Best Investors Account Sign in

Best financial advisors in Goose Lake, IA

Registered advisers within 25 miles of Goose Lake, IA.

Offices
39
Firms
16
Combined AUM
$3.23T
Firm-wide filings, not assets booked only here
Clients
605K
604,549 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
AUSDAL FINANCIAL PARTNERS, INC.
CETERA INVESTMENT ADVISERS LLC
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

James Karl OMelia
CASEY ROBERT WALKER
GAYLON ELDON HEETLAND
BRIAN DEAN STEWARD
Thomas Jeffrey Harkins
BENJAMIN NOLAN FANDERCLAI
BRAD STUART
MARTIN JAY MURRELL
Kody Koberg
Will Thomas Froeschle
BENJAMIN MAX FROESCHLE
ANDREW STEVEN MEYERS
CARINA LYNNE BUSH
Randy Allen Kirkpatrick
JOSEPH TYLER MILLS
KELSEY VICTORIA Gammon
Michel Otto Stephenitch
David Linder
Christie Rutenbeck Akins
Andrew J Feller
Matthew Alan Coon
Jerome Bernard Kedley
NATHAN A KREINBRINK
Austin McNeal Eck
JACOB PAUL WOODCOCK
JAMES C NELSON
JOHN H NELSON
Travis Morehead
DAVID MICHAEL NELSON
AMY LYNN CAVANAUGH
Jamie Lynn Hugunin
MICHAEL D STEIGERWALD
KARA ANN HOWE
KIMBERLY ANN STOLL
Brent R Albrechtsen
Graham Patrick Timion
Shawn Scott Lorion
Ryan Randall
DAVID EUGENE BUTCHER
Katie Ann Rothenberger
STEVEN JAMES NAPOLITANO
KERRY DALE TOPOROWSKI
JEFF ROMANS

Within 25 miles of Goose Lake, IA, Best Investors lists 16 registered investment advisory firms with 39 offices nearby, managing about $3.23T in combined regulatory AUM across 604,549 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 Goose Lake

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