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Best financial advisors in Knoxville, IA

Registered advisers within 25 miles of Knoxville, IA.

Offices
53
Firms
20
Combined AUM
$4.85T
Firm-wide filings, not assets booked only here
Clients
572K
572,008 clients when Item 5C has a number
Avg / client
$8.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
AVANTAX PLANNING PARTNERS, INC.
RIA ADVISORY GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARK AVENUE SECURITIES LLC

Investors

Matthew Luke Kissinger
LEROY LESLIE FRANCK
GARY JOHN OLSON
Janis Marie Aldridge-Harris
Kerry Masako Garcia
WICK CUNNINGHAM
JOSEPH CONRAD CUNNINGHAM
KEVIN JOSEPH WADLE
Kelly Lochiel Shives
Adam John Norris
TODD EUGENE CHAMBERS
Chad Daniel Klyn
Wendy Sue Albers
MICHAEL DEAN VERMEER
WENDY LYNN SIMS
Larry Lee Curry
John Mark Krogstad
Zach Veenstra
KEVIN LUGENE VANWYK
REID CHRISTOPHER EVANS
NICOLE CECIL BOULAIS
Kaurie Marinkovich
Justin David Madsen
Dakota William Hills
Joshua A Weishaar
MARK ALAN WISKUS
MICKY ISAAC SNIEDER
CRAIG ALBERT WASSENAAR
Isaiah Rozenboom
Jason A Rozenboom
MATTHEW JOHN VANMAANEN

Within 25 miles of Knoxville, IA, Best Investors lists 20 registered investment advisory firms with 53 offices nearby, managing about $4.85T in combined regulatory AUM across 572,008 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 Knoxville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM