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Best financial advisors in Dana, IA

Registered advisers within 25 miles of Dana, IA.

Offices
12
Firms
5
Combined AUM
$1.91T
Firm-wide filings, not assets booked only here
Clients
245K
244,906 clients when Item 5C has a number
Avg / client
$7.82M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
RUSSELL WEALTH ADVISORS
FIRST HEARTLAND CONSULTANTS, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

TIMOTHY JAMES HEISTERKAMP
JULIANA GOWAN DUKES
Jackson E Morton
Robert Dean Dozier
KEITH WILLIAM BERG
ADAM THOMPSON GOOD
SAMANTHA LYNN STEPHENS
Shawn Brian Shindelar
Kevin Hanson
Shellie Grabau
Samuel James Byriel
ADAM D RUSSELL
ANDREW D RUSSELL
GARY DEAN RUSSELL
Alyson Brianne Price
Perry Alan Overton
TROY LEE THOMPSON
Andrew Brommer
Aaron Sturm

Within 25 miles of Dana, IA, Best Investors lists 5 registered investment advisory firms with 12 offices nearby, managing about $1.91T in combined regulatory AUM across 244,906 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 Dana

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 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 FIRST HEARTLAND CONSULTANTS, INC. 42 clients · 98 advisers $2.09B AUM 5 RUSSELL WEALTH ADVISORS 121 clients · 3 advisers $106M AUM