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Best financial advisors in Greenfield, IA

Registered advisers within 25 miles of Greenfield, IA.

Offices
17
Firms
10
Combined AUM
$2.62T
Firm-wide filings, not assets booked only here
Clients
369K
369,438 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
SILVER OAK SECURITIES, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
ZEGA INVESTMENTS, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.
PACKERLAND BROKERAGE SERVICES, INC.

Investors

JOHN P DELANEY
Bradley Richard Johnston
MATTHEW LEE STANGE
Gentri Danae Reindl
GREGORY SCOTT DRISKELL
Jessica Dawn Connelly
Madison Marie Peterson
Justin Richard Cole
Kyle G Wilson
SCOTT WILLIAM ADAMS
Kenneth Blaine Luckinbill
Peter Andrew Loiler
Whitney Ann Messerschmitt
Ross S Rethmeier
SARAH JEAN DORY
JOHN CHARLES RUDDY
DANIEL JOE NIELSEN
KURTIS CHARLES THOMPSON
JAMES ALOYSIUS SHINDELAR
DILLON JAMES SHINDELAR
BRIAN PAUL EISBACH

Within 25 miles of Greenfield, IA, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $2.62T in combined regulatory AUM across 369,438 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 Greenfield

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM 8 SILVER OAK SECURITIES, INC. 42 clients · 119 advisers $2.45B AUM