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Best financial advisors in Iowa City, IA

Registered advisers within 25 miles of Iowa City, IA.

Offices
122
Firms
49
Combined AUM
$6.29T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,112,872 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NATIONS FINANCIAL GROUP, INC.
J.P. MORGAN SECURITIES LLC
MIDWESTERN FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC

Investors

Alec John Feller
LUCAS DAVID PROTTSMAN
Devon B Inman
Kael Adam
Hannah Taylor
CHRISTOPHER DAVID LEYDEN
Bradley L Baldes
BRUCE D KOUT
ROBERT JAMES RINDELS
NICHOLAS JOSEPH LEYDEN
Bryce Timothy Shelman
Alisa Justine Blackwell
Kaylee Ann Shelman
BRADLEY LEE SHELMAN
Reed Mells
RANDAL WILLIAM STUDER
BRENDA CHARLENE BARTHELMAN
MERLE DEAN MILLER
JACQUELINE KAY JACKMAN-CUNNINGHAM
CHAD ALLEN BURTCH
RICHARD EVAN ARTHUR
Scott Douglas McGill
CAROLINA NEWTON
Jeremy Dean James
WILLIAM EDWARD COAN
RYLAN E DEVALOIS
ROSS EUGENE DEVALOIS
Phuc Thien Lovan
Heaven Rose French
WILLIAM HAYES MONTAG
Cameron John Tammen
ANTHONY JAMES SCHAU
JOSEPH DELBERT JAY
PATRICK SHIHADY CAMPBELL
ANDREW PETER PICCHIETTI
HAI VIET VU
Michael Burrell LeFever
Benjamin Jon Fortune
Andrew David O'Neill
Matthew Carroll Wooldrik
TIMOTHY CHARLES NEGRO
Alexander Lee Zipse
RILEY ELIZABETH GARDAM LARSON
SEAN PATRICK THOMAS TOBIN
Margaret Grimmer
Chad Lee Reimers

Within 25 miles of Iowa City, IA, Best Investors lists 49 registered investment advisory firms with 122 offices nearby, managing about $6.29T in combined regulatory AUM across 1,112,872 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 City

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM