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Best financial advisors in Dougherty, IA

Registered advisers within 25 miles of Dougherty, IA.

Offices
30
Firms
18
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
460K
459,916 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
PROSPERITY CAPITAL ADVISORS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
RDA FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
CONCORDE ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Investors

BRADLEY A SCHEIDEMAN
PHILIP FREDERICK HAUSER
BELEN KRABBE
Soren Anderson Heilskov
Mekenna R Weiss
Holly Marisa Johnson
SHANNON KROPP
RICHARD J. RYAN
Matthew Sonquist
STEPHEN RALPH PALEN
Sara Jeanne Bodeen Carlsson
Jennifer Jean Verstegen
Nathan A Bothwell
WILLIAM RICHARD BURT
Todd Leet
KRISTY LEA MARQUIS
THOMAS BRIAN SERNETT
Gregory Braun
Stephanie Jo Lyles
Jason Laurence Geving
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN
ANN ELIZABETH HARTY
BRENT WILLIS
JEREMY MARK PETERS
Rachael Colleen Swanson
Amy Jo Dixon
Kristian James Lamont

Within 25 miles of Dougherty, IA, Best Investors lists 18 registered investment advisory firms with 30 offices nearby, managing about $4.64T in combined regulatory AUM across 459,916 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 Dougherty

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM