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Best financial advisors in Independence, IA

Registered advisers within 25 miles of Independence, IA.

Offices
45
Firms
20
Combined AUM
$3.40T
Firm-wide filings, not assets booked only here
Clients
394K
393,657 clients when Item 5C has a number
Avg / client
$8.63M
Combined AUM ÷ clients

Nearby offices

Firms

NATIONS FINANCIAL GROUP, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
INNOVATIVE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AVANTAX PLANNING PARTNERS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Heather Michelle Cox
MARISSA KAY QUANDAHL
MIKEL DOUGLAS MARKEY
Deon David Cleveland
Harley Ryan Nelson
JOSEPH THOMAS TREWIN
OWEN MICHAEL TEW
TIMOTHY JAMES REED
Lincoln White
MARK ALAN GEERTSMA
Mark Jacob McGarvey
Nicholas Dale Dennie
MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
GERALD LEE BUHR
Christian Bradley Solsma
Katherine Marie Solsma Bell
Curt John Solsma
NEIL KEITH WILKINSON
KOLE DOUGLAS JOHNSON
JUSTIN MATTHEW SHAFFER
Angela Sue Rave
JENNIFER LEE KRITZ
Rebecca Lynn Kruckenberg
Dean Rollin Studer
Nile Joseph Studer
LEO KENNETH MONAGHAN
ANTHONY JOHN MONAGHAN
ALAN EMERSON KELTNER
Gretchen Kay Walter
TAMMY LYNN Feldmann Kelchen
JEFFREY LYNN PETERSON

Within 25 miles of Independence, IA, Best Investors lists 20 registered investment advisory firms with 45 offices nearby, managing about $3.40T in combined regulatory AUM across 393,657 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 Independence

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 BENJAMIN F. EDWARDS & COMPANY, INCORPORATED 23 clients · 519 advisers $18.9B AUM