Best financial advisors in Ira, IA

Registered advisers within 25 miles of Ira, IA.

Offices

80

Firms

24

Combined AUM

$4.24T

Firm-wide filings, not assets booked only here

Clients

1.08M

1,080,717 clients when Item 5C has a number

Avg / client

$3.92M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

207 NE Delaware Ave Suite 24
Ankeny, IA 50021

19.6 miles away

EDWARD JONES

917 EAST FIRST STREET SUITE D
ANKENY, IA 50021

19.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

910 E 1ST ST
ANKENY, IA 50021

19.8 miles away

J.P. MORGAN SECURITIES LLC

2012 SE Delaware Ave
Ankeny, IA 50021

19.9 miles away

EDWARD JONES

1601 South B AVENUE SUITE 2
NEVADA, IA 50201

OSAIC WEALTH, INC.

1400 FAWCETT PKWY STE B
NEVADA, IA 50201

20.1 miles away

EDWARD JONES

2575 N ANKENY BLVD SUITE 217
ANKENY, IA 50023-4703

20.4 miles away

EDWARD JONES

215 NW 18TH ST STE 103
ANKENY, IA 50023

20.5 miles away

EDWARD JONES

1255 N ANKENY BLVD STE 102
ANKENY, IA 50023-4008

20.5 miles away

CETERA INVESTMENT ADVISERS LLC

817 N ANKENY BLVD
ANKENY, IA 50021

20.5 miles away

SOUND INCOME STRATEGIES, LLC

213 N. Ankeny Boulevard Suite 120
Ankeny, IA 50023

20.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

114 NW 9th St Ste 103
Ankeny, IA 50023

20.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4436 E UNIVERSITY AVE
Pleasant Hill, IA 50327

20.6 miles away

U.S. BANCORP ADVISORS, LLC

305 S Ankeny Blvd
Ankeny, IA 50021

20.6 miles away

UNCOMMON WEALTH PARTNERS, LLC

317 S ANKENY BLVD
ANKENY, IA 50023

20.6 miles away

EDWARD JONES

4400 E UNIVERSITY AVE STE 100
PLEASANT HILL, IA 50327-1701

20.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3240 Hubbell Ave.
Des Moines, IA 50317

20.8 miles away

EDWARD JONES

2005 S ANKENY BLVD STE 500
ANKENY, IA 50023

20.9 miles away

EDWARD JONES

303 SW WALNUT ST
ANKENY, IA 50023

20.9 miles away

CUSTOM WEALTH PLANNERS

2425 NORTH ANKENY BLVD UNIT #105
ANKENY, IA 50023

20.9 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

SOUND INCOME STRATEGIES, LLC

U.S. BANCORP ADVISORS, LLC

UNCOMMON WEALTH PARTNERS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CUSTOM WEALTH PLANNERS

Investors

Cody Christopher VerHuel

Jakeb Carter Bakken

JACOB JEREMIAH JOHNSON

HUNTER STEVEN VANDERWAAL

Thomas Michael Geist

EMMI JOELL MILLER

Justin Michael Bjerke

Allison Ver Steegt

GRACIELA PILAR VAN WYK

Ryleah Laine Wyngarden Cross

DARCY KAY STROINSKI

Amanda Nicole Johnston

MATTHEW PERRY JOHNSON

Reyna Taylor Immerfall

COREY PAUL CHANCELLOR

Sheryl Lynn Dutcher

Michael John Mathis

Grant James Thomas

PHILLIP TODD RAMSEY

Karl Paul Ritland

Kent Alan Patterson

Travis Frederick Allen

Within 25 miles of Ira, IA, Best Investors lists 24 registered investment advisory firms with 80 offices nearby, managing about $4.24T in combined regulatory AUM across 1,080,717 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 Ira

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM