Best financial advisors in Farson, IA

Registered advisers within 25 miles of Farson, IA.

Offices

42

Firms

15

Combined AUM

$4.27T

Firm-wide filings, not assets booked only here

Clients

490K

490,375 clients when Item 5C has a number

Avg / client

$8.70M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2443 NORTHGATE
OTTUMWA, IA 52501

10.5 miles away

PROSPERITY CAPITAL ADVISORS

2116 North Court, Suite 1
Ottumwa, IA 52501

10.8 miles away

EDWARD JONES

2102 N COURT ST
OTTUMWA, IA 52501-1304

10.8 miles away

PARK AVENUE SECURITIES LLC

1313 N COURT
OTTUMWA, IA 52501

11.5 miles away

EDWARD JONES

1255 N Elm St
Ottumwa, IA 52501-2841

11.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

527 W 2ND ST
OTTUMWA, IA 52501-2310

12.3 miles away

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

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

12.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

231 W 2ND ST
OTTUMWA, IA 52501

12.3 miles away

EDWARD JONES

207 W SECOND STREET STE 2
OTTUMWA, IA 52501

12.3 miles away

EDWARD JONES

120 N Market Street
Ottumwa, IA 52501

12.4 miles away

EDWARD JONES

1223 Theatre Dr Suite A
Ottumwa, IA 52501-3772

13.1 miles away

EDWARD JONES

715 CHURCH ST
OTTUMWA, IA 52501-4219

13.3 miles away

LPL FINANCIAL LLC

235 Richmond Ave
Ottumwa, IA 52501

13.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

522 Richmond Ave
Ottumwa, IA 52501-4121

13.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1680 Hwy 1, Ste 1700, Box 7
Fairfield, IA 52556

17.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

106 N 28th St
Fairfield, IA 52556

18.6 miles away

EDWARD JONES

204 1/2 South 20th St
Fairfield, IA 52556

19.2 miles away

VANDERBILT ADVISORY SERVICES

505 N 4th Street #202
Fairfield, IA 52556

19.6 miles away

VANDERBILT ADVISORY SERVICES

505 N 4th St ste 202
Fairfield, IA 52556

19.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

508 N 2nd St. Ste. 203
Fairfield, IA 52556

19.7 miles away

Firms

PROSPERITY CAPITAL ADVISORS

PARK AVENUE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

VANDERBILT ADVISORY SERVICES

Investors

Eric Steven Morley

Alex Douglas Morley

ROBERT JOSEPH KRAMER

Brett Alan Morris

LEVI J MORRISSEY

Breanne S Garrett

WILLIAM KENDRICK VENABLES

MICHAEL DALE WESTON

Riley Jeremiah Sheetz

Katherine Elizabeth Walker

Amber Christine Carroll

Brianne Michelle Batterson

Anna Marie Gardner

David Lamont Uehling

MATTHEW JON VICKERS

TYLER JAMES SENDEJAS

JAMES ROBERT CARNAHAN

CHAD ROBERT GEORGE

CHAD ERIC THOMPSON

Gregory Allen Miller

Connie Denise Boyer

Annalisa Sunshine Clifford Gold

STUART TAYLOR VALENTINE

William C Carlisle

Kevin Christopher Ihrke

HAL PHILIP MASOVER

Within 25 miles of Farson, IA, Best Investors lists 15 registered investment advisory firms with 42 offices nearby, managing about $4.27T in combined regulatory AUM across 490,375 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 Farson

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM