
Firms
163
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,297 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC
ALBA FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
AFSC ADVISORS, INC
MOAT CAPITAL
ARNOLD WEITZ & CO

Investors

Troy Alan Arthur
LINDA JEAN PRIMMER
Timothy James Cortney
Alek L Murphy
ELIZABETH ROBYN WESTPHAL
JOHN BRACKER
TODD MITCHELL CARLSON
RIAN MICHAEL MCGILL
Scott Calvin Hartman
ROBERT ALEXANDER DONALD DODSON
Tyson Shawn Howard
Stephen Mark Urlaub
Keith Robert Jones
Andrew Michael Meyers
Amanda Michelle Spencer
MARK ALLEN JEROME GUILLIATT
Ross F Jensen
JUDD MITCHELL KNISPEL
KYLE JOSEPH EMSICK
David Lawrence
ARNOLD DAVID WEITZ

Within 25 miles of Council Bluffs, IA, Best Investors lists 163 registered investment advisory firms with 428 offices nearby, managing about $13.8T in combined regulatory AUM across 3,194,297 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 Council Bluffs

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM