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Best financial advisors in Eldora, IA

Registered advisers within 25 miles of Eldora, IA.

Offices
29
Firms
14
Combined AUM
$3.86T
Firm-wide filings, not assets booked only here
Clients
540K
539,819 clients when Item 5C has a number
Avg / client
$7.15M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
NICOLET WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
GREEN BELT BANK & TRUST
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
SUMMIT AG ADVISORS, LLC

Investors

CHRISTOPHER CARL WIETING
NOLAN CRAIG JOHNSON
Jason D Miller
Garrison Tripp
Aaron Paul Fopma
MICHAEL JAY TRUESDELL
MEGAN KELLY HANSEN
MARY ELIZABETH HINES
JOHN KENNETH ENSLIN
Brock Matthew Jacobson
Michel Swartzendruber
Nora Kay Tweeten
CHRISTOPHER LEE STAUFFER
JAMES ELDON STEPHENSON
Rachel Audra Lewey
Douglas Paul Haverkamp
Abby Zaimes
Todd Lawrence Havel
WILLIAM JOHN RANEY
ANGELA JO THOREN
KEVIN KENDALL TRUAX
William Bruce Wirin
Elisabeth Grace Bieber
ALYCEMAY LOIS QUASTAD
THOMAS RANDALL MCCOY
Laurie Dowd Gowdy
PAUL ANDREW BARR

Within 25 miles of Eldora, IA, Best Investors lists 14 registered investment advisory firms with 29 offices nearby, managing about $3.86T in combined regulatory AUM across 539,819 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 Eldora

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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM