Best financial advisors in Dahlonega, IA

Registered advisers within 25 miles of Dahlonega, IA.

Offices

40

Firms

15

Combined AUM

$4.50T

Firm-wide filings, not assets booked only here

Clients

547K

546,930 clients when Item 5C has a number

Avg / client

$8.23M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1223 Theatre Dr Suite A
Ottumwa, IA 52501-3772

PARK AVENUE SECURITIES LLC

1313 N COURT
OTTUMWA, IA 52501

AMERIPRISE FINANCIAL SERVICES, LLC

527 W 2ND ST
OTTUMWA, IA 52501-2310

PROSPERITY CAPITAL ADVISORS

2116 North Court, Suite 1
Ottumwa, IA 52501

EDWARD JONES

2102 N COURT ST
OTTUMWA, IA 52501-1304

WELLS FARGO CLEARING SERVICES, LLC

231 W 2ND ST
OTTUMWA, IA 52501

EDWARD JONES

207 W SECOND STREET STE 2
OTTUMWA, IA 52501

EDWARD JONES

2443 NORTHGATE
OTTUMWA, IA 52501

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

118 West 3rd Street, #1
OTTUMWA, IA 52501

EDWARD JONES

120 N Market Street
Ottumwa, IA 52501

EDWARD JONES

1255 N Elm St
Ottumwa, IA 52501-2841

EDWARD JONES

715 CHURCH ST
OTTUMWA, IA 52501-4219

STATE FARM INVESTMENT MANAGEMENT CORP.

522 Richmond Ave
Ottumwa, IA 52501-4121

LPL FINANCIAL LLC

235 Richmond Ave
Ottumwa, IA 52501

AMERIPRISE FINANCIAL SERVICES, LLC

105 E LOCUST STE 1
BLOOMFIELD, IA 52537

19.6 miles away

EDWARD JONES

117 S MAIN ST
ALBIA, IA 52531

19.6 miles away

LPL FINANCIAL LLC

108 North Dodge Street
Bloomfield, IA 52537

19.6 miles away

OSAIC WEALTH, INC.

105 S. Madison St.
BLOOMFIELD, IA 52537

19.6 miles away

OSAIC WEALTH, INC.

13 BENTON AVENUE EAST
ALBIA, IA 52531

19.6 miles away

EDWARD JONES

110 S Madison St
Bloomfield, IA 52537-1620

19.7 miles away

Firms

PARK AVENUE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PROSPERITY CAPITAL ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

Investors

Brianne Michelle Batterson

Anna Marie Gardner

LEVI J MORRISSEY

ROBERT JOSEPH KRAMER

Brett Alan Morris

MICHAEL DALE WESTON

Riley Jeremiah Sheetz

Eric Steven Morley

Alex Douglas Morley

WILLIAM KENDRICK VENABLES

Katherine Elizabeth Walker

Amber Christine Carroll

Breanne S Garrett

David Lamont Uehling

JAMES ROBERT CARNAHAN

MATTHEW JON VICKERS

TYLER JAMES SENDEJAS

BRADFORD THOMAS MARTIN

Bryan Joseph Crosser

Cassandra Michelle Rennels

TRAVIS LYN HARRIS

ANDREW GUTIERREZ

JASON TYRONE SUMMERS

John K Stookesberry

Within 25 miles of Dahlonega, IA, Best Investors lists 15 registered investment advisory firms with 40 offices nearby, managing about $4.50T in combined regulatory AUM across 546,930 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 Dahlonega

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM