Best financial advisors in Fredericksbrg, IA

Registered advisers within 25 miles of Fredericksbrg, IA.

Offices

35

Firms

18

Combined AUM

$3.92T

Firm-wide filings, not assets booked only here

Clients

541K

540,562 clients when Item 5C has a number

Avg / client

$7.24M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

121 W MAIN ST SUITE 1
NEW HAMPTON, IA 50659

EDWARD JONES

121 E 1st St
SUMNER, IA 50674

COMMONWEALTH FINANCIAL NETWORK

109 Adams Street
West Union, IA 52175

20.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

316 E Bremer Avenue
Waverly, IA 50677

20.5 miles away

LINCOLN INVESTMENT

107 W. ELM STREET
WEST UNION, IA 52175

20.5 miles away

EDWARD JONES

109 N VINE ST
WEST UNION, IA 52175

20.5 miles away

COMMONWEALTH FINANCIAL NETWORK

110 South Vine Street
West Union, IA 52175

20.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

115 S Vine St
West Union, IA 52175

20.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

105 E MAIN STREET SUITE 1
WEST UNION, IA 52175

20.5 miles away

EDWARD JONES

203 E Bremer Ave
WAVERLY, IA 50677

20.5 miles away

PROSPERA FINANCIAL SERVICES, INC.

100 NORTH HOLMES SUITE A
DENVER, IA 50622-0783

20.6 miles away

FIRST HEARTLAND CONSULTANTS, INC.

116 W. BREMER AVE
WAVERLY, IA 50677

20.7 miles away

R.D.DRENKOW & CO., INC.

100 2ND STREET SW
WAVERLY, IA 50677-0118

20.7 miles away

PRINCIPAL SECURITIES, INC.

300 S STATE ST
DENVER, IA 50622

20.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

301 W Bremer Ave
Waverly, IA 50677

20.8 miles away

MML INVESTORS SERVICES, LLC

410 West Bremer Ave
Waverly, IA 50677

20.8 miles away

EDWARD JONES

155 CEDAR RIVER PARKWAY SUITE 113
WAVERLY, IA 50677

21.3 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

2020 A 3rd Ave NW
Waverly, IA 50677

21.3 miles away

EDWARD JONES

1251 4TH ST SW
WAVERLY, IA 50677-0842

21.5 miles away

LPL FINANCIAL LLC

2000 HERITAGE WAY
WAVERLY, IA 50677

21.6 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LINCOLN INVESTMENT

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PROSPERA FINANCIAL SERVICES, INC.

FIRST HEARTLAND CONSULTANTS, INC.

R.D.DRENKOW & CO., INC.

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

Investors

Tyler R Metcalf

Clint Morgan Whitcome

Matthew Steven Mummelthei

Morgan Beth Steege

David Joseph Hassman

Travis Jerico Jensen

Brian Kenneth Jensen

GREGORY WAYNE PIEHL

CHRISTINE J REIERSON

Michael Lee Johnson

JARED CARL KREMER

DARYL FRANK KRUSE

DANIEL JOSEPH KRUSE

AMANDA MARIE SCHNEIDER

Brian Paul Gibson

JAMES NEIL FRANZEN

DANE JOHN JOHNSTON

RODNEY DEAN DRENKOW

CHRISTOPHER ALAN HOLTHAUS

April Cassandra Krutsinger

ADAM JOSEPH FOLKERTS

Nicholas James Bouwman

ANGIE RENEE HUBBARD

MARK DAVID HUBBARD

Dwane Waterbury

KEVIN C TENNYSON

PATRICK A CEFALO

THOMAS EDWARD WALDRON

HEATHER LEE WILLBORN

DENISE THOMAS ESKELSON

MARK BROMM HOLMQUIST

JOSEPH M JASZEMSKI

Shelbey Jordan Lyons

Karen M. Sandrella

KIM MARIE PRUITT

STEPHEN MICHAEL COLLINS

TODD ROBERT FAULKNER

David Richard Messina

GARY DEAN PARSON

VANESSA MARI GONZALEZ-MARQUEZ

Within 25 miles of Fredericksbrg, IA, Best Investors lists 18 registered investment advisory firms with 35 offices nearby, managing about $3.92T in combined regulatory AUM across 540,562 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 Fredericksbrg

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM