Best financial advisors in Goddard, IA

Registered advisers within 25 miles of Goddard, IA.

Offices

135

Firms

51

Combined AUM

$7.18T

Firm-wide filings, not assets booked only here

Clients

1.16M

1,157,696 clients when Item 5C has a number

Avg / client

$6.20M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3240 Hubbell Ave.
Des Moines, IA 50317

17.1 miles away

CETERA INVESTMENT ADVISERS LLC

2750 NE 36th Street
Ankeny, IA 50021

17.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

2505 E EUCLID AVE
DES MOINES, IA 50317

17.9 miles away

J.P. MORGAN SECURITIES LLC

2012 SE Delaware Ave
Ankeny, IA 50021

STATE FARM INVESTMENT MANAGEMENT CORP.

207 NE Delaware Ave Suite 24
Ankeny, IA 50021

18.2 miles away

EDWARD JONES

3606 NORTHEAST OTTERVIEW CIR SUITE 101
ANKENY, IA 50021-0000

18.2 miles away

EDWARD JONES

917 EAST FIRST STREET SUITE D
ANKENY, IA 50021

18.3 miles away

WELLS FARGO CLEARING SERVICES, LLC

910 E 1ST ST
ANKENY, IA 50021

18.3 miles away

EDWARD JONES

2700 GRAND AVE SUITE 310
DES MOINES, IA 50312

18.4 miles away

EDWARD JONES

50 School Street
Carlisle, IA 50047-8782

18.6 miles away

CUSTOM WEALTH PLANNERS

2425 NORTH ANKENY BLVD UNIT #105
ANKENY, IA 50023

EDWARD JONES

2005 S ANKENY BLVD STE 500
ANKENY, IA 50023

UNCOMMON WEALTH PARTNERS, LLC

317 S ANKENY BLVD
ANKENY, IA 50023

19.1 miles away

U.S. BANCORP ADVISORS, LLC

305 S Ankeny Blvd
Ankeny, IA 50021

19.1 miles away

EDWARD JONES

2800 NORGARD CIRCLE SUITE 400
CARLISLE, IA 50047

19.1 miles away

SOUND INCOME STRATEGIES, LLC

213 N. Ankeny Boulevard Suite 120
Ankeny, IA 50023

19.2 miles away

CETERA INVESTMENT ADVISERS LLC

817 N ANKENY BLVD
ANKENY, IA 50021

19.2 miles away

EDWARD JONES

1255 N ANKENY BLVD STE 102
ANKENY, IA 50023-4008

19.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

114 NW 9th St Ste 103
Ankeny, IA 50023

19.3 miles away

LPL FINANCIAL LLC

2805 SW SNYDER BLVD, STE 532
ANKENY, IA 50023

19.3 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CUSTOM WEALTH PLANNERS

UNCOMMON WEALTH PARTNERS, LLC

U.S. BANCORP ADVISORS, LLC

SOUND INCOME STRATEGIES, LLC

LPL FINANCIAL LLC

Investors

CRYSTAL N EDWARDS

Cody Christopher VerHuel

Jackson J Rozenboom

Brian Derrick Herbel

Jakeb Carter Bakken

JACOB JEREMIAH JOHNSON

HUNTER STEVEN VANDERWAAL

Tammie Lynn Schroeder

Dawn Stephens Collins

Joseph Henry Schettler

JAILA M SKINNER

Cooper J Schettler

Travis Frederick Allen

Kent Alan Patterson

PHILLIP TODD RAMSEY

Sheryl Lynn Dutcher

Michael John Mathis

Grant James Thomas

Andrew Michael Dietz

Amanda Nicole Johnston

MATTHEW PERRY JOHNSON

DARCY KAY STROINSKI

GRACIELA PILAR VAN WYK

Ryleah Laine Wyngarden Cross

Reyna Taylor Immerfall

MARK WILLIAM MCLAUGHLIN

Within 25 miles of Goddard, IA, Best Investors lists 51 registered investment advisory firms with 135 offices nearby, managing about $7.18T in combined regulatory AUM across 1,157,696 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 Goddard

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM