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Best financial advisors in Lakota, IA

Registered advisers within 25 miles of Lakota, IA.

Offices
20
Firms
14
Combined AUM
$3.05T
Firm-wide filings, not assets booked only here
Clients
534K
534,149 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
AVANTAX PLANNING PARTNERS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
GREENSTONE WEALTH MANAGEMENT
LPL FINANCIAL LLC
BISON WEALTH, LLC
ALPHABIT INVESTMENTS, LLC
OASIS ADVISORS
CETERA INVESTMENT ADVISERS LLC

Investors

Chase Brandt
David M Roper
JASON BONNEMA
John Joseph Burns
Bruce Arthur Keith
Nicole Marie Myer
JEFFREY G KNAPP
AARON ROBERT GRETEMAN
Angela Mae Ennen
THAD ANTHONY LICHTER
Jennifer Elizabeth Penning
DOUGLAS MICHAEL MARLOW
Alexander William Schwarck
ALEX MICHAEL ELBERT
ANDREW A JANSEN
AMY MARIE JANSEN
Bailey Ross
McKenzie Rose Jorgenson
Brady Ross
JEFFREY WILLIAM BRANDT
PATRICK DAVID REDING
BONITA HWANG SCHNURR
Taylor Wilson
Elijah Wagner
Julianna Burkholder
Levi Rogeness
DUSTIN ABELS
Seth Tyler Weiland
BRYAN MATTHEW DEWHURST
TAYLOR JESSE THOMPSON
RYAN BIESINGER WALL
SETH THOMAS KELLEY
Rukmini Sunkara
GREGORY KENT DIAMOND
BRIAN ROBERT ECKERT
MARCUS JOEL WHITE
KAREN L DINS
William Mitchell Zerillo
Johannes Jacobus Shaw
KLAINE MICHAEL DOUCETTE
JANELLE JOHNSON THOMPSON
NARSING VENKAT KOMMIREDDI
TIMOTHY ANDREW THOMPSON
LARRY ALEXANDER CELAYA
KOREY JOHN DOUCETTE
KARTER MICHAEL DOUCETTE
TROY EUGENE HALL
MATTHEW KORY JENNINGS
Kevin Lee Sanger

Within 25 miles of Lakota, IA, Best Investors lists 14 registered investment advisory firms with 20 offices nearby, managing about $3.05T in combined regulatory AUM across 534,149 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 Lakota

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM