Best financial advisors in Dexter, IA

Registered advisers within 25 miles of Dexter, IA.

Offices

102

Firms

53

Combined AUM

$8.77T

Firm-wide filings, not assets booked only here

Clients

2.00M

2,001,966 clients when Item 5C has a number

Avg / client

$4.38M

Combined AUM ÷ clients

Nearby offices

INTEGRITY ALLIANCE, LLC.

818 FIRST STREET
REDFIELD, IA 50233

10.2 miles away

LPL FINANCIAL LLC

611 W HIGHWAY 92
WINTERSET, IA 50273

ZEGA INVESTMENTS, LLC

1217 N. 6TH AVENUE
WINTERSET, IA 50273

EDWARD JONES

1217 N 6TH AVE SUITE 2
WINTERSET, IA 50273

OSAIC WEALTH, INC.

108 W JEFFERSON STREET
WINTERSET, IA 50273

13.6 miles away

EDWARD JONES

119 W COURT AVE
WINTERSET, IA 50273-1544

13.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

114 East Jefferson St.
Winterset, IA 50273

13.7 miles away

LPL FINANCIAL LLC

223 E COURT AVE STE 1
WINTERSET, IA 50273

13.8 miles away

WEALTHCARE CAPITAL PARTNERS, LLC

904 NILE KINNICK DRIVE SOUTH UNIT 203
ADEL, IA 50003

15.9 miles away

LPL FINANCIAL LLC

516 NILE KINNICK DR S, SUITE A
ADEL, IA 50003

16.1 miles away

EDWARD JONES

412 GREENE ST
ADEL, IA 50003

16.3 miles away

EAGLE STRATEGIES LLC

709 Main Street
Adel, IA 50003

16.3 miles away

EDWARD JONES

611 EAST MAIN ST
PANORA, IA 50216

18.2 miles away

INTEGRITY ALLIANCE, LLC.

5206 Tamara Point
PANORA, IA 50216

20.1 miles away

LPL FINANCIAL LLC

311 5TH STREET
FONTANELLE, IA 50846

20.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

111 S 4th St.
Gutherie Center, IA 50115

21.2 miles away

AEGIS WEALTH MANAGEMENT, INC.

317 STATE STREET
GUTHRIE CENTER, IA 50115

21.3 miles away

EDWARD JONES

205 State St
GUTHRIE CENTER, IA 50115

21.3 miles away

INTEGRITY WEALTH MANAGEMENT LLC

550 SE RED FERN DRIVE
Waukee, IA 50263

21.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

80 4th Street
Waukee, IA 50263

21.5 miles away

Firms

INTEGRITY ALLIANCE, LLC.

LPL FINANCIAL LLC

ZEGA INVESTMENTS, LLC

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WEALTHCARE CAPITAL PARTNERS, LLC

EAGLE STRATEGIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

AEGIS WEALTH MANAGEMENT, INC.

INTEGRITY WEALTH MANAGEMENT LLC

Investors

KURTIS CHARLES THOMPSON

SCOTT WILLIAM ADAMS

Kenneth Blaine Luckinbill

Peter Andrew Loiler

SARAH JEAN DORY

Whitney Ann Messerschmitt

Ross S Rethmeier

JOHN CHARLES RUDDY

DANIEL JOE NIELSEN

Jessica Kay Hoffman

CHRISTOPHER ALAN UGLUM

GREGG ALLEN HORSMAN

Tyler Joseph Cahill

NATHAN ROBERT CLARK

David Jeffrey Grove

MICHELE MARIE MCCARTY-WOODS

ROBERT JAMES CARR

Jonathan Nathaniel Durr

Brendon Lane Johansen

Joseph Todd Ollila

Stephanie Danielle Waskey

Mason William Yerian

SEAN MICHAEL BURKE

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

LOREN W SHERMAN

ROBERT DAVID SMITH

Within 25 miles of Dexter, IA, Best Investors lists 53 registered investment advisory firms with 102 offices nearby, managing about $8.77T in combined regulatory AUM across 2,001,966 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 Dexter

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