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Best financial advisors in Emerson, IA

Registered advisers within 25 miles of Emerson, IA.

Offices
8
Firms
6
Combined AUM
$1.26T
Firm-wide filings, not assets booked only here
Clients
49.6K
49,575 clients when Item 5C has a number
Avg / client
$25.4M
Combined AUM ÷ clients

Nearby offices

Firms

USA FINANCIAL SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
ALERA INVESTMENT ADVISORS, LLC

Investors

DANIEL SCOTT MILLER
KALEB ROBUCK
Bryon Beins
Andrew M Rea
Paul Timothy Jackson
Dustin Wayne Christiansen
Matthew Robert Portrey
LANCE DALLAS CORNELIUS
REBECCA SUE FEGAN
TRAVIS MICHAEL HENSLEY
RONALD SCOTT PAYNE
BRETT JOHN BENGFORD
CHRISTOPHER JAMES JOHNSON
Julie Gray

Within 25 miles of Emerson, IA, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $1.26T in combined regulatory AUM across 49,575 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 Emerson

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 3 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 ALERA INVESTMENT ADVISORS, LLC 68 advisers $5.29B AUM 6 USA FINANCIAL SECURITIES LLC 374 clients · 133 advisers $297M AUM