Best Investors Account Sign in

Best financial advisors in Jesup, IA

Registered advisers within 25 miles of Jesup, IA.

Offices
80
Firms
37
Combined AUM
$4.60T
Firm-wide filings, not assets booked only here
Clients
663K
663,281 clients when Item 5C has a number
Avg / client
$6.93M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
INNOVATIVE WEALTH MANAGEMENT, LLC
EDWARD JONES
NATIONS FINANCIAL GROUP, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
BENJAMIN F. EDWARDS & COMPANY, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
NET WORTH ADVISORS
TUVE INVESTMENT MANAGEMENT, INC.

Investors

MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
Mark Jacob McGarvey
Lincoln White
MARK ALAN GEERTSMA
Heather Michelle Cox
MARISSA KAY QUANDAHL
MIKEL DOUGLAS MARKEY
Deon David Cleveland
Harley Ryan Nelson
JOSEPH THOMAS TREWIN
OWEN MICHAEL TEW
TIMOTHY JAMES REED
BRIAN DALE PERSSON
DAWN N. PILIPCHUK-KRUTH
NICKOLAS DEANE PILIPCHUK
MATTHEW JAMES HENNIG
Blake Richard Hamer
Jacob Michael Murray
KEITH ROBIN HAMER
KRISTINA LYN PRICE
CHARLES WILLIAM SHIREY
BRENT JAMES GILMORE
JONATHAN SCOTT LARSON
Austin Hamer
Nicholas Matthew Gary
LAUREL KAY THOMPSON
MICHAEL DALE OHRT
CASEY PAUL MCLAUGHLIN
ROSS JAMES BARBATTI
LUCUS MELINE SCOTT
Steven Kenneth Koch
STANLEY JOHN TUVE
JOHN STANLEY TUVE
Katrina Helle
STEVEN JAMES NIDA

Within 25 miles of Jesup, IA, Best Investors lists 37 registered investment advisory firms with 80 offices nearby, managing about $4.60T in combined regulatory AUM across 663,281 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 Jesup

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM