Best Investors Account Sign in

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

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
VISIONX WEALTH PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
AVANTAX PLANNING PARTNERS, INC.
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Cole Kenneth Jaeschke
SHAWN RAY MCCARTY
ZACHARY SCOTT CLARK
BROCK James NORTON
TANNER EUGENE UTLEY
JADA ANN HALLBERG
PATRICK DAVID REDING
BONITA HWANG SCHNURR
Bruce Arthur Keith
Brady Ross
JEFFREY WILLIAM BRANDT
Bailey Ross
McKenzie Rose Jorgenson
Nicole Marie Myer
JEFFREY G KNAPP
AARON ROBERT GRETEMAN
Angela Mae Ennen
THAD ANTHONY LICHTER
Jennifer Elizabeth Penning
DOUGLAS MICHAEL MARLOW
Alexander William Schwarck
ALEX MICHAEL ELBERT
ANDREW A JANSEN
AMY MARIE JANSEN
KEVIN LYNN KAKACEK
John Joseph Burns
WILLIAM DORAN JOHNSTON
Aiden O Christensen

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