Best financial advisors in Lebanon, IA

Registered advisers within 25 miles of Lebanon, IA.

Offices

40

Firms

20

Combined AUM

$4.08T

Firm-wide filings, not assets booked only here

Clients

794K

794,312 clients when Item 5C has a number

Avg / client

$5.14M

Combined AUM ÷ clients

Nearby offices

COMPASS LIGHTHOUSE CAPITAL, LLC

105 ALBANY AVENUE SE
ORANGE CITY, IA 51041

CETERA INVESTMENT ADVISERS LLC

105 ALBANY AVE SE
ORANGE CITY, IA 51041

EDWARD JONES

614 8th St SE
Orange City, IA 51041

10.1 miles away

RBC CAPITAL MARKETS, LLC

1005 Lincoln Circle SE
Orange City, IA 51041

10.5 miles away

CETERA INVESTMENT ADVISERS LLC

1022 3RD AVE STE 1
SHELDON, IA 51201

18.7 miles away

EDWARD JONES

223 9TH STREET
SHELDON, IA 51201

18.7 miles away

CETERA INVESTMENT ADVISERS LLC

627 2ND AVE
SHELDON, IA 51201

18.8 miles away

EDWARD JONES

115 N 5TH AVE SUITE C
SHELDON, IA 51201-1158

19.1 miles away

NORTHWEST WEALTH MANAGEMENT, LLC

111 CENTRAL AVENUE NW
LEMARS, IA 51031

20.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

37 FIRST AVENUE NW
LE MARS, IA 51031

20.6 miles away

EDWARD JONES

15 1ST AVENUE NORTHWEST
LE MARS, IA 51031

20.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

101 N Runger Suite D
Sheldon, IA 51201

20.7 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

50 Central Avenue SE
Le Mars, IA 51031

20.7 miles away

EAGLE STRATEGIES LLC

134 5TH AVE SW
LE MARS, IA 51031

20.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

129 CENTRAL AVE. SW
LEMARS, IA 51031

20.8 miles away

CETERA INVESTMENT ADVISERS LLC

234 5th Ave SW
Le Mars, IA 51031

20.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

943 Holton Dr.
Le Mars, IA 51031

21.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

121 S Story St.
Rock Rapids, IA 51246

23.6 miles away

EDWARD JONES

623 EAST 5TH STREET SUITE B
CANTON, SD 57013

OSAIC WEALTH, INC.

121 S MAIN ST
CANTON, SD 57013

24.3 miles away

Firms

COMPASS LIGHTHOUSE CAPITAL, LLC

CETERA INVESTMENT ADVISERS LLC

RBC CAPITAL MARKETS, LLC

NORTHWEST WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

EAGLE STRATEGIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

Investors

RANDY LEE IMMEKER

CHRISTOPHER JON IMMEKER

Beverly K Walhof

Austin Jeffrey Robyn

Joshua Allen Goslinga

Blair James Punt

Travis James Netten

Ethan Van Holland

Trevor Scott Gottula

BRANDON GERARD BRAAKSMA

Daniel Merlin Drescher

Sheila Renae Peelen

REBECCA C MCGINNIS

MARK ALAN SCHMIDT

Joseph J Susemihl

Nicholas Loren Keen

Brandon Andrew Schaecher

ALAN LEE POTTEBAUM

Samuel Jacob Van Wettering

MICHAEL K RUHLAND

MARK ANTHONY NEMMERS

Mitchel Lee Christoffel

NANCY ANNE VAN DE BERG

CARMEN M AUSTIN

Preston Douglas Van Zee

Jordan M Roddel

LAURA NICOLE BLANKENSHIP

KAYDEN ANDREW DOUGLAS VERLEY

Within 25 miles of Lebanon, IA, Best Investors lists 20 registered investment advisory firms with 40 offices nearby, managing about $4.08T in combined regulatory AUM across 794,312 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 Lebanon

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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