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Best financial advisors in Doon, IA

Registered advisers within 25 miles of Doon, IA.

Offices
35
Firms
18
Combined AUM
$3.03T
Firm-wide filings, not assets booked only here
Clients
664K
664,421 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

CWM, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WATER VALLEY INVESTMENT ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST WEALTH MANAGEMENT, LLC
MONEY CONCEPTS CAPITAL CORP
KESTRA ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.

Investors

Zachary James Vande Weerd
SAMUEL VANDEWEERD
Madison Jean Meyer
Alexander James Arkema
Brandon Douglas Jensen
JUSTIN BLAKE FABER
NANCY ANNE VAN DE BERG
CARMEN M AUSTIN
PAUL BRADLEY HOOGENDOORN
KEVIN JAY GESINK
BEN H. GESINK
JOHN DANIEL DYKSTRA
Isaiah Benjamin deRegt
DARREN MARK RAIH
David Ryan Addink
Ashley Marie Van Roekel
Ross Daniel Hoekstra
Eric David Rankin
Luke Kaleb Rankin
Michael James Storey
Andrew John Borger
Thomas Isaac De Jong
GRANT WILLIAM DE VRIES
MATTHEW ALAN LAMMERS
AARON MATTHEW HAVERDINK
GRETCHEN JADE ZOMERMAAND
SCOTT JON LYFTOGT
Zachary Jon Elbers
TODD HENRY VAN BRUGGEN
Preston Douglas Van Zee
Jordan M Roddel
LAURA NICOLE BLANKENSHIP
KAYDEN ANDREW DOUGLAS VERLEY
BRANDON GERARD BRAAKSMA

Within 25 miles of Doon, IA, Best Investors lists 18 registered investment advisory firms with 35 offices nearby, managing about $3.03T in combined regulatory AUM across 664,421 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 Doon

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 8 CWM, LLC 248 clients · 642 advisers $50.6B AUM