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Best financial advisors in Garrison, IA

Registered advisers within 25 miles of Garrison, IA.

Offices
33
Firms
18
Combined AUM
$3.25T
Firm-wide filings, not assets booked only here
Clients
400K
400,059 clients when Item 5C has a number
Avg / client
$8.11M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
CWM, LLC
EAGLE STRATEGIES LLC
INNOVATIVE WEALTH MANAGEMENT, LLC
NET WORTH ADVISORS
TUVE INVESTMENT MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JEFFREY LYNN PETERSON
KATHLEEN ANN KENNICOTT
Rebecca Lynn Kruckenberg
Dean Rollin Studer
Nile Joseph Studer
Todd Allen Rausch
PATRICK CHARLES GORKOW
RUSSELL GERARD NIELAND
GREGORY ALAN JOHNSON
DAVID DANIEL KAESTNER
WILLIAM ROTH JUMP
MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
Steven Kenneth Koch
ROSS JAMES BARBATTI
STANLEY JOHN TUVE
JOHN STANLEY TUVE
Katrina Helle
THOMAS THEODORE JAEGER
BRIAN ALLEN SOKOL
NOLAN WAYNE FARWELL
ADAM PAUL SCHAEFER
Tayler Thomas Tjaden
KELLY JO GOREHAM
RYAN THOMAS SHAW
TRAVIS JOHN BOVY
MICHAEL ALAN HULME
NOAH ALLAN BROWN
JEREMEY JOHN BULLERMAN
THOMAS RICHARD TJADEN
JOSHUA DAVID MERCURIO
STEVEN JAMES NIDA
PATRICIA ELIZABETH MONAT
BRADY JAMES O'CONNOR

Within 25 miles of Garrison, IA, Best Investors lists 18 registered investment advisory firms with 33 offices nearby, managing about $3.25T in combined regulatory AUM across 400,059 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 Garrison

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 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 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM