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Best financial advisors in Dunkerton, IA

Registered advisers within 25 miles of Dunkerton, IA.

Offices
92
Firms
40
Combined AUM
$4.60T
Firm-wide filings, not assets booked only here
Clients
663K
663,323 clients when Item 5C has a number
Avg / client
$6.93M
Combined AUM ÷ clients

Nearby offices

Firms

INNOVATIVE WEALTH MANAGEMENT, LLC
PROSPERA FINANCIAL SERVICES, INC.
PRINCIPAL SECURITIES, INC.
OSAIC WEALTH, INC.
BENJAMIN F. EDWARDS & COMPANY, INC.
U.S. BANCORP ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NATIONS FINANCIAL GROUP, INC.
NET WORTH ADVISORS
TUVE INVESTMENT MANAGEMENT, INC.
EDWARD JONES

Investors

ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
JAMES NEIL FRANZEN
CHRISTOPHER ALAN HOLTHAUS
MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
BRIAN DALE PERSSON
DAWN N. PILIPCHUK-KRUTH
NICKOLAS DEANE PILIPCHUK
Nicholas Matthew Gary
Blake Richard Hamer
Jacob Michael Murray
KEITH ROBIN HAMER
KRISTINA LYN PRICE
CHARLES WILLIAM SHIREY
BRENT JAMES GILMORE
JONATHAN SCOTT LARSON
Austin Hamer
LAUREL KAY THOMPSON
LUCUS MELINE SCOTT
MICHAEL DALE OHRT
CASEY PAUL MCLAUGHLIN
MATTHEW JAMES HENNIG
Matthew James Gary
JUSTIN ALAN DAMS
MICHAEL LEAVENS RAMKER
KYLE DAVID WINTER
TYLER MICHAEL JOHNSON
ISAIAH JAMES MUNDELL
JAMES ROBERT MUNDELL
ERICA JOHNSON
STEVEN JAMES NIDA
ROSS JAMES BARBATTI
STANLEY JOHN TUVE
JOHN STANLEY TUVE
Steven Kenneth Koch
Katrina Helle

Within 25 miles of Dunkerton, IA, Best Investors lists 40 registered investment advisory firms with 92 offices nearby, managing about $4.60T in combined regulatory AUM across 663,323 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 Dunkerton

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM