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Best financial advisors in East Peru, IA

Registered advisers within 25 miles of East Peru, IA.

Offices
35
Firms
16
Combined AUM
$3.45T
Firm-wide filings, not assets booked only here
Clients
375K
374,763 clients when Item 5C has a number
Avg / client
$9.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
VALIC FINANCIAL ADVISORS, INC.
ZEGA INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREMLER FINANCIAL CORP
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

DANIEL JOE NIELSEN
Whitney Ann Messerschmitt
Ross S Rethmeier
JOHN CHARLES RUDDY
SARAH JEAN DORY
KATHLEEN SUE DENNIS
SCOTT WILLIAM ADAMS
Kenneth Blaine Luckinbill
Peter Andrew Loiler
DAVID MICHAEL BEMIS
James Rutherford
Ashley Taylor
MARK ROBERT GREMLER
Grant Phillip McGraw
Kimberly Ann Guilford
KENT ALLEN POWGNAS
Emily Lynn Bates
Andrew Douglas Leech
Andrei J Murphy
CHRISTIAN JAMES SIEBERT
SAMUEL OWEN SORENSON
CHAD JEREMY KUEHL
AMY Michelle WHITE

Within 25 miles of East Peru, IA, Best Investors lists 16 registered investment advisory firms with 35 offices nearby, managing about $3.45T in combined regulatory AUM across 374,763 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 East Peru

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC $122B AUM 8 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM