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Best financial advisors in Eagle Grove, IA

Registered advisers within 25 miles of Eagle Grove, IA.

Offices
39
Firms
19
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

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
BFC PLANNING, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
VISIONX WEALTH PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
SPC
THRIVENT INVESTMENT MANAGEMENT INC.
SUMMIT AG ADVISORS, LLC

Investors

BROCK James NORTON
MITCHELL EDWARD LUNN
BRETT DAMIAN LAUINGER
Cole Kenneth Jaeschke
JEFFREY ROBERT HAUPTS
MICHAEL JOSEPH FRISCHMEYER
DOUGLAS JAMES MARINE
JOHN JOSEPH NIELSEN
Natalie Renee Mandernach
NICHOLAS DEAN HAMMITT
CIERRA MARIE WALDING
Michael James Vought
Brennan Fehr
Ryan Campbell Kent
TANNER EUGENE UTLEY
KOLE THOMAS PETERSEN
BAILEIGH Je'Nae ASHBROOK
LETITIA MARIE ANDERSON
TRACY ANN CRIMMINS
CAROL JEAN BREESER
BRETT STONE UNDERBERG
MARK BRIAN CHINGREN
Gabriel Lee Pettit
Rebecca Mills
MICHAEL RAY STENSLAND
ANDREA SUE DODD
BRIAN CHARLES KAPKA
JOSHUA ROBERT FAABORG
Michael Jenison
Blake Perry Jackson
Jordan L Meyer

Within 25 miles of Eagle Grove, IA, Best Investors lists 19 registered investment advisory firms with 39 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 Eagle Grove

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