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Best financial advisors in Fort Madison, IA

Registered advisers within 25 miles of Fort Madison, IA.

Offices
41
Firms
17
Combined AUM
$4.28T
Firm-wide filings, not assets booked only here
Clients
478K
477,826 clients when Item 5C has a number
Avg / client
$8.96M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
INTEGRITY ALLIANCE, LLC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRINCIPAL SECURITIES, INC.
EAGLE STRATEGIES LLC

Investors

JESSICA NICOLE Sutcliffe
Melissa Anne Derr
Corey Michael Kelch
Anthony B Fullenkamp
JOEL SPENCER BOBB
TERESA ROSE WELLINGTON
Parker Denning
WALTER RAY STEPHENS III
SARA J HENNIGAR
Rachel L Conrad
JESSICA ANN SHILLINGTON
TRACY MARIE PARKS
JOSEPH DARRELL LEAKE
Joseph R Jolin
Jon Walter Hart
Courtney M Gustafson
MICHAEL WAYNE SCHWENKER
Jane M VanFleet
Karen Sue Elliott
Kenneth Roger Petersen IV
MARVIN LEE THOMSON
MICHAEL TODD SHINN
JEFFREY DAVID ERICKSON
JOSHUA RICHARD DENNING
Nicholas Richard Bronson
Kyle Scott Wagenbach
Michael Vernon Benninghoven
BRIAN JAMES FOECKE

Within 25 miles of Fort Madison, IA, Best Investors lists 17 registered investment advisory firms with 41 offices nearby, managing about $4.28T in combined regulatory AUM across 477,826 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 Fort Madison

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM