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Best financial advisors in Davenport, IA

Registered advisers within 25 miles of Davenport, IA.

Offices
152
Firms
63
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,975 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

MWA FINANCIAL SERVICES, INC.
BRIDGFORD WEALTH ADVISORY, LLC
GRADIENT ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
AVANTAX PLANNING PARTNERS, INC.
ROBERT W. BAIRD & CO. INCORPORATED
210 FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
MATHESON & ROCK WEALTH MANAGEMENT, LLC
REDHAWK WEALTH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
UNITED CAPITAL FINANCIAL ADVISORS

Investors

KELLIE MARIE RECH
BARRETT WILLIAM ESSMAN
SARAH JANE HYDE
DAWN M JENSEN
Trace Ambrose Timmons
WILLIAM TERRILL SCHENCK
CLINT JOSEPH POGEMILLER
MICHAEL JAMES HETRICK
ELIZABETH A ABBEN
BRADLEY STUART FRANKS
ANDREW DONALD DEWEY
Curtis Lee Weeks
Robert Edward Sandrock-Walsh
CHARLES EDMUND SIMMS
STEWARD DAVID LYMAN
Wade Gaylen Cornick
ANDREW SCOTT MACDONALD
Caitlin Marie Eyth
Quinnlan Chase Smith
SCOTT MICHAEL BRIDGFORD
MICHAEL SCOTT BRIDGFORD
Jaime Rochelle Ragins
Daniel Peter Laubenthal
Nicholas A Schnell
Paul Arvid Schnell
STEPHEN MICHAEL DILLENDER
DANIEL CLAY MCLAUGHLIN
Mark E Mayeski
Marshall W Dismer
TODD PAUL GULLICKSON
Michelle Marie Steining
Angela Michelle White
Laura Elizabeth Hoss
Alex Joseph Adler
Tina Stubbs
BRENT WILLIAM MCCORMICK
CHAD EDWARD LEWIS
ANDREW JOHN TRASOWECH
ELIZABETH JO BEHRENDS
Thomas James McCormick
Megan N Obenauf
JAMES MICHAEL SHRADER
VICTORIA JEAN RAMIREZ
BRYAN RICHARD SAMPSON
JAYE LYNN BEHRENDS
Sydney Grace Verdi Samuelson
Susan Kathryn White
Kim Anh T Hua
JOSEPH GERARD VERDI
STANLEY MARK REEG
BRANDON KYLE PRIBYL
DEBRA SUE HOLDORF
Bailey K Pribyl
Tobey Charles Pribyl
Lawson Leahr
MATTHEW JAMES CASILLAS
John David Rock
MICHAEL ALLEN MATHESON
Luke Jennings
SHEENA GRIFFY
John Jacobs Timmons
PAUL CHARLES HORAN
MARY HORAN MCBRIDE
THOMAS ALLEN BROOKE
Jonathan Rasler
BRADLEY DENNIS WUERTZ
James Otto Wegener
Joseph Michael Miller
Matthew John Sharer
THEODORE Jason BAKER

Within 25 miles of Davenport, IA, Best Investors lists 63 registered investment advisory firms with 152 offices nearby, managing about $11.4T in combined regulatory AUM across 2,777,975 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 Davenport

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM