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Best financial advisors in Iowa Falls, IA

Registered advisers within 25 miles of Iowa Falls, IA.

Offices
18
Firms
9
Combined AUM
$2.38T
Firm-wide filings, not assets booked only here
Clients
410K
410,091 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
GREEN BELT BANK & TRUST
EAGLE STRATEGIES LLC
SUMMIT AG ADVISORS, LLC
OSAIC WEALTH, INC.
PROSPERITY CAPITAL ADVISORS
LPL FINANCIAL LLC

Investors

Aaron Paul Fopma
MICHAEL JAY TRUESDELL
MEGAN KELLY HANSEN
Brock Matthew Jacobson
Michel Swartzendruber
Nora Kay Tweeten
CHRISTOPHER LEE STAUFFER
JAMES ELDON STEPHENSON
Douglas Paul Haverkamp
Abby Zaimes
Rachel Audra Lewey
JOHN KENNETH ENSLIN
CHRISTOPHER CARL WIETING
NOLAN CRAIG JOHNSON
Jason D Miller
Garrison Tripp
Soren Anderson Heilskov
PHILIP FREDERICK HAUSER
BELEN KRABBE
BRADLEY A SCHEIDEMAN
Rebecca Mills
MICHAEL RAY STENSLAND
ANDREA SUE DODD
KEVIN KENDALL TRUAX
JODY LYNN WOOD
Katie Jane Regan

Within 25 miles of Iowa Falls, IA, Best Investors lists 9 registered investment advisory firms with 18 offices nearby, managing about $2.38T in combined regulatory AUM across 410,091 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 Falls

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PROSPERITY CAPITAL ADVISORS 299 clients · 107 advisers $4.39B AUM