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Best financial advisors in Dallas Center, IA

Registered advisers within 25 miles of Dallas Center, IA.

Offices
372
Firms
145
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,331,378 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTHCARE CAPITAL PARTNERS, LLC
ROCKWAY WEALTH PARTNERS
WEIS ADVISORY
INDEPENDENT WEALTH NETWORK, INC.
APEXEDGE LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

ROBERT DAVID SMITH
Tyler Joseph Cahill
NATHAN ROBERT CLARK
Robert L Grove
Chad Wayne Hansen
Bradley Glenn Heyer
CHRISTOPHER ALAN UGLUM
GREGG ALLEN HORSMAN
Mark Stephen Kelly
Jessica Kay Hoffman
DEVON LAVOY DOUVIKAS
BRIAN MATTHEW THOMPSON
Jayden kyle Moore
James Daniel Strege
KEVIN JAMES MCGUIRE
DAVID BRADLEY OLBERDING
Joshua Clair Hildman
THOMAS MICHAEL WEISSENBURGER
MITCHELL WEISSENBURGER MOSER
Zachary Michael Carr
Timothy Short
JARED Benjamin KRAMER
RUSSELL JOHN KRAMER
ANDREA DAWN SABUS
KIRK JAMES BOND
Dustin L Lambert
Cody Ray Smith
MARK WILLIAM MILLSAP
JAY DUSTIN BOLLMAN
CORY ALLEN WARMUTH
JACOB PAUL HELVEY
Peter Vincent Smith
Mark Allen Roberts

Within 25 miles of Dallas Center, IA, Best Investors lists 145 registered investment advisory firms with 372 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,378 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 Dallas Center

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM