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Best financial advisors in Knoke, IA

Registered advisers within 25 miles of Knoke, IA.

Offices
7
Firms
7
Combined AUM
$1.94T
Firm-wide filings, not assets booked only here
Clients
435K
435,162 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC

Investors

BRIANNE SUE TIMMERMAN
JADA ANN HALLBERG
Ted R Ramaekers
STEVEN D CULP
Colton Wicker
JOSEPH PAUL MCCOLLUM
Todd Otto Green
Alexa Jean Lenhart

Within 25 miles of Knoke, IA, Best Investors lists 7 registered investment advisory firms with 7 offices nearby, managing about $1.94T in combined regulatory AUM across 435,162 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 Knoke

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM