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Best financial advisors in Derby, IA

Registered advisers within 25 miles of Derby, IA.

Offices
8
Firms
7
Combined AUM
$2.11T
Firm-wide filings, not assets booked only here
Clients
286K
286,323 clients when Item 5C has a number
Avg / client
$7.36M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DAVID MARTIN FLETCHER
DENISE LYNNETTE STORM
MARIA ALYSE HUNTER
AVERY MARIAH PIERSCHBACHER
DAVID DEAN KNIGHT
Adam Dean Bahr
Brock Lynn Rodgers
Ashley Renee Abbas
TATE FELTON
Ashley Taylor
James Rutherford
DAVID MICHAEL BEMIS

Within 25 miles of Derby, IA, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $2.11T in combined regulatory AUM across 286,323 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 Derby

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM