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Best financial advisors in Jefferson, IA

Registered advisers within 25 miles of Jefferson, IA.

Offices
15
Firms
8
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
369K
369,229 clients when Item 5C has a number
Avg / client
$8.18M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
AEGIS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL ASSET MANAGEMENT

Investors

JULIANA GOWAN DUKES
Jackson E Morton
Robert Dean Dozier
TIMOTHY JAMES HEISTERKAMP
KEITH WILLIAM BERG
ADAM THOMPSON GOOD
SAMANTHA LYNN STEPHENS
Shawn Brian Shindelar
Andrew Brommer
Aaron Sturm
MICHELE MARIE MCCARTY-WOODS
David Jeffrey Grove
Jonathan Nathaniel Durr
Lisa Cassidy
Brendon Lane Johansen
Joseph Todd Ollila
Stephanie Danielle Waskey
Mason William Yerian
SEAN MICHAEL BURKE
Jimmy Fish
Hunter Shelton Pistole
Griffin Joseph Malatino
RANDY STEVEN FARISH
KEVIN Lee HOCKER
DAVID WILLIAM STANLEY
GORDON SPENCER CAMPBELL
JAMES JOSEPH ROSS WHEELER
ALEC EDMOND MUEHLEMEYER
Hilary Zaragoza
Melissa Rose Loest
ROBERT JAMES CARR
Nichole Marie Olberding
Shellie Larie Haluska
Sean Michael Haluska
Josie Marie Bengford
Jill Hankel
RICHARD D WEBB

Within 25 miles of Jefferson, IA, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $3.02T in combined regulatory AUM across 369,229 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 Jefferson

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 5 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM 8 AEGIS WEALTH MANAGEMENT, INC. 30 advisers $216M AUM