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Best financial advisors in Iowa Center, IA

Registered advisers within 25 miles of Iowa Center, IA.

Offices
257
Firms
98
Combined AUM
$8.19T
Firm-wide filings, not assets booked only here
Clients
1.29M
1,290,373 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
CUSTOM WEALTH PLANNERS
LSB WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
INTEGRITY ALLIANCE, LLC.
LPL FINANCIAL LLC

Investors

Dillon Miller
Isabelle Kling
Tam M Le
GRACIELA PILAR VAN WYK
Wayne Alvin Christ
Christen Marie Nicoll
Lori Elizabeth Baldwin
Suzanne Marie Runyon
Kent Alan Patterson
Lucas Adam Peterson
Clay Budach
KEVIN FRETTE
Travis Frederick Allen
Ramon Paul Reyes
Zachary Patrick Morrissey
BRIAN EDWARD HEYING
ANNETTE JEANBLANC UTTERBACK
Nicholas Haselhuhn
Taylor Marie Pfannebecker
TIMOTHY ROBERT FORBES
Adam Charles Cave
Chase Robert Netusil
CLAYTON JOHN NETUSIL
Lucas Michael Sibley
Deborah Darlene McReynolds
Brandt R Hockman
JOSHUA ANTHONY COWART
SOPHIA NICOLE VIOLA SLEDGE
Joseph Bethel
DAVID LEO DUGGAN
SHALINI BABU
Joshua Klyn
JAMES LYNN ODSON
MARK WILLIAM MCLAUGHLIN
DANA JOSEPH KIENE
JEANIE RAY MARTIN
Eric Bryan
Mark Steven Ellison

Within 25 miles of Iowa Center, IA, Best Investors lists 98 registered investment advisory firms with 257 offices nearby, managing about $8.19T in combined regulatory AUM across 1,290,373 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 Iowa Center

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM