Best Investors Account Sign in

Best financial advisors in Kossuth, IA

Registered advisers within 25 miles of Kossuth, IA.

Offices
28
Firms
16
Combined AUM
$4.26T
Firm-wide filings, not assets booked only here
Clients
510K
510,457 clients when Item 5C has a number
Avg / client
$8.34M
Combined AUM ÷ clients

Nearby offices

Firms

RIA ADVISORY GROUP, LLC
EDWARD JONES
CREATIVEONE WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Erin Corrinne Roberts
Paul Dean Katsion
David Duane George
Richard Donald Mueller
Trevor Coffey
Whitney Jean Rogers
CHAD ALLEN MCMULLIN
Patricia Louise Morley
SCOTT LESLIE JOHNSON

Within 25 miles of Kossuth, IA, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $4.26T in combined regulatory AUM across 510,457 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 Kossuth

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM