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Best financial advisors in Egan, IA

Registered advisers within 25 miles of Egan, IA.

Offices
11
Firms
6
Combined AUM
$3.13T
Firm-wide filings, not assets booked only here
Clients
425K
424,902 clients when Item 5C has a number
Avg / client
$7.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

James Michael Jones
Bridget Nichols
Robert William Bird
Benjamin Denton Achenbach
Kimberly Geneva Schmelz
Jeffrey James Clausen
Allie A Thornton
Kristin N. Hill
TYLER MICHAEL KOZELKA
Quincy Louis Johnson
Jeffrey Thomas Breit
Cathy M Buhl
Michael Todd Alexander
SCOTT KEVIN HOUG
Nicholas Steven Wilz

Within 25 miles of Egan, IA, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $3.13T in combined regulatory AUM across 424,902 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 Egan

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 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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM