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Best financial advisors in Kelley, IA

Registered advisers within 25 miles of Kelley, IA.

Offices
317
Firms
120
Combined AUM
$9.87T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,392,550 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
SOUND INCOME STRATEGIES, LLC
U.S. BANCORP ADVISORS, LLC
UNCOMMON WEALTH PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LSB WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Investors

Samuel James Byriel
Kevin Hanson
Allison Ver Steegt
GRACIELA PILAR VAN WYK
Ryleah Laine Wyngarden Cross
Reyna Taylor Immerfall
DARCY KAY STROINSKI
Shadi Mubaidin
Amanda Nicole Johnston
MATTHEW PERRY JOHNSON
Tam M Le
Wayne Alvin Christ
Christen Marie Nicoll
Sheryl Lynn Dutcher
Michael John Mathis
Grant James Thomas
PHILLIP TODD RAMSEY
Cody Kowalski
JACOB JEREMIAH JOHNSON
DIJANA BURNIC
HUNTER STEVEN VANDERWAAL
Jakeb Carter Bakken
Cody Christopher VerHuel
Ramon Paul Reyes
Zachary Patrick Morrissey
BRIAN EDWARD HEYING
ANNETTE JEANBLANC UTTERBACK
Nicholas Haselhuhn
Taylor Marie Pfannebecker
Brandt R Hockman
SHALINI BABU
Joshua Klyn
JAMES LYNN ODSON
JOSHUA ANTHONY COWART
SOPHIA NICOLE VIOLA SLEDGE
Joseph Bethel
Chase Robert Netusil
CLAYTON JOHN NETUSIL
DANA JOSEPH KIENE

Within 25 miles of Kelley, IA, Best Investors lists 120 registered investment advisory firms with 317 offices nearby, managing about $9.87T in combined regulatory AUM across 1,392,550 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 Kelley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM