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Best financial advisors in Fredericksburg, IA

Registered advisers within 25 miles of Fredericksburg, 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

Firms

EDWARD JONES
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
Garrett Akins
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
EMILY L LANE
MARK BROMM HOLMQUIST
JOSEPH M JASZEMSKI
Shelbey Jordan Lyons
Karen M. Sandrella
Alexander West
An Thu Le
KIM MARIE PRUITT
STEPHEN MICHAEL COLLINS
TODD ROBERT FAULKNER
David Richard Messina
Jolene Bennett
GARY DEAN PARSON
MYRA JEAN VERY
VANESSA MARI GONZALEZ-MARQUEZ
LEVI BUNKERS
FRANK REHHAUT

Within 25 miles of Fredericksburg, 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 Fredericksburg

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