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Best financial advisors in Hazleton, IA

Registered advisers within 25 miles of Hazleton, IA.

Offices
37
Firms
17
Combined AUM
$3.28T
Firm-wide filings, not assets booked only here
Clients
327K
326,572 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
NET WORTH ADVISORS
NATIONS FINANCIAL GROUP, INC.
OSAIC WEALTH, INC.
TUVE INVESTMENT MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
AVANTAX PLANNING PARTNERS, INC.

Investors

MICHAEL DALE OHRT
CASEY PAUL MCLAUGHLIN
MATTHEW JAMES HENNIG
Angela Sue Rave
Matthew James Gary
ROSS JAMES BARBATTI
KYLE DAVID WINTER
TYLER MICHAEL JOHNSON
ISAIAH JAMES MUNDELL
JAMES ROBERT MUNDELL
ERICA JOHNSON
STEVEN JAMES NIDA
Steven Kenneth Koch
STANLEY JOHN TUVE
JOHN STANLEY TUVE
Katrina Helle
THOMAS THEODORE JAEGER
JUSTIN ALAN DAMS
MICHAEL LEAVENS RAMKER
JENNIFER LEE KRITZ
LEO KENNETH MONAGHAN
ANTHONY JOHN MONAGHAN
ALAN EMERSON KELTNER
Gretchen Kay Walter

Within 25 miles of Hazleton, IA, Best Investors lists 17 registered investment advisory firms with 37 offices nearby, managing about $3.28T in combined regulatory AUM across 326,572 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 Hazleton

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 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM