Best financial advisors in Edna, IA

Registered advisers within 25 miles of Edna, IA.

Offices

28

Firms

14

Combined AUM

$3.99T

Firm-wide filings, not assets booked only here

Clients

697K

696,927 clients when Item 5C has a number

Avg / client

$5.72M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

121 S Story St.
Rock Rapids, IA 51246

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 S Spring, Ste. B
Luverne, MN 56156

15.7 miles away

LPL FINANCIAL LLC

219 E MAIN ST STE 4
LUVERNE, MN 56156

15.8 miles away

EDWARD JONES

122 EAST MAIN ST
LUVERNE, MN 56156

15.8 miles away

CWM, LLC

1321 Main Street
Rock Valley, IA 51247

16.8 miles away

EDWARD JONES

1319 10th Street
Rock Valley, IA 51247-0000

17.1 miles away

EQUITABLE ADVISORS, LLC

1311 10TH STREET
ROCK VALLEY, IA 51247

17.1 miles away

EDWARD JONES

623 EAST 5TH STREET SUITE B
CANTON, SD 57013

22.8 miles away

CETERA INVESTMENT ADVISERS LLC

627 2ND AVE
SHELDON, IA 51201

23.1 miles away

OSAIC WEALTH, INC.

121 S MAIN ST
CANTON, SD 57013

23.1 miles away

EDWARD JONES

115 N 5TH AVE SUITE C
SHELDON, IA 51201-1158

23.1 miles away

EDWARD JONES

223 9TH STREET
SHELDON, IA 51201

23.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

304 S Splitrock Blvd Ste 203A
Brandon, SD 57005

23.2 miles away

CETERA INVESTMENT ADVISERS LLC

1022 3RD AVE STE 1
SHELDON, IA 51201

23.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

1228 E HOLLY BLVD
BRANDON, SD 57005

23.4 miles away

EDWARD JONES

519 N SPLITROCK BLVD
BRANDON, SD 57005

23.5 miles away

LPL FINANCIAL LLC

954 N MAIN AVE
SIOUX CENTER, IA 51250-2029

23.5 miles away

WATER VALLEY INVESTMENT ADVISORS, INC.

952 N. MAIN ST
SIOUX CENTER, IA 51250

23.5 miles away

WATER VALLEY INVESTMENT ADVISORS, INC.

952 N. MAIN AVENUE
SIOUX CENTER, IA 51250

23.5 miles away

CETERA INVESTMENT ADVISERS LLC

675 N MAIN AVE
SIOUX CENTER, IA 51250

23.8 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WATER VALLEY INVESTMENT ADVISORS, INC.

Investors

NANCY ANNE VAN DE BERG

CARMEN M AUSTIN

Amy Sue Sandbulte

DAVID JON RIPHAGEN

TRAVIS REECE PIERCE

Kevin John Thelen

Zachary James Vande Weerd

SAMUEL VANDEWEERD

Madison Jean Meyer

Alexander James Arkema

Brandon Douglas Jensen

JUSTIN BLAKE FABER

Preston Douglas Van Zee

Jordan M Roddel

BRANDON GERARD BRAAKSMA

LAURA NICOLE BLANKENSHIP

KAYDEN ANDREW DOUGLAS VERLEY

Daniel Merlin Drescher

Sheila Renae Peelen

Trevor Scott Gottula

CHRIS MICHAEL LIMMER

Ethan Van Holland

MICHAEL LONDON BERTRAM

Anthony Edwin Siemonsma

Angela Leone Danielson

PAUL BRADLEY HOOGENDOORN

KEVIN JAY GESINK

JOHN DANIEL DYKSTRA

Isaiah Benjamin deRegt

DARREN MARK RAIH

David Ryan Addink

Ashley Marie Van Roekel

Within 25 miles of Edna, IA, Best Investors lists 14 registered investment advisory firms with 28 offices nearby, managing about $3.99T in combined regulatory AUM across 696,927 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 Edna

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 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM