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Best financial advisors in Fremont, IA

Registered advisers within 25 miles of Fremont, IA.

Offices
24
Firms
11
Combined AUM
$4.33T
Firm-wide filings, not assets booked only here
Clients
471K
471,389 clients when Item 5C has a number
Avg / client
$9.18M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
PROSPERITY CAPITAL ADVISORS
PARK AVENUE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Josie Lynn Davis
Brandon Kain
BRIAN KEITH FITZPATRICK
Amber Coffey
Sean Coen
Jennifer Lynn Main
Michael Busch
Austin Lee Norris
Eric Steven Morley
Alex Douglas Morley
ROBERT JOSEPH KRAMER
Brett Alan Morris
LEVI J MORRISSEY
Dustin Stewart
Breanne S Garrett
Duane J Lusson
Brianne Michelle Batterson
Anna Marie Gardner
MICHAEL DALE WESTON
Riley Jeremiah Sheetz
WILLIAM KENDRICK VENABLES
Katherine Elizabeth Walker
Amber Christine Carroll
David Lamont Uehling
JAMES ROBERT CARNAHAN

Within 25 miles of Fremont, IA, Best Investors lists 11 registered investment advisory firms with 24 offices nearby, managing about $4.33T in combined regulatory AUM across 471,389 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 Fremont

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM