Best financial advisors in Lehigh, IA

Registered advisers within 25 miles of Lehigh, IA.

Offices

33

Firms

17

Combined AUM

$3.84T

Firm-wide filings, not assets booked only here

Clients

606K

606,288 clients when Item 5C has a number

Avg / client

$6.34M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

301 S 25TH STREET
FORT DODGE, IA 50501

11.6 miles away

NORTHWEST WEALTH MANAGEMENT, LLC

10 N. 29th St.
Fort Dodge, IA 50501

11.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5 N. 27TH STREET
Fort Dodge, IA 50501

11.7 miles away

OSAIC WEALTH, INC.

101 N. 27th Street
Fort Dodge, IA 50501

11.8 miles away

OSAIC WEALTH, INC.

104 NORTH 27TH STREET
FORT DODGE, IA 50501

11.8 miles away

VISIONX WEALTH PARTNERS

1625 5TH AVE SOUTH
FORT DODGE, IA 50501

11.8 miles away

LPL FINANCIAL LLC

1725 1ST AVE S
FORT DODGE, IA 50501

EDWARD JONES

1411 FIRST AVENUE SOUTH
FORT DODGE, IA 50501-4950

12.1 miles away

BFC PLANNING, INC.

1422 Central Ave.
Fort Dodge, IA 50501

12.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1400 CENTRAL AVE
FORT DODGE, IA 50501

12.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

116 N 15th St
Fort Dodge, IA 50501

12.3 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

1523 2nd Ave N
Fort Dodge, IA 50501

12.3 miles away

SPC

805 Central Ave Suite 400
Fort Dodge, IA 50501

12.4 miles away

OSAIC WEALTH, INC.

826 CENTRAL AVE
FORT DODGE, IA 50501

12.4 miles away

WELLS FARGO CLEARING SERVICES, LLC

822 CENTRAL AVE
FORT DODGE, IA 50501

12.4 miles away

EDWARD JONES

517 CENTRAL AVE
FORT DODGE, IA 50501

12.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

122 N 9th Street
Fort Dodge, IA 50501

12.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

616 N 15th St
Fort Dodge, IA 50501

12.5 miles away

EDWARD JONES

401 Elm St
Webster City, IA 50595

13.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1209 Superior St
Webster City, IA 50595

13.7 miles away

Firms

OSAIC WEALTH, INC.

NORTHWEST WEALTH MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

VISIONX WEALTH PARTNERS

LPL FINANCIAL LLC

BFC PLANNING, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

BROCK James NORTON

ZACHARY SCOTT CLARK

SHAWN RAY MCCARTY

ANDREW R MCCARVILLE

RICHARD ALLEN MCCARVILLE

SCOTT JOSEPH JULIUS

Kaden Tyler Steven McClintock

TIMOTHY JAY KRAAYENBRINK

TANNER EUGENE UTLEY

Cole Kenneth Jaeschke

Ryan Campbell Kent

MICHAEL JOSEPH FRISCHMEYER

DOUGLAS JAMES MARINE

JOHN JOSEPH NIELSEN

Natalie Renee Mandernach

NICHOLAS DEAN HAMMITT

CIERRA MARIE WALDING

Michael James Vought

JEFFREY ROBERT HAUPTS

BRETT DAMIAN LAUINGER

MARK BRIAN CHINGREN

TRACY ANN CRIMMINS

CAROL JEAN BREESER

BRETT STONE UNDERBERG

Gabriel Lee Pettit

LETITIA MARIE ANDERSON

MITCHELL EDWARD LUNN

GERALD MATTHEW GOEBEL

Within 25 miles of Lehigh, IA, Best Investors lists 17 registered investment advisory firms with 33 offices nearby, managing about $3.84T in combined regulatory AUM across 606,288 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 Lehigh

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 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM