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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

FENCL ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
AMERICAN FINANCIAL MANAGEMENT, LTD.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LSB WEALTH MANAGEMENT
DYNAMIC FINANCIAL GROUP
EDWARD JONES
IGNITE FINANCIAL
BENCHMARK FINANCIAL
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

SPENCER R JOHNSON
WILLIAM GEORGE MCINTEE
MITCHELL PHILIP MCGRAW
NOAH MARK ARENDS
JESSE EDWARD MEEHAN
GEORGE ISLEY PETERSON
CHASE GREGORY FELCHLE
MARK DONALD MCCOMBS
NICHOLAS WILLIAM BLASBERG
Hunter Kade Bell
KYLE A RASMUSSEN
Russell Carroll Pierpont
RYAN J KRIENER
Remington Kaylynn Van Raden
WAYNE ALLAN JACOBSON
ETHAN DREW JACOBSON
Logan J Wolf
SCOTT B. WIRTZ
RYAN HANNAM
PAIGE CHERYL MILLER
HOWARD RICHARD DOBSON
GLEN CAMERON HENRY
CAMERON JON HENRY
TODD ALAN JOHNSON
PHILLIP JOHN JOHNSON
DANIEL FENCL
HAILEY Jo BROTEN
CINDY SUE GLEASON
Luke Donald Merfeld
DARREN PAUL YODER
CALEB MICHAEL SCHMIDT
Jana Sue Eilderts
PHILLIP JOHN WESTEMEIER
Jessica Raye Purcell
Alexandra K Lynch
Casey James Redmond
Michael Lee Dunlop
Travis Michael Martinek
Kurt Klobassa
JAMES ARNOLD GIRRES
BRADLEY HOWARD JACOBSON

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