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Best financial advisors in Crossroads Center, IA

Registered advisers within 25 miles of Crossroads Center, IA.

Offices
33
Firms
16
Combined AUM
$3.83T
Firm-wide filings, not assets booked only here
Clients
522K
522,084 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SPC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
VISIONX WEALTH PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BFC PLANNING, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
NORTHWEST WEALTH MANAGEMENT, LLC
AVANTAX PLANNING PARTNERS, INC.

Investors

Gabriel Lee Pettit
MARK BRIAN CHINGREN
CAROL JEAN BREESER
BRETT STONE UNDERBERG
TRACY ANN CRIMMINS
TANNER EUGENE UTLEY
LETITIA MARIE ANDERSON
Brennan Fehr
Ryan Campbell Kent
DOUGLAS JAMES MARINE
JOHN JOSEPH NIELSEN
Natalie Renee Mandernach
NICHOLAS DEAN HAMMITT
CIERRA MARIE WALDING
Michael James Vought
MICHAEL JOSEPH FRISCHMEYER
Cole Kenneth Jaeschke
JEFFREY ROBERT HAUPTS
BRETT DAMIAN LAUINGER
MITCHELL EDWARD LUNN
BROCK James NORTON
SHAWN RAY MCCARTY
Kaden Tyler Steven McClintock
TIMOTHY JAY KRAAYENBRINK
ANDREW R MCCARVILLE
RICHARD ALLEN MCCARVILLE
SCOTT JOSEPH JULIUS
ZACHARY SCOTT CLARK
Kevin Peter Marso
JARED HERMAN KLINGENBERG

Within 25 miles of Crossroads Center, IA, Best Investors lists 16 registered investment advisory firms with 33 offices nearby, managing about $3.83T in combined regulatory AUM across 522,084 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 Crossroads Center

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM