Best Investors Account Sign in

Best financial advisors in Lake City, IA

Registered advisers within 25 miles of Lake City, IA.

Offices
22
Firms
15
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
457K
457,354 clients when Item 5C has a number
Avg / client
$7.56M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
TRUE WEALTH, LLC
TRUE WEALTH NATION
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
GLADSTONE WEALTH PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRETEMAN CAPITAL MANAGEMENT
PRINCIPAL SECURITIES, INC.
PFS INVESTMENTS INC.

Investors

Todd Otto Green
BRIANNE SUE TIMMERMAN
Nichole Marie Olberding
Shellie Larie Haluska
Sean Michael Haluska
Lindsey Victoria Handlos
Brett Francis Adams
Josie Marie Bengford
DAVID LEON JOHNSON
MAEVE KATHLEEN MCNAMEE DANIELSON
JOHN MARK SKLENAR
NICHOLAS JOHN SKLENAR
Wyatt Austin Gauchat
JEFFREY EUGENE BOES
TIMOTHY JAY RIAL
ANN KAY SLECHTA
JEFFREY ALAN NELSON
CLAYTON JOHN NETUSIL
NICHOLAS LOUIS GRETEMAN
Cameron Leighton Janson
Jordan Lee Janson
Aubrey Kemerling
Ashley Tennigkeit
Cole Leonard Collison
MATT JOHN RAMAEKERS
Ted R Ramaekers
DUANE MERLE HORSLEY
Brady Dicks
AMY RIDDLE
KRISTINA J HORSLEY
Colton Wicker

Within 25 miles of Lake City, IA, Best Investors lists 15 registered investment advisory firms with 22 offices nearby, managing about $3.46T in combined regulatory AUM across 457,354 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 Lake City

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM