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Best financial advisors in Fontanelle, IA

Registered advisers within 25 miles of Fontanelle, IA.

Offices
18
Firms
10
Combined AUM
$3.80T
Firm-wide filings, not assets booked only here
Clients
375K
375,358 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
SILVER OAK SECURITIES, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT VALLEY ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JOHN P DELANEY
Bradley Richard Johnston
MATTHEW LEE STANGE
Justin Richard Cole
Kyle G Wilson
Gentri Danae Reindl
GREGORY SCOTT DRISKELL
Jessica Dawn Connelly
Madison Marie Peterson
GEORGE ANTON HOWARD
Judd Joseph Meneely
ERIN MARIE FREUND
MICHAEL DALE ALLEN
BETH CHRISTINE WILLIAMS
Ruth Faye Sears
JEFFREY LEO MORENZ
ALEC THOMAS SINDELAR
Nathan L Lane
MARK ALAN SMITH
Kyler Eric-Richard Morgan
Elvis Hass
Thomas Charles Gross
Brian Allen Wedemeyer
JENNIFER ANN JOHNSON
ZACHARY ALAN WIGES

Within 25 miles of Fontanelle, IA, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $3.80T in combined regulatory AUM across 375,358 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 Fontanelle

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM