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Best financial advisors in Grundy Center, IA

Registered advisers within 25 miles of Grundy Center, IA.

Offices
81
Firms
36
Combined AUM
$4.46T
Firm-wide filings, not assets booked only here
Clients
670K
670,047 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NICOLET WEALTH MANAGEMENT
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
CEDAR VALLEY WEALTH ADVISORS
CWM, LLC
HEARTLAND FINANCIAL SERVICES, LTD.
PRINCIPAL SECURITIES, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC

Investors

Todd Lawrence Havel
WILLIAM JOHN RANEY
ANGELA JO THOREN
MARY ELIZABETH HINES
Russell Carroll Pierpont
KEVIN KENDALL TRUAX
CHRISTOPHER CARL WIETING
NOLAN CRAIG JOHNSON
Jason D Miller
Garrison Tripp
JOHN KENNETH ENSLIN
Amanda Kay Martin
JORDAN DEAN ALBORN
Colin Michael Egan
Raquel Elaine Zehr
RICK LEE SCHWARTZ
Kerry Lee Neyland
KARLA RENEE HOPPES
Jake Robert Hoppes
ROBERT MICHEAL HEATON
RUSSELL GERARD NIELAND
DAVID ALVIN BEATY
MATHEW DAVID DRISCOLL
ADRIAN JAMES TURNER
KENNETH MICHAEL FROST
JASON CHARLES LUDERS
Justin Buck
Todd D Thomas
Tony Ryan Patterson
Shannon Hall
Kyle Nodarse
BRADLEY JOE MCCUNNIFF

Within 25 miles of Grundy Center, IA, Best Investors lists 36 registered investment advisory firms with 81 offices nearby, managing about $4.46T in combined regulatory AUM across 670,047 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 Grundy Center

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM