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Best financial advisors in Ellsworth, IA

Registered advisers within 25 miles of Ellsworth, IA.

Offices
50
Firms
22
Combined AUM
$4.53T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,154,964 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
OSAIC WEALTH, INC.
SUMMIT AG ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
VAN DIEST CAPITAL
AMERIPRISE FINANCIAL SERVICES, LLC
GREEN BELT BANK & TRUST
RIA ADVISORY GROUP, LLC

Investors

Adam Nederhoff
Tamra A Shadlow
Michaela Stewart
Rebecca Mills
MICHAEL RAY STENSLAND
ANDREA SUE DODD
DANIEL P MARLOW
Travis Havel
GERALD MATTHEW GOEBEL
Timothy James Finucan
Amanda Marie Kelly
Sean D Finucan
Addison Folcher
WILLIAM DORAN JOHNSTON
Brody Eischeid
ANDREW EDWIN HEJLIK
MEREDITH ANN BARGFREDE
TYLER PAUL DAWSON
BENJAMIN RASMUSSEN
WILLIAM DAVID BERTRAN
ERIC MICHAEL DAWSON
LINDA JEAN LAHR
Courtney Jean Vander Plaats
John Gordon Brandt
ERIN CHRISTIAN
Aaron Paul Fopma
MICHAEL JAY TRUESDELL
MEGAN KELLY HANSEN
Douglas Paul Haverkamp
Abby Zaimes
JAMES ELDON STEPHENSON
CHRISTOPHER LEE STAUFFER
Brock Matthew Jacobson
Michel Swartzendruber
Nora Kay Tweeten
Rachel Audra Lewey
JEFFREY LAWRENCE GIBBONS

Within 25 miles of Ellsworth, IA, Best Investors lists 22 registered investment advisory firms with 50 offices nearby, managing about $4.53T in combined regulatory AUM across 1,154,964 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 Ellsworth

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM