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Best financial advisors in Dubuque, IA

Registered advisers within 25 miles of Dubuque, IA.

Offices
101
Firms
41
Combined AUM
$6.05T
Firm-wide filings, not assets booked only here
Clients
896K
896,012 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

WEITZEL FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
IPI WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
STEELE CAPITAL MANAGEMENT, INC.
OSAIC WEALTH, INC.
MARINER INDEPENDENT
UMB PRIVATE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

RAYMOND ALLEN QUINT
Matthew James Moore
Maya G Wachter
BRADLEY JOSEPH WEITZEL
MARTIN THOMAS BERGER
TIMOTHY JOSEPH WEITZEL
DONALD FREDERICK RUPP
MICHELLE LYNN HARRIS
BART ALAN TIMMERMAN
REBECCA ANN TIMMERMAN
JAMES GREG GORTON
JOHN TIMMERMAN
Peter Timmerman
Taylor JAMES Jansen
BRENDAN BERNARD HOULIHAN
JOELLEN KAY HERKERT
CHARLES PETER GEERS
MICHAEL ROBERT OSGOOD
MELISSA MARIE SCHMITT
BRIAN RAY ORMORD
Kyle Lippold
AUSTIN TIMOTHY JUNGERS
STACI L LEITZINGER
CHARLES ROGER SKEMP
STEVEN JOSEPH BUCHHEIT
Marsha Margaret Abbott
APRIL JEAN HANSON
Katie Lorraine Preston
Nicole M Heiderscheit
Nelson Rivera
MARTIN JOHN SMITH
KATHRYN LYNN MORAN
Thomas Joseph Halatek
BRADLEY LEWIS
NICHOLAS PATRICK SMITH
CHRISTOPHER MATTHEW BOXLEITER
BRETT ALLEN WESSELS
VERNON HAROLD HENJES
Nicholas Brennan Hoffmann
TRENT STEINES
DAWN MARIE OTTING
JENNIFER CECELIA KETTERING
Justin Schultz
MICHAEL DANIEL STEELE
MICHAEL W MONTAG
Eric May
ALEXANDER DALE LARSON
Regan Michael Takes
Frank Brooks Bertsch
JONATHON CHARLES CUSHMAN
WILLIAM BRADLEY CHALMERS
Brenden Jeffrey Dauphin
BRET ROBERT JOHNSON
Christopher Allen Noel
Frederick T Ganter
Thomas Casey
Brian Greenwood
John Charles Greenwood

Within 25 miles of Dubuque, IA, Best Investors lists 41 registered investment advisory firms with 101 offices nearby, managing about $6.05T in combined regulatory AUM across 896,012 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 Dubuque

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM