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Best financial advisors in Enterprise, IA

Registered advisers within 25 miles of Enterprise, IA.

Offices
395
Firms
146
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,368,114 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
SOUND INCOME STRATEGIES, LLC
U.S. BANCORP ADVISORS, LLC
UNCOMMON WEALTH PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
CUSTOM WEALTH PLANNERS

Investors

CRYSTAL N EDWARDS
Jackson J Rozenboom
Brian Derrick Herbel
Justin Michael Bjerke
Allison Ver Steegt
Cody Christopher VerHuel
JACOB JEREMIAH JOHNSON
DIJANA BURNIC
HUNTER STEVEN VANDERWAAL
Jakeb Carter Bakken
GRACIELA PILAR VAN WYK
Ryleah Laine Wyngarden Cross
DARCY KAY STROINSKI
Reyna Taylor Immerfall
Stacey Sue Koeppen
Shadi Mubaidin
Amanda Nicole Johnston
MATTHEW PERRY JOHNSON
Sheryl Lynn Dutcher
Michael John Mathis
Grant James Thomas
PHILLIP TODD RAMSEY
Cody Kowalski
Tam M Le
Wayne Alvin Christ
Christen Marie Nicoll
Dillon Miller
Isabelle Kling
Kent Alan Patterson
Clay Budach
KEVIN FRETTE
Travis Frederick Allen
Christopher Gerald Schonridge

Within 25 miles of Enterprise, IA, Best Investors lists 146 registered investment advisory firms with 395 offices nearby, managing about $11.2T in combined regulatory AUM across 2,368,114 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 Enterprise

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM