Best financial advisors in Fulton, IA

Registered advisers within 25 miles of Fulton, IA.

Offices

18

Firms

10

Combined AUM

$3.19T

Firm-wide filings, not assets booked only here

Clients

603K

602,956 clients when Item 5C has a number

Avg / client

$5.29M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

101 WESTGATE DR UNIT 2
MAQUOKETA, IA 52060

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

107 E Quarry St.
Maquoketa, IA 52060

EDWARD JONES

807 WEST PLATT STREET
MAQUOKETA, IA 52060

LPL FINANCIAL LLC

119 S MAIN ST STE 4
MAQUOKETA, IA 52060

OSAIC WEALTH, INC.

146 S MAIN STREET
MAQUOKETA, IA 52060

AMERIPRISE FINANCIAL SERVICES, LLC

414 E Platt St
Maquoketa, IA 52060-2411

EAGLE STRATEGIES LLC

107 N 2nd Street
Bellevue, IA 52031

16.9 miles away

LPL FINANCIAL LLC

212 N RIVERVIEW STREET
BELLEVUE, IA 52031

STATE FARM INVESTMENT MANAGEMENT CORP.

1133 11th St
DeWitt, IA 52742

20.6 miles away

EDWARD JONES

615 10th Street Suite 1
De Witt, IA 52742-1336

20.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

908 6TH AVE
DE WITT, IA 52742

20.8 miles away

CETERA INVESTMENT ADVISERS LLC

815 6TH AVE
DEWITT, IA 52742

20.9 miles away

EDWARD JONES

712 6th Avenue
De Witt, IA 52742

20.9 miles away

EDWARD JONES

1714 1ST AVE E UNIT 1
CASCADE, IA 52033

21.1 miles away

EDWARD JONES

100 FOX ST SE
CASCADE, IA 52033

21.1 miles away

LPL FINANCIAL LLC

400 1ST AVE W
CASCADE, IA 52033

21.6 miles away

EDWARD JONES

2420 Gateway Drive
Dubuque, IA 52003

24.3 miles away

INVESTMENTS BY DESIGN, INC

612 SPRING STREET
GALENA, IL 61036

24.8 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

EAGLE STRATEGIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

CETERA INVESTMENT ADVISERS LLC

INVESTMENTS BY DESIGN, INC

Investors

Terri Sue Raymond

KERRY LYNN SCHEPERS

Amber Rose Knickrehm

Jeremy Jason Venenga

JOSHUA AARON YOUNGBLOOD

PAUL CARMEN MILLER

STEVEN ALAN KINRADE

BRIAN CHRISTOPHER AUNAN

TRICIA LYNN HOLDGRAFER

ROBERT VERNON CARR

BRET ROBERT JOHNSON

James Karl OMelia

CASEY ROBERT WALKER

GAYLON ELDON HEETLAND

BRIAN DEAN STEWARD

Thomas Jeffrey Harkins

MARTIN JAY MURRELL

Will Thomas Froeschle

BENJAMIN MAX FROESCHLE

Jacob M Westhoff

Allison C Kettmann

Brad Wayne Ludwig

AMY MARIE COOPER

Sharon Marie Meyer

JOHN MICHAEL ANDERSON

Within 25 miles of Fulton, IA, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $3.19T in combined regulatory AUM across 602,956 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 Fulton

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM