Best financial advisors in Dundee, IA

Registered advisers within 25 miles of Dundee, IA.

Offices

20

Firms

10

Combined AUM

$2.52T

Firm-wide filings, not assets booked only here

Clients

390K

390,047 clients when Item 5C has a number

Avg / client

$6.46M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

204 South 12th St
MANCHESTER, IA 52057-2130

OSAIC WEALTH, INC.

208 N. FRANKLIN ST.
MANCHESTER, IA 52057

AVANTAX PLANNING PARTNERS, INC.

217 NORTH FRANKLIN
MANCHESTER, IA 52057

EDWARD JONES

124 E FAYETTE ST
MANCHESTER, IA 52057

OSAIC WEALTH, INC.

118 W MAIN ST STE 6
MANCHESTER, IA 52057

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

201 E Main St
Manchester, IA 52057

LPL FINANCIAL LLC

224 WEST MADISON ST
WINTHROP, IA 50682

11.8 miles away

CETERA INVESTMENT ADVISERS LLC

325 Main Street
Colesburg, IA 52035

18.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

110 3rd Avenue SE
Independence, IA 50644-2812

18.7 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

231 FIRST ST E
INDEPENDENCE, IA 50644

18.7 miles away

NATIONS FINANCIAL GROUP, INC.

230 1st St. E
Independence, IA 50644

18.7 miles away

EDWARD JONES

20 1st Ave NE
OELWEIN, IA 50662-0000

18.9 miles away

CETERA INVESTMENT ADVISERS LLC

7 E CHARLES STREET
OELWEIN, IA 50662

EDWARD JONES

805 1st Street W
Independence, IA 50644

19.2 miles away

OSAIC WEALTH, INC.

903 N. FREDERICK AVENUE
OELWEIN, IA 50662

19.2 miles away

NATIONS FINANCIAL GROUP, INC.

305 Enterprise Dr.
Independence, IA 50644

19.3 miles away

EDWARD JONES

2300 SWAN LAKE BLVD STE 203
INDEPENDENCE, IA 50644-9708

20.5 miles away

EDWARD JONES

133 1st Ave E
DYERSVILLE, IA 52040

23.4 miles away

PRINCIPAL SECURITIES, INC.

239 1ST AVE E
DYERSVILLE, IA 52040

23.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

337 1st Ave E
Dyersville, IA 52040-1204

23.5 miles away

Firms

OSAIC WEALTH, INC.

AVANTAX PLANNING PARTNERS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

NATIONS FINANCIAL GROUP, INC.

PRINCIPAL SECURITIES, INC.

Investors

Angela Sue Rave

LEO KENNETH MONAGHAN

ANTHONY JOHN MONAGHAN

ALAN EMERSON KELTNER

Gretchen Kay Walter

JENNIFER LEE KRITZ

TAMMY LYNN Feldmann Kelchen

Nicholas Dale Dennie

DONNA AMY KUHLMAN

TIMOTHY JAMES REED

MARISSA KAY QUANDAHL

MIKEL DOUGLAS MARKEY

Deon David Cleveland

Harley Ryan Nelson

JOSEPH THOMAS TREWIN

OWEN MICHAEL TEW

Heather Michelle Cox

Christian Bradley Solsma

Katherine Marie Solsma Bell

Curt John Solsma

GERALD LEE BUHR

NEIL KEITH WILKINSON

KOLE DOUGLAS JOHNSON

JUSTIN MATTHEW SHAFFER

MARK ALAN GEERTSMA

Mark Jacob McGarvey

Elliot Gordon Salter

Chance J Maiers

Elizabeth Anne Rude

BRENT DAVID HINERICHSEN

REX ALLAN MASSEY

Within 25 miles of Dundee, IA, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $2.52T in combined regulatory AUM across 390,047 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 Dundee

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM