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Best financial advisors in Homestead, IA

Registered advisers within 25 miles of Homestead, IA.

Offices
202
Firms
73
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,717,931 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
SAVANT WEALTH MANAGEMENT
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
STRATEGIC ASSET MANAGEMENT LLC.
TRANSAMERICA RETIREMENT ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AEGON ASSET MANAGEMENT US
AEGON REAL ASSETS US
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

ROGER WAYNE CARLSON
Colton Bernard White
John Scott Shaw
LARY WAYNE FELDKAMP
Robin E Jackson Miller
Chad Lee Reimers
Jacob B Robinson
ELI MICHAEL WYNES
Jayden Johnson
Cayden Roy Duhaime
MARK ALAN LAW
MOLLIE MICHELE THOMSEN
CARRIE L WAGNER
DANIEL EISENMAN
Austin Lance Svatos
CULLAN RYAN SCHRIEVER
MICHAEL EARL LEHMAN
SETH CLINTON PENNEY
DARETH ANN MCALPIN
WADE MICHAEL JOHNSON
MONICA RAE MIMS
DAVID LESTER DARNER
Margaret Grimmer
BRIAN CHRISTOPHER HACKETT
MELISSA SUE THURBER
Ronald ROBERT Zimmer
Brent Roger Stricklett
Jonathan Edward Fonash
JOSEPH SCOTT RIDLING
CRYSTAL KAY TROTTER
Dakota LoRay Best
Adam Leigh Levine-Weinberg
Paula Juszczyk
CHRISTINA D KRAMER
Stephen THOMAS Gregg
MEGAN ELIZABETH MINOGUE
ANDREW MICHAEL SCHAAD
KRISTINE MARIE GILLARD
ANDREW DAVID LAWS
Nicole Gale Adesina
Andrew T Pudenz
Jane Elizabeth Morrow
JOHN Michael Twomey
CHRISTOPHER PHILIP HENDERSON
Michelle ANNE Barry
Amber Rae Paulsen
Sara Christen Oatt
MARY LERANE BURRESS
Jolene KAY Henn
Robert Costello
GARY MICHAEL WHITMAN
ELLEN ROBIN BRANDT
Jason Frank Wetmore
DELANE ROBERT SCHIEFERSTEIN
LUCINDA D Alcott
Nicole Koren Clark
William Ray Maynard
Donald Keith Balderson
Ryan P Murphy
Alia S. Mendez-Taylor
Julian Ortega
Samuel Joseph Moreland
MARK AARON JOHNSON
DAVID R ANDREW
WILLIAM ROTH JUMP
Jacob Daniel Hubanks
Dustin Elgersma
DAMON DARRELL WALKER
BENJAMIN ALLEN YOUNG
Erica Chavez
Allikan Cree Dianne Martens
SCOTT ROBERT ENGLAND
Lucas Cole Walker
Andrew Zachary Haase
David Michael King
DOMINICK DREW PETZ
DANIEL JACOB HARTNETT
ANN KRAFT JOHNSON

Within 25 miles of Homestead, IA, Best Investors lists 73 registered investment advisory firms with 202 offices nearby, managing about $10.5T in combined regulatory AUM across 1,717,931 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 Homestead

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM