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Best financial advisors in Holy Cross, IA

Registered advisers within 25 miles of Holy Cross, IA.

Offices
56
Firms
27
Combined AUM
$4.53T
Firm-wide filings, not assets booked only here
Clients
469K
469,282 clients when Item 5C has a number
Avg / client
$9.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
WEALTHCARE ADVISORY PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UMB PRIVATE WEALTH MANAGEMENT, LLC
MARINER INDEPENDENT
STEELE CAPITAL MANAGEMENT, INC.

Investors

CHARLES PETER GEERS
MICHAEL ROBERT OSGOOD
Brian Greenwood
John Charles Greenwood
Amanda Leigh Maiers
CHARLES THOMAS CUNLIFFE
DOUGLAS DANIEL KOOPMANN
Samuel Michael Herrig
MICHELLE LYNN HARRIS
BART ALAN TIMMERMAN
REBECCA ANN TIMMERMAN
JAMES GREG GORTON
JOHN TIMMERMAN
Peter Timmerman
Taylor JAMES Jansen
BRENDAN BERNARD HOULIHAN
JOELLEN KAY HERKERT
Stefan Arthur Johnson
Weston John Vorwald
SCOTT ALLEN GOINS
JOSEPH EVANOVICH
MICHAEL SCOTT BLESSING
WILLIAM BRADLEY CHALMERS
MICHAEL W MONTAG
ALAUNA DIANE BOETTNER
JONATHON CHARLES CUSHMAN
Eric May
ALEXANDER DALE LARSON
Regan Michael Takes
Frank Brooks Bertsch
MARTIN JOHN SMITH
KATHRYN LYNN MORAN
Thomas Joseph Halatek
BRADLEY LEWIS
NICHOLAS PATRICK SMITH
CHRISTOPHER MATTHEW BOXLEITER
BRETT ALLEN WESSELS
VERNON HAROLD HENJES
Nicholas Brennan Hoffmann
TRENT STEINES
DAWN MARIE OTTING
JENNIFER CECELIA KETTERING
Justin Schultz
MICHAEL DANIEL STEELE
AUSTIN TIMOTHY JUNGERS

Within 25 miles of Holy Cross, IA, Best Investors lists 27 registered investment advisory firms with 56 offices nearby, managing about $4.53T in combined regulatory AUM across 469,282 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 Holy Cross

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM