Best financial advisors in Lowden, IA

Registered advisers within 25 miles of Lowden, IA.

Offices

21

Firms

11

Combined AUM

$3.17T

Firm-wide filings, not assets booked only here

Clients

598K

598,018 clients when Item 5C has a number

Avg / client

$5.31M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1201 North Ave.
Tipton, IA 52772

10.4 miles away

CETERA INVESTMENT ADVISERS LLC

319 LEMON ST
TIPTON, IA 52772

11.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

100 Alexander Dr Ste 5 PO Box 226
Tipton, IA 52772

11.2 miles away

EDWARD JONES

101 WESTGATE DR UNIT 2
MAQUOKETA, IA 52060

20.2 miles away

EDWARD JONES

807 WEST PLATT STREET
MAQUOKETA, IA 52060

20.4 miles away

OSAIC WEALTH, INC.

146 S MAIN STREET
MAQUOKETA, IA 52060

20.8 miles away

LPL FINANCIAL LLC

119 S MAIN ST STE 4
MAQUOKETA, IA 52060

20.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

107 E Quarry St.
Maquoketa, IA 52060

20.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

414 E Platt St
Maquoketa, IA 52060-2411

STATE FARM INVESTMENT MANAGEMENT CORP.

1133 11th St
DeWitt, IA 52742

21.5 miles away

EDWARD JONES

615 10th Street Suite 1
De Witt, IA 52742-1336

21.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

908 6TH AVE
DE WITT, IA 52742

21.9 miles away

CETERA INVESTMENT ADVISERS LLC

815 6TH AVE
DEWITT, IA 52742

21.9 miles away

EDWARD JONES

712 6th Avenue
De Witt, IA 52742

21.9 miles away

EDWARD JONES

101 Davidson Blvd Suite 100
ANAMOSA, IA 52205

23.7 miles away

PRINCIPAL SECURITIES, INC.

106 S FORD ST
ANAMOSA, IA 52205

23.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

204 Glenn St. Ste 2
Mt Vernon, IA 52314

PLAN2THRIVE FINANCIAL

220 W DAVENPORT ST
ELDRIDGE, IA 52748

24.1 miles away

LPL FINANCIAL LLC

500 E. LECLAIRE ROAD
ELDRIDGE, IA 52748

24.5 miles away

PENN ADVISORY GROUP INC.

1307 3RD STREET SW
MOUNT VERNON, IA 52314

24.6 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

PRINCIPAL SECURITIES, INC.

PLAN2THRIVE FINANCIAL

PENN ADVISORY GROUP INC.

Investors

Vance Robert Glaser

ELIZABETH ANN MOORES

Terri Sue Raymond

Jeremy Jason Venenga

STEVEN ALAN KINRADE

JOSHUA AARON YOUNGBLOOD

PAUL CARMEN MILLER

KERRY LYNN SCHEPERS

Amber Rose Knickrehm

BRIAN CHRISTOPHER AUNAN

James Karl OMelia

CASEY ROBERT WALKER

GAYLON ELDON HEETLAND

BRIAN DEAN STEWARD

Thomas Jeffrey Harkins

MARTIN JAY MURRELL

Will Thomas Froeschle

BENJAMIN MAX FROESCHLE

Kent Larry Streicher

RALPH JEFFREY ULFERTS

SHELLY DENISE WOODLEY

AMANDA SUE KELLEY

PATRICK LEE REID

NOLAN BARRY VOSLER

DANIEL ADAM BROOKS

Within 25 miles of Lowden, IA, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $3.17T in combined regulatory AUM across 598,018 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 Lowden

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM