Best financial advisors in Lake Park, IA

Registered advisers within 25 miles of Lake Park, IA.

Offices

34

Firms

14

Combined AUM

$3.46T

Firm-wide filings, not assets booked only here

Clients

705K

704,717 clients when Item 5C has a number

Avg / client

$4.92M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

3301 Hwy 71 Ste 3 BOX 334
SPIRIT LAKE, IA 51360-0334

STATE FARM INVESTMENT MANAGEMENT CORP.

3605 Highway 71
Spirit Lake, IA 51360-7298

EDWARD JONES

2207 OKOBOJI AVENUE STE E
MILFORD, IA 51351

10.3 miles away

NORTHWEST WEALTH MANAGEMENT, LLC

46 N HWY 71
ARNOLDS PARK, IA 51331

10.3 miles away

EDWARD JONES

1004 21ST ST STE 3
MILFORD, IA 51351

10.4 miles away

NORTHWEST WEALTH MANAGEMENT, LLC

1008 18TH STREET
SPIRIT LAKE, IA 51360

10.7 miles away

LPL FINANCIAL LLC

1718 HILL AVE
SPIRIT LAKE, IA 51360

10.8 miles away

EDWARD JONES

1724 HILL AVENUE
SPIRIT LAKE, IA 51360-0383

10.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

311 MAIN ST
LAKEFIELD, MN 56150

19.1 miles away

LPL FINANCIAL LLC

201 9TH STREET
WORTHINGTON, MN 56187

19.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1020 3RD AVE
WORTHINGTON, MN 56187

19.5 miles away

OSAIC WEALTH, INC.

921 4TH AVENUE
WORTHINGTON, MN 56187

19.6 miles away

CETERA INVESTMENT ADVISERS LLC

909 FOURTH AVENUE
WORTHINGTON, MN 56187

19.6 miles away

EDWARD JONES

515 HUMISTON AVE
WORTHINGTON, MN 56187

19.6 miles away

NORTHWEST WEALTH MANAGEMENT, LLC

1607 W. 18TH STREET
SPENCER, IA 51301

19.9 miles away

PFG ADVISORS

905 McMillan St.
Worthington, MN 56187

STATE FARM INVESTMENT MANAGEMENT CORP.

1244 Oxford St
Worthington, MN 56187-1760

EQUITABLE ADVISORS, LLC

1154 OXFORD STREET
WORTHINGTON, MN 56187

20.1 miles away

EDWARD JONES

2002 Highway Blvd
SPENCER, IA 51301-0000

20.2 miles away

LPL FINANCIAL LLC

1812 HIGHWAY BLVD.
SPENCER, IA 51301

20.3 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

NORTHWEST WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

EQUITABLE ADVISORS, LLC

Investors

MATTHEW J. HIGGINS

JAY ANTHONY THEIS

Sara Marie Fisher

Amy Marilyn Sheppard

NICOLE CHANTEL EVANS

Brandon Michael Madison

JEFFREY DEAN PLOEGER

Cole Aaron Milbrath

Hernani Antonio Nabuco Leva Ferreira Frei

CURTIS DALE BAUMGARD

Alaina Marie Kolpin

MICHAEL JOHN WOLL

AARON THOMAS HAGEN

Dylan Robert Goodhart

GAYLE LOUISE SIEBENBRUNER

KENNETH JOHN MAAHS

GREGORIE HARLAN KVILHAUG

John Paul Standafer

Katy Laura Guinn

Garrett William Heater

LANCE BARTLEY EVANS

SHARON ANN LISAC

JASON BRENT VANDE BRAKE

ALEX CURTIS JOHNSON

DEAN M JACOBSEN

JONI KAYE KELLEN

DANIELLE MARIE BRINK

ERIC JOEL VAN DER HEIDE

BRYSON RICHARD DUNCAN

CONNIE JEAN SCHMIDT

JAMES ROBERT SHOQUIST

Jared Todd Barnett

Jed Lane Jensen

KELLY JOEL MEYER

JESSICA CHRISTINE NOBLE

TODD JAMES HENDERSON

Natalie R Wilkinson

Mark Stanley Wilkinson

LEVI NATHAN MORRIS

Within 25 miles of Lake Park, IA, Best Investors lists 14 registered investment advisory firms with 34 offices nearby, managing about $3.46T in combined regulatory AUM across 704,717 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 Park

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 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM