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Best financial advisors in Dewitt, IA

Registered advisers within 25 miles of Dewitt, IA.

Offices
127
Firms
52
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,444,739 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PLAN2THRIVE FINANCIAL
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AUSDAL FINANCIAL PARTNERS, INC.
STRATOS WEALTH PARTNERS, LTD
U.S. BANCORP ADVISORS, LLC

Investors

James Karl OMelia
CASEY ROBERT WALKER
GAYLON ELDON HEETLAND
BRIAN DEAN STEWARD
Thomas Jeffrey Harkins
MARTIN JAY MURRELL
Kody Koberg
Will Thomas Froeschle
BENJAMIN MAX FROESCHLE
David Linder
David Lee Schnorrenberg
JEFF D NEWBURN
AMANDA SUE KELLEY
PATRICK LEE REID
NOLAN BARRY VOSLER
KIMBERLY ANN STOLL
KARA ANN HOWE
NATHAN A KREINBRINK
Christie Rutenbeck Akins
BENJAMIN NOLAN FANDERCLAI
BRAD STUART
ANDREW STEVEN MEYERS
CARINA LYNNE BUSH
Randy Allen Kirkpatrick
JOSEPH TYLER MILLS
KELSEY VICTORIA Gammon
Michel Otto Stephenitch
Andrew J Feller
Matthew Alan Coon
Jerome Bernard Kedley
Austin McNeal Eck
JACOB PAUL WOODCOCK
JAMES C NELSON
JOHN H NELSON
Travis Morehead
DAVID MICHAEL NELSON
AMY LYNN CAVANAUGH
Jamie Lynn Hugunin
MICHAEL D STEIGERWALD
Ryan Randall
Shawn Scott Lorion
DAVID EUGENE BUTCHER

Within 25 miles of Dewitt, IA, Best Investors lists 52 registered investment advisory firms with 127 offices nearby, managing about $10.3T in combined regulatory AUM across 2,444,739 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 Dewitt

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