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Best financial advisors in Iconium, IA

Registered advisers within 25 miles of Iconium, IA.

Offices
22
Firms
10
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
463K
463,319 clients when Item 5C has a number
Avg / client
$7.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARK AVENUE SECURITIES LLC

Investors

Katherine Elizabeth Walker
Amber Christine Carroll
LEVI J MORRISSEY

Within 25 miles of Iconium, IA, Best Investors lists 10 registered investment advisory firms with 22 offices nearby, managing about $3.44T in combined regulatory AUM across 463,319 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 Iconium

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM