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Best financial advisors in Lacona, IA

Registered advisers within 25 miles of Lacona, IA.

Offices
29
Firms
12
Combined AUM
$3.86T
Firm-wide filings, not assets booked only here
Clients
519K
518,620 clients when Item 5C has a number
Avg / client
$7.44M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
WEALTHCARE CAPITAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

MARIA ALYSE HUNTER
AVERY MARIAH PIERSCHBACHER
DAVID DEAN KNIGHT
DENISE LYNNETTE STORM
Adam Dean Bahr
Brock Lynn Rodgers
Ashley Renee Abbas
DAVID MARTIN FLETCHER
TODD EUGENE CHAMBERS
Emily Lynn Bates
Andrew Douglas Leech
Andrei J Murphy
CHRISTIAN JAMES SIEBERT
Grant Phillip McGraw
CHAD JEREMY KUEHL
Kimberly Ann Guilford
KENT ALLEN POWGNAS
AMY Michelle WHITE
Keri Elizabeth Blake
Chase Geiger
Kolby Alan Moore
Matthew Luke Kissinger
Todd Robert Lappe
Kelly Lochiel Shives
Adam John Norris
LEROY LESLIE FRANCK
Janis Marie Aldridge-Harris
Kerry Masako Garcia
GARY JOHN OLSON

Within 25 miles of Lacona, IA, Best Investors lists 12 registered investment advisory firms with 29 offices nearby, managing about $3.86T in combined regulatory AUM across 518,620 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 Lacona

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM