Best financial advisors in Evans, IA

Registered advisers within 25 miles of Evans, IA.

Offices

50

Firms

19

Combined AUM

$4.84T

Firm-wide filings, not assets booked only here

Clients

571K

571,227 clients when Item 5C has a number

Avg / client

$8.47M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

1109 Washington St
Pella, IA 50219

16.5 miles away

RIA ADVISORY GROUP, LLC

1609 Fifield Rd
Pella, IA 50219

16.7 miles away

EDWARD JONES

1910 WASHINGTON ST STE 200
PELLA, IA 50219-7882

17.3 miles away

AVANTAX PLANNING PARTNERS, INC.

916 W 16th St
Pella, IA 50219

17.7 miles away

EDWARD JONES

1107 W 16TH ST STE 100
PELLA, IA 50219

17.8 miles away

OSAIC WEALTH, INC.

13 BENTON AVENUE EAST
ALBIA, IA 52531

18.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3 Benton Ave E
Albia, IA 52531-2032

18.6 miles away

EDWARD JONES

117 S MAIN ST
ALBIA, IA 52531

18.7 miles away

EDWARD JONES

2443 NORTHGATE
OTTUMWA, IA 52501

20.1 miles away

PROSPERITY CAPITAL ADVISORS

2116 North Court, Suite 1
Ottumwa, IA 52501

20.7 miles away

EDWARD JONES

2102 N COURT ST
OTTUMWA, IA 52501-1304

20.7 miles away

EDWARD JONES

1223 Theatre Dr Suite A
Ottumwa, IA 52501-3772

21.1 miles away

PARK AVENUE SECURITIES LLC

1313 N COURT
OTTUMWA, IA 52501

21.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

527 W 2ND ST
OTTUMWA, IA 52501-2310

21.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

231 W 2ND ST
OTTUMWA, IA 52501

21.7 miles away

EDWARD JONES

207 W SECOND STREET STE 2
OTTUMWA, IA 52501

21.8 miles away

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

118 West 3rd Street, #1
OTTUMWA, IA 52501

21.8 miles away

EDWARD JONES

1255 N Elm St
Ottumwa, IA 52501-2841

21.9 miles away

EDWARD JONES

120 N Market Street
Ottumwa, IA 52501

21.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

413 EAST STREET
LYNNVILLE, IA 50153

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

RIA ADVISORY GROUP, LLC

AVANTAX PLANNING PARTNERS, INC.

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PROSPERITY CAPITAL ADVISORS

PARK AVENUE SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

REID CHRISTOPHER EVANS

NICOLE CECIL BOULAIS

John Mark Krogstad

Chad Daniel Klyn

Wendy Sue Albers

MICHAEL DEAN VERMEER

WENDY LYNN SIMS

Larry Lee Curry

JASON TYRONE SUMMERS

Wesley Ryan Aeschliman

Bryan Joseph Crosser

Cassandra Michelle Rennels

Eric Steven Morley

Alex Douglas Morley

ROBERT JOSEPH KRAMER

Brett Alan Morris

Brianne Michelle Batterson

Anna Marie Gardner

LEVI J MORRISSEY

MICHAEL DALE WESTON

Riley Jeremiah Sheetz

WILLIAM KENDRICK VENABLES

Breanne S Garrett

Katherine Elizabeth Walker

Amber Christine Carroll

Kevin Scott Fitzpatrick

Within 25 miles of Evans, IA, Best Investors lists 19 registered investment advisory firms with 50 offices nearby, managing about $4.84T in combined regulatory AUM across 571,227 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 Evans

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM