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Best financial advisors in Exline, IA

Registered advisers within 25 miles of Exline, IA.

Offices
11
Firms
8
Combined AUM
$2.76T
Firm-wide filings, not assets booked only here
Clients
419K
419,362 clients when Item 5C has a number
Avg / client
$6.57M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AVANTAX PLANNING PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
INTEGRITY ALLIANCE, LLC.

Investors

Christopher John Hash
Michelle Dianne Wick
NATALIE ANN CLOSE
JERRY LEE KIRKPATRICK
JUSTIN YORK BAILEY
Craig Alan Comstock
JEFFREY MICHAEL GARTEN
Autumn Pulis
John K Stookesberry
ANDREW GUTIERREZ
BRADFORD THOMAS MARTIN
TRAVIS LYN HARRIS
ALLEN RONALD LAKNER

Within 25 miles of Exline, IA, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $2.76T in combined regulatory AUM across 419,362 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 Exline

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM 7 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM