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Best financial advisors in Edgewood, IA

Registered advisers within 25 miles of Edgewood, IA.

Offices
12
Firms
9
Combined AUM
$2.53T
Firm-wide filings, not assets booked only here
Clients
396K
396,226 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
AVANTAX PLANNING PARTNERS, INC.
EDWARD JONES
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

DONNA AMY KUHLMAN
ANDREW DOUGLAS REIMER
ALAN EMERSON KELTNER
Gretchen Kay Walter
LEO KENNETH MONAGHAN
ANTHONY JOHN MONAGHAN
TAMMY LYNN Feldmann Kelchen
JENNIFER LEE KRITZ
Angela Sue Rave
Elliot Gordon Salter
Chance J Maiers
Elizabeth Anne Rude
BRENT DAVID HINERICHSEN
REX ALLAN MASSEY
Nicholas Dale Dennie

Within 25 miles of Edgewood, IA, Best Investors lists 9 registered investment advisory firms with 12 offices nearby, managing about $2.53T in combined regulatory AUM across 396,226 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 Edgewood

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM