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Best financial advisors in Estherville, IA

Registered advisers within 25 miles of Estherville, IA.

Offices
31
Firms
12
Combined AUM
$3.23T
Firm-wide filings, not assets booked only here
Clients
477K
476,647 clients when Item 5C has a number
Avg / client
$6.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
NORTHWEST WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WACKER & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
AVANTAX PLANNING PARTNERS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Kristia Faye Pollock
Douglas J. Wagner
Sara Marie Fisher
Hernani Antonio Nabuco Leva Ferreira Frei
Cole Aaron Milbrath
JEFFREY DEAN PLOEGER
MATTHEW J. HIGGINS
JAY ANTHONY THEIS
SCOTT TRAUTMAN
NICOLE CHANTEL EVANS
Kristie Swenson
SHADRACH LEE WACKER
WADE MITCHELL WACKER
Brittany Kay Koch
Amy Marilyn Sheppard
Brandon Michael Madison
Anthony James Elbert
Molly Marie Dietrich
Tyler Jones
STEVEN MATTHEW JONES
LIAM GRADY WEST
OLIVER ZENK KOLLOFSKI
Sarah Lynn Gerhard
Natalie R Wilkinson
Mark Stanley Wilkinson
STEPHEN BRENT ROESNER
Jessica M Salic
LEVI NATHAN MORRIS
Bryon Thomas Nelsen
Linsey Preuss

Within 25 miles of Estherville, IA, Best Investors lists 12 registered investment advisory firms with 31 offices nearby, managing about $3.23T in combined regulatory AUM across 476,647 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 Estherville

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CWM, LLC 248 clients · 642 advisers $50.6B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM