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Best financial advisors in Doris, IA

Registered advisers within 25 miles of Doris, IA.

Offices
42
Firms
19
Combined AUM
$3.39T
Firm-wide filings, not assets booked only here
Clients
394K
393,657 clients when Item 5C has a number
Avg / client
$8.62M
Combined AUM ÷ clients

Nearby offices

Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NET WORTH ADVISORS
EDWARD JONES
TUVE INVESTMENT MANAGEMENT, INC.
NATIONS FINANCIAL GROUP, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
KEYSTONE WEALTH MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

BRIAN DALE PERSSON
DAWN N. PILIPCHUK-KRUTH
NICKOLAS DEANE PILIPCHUK
Blake Richard Hamer
Jacob Michael Murray
KEITH ROBIN HAMER
KRISTINA LYN PRICE
CHARLES WILLIAM SHIREY
BRENT JAMES GILMORE
JONATHAN SCOTT LARSON
Austin Hamer
Nicholas Matthew Gary
LAUREL KAY THOMPSON
MATTHEW JAMES HENNIG
MICHAEL DALE OHRT
CASEY PAUL MCLAUGHLIN
LUCUS MELINE SCOTT
ROSS JAMES BARBATTI
Steven Kenneth Koch
STANLEY JOHN TUVE
JOHN STANLEY TUVE
Katrina Helle
Matthew James Gary
KYLE DAVID WINTER
STEVEN JAMES NIDA
TYLER MICHAEL JOHNSON
ISAIAH JAMES MUNDELL
JAMES ROBERT MUNDELL
ERICA JOHNSON
THOMAS THEODORE JAEGER
NOLAN WAYNE FARWELL
ADAM PAUL SCHAEFER
Tayler Thomas Tjaden
KELLY JO GOREHAM
RYAN THOMAS SHAW
TRAVIS JOHN BOVY
MICHAEL ALAN HULME
NOAH ALLAN BROWN
JEREMEY JOHN BULLERMAN
THOMAS RICHARD TJADEN
JOSHUA DAVID MERCURIO
PATRICIA ELIZABETH MONAT
ADAM DEAN STEENBLOCK
MIKAL LUDOLPH
BRADY JAMES O'CONNOR
MARK JAMES FUNK

Within 25 miles of Doris, IA, Best Investors lists 19 registered investment advisory firms with 42 offices nearby, managing about $3.39T in combined regulatory AUM across 393,657 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 Doris

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM