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Best financial advisors in Floyd, IA

Registered advisers within 25 miles of Floyd, IA.

Offices
24
Firms
14
Combined AUM
$4.37T
Firm-wide filings, not assets booked only here
Clients
396K
396,295 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
CONCORDE ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RDA FINANCIAL NETWORK

Investors

ARCON ARMADA CONCEPCION
Jessie Kay Schultz
Mark Wilson Sindlinger
DAVID ALAN SLOTER
WILLIAM HENRY FELLER
ERICH JOSEPH FELLER
Eric Mark Miller
DAVID JAMES JARVILL
BOBBI JO SPAINHOWER
Jeremy James Heyer
Timothy Agrimson
Stephen James Swenson
Christopher Paul Beaty
Mekenna R Weiss
Holly Marisa Johnson
SHANNON KROPP
Matthew Sonquist
Sara Jeanne Bodeen Carlsson
Jennifer Jean Verstegen
Nathan A Bothwell
WILLIAM RICHARD BURT
Todd Leet
KRISTY LEA MARQUIS
Jason Laurence Geving
THOMAS BRIAN SERNETT
Gregory Braun
Stephanie Jo Lyles
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN
ANN ELIZABETH HARTY
STEPHEN RALPH PALEN
RICHARD J. RYAN

Within 25 miles of Floyd, IA, Best Investors lists 14 registered investment advisory firms with 24 offices nearby, managing about $4.37T in combined regulatory AUM across 396,295 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 Floyd

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM