Best financial advisors in Lancaster, IA

Registered advisers within 25 miles of Lancaster, IA.

Offices

43

Firms

16

Combined AUM

$4.50T

Firm-wide filings, not assets booked only here

Clients

547K

547,035 clients when Item 5C has a number

Avg / client

$8.23M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1680 Hwy 1, Ste 1700, Box 7
Fairfield, IA 52556

20.7 miles away

OSAIC WEALTH, INC.

214 8TH AVENUE SUITE 2
WELLMAN, IA 52356-0537

EDWARD JONES

2443 NORTHGATE
OTTUMWA, IA 52501

21.6 miles away

PROSPERITY CAPITAL ADVISORS

2116 North Court, Suite 1
Ottumwa, IA 52501

21.9 miles away

EDWARD JONES

2102 N COURT ST
OTTUMWA, IA 52501-1304

21.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3267 WW Ave.
Wellman, IA 52356

22.4 miles away

PARK AVENUE SECURITIES LLC

1313 N COURT
OTTUMWA, IA 52501

22.6 miles away

EDWARD JONES

1255 N Elm St
Ottumwa, IA 52501-2841

22.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1205 A Avenue E
Oskaloosa, IA 52577

22.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELD, IA 52556-8757

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELDF, IA 52556

BRIDGEPORT FINANCIAL SOLUTIONS

1776 Pleasant Plain Road
Fairfield, IA 52556

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFEILD, IA 52556

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 Pleasant Plain Rd.
Fairfield, IA 52641

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN
FAIRFIELD, IA 52556

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELD, IA 52556-8757

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 Pleasant Plan Rd.
Fairfield, IA 52556

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

`1776 PLEASANT PLAIN RD.
FAIRFIELD, IA 52556

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

210 S. 2ND STREET
OSKALOOSA, IA 52577

23.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

527 W 2ND ST
OTTUMWA, IA 52501-2310

23.5 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

PROSPERITY CAPITAL ADVISORS

PARK AVENUE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BRIDGEPORT FINANCIAL SOLUTIONS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CHAD ROBERT GEORGE

BARRY CURTIS JOHNSON

Eric Steven Morley

Alex Douglas Morley

ROBERT JOSEPH KRAMER

Brett Alan Morris

JUSTIN JOHN RYAN

LEVI J MORRISSEY

Breanne S Garrett

Josie Lynn Davis

JEANNE SUZANNE GERST

MARC L LAUREANO

KABIR M PARASHER

Sagar Ramesh Patel

COLLEEN MCGUIRE BELL

AARON LOCKE HOBART

Jill Renee Silvers

Jodi Marie Tacker

BRIDGET ANN MELLOTT

Garret Severt Wahlers

Chelsea Miller Sones

Thomas Graham Wittrock

Johnny Scott Townsley

Justin Duwayne Zeimet

Jill Nicole Simmons

BARRY JACK SCHMIDT

TROY WAYNE BENDER

TONYA L MCCAMPBELL

JODY JOHN TOTTON

KEVIN RONALD MANZ

MATTHEW ARON NELSON

KEVIN J PATTERSON

MATTHEW EVERETTE GOODWIN

Jennifer Sue Cornett

KRISTINA LEE QUINN

JEREMY JUDE FLEEMAN

MELISSA JOY NORDABY

JEFFREY GEORGE WICK

VALARIE KNOBLOCK VEST

JAMES DAVID BICKNELL

WILLIAM ALLEN BARTON

GRETCHEN ANNE RASMUSSEN

SUSAN ELIZABETH DOUGHERTY

JEREMY KENT BOOTH

SARAH MAIRE BERNER

ERIC CHARLES MCCONNELL

DAVID JAMES SILVERS

Andrea Lynn Shafer

ANDREW LEE BOWERS

JACQULYN D FLATTERY

TIFFANY NICOLE DEPENNING

ADAM ALAN SAWYER

CARRIE LYNN LATHROP

KENNETH ROBERT LESKO

ALEXANDRIA KATHERYN Den Hartog

ZACHARY DAVID HAGER

CARTER WILLIAM SMELSER

CHRISTIN BROOKE MILLER

Denver Wayne Carlson

Marcella Gabrielle Downing Rysdam

CLINTON VANCE GRIFFIS

Jordin Alicia Post

Dylan Lee Gilpin

Danielle Nicole Schaffer

Lauren Ashley Detiveaux

Benjamin Paul Detiveaux

KELLIE LYNN DUFFY

TODD ANDREW CLARK

STEPHEN NORVELL CREW

JONATHAN JAMES WOLFE

KYLE JAMES CARTER

BRIAN WALLACE SCHILLING

MANDY TATE MOORE

JEFFREY KURT VOREIS

SHAYNA MARIE HENDERSON

Thomas Richard Camuso

KRISTEN CHEYENNE Civin

Gabrielle Lynn Harris

KRISTOPHER KRAIG EMICK

JOSEPH G GREENFIELD

Jessica Feddern Sanders

BRITTANY M GUFFEY

PETER DOMENICO DOLLIVE

BENJAMIN LEE SIEDLIK

LUIGINO ETTORE PETRONE

LINDSEY ELIZABETH DERBY

PETER GRANT FENTON

Avangeline Subsin

SETH AARON MILLER

Virginia Grace Erispaha

Roseann C Johnson

SUSAN DENISE VARGASON

JEFFREY FRANCIS VIVACQUA

CODY JAMES SOLVERSON

TYLER JAMES MILLER

Michelle Deborah Buss Starks

BRADLEY MARK CONNER

ROBERT JOSEPH JACOBSEN

Britni Miriam Ensminger

Joshua Nels Miller

MARILYN L RADTKE

Blaine Daniel Widmer

STEPHEN MICHAEL YOUHN

LEWIS MAVERICK BALLARD

AUSTIN ROBERT COLLINS

Jacob Ives Fremgen

Carter Rand Miskin

MARK JOHN THORNTON

RICHARD GEORGE EDE

AUSTIN L MARTIN

BRIAN KEITH FITZPATRICK

Within 25 miles of Lancaster, IA, Best Investors lists 16 registered investment advisory firms with 43 offices nearby, managing about $4.50T in combined regulatory AUM across 547,035 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 Lancaster

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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