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Best financial advisors in Humboldt, IA

Registered advisers within 25 miles of Humboldt, IA.

Offices
39
Firms
17
Combined AUM
$3.86T
Firm-wide filings, not assets booked only here
Clients
529K
528,742 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AVANTAX PLANNING PARTNERS, INC.
SOUND INCOME STRATEGIES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BFC PLANNING, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
SPC

Investors

JAMES DARRYL BRANDT
Dawn Marie Parle
Aiden O Christensen
Tony R Christensen
Claire Sienne Naeve
Jaxon N Heinz
Clifton Michael Kalafatich
JARED HERMAN KLINGENBERG
Kevin Peter Marso
MATTHEW PERRY JOHNSON
Amanda Nicole Johnston
MICHAEL PAUL DONNAN
KOLE THOMAS PETERSEN
BAILEIGH Je'Nae ASHBROOK
MITCHELL EDWARD LUNN
BRETT DAMIAN LAUINGER
JEFFREY ROBERT HAUPTS
LETITIA MARIE ANDERSON
DOUGLAS JAMES MARINE
JOHN JOSEPH NIELSEN
Natalie Renee Mandernach
NICHOLAS DEAN HAMMITT
CIERRA MARIE WALDING
Michael James Vought
MICHAEL JOSEPH FRISCHMEYER
TRACY ANN CRIMMINS
CAROL JEAN BREESER
BRETT STONE UNDERBERG
MARK BRIAN CHINGREN
Gabriel Lee Pettit
Kaden Tyler Steven McClintock
TIMOTHY JAY KRAAYENBRINK
ANDREW R MCCARVILLE
RICHARD ALLEN MCCARVILLE
SCOTT JOSEPH JULIUS
Brennan Fehr
Ryan Campbell Kent

Within 25 miles of Humboldt, IA, Best Investors lists 17 registered investment advisory firms with 39 offices nearby, managing about $3.86T in combined regulatory AUM across 528,742 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 Humboldt

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM