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Best financial advisors in Fillmore, IA

Registered advisers within 25 miles of Fillmore, IA.

Offices
62
Firms
26
Combined AUM
$4.65T
Firm-wide filings, not assets booked only here
Clients
612K
612,297 clients when Item 5C has a number
Avg / client
$7.59M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
NBC SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THE LIFE GROUP FINANCIAL SERVICES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

AMY MARIE COOPER
Allison C Kettmann
Brad Wayne Ludwig
Jacob M Westhoff
Christian Ty Brokaw
Craig Roger Thompson
BRIAN DAVID GOGEL
MARC DOUGLAS KERSCHER
REX ALLAN MASSEY
Elizabeth Anne Rude
BRENT DAVID HINERICHSEN
Elliot Gordon Salter
Chance J Maiers
Kent Larry Streicher
Brock Hillers
RALPH JEFFREY ULFERTS
WILLIAM THOMAS BENNETT
JOHN ROY HACKETT
ANTHONY JEROME KEPPLER
CAROLYN LEE BENNETT
CHERYL ANNE BIERMANN
Alexander Eugene Breckon
Joel Scott Lawlor
Andrew W Smith
JAYMES DONALD BILLMYER
KEITH THOMAS LEVERENTZ
JUSTIN D SMITH
Luke James Swirtz
Paul Matthew Thompson
Emily Schwendinger
Sharon Kathleen Kluesner
Chase Zachary Hefel
THOMAS ALAN BARTON
SARAH ANN SPIRES
KATELYN ROSE BARTON
DANIEL EDWARD MOORE
BARBARA BARTON
NICOLE RENEE REEG
TAMMY Lee BEASLEY
SUZAN MARIE MARTIN-HALLAHAN
TERRY JOHN BELKEN
CHEYANNE M SCHMITT
RANDY JOHN BUTLER
MARK EDWARD HOAGLIN
SCOTT ALLEN GOINS

Within 25 miles of Fillmore, IA, Best Investors lists 26 registered investment advisory firms with 62 offices nearby, managing about $4.65T in combined regulatory AUM across 612,297 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 Fillmore

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM