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Best financial advisors in Kalona, IA

Registered advisers within 25 miles of Kalona, IA.

Offices
75
Firms
32
Combined AUM
$5.68T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,078,832 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

BRADFORD FINANCIAL CENTER
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
SAVANT WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
STRATEGIC ASSET MANAGEMENT LLC.
EDWARD JONES
PIRA WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

LARRY LEE PICKARD
Kenteth James Blossom
TIM D SULLIVAN
BRIAN TODD KELSO
BARRY CURTIS JOHNSON
JUSTIN JOHN RYAN
Robin E Jackson Miller
ELI MICHAEL WYNES
Jayden Johnson
Cayden Roy Duhaime
MARK ALAN LAW
MOLLIE MICHELE THOMSEN
CARRIE L WAGNER
DANIEL EISENMAN
Austin Lance Svatos
CULLAN RYAN SCHRIEVER
MICHAEL EARL LEHMAN
SETH CLINTON PENNEY
DARETH ANN MCALPIN
WADE MICHAEL JOHNSON
MONICA RAE MIMS
DAVID LESTER DARNER
Margaret Grimmer
Chad Lee Reimers
Scott Douglas McGill
RICHARD EVAN ARTHUR
Kevin Allen Pira
MARVIN EUGENE COOK
Brandon Lee Van Nevel
Danielle Marie Humphreys
Corey Nicholas Houchins-Witt
CARRIE SUE HOUCHINS-WITT
CASEY JAMES DREYER
BENJAMIN PAUL MARGOLIN
Todd Martin Nash
Wade James Nash
Gracyn Steckly

Within 25 miles of Kalona, IA, Best Investors lists 32 registered investment advisory firms with 75 offices nearby, managing about $5.68T in combined regulatory AUM across 1,078,832 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 Kalona

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM