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Best financial advisors in Decorah, IA

Registered advisers within 25 miles of Decorah, IA.

Offices
30
Firms
13
Combined AUM
$5.43T
Firm-wide filings, not assets booked only here
Clients
952K
952,330 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

JASON MATTHEW SOLAND
CHAD MICHAEL MILLS
Taylor Renee Lensing
KEITH THOMPSON
TRACY JO DOSTAL
JEFFREY ALAN OLINGER
Amanda Jo McIntosh
Russell Schouweiler
Nathan Forester Paulsen
Zachary Shearer
Justin Wade Gullekson
PAUL DAVID HUDSON
JASON ALLEN KNOX
Brett Van Sloten
Richard Wayne Cuvelier
Spencer Calvin Cuvelier
James Troy Whitehill
JONATHAN PAUL PIPHO
LONDA KAY GRINNA
Richard Robert Reiser
MATTHEW PAUL SIEGLE
MATTHEW HOWARD OLSON
Ryan Todd Burras
SARA ANN BULMAN
RENAE Q JOHNSON
MATTHEW PAUL DIETZENBACH
Eric M Dietzenbach
ASHTON JULIA SCHWICKERATH
NICOLE MARIE WILTGEN
Nicholas Steven Wilz
SCOTT KEVIN HOUG
Cathy M Buhl
Michael Todd Alexander
Mark Robert Cuvelier
Ally Marie Grover
AARON LINN HVITVED

Within 25 miles of Decorah, IA, Best Investors lists 13 registered investment advisory firms with 30 offices nearby, managing about $5.43T in combined regulatory AUM across 952,330 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 Decorah

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM