Best financial advisors in Durham, IA

Registered advisers within 25 miles of Durham, IA.

Offices

37

Firms

16

Combined AUM

$4.16T

Firm-wide filings, not assets booked only here

Clients

566K

565,620 clients when Item 5C has a number

Avg / client

$7.36M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

606 Oskaloosa St
Pella, IA 50219

EDWARD JONES

414 Oskaloosa St
Pella, IA 50219

EDWARD JONES

702 LIBERTY ST
PELLA, IA 50219-1746

PARK AVENUE SECURITIES LLC

711 MAIN STREET
PELLA, IA 50219

INTELLICENTS INVESTMENT SOLUTIONS INC

725 Main Street
Pella, IA 50219

PFS INVESTMENTS INC.

713 E 1ST ST STE 1
PELLA, IA 50219

PFS INVESTMENTS INC.

713 E 1ST ST STE 1-A
PELLA, IA 50219

RIA ADVISORY GROUP, LLC

1609 Fifield Rd
Pella, IA 50219

EAGLE STRATEGIES LLC

821 FRANKLIN STREET
PELLA, IA 50219

AVANTAX PLANNING PARTNERS, INC.

916 W 16th St
Pella, IA 50219

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

800 MAIN STREET
PELLA, IA 50219

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

833 Broadway St.
Pella, IA 50219

AMERIPRISE FINANCIAL SERVICES, LLC

1109 Washington St
Pella, IA 50219

LPL FINANCIAL LLC

512 FRANKLIN STREET
PELLA, IA 50219

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

905 W. 1st St.
Pella, IA 50219

CWM, LLC

702 Washington Street
Pella, IA 50219

EDWARD JONES

1107 W 16TH ST STE 100
PELLA, IA 50219

EDWARD JONES

1910 WASHINGTON ST STE 200
PELLA, IA 50219-7882

OSAIC WEALTH, INC.

117 S. 4TH STREET Suite A
KNOXVILLE, IA 50138

OSAIC WEALTH, INC.

305 E MAIN
KNOXVILLE, IA 50138

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

PARK AVENUE SECURITIES LLC

INTELLICENTS INVESTMENT SOLUTIONS INC

PFS INVESTMENTS INC.

RIA ADVISORY GROUP, LLC

EAGLE STRATEGIES LLC

AVANTAX PLANNING PARTNERS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

Investors

KEVIN LUGENE VANWYK

Kaurie Marinkovich

Justin David Madsen

Dakota William Hills

Joshua A Weishaar

Isaiah Rozenboom

Jason A Rozenboom

MATTHEW JOHN VANMAANEN

Jacob Thomas Olson

Connie Suzanne McCleary-Geiger

Landon Vander Leest

Megan Elizabeth Holland

TYLER EVAN JUNKER

AUSTIN TUNIS VER MEER

Levi Andrew Ver Meer

STEVEN LEE VERMEER

RYAN JON ANDERSON

KASIN LEE BECKWITH

JEFFREY TROY FISCELLA

MARK ALAN WISKUS

Chad Daniel Klyn

Wendy Sue Albers

MICHAEL DEAN VERMEER

WENDY LYNN SIMS

DAWN JEAN KLEIS

Caleb Allen Van Arendonk

Nathan Lee Van Donselaar

CRAIG ALBERT WASSENAAR

REID CHRISTOPHER EVANS

NICOLE CECIL BOULAIS

MICHAEL EUGENE ROOZEBOOM

MICKY ISAAC SNIEDER

Tricia Lynn De Haan

SAMUEL VANDEWEERD

Zachary James Vande Weerd

Larry Lee Curry

John Mark Krogstad

KEVIN JOSEPH WADLE

WICK CUNNINGHAM

JOSEPH CONRAD CUNNINGHAM

Within 25 miles of Durham, IA, Best Investors lists 16 registered investment advisory firms with 37 offices nearby, managing about $4.16T in combined regulatory AUM across 565,620 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 Durham

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM