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Best financial advisors in Duncombe, IA

Registered advisers within 25 miles of Duncombe, IA.

Offices
36
Firms
18
Combined AUM
$3.85T
Firm-wide filings, not assets booked only here
Clients
606K
606,184 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWEST WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VISIONX WEALTH PARTNERS
VAN DIEST CAPITAL
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BFC PLANNING, INC.

Investors

ZACHARY SCOTT CLARK
SHAWN RAY MCCARTY
BROCK James NORTON
ANDREW R MCCARVILLE
RICHARD ALLEN MCCARVILLE
SCOTT JOSEPH JULIUS
Kaden Tyler Steven McClintock
TIMOTHY JAY KRAAYENBRINK
LINDA JEAN LAHR
Courtney Jean Vander Plaats
John Gordon Brandt
ERIN CHRISTIAN
TANNER EUGENE UTLEY
TYLER PAUL DAWSON
BENJAMIN RASMUSSEN
WILLIAM DAVID BERTRAN
ERIC MICHAEL DAWSON
Brody Eischeid
ANDREW EDWIN HEJLIK
MEREDITH ANN BARGFREDE
Timothy James Finucan
Amanda Marie Kelly
Sean D Finucan
Addison Folcher
WILLIAM DORAN JOHNSTON
Cole Kenneth Jaeschke
Travis Havel
GERALD MATTHEW GOEBEL
BRETT DAMIAN LAUINGER
Brennan Fehr
Ryan Campbell Kent
JEFFREY ROBERT HAUPTS
MICHAEL JOSEPH FRISCHMEYER
DOUGLAS JAMES MARINE
JOHN JOSEPH NIELSEN
Natalie Renee Mandernach
NICHOLAS DEAN HAMMITT
CIERRA MARIE WALDING
Michael James Vought
MITCHELL EDWARD LUNN

Within 25 miles of Duncombe, IA, Best Investors lists 18 registered investment advisory firms with 36 offices nearby, managing about $3.85T in combined regulatory AUM across 606,184 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 Duncombe

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM