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Best financial advisors in Cresco, IA

Registered advisers within 25 miles of Cresco, IA.

Offices
23
Firms
12
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
535K
535,340 clients when Item 5C has a number
Avg / client
$6.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
LINCOLN INVESTMENT
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PIVOTAL WEALTH AND TAX

Investors

Mark Robert Cuvelier
Ally Marie Grover
AARON LINN HVITVED
DONALD JOSEPH DIETZENBACH
LONDA KAY GRINNA
JONATHAN PAUL PIPHO
Spencer Calvin Cuvelier
James Troy Whitehill
Brett Van Sloten
Richard Wayne Cuvelier
SARA ANN BULMAN
RENAE Q JOHNSON
Nathan Forester Paulsen
Zachary Shearer
Justin Wade Gullekson
JASON ALLEN KNOX
JEFFREY ALAN OLINGER
Amanda Jo McIntosh
Russell Schouweiler
Richard Robert Reiser
JASON MATTHEW SOLAND
CHAD MICHAEL MILLS
Taylor Renee Lensing
KEITH THOMPSON
TRACY JO DOSTAL
PAUL DAVID HUDSON
MATTHEW PAUL SIEGLE
MATTHEW HOWARD OLSON
Ryan Todd Burras
MATTHEW PAUL DIETZENBACH
Eric M Dietzenbach
ASHTON JULIA SCHWICKERATH
NICOLE MARIE WILTGEN
Mitchell Bernards
Aikan Robert Major
Matthew Kelly Sandstrom
Richard Stanley Caldecott
SCOTT DUANE RUSTAD

Within 25 miles of Cresco, IA, Best Investors lists 12 registered investment advisory firms with 23 offices nearby, managing about $3.46T in combined regulatory AUM across 535,340 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 Cresco

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 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM