Best financial advisors in De Soto, IA

Registered advisers within 25 miles of De Soto, IA.

Offices

338

Firms

141

Combined AUM

$11.2T

Firm-wide filings, not assets booked only here

Clients

2.33M

2,331,298 clients when Item 5C has a number

Avg / client

$4.80M

Combined AUM ÷ clients

Nearby offices

WELLS FARGO CLEARING SERVICES, LLC

800 S JORDAN CREEK PKWY
WEST DES MOINES, IA 50266

12.1 miles away

ZEGA INVESTMENTS, LLC

1217 N. 6TH AVENUE
WINTERSET, IA 50273

12.1 miles away

EDWARD JONES

1217 N 6TH AVE SUITE 2
WINTERSET, IA 50273

12.1 miles away

LPL FINANCIAL LLC

611 W HIGHWAY 92
WINTERSET, IA 50273

12.2 miles away

LPL ENTERPRISE, LLC

720 S. 68TH ST SUITE 8
WEST DES MOINES, IA 50266

12.2 miles away

CETERA INVESTMENT ADVISERS LLC

1055 Jordan Creek Parkway SUITE 130
WEST DES MOINES, IA 50266

12.3 miles away

EDWARD JONES

1055 JORDAN CREEK PARKWAY SUITE 116
WEST DES MOINES, IA 50266

12.3 miles away

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1055 JORDAN CREEK PKWY SUITE 224
WEST DES MOINES, IA 50266

12.3 miles away

SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

1075 JORDAN CREEK PARKWAY SUITE 240
WEST DES MOINES, IA 50266

12.3 miles away

UBS FINANCIAL SERVICES INC.

1075 Jordan Creek Parkway Suite 100
WEST DES MOINES, IA 50266

12.3 miles away

CETERA INVESTMENT ADVISERS LLC

1089 JORDAN CREEK PKWY SUITE 370
WEST DES MOINES, IA 50266

12.3 miles away

CETERA INVESTMENT ADVISERS LLC

1089 JORDAN CREEK PKWY SUITE 370
WEST DES MOINES, IA 50266

12.3 miles away

OSAIC WEALTH, INC.

1089 JORDAN CREEK PARKWAY SUITE 190
WEST DES MOINES, IA 50266

12.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1089 JORDAN CREEK PKWY STE 110
WEST DES MOINES, IA 50266-5830

12.3 miles away

CETERA INVESTMENT ADVISERS LLC

1089 JORDAN CREEK PKWY
WEST DES MOINES, IA 50266

12.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1225 Jordan Creek PKWY, Ste. 104
West Des Moines, IA 50266

12.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1225 Jordan Creek Pkwy. Ste. 104
West Des Moines, IA 50266

12.3 miles away

NICOLET WEALTH MANAGEMENT

1245 Jordan Creek Parkway Suite 140
West Des Moines, IA 50266

12.3 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

1245 Jordan Creek Pkwy Suite 200
W Des Moines, IA 50266

12.3 miles away

BISON WEALTH, LLC

1245 JORDAN CREEK PKWY SUITE 170
WEST DES MOINES, IA 50266

12.3 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

ZEGA INVESTMENTS, LLC

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

CETERA INVESTMENT ADVISERS LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

UBS FINANCIAL SERVICES INC.

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

NICOLET WEALTH MANAGEMENT

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BISON WEALTH, LLC

Investors

Kenneth Blaine Luckinbill

Peter Andrew Loiler

SCOTT WILLIAM ADAMS

Michael Alan Gabrielson

MICHAEL KENT TRACY

Lori A Ripperger

JASON LEE KLEEMEIER

Casey Jon Kleemeier

Amanda L Lowery

Michael Anthony Taylor

JAMES PHILIP SANDAGER

ERIK LLOYD SEVERSON

JAMES C. SPOONER

SCOTT M JACKSON

CHARLES GREGORY HARTLIEB

KATHLEEN ANN HENDERSHOTT

SPENCER WILLIAM COX

JARED ROBERT CLAUSS

Joel Thomas Shaner

THOMAS LEE ZAMBRANO

TREVOR LYNN SHANER

ROBERT D. CHLEBORAD

JORDAN R RICHARD DUESENBERG

Elisabeth Reilly OConnor

JAMES RAYMOND OPLT

STEVEN DUANE DUESENBERG

BROOKE E SANDSTOE

STEPHANIE WARYWODA

Ryan Joseph Armock

Denise MARIE Daugherty

MICHELLE LORRAINE NABILIWA

KEITH EDWARD HUNTER

JASON LEROY MADSEN

THOMAS EDWARD SHERZAN

Keegan Joseph Kohorst

SETH LOREN GALE MCCLELLAN

Matthew T Hammes

Leo Joseph Mauro

JOSHUA PATRICK RICE

TYLER JOHN GUNDERSON

BRIAN WAYNE SAMUELSON

STEVEN JOHN HEIDEMAN

JEFFREY BENTON KIMBALL

FRANCI ROSE SHIELDS

BRADLEY LEO RENBERG

JED L WILLOUGHBY

KORY BORCHERDING

JAMI KAY JOHNSON

CODY DANIEL PHELPS

CHAD WESLEY TERRY

JEFFREY DALE BYRN

Jack Edwin Evans

KEITH ALLEN ERHARD

ROBERT JAY DENHARTOG

Wendy Kay Bryant

ANDREW R PUHRMANN

Alexander Thomas Tri Pohlmann

Mary Josephine Draayer

PAUL ALAN WIELAGE

SUSAN M STEPHENSON

PAUL HOWARD SOENER

MATTHEW JOHN NICHOLS

BLAKE ALAN ARCHIBOLD

FRANCIS JOSEPH OPPOLD

CRAIG PHILIP MICKELSON

RAYMOND E HANSEN

Ashley Lynn Hethershaw

Within 25 miles of De Soto, IA, Best Investors lists 141 registered investment advisory firms with 338 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,298 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 De Soto

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