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Best financial advisors in Dawson, IA

Registered advisers within 25 miles of Dawson, IA.

Offices
35
Firms
17
Combined AUM
$2.77T
Firm-wide filings, not assets booked only here
Clients
445K
444,639 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
INTEGRITY ALLIANCE, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AEGIS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
WEALTHCARE CAPITAL PARTNERS, LLC
WEIS ADVISORY

Investors

Aaron Sturm
Andrew Brommer
MICHELE MARIE MCCARTY-WOODS
David Jeffrey Grove
KURTIS CHARLES THOMPSON
ROBERT JAMES CARR
Jonathan Nathaniel Durr
Lisa Cassidy
Brendon Lane Johansen
Joseph Todd Ollila
Stephanie Danielle Waskey
Mason William Yerian
SEAN MICHAEL BURKE
Jimmy Fish
Hunter Shelton Pistole
Griffin Joseph Malatino
RANDY STEVEN FARISH
KEVIN Lee HOCKER
DAVID WILLIAM STANLEY
GORDON SPENCER CAMPBELL
JAMES JOSEPH ROSS WHEELER
ALEC EDMOND MUEHLEMEYER
Hilary Zaragoza
Melissa Rose Loest
TIMOTHY JAMES HEISTERKAMP
Jackson E Morton
Robert Dean Dozier
JULIANA GOWAN DUKES
Tyler Joseph Cahill
NATHAN ROBERT CLARK
CHRISTOPHER ALAN UGLUM
GREGG ALLEN HORSMAN
Robert L Grove
Jessica Kay Hoffman
KEITH WILLIAM BERG
ADAM THOMPSON GOOD
SAMANTHA LYNN STEPHENS
Shawn Brian Shindelar
ROBERT DAVID SMITH
Chad Wayne Hansen
Bradley Glenn Heyer
DEVON LAVOY DOUVIKAS
DAVID BRADLEY OLBERDING
Joshua Clair Hildman
THOMAS MICHAEL WEISSENBURGER
MITCHELL WEISSENBURGER MOSER

Within 25 miles of Dawson, IA, Best Investors lists 17 registered investment advisory firms with 35 offices nearby, managing about $2.77T in combined regulatory AUM across 444,639 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 Dawson

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM