Best financial advisors in Lowell, IA

Registered advisers within 25 miles of Lowell, IA.

Offices

34

Firms

16

Combined AUM

$4.28T

Firm-wide filings, not assets booked only here

Clients

478K

477,816 clients when Item 5C has a number

Avg / client

$8.95M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

410 S Grand Avenue
Mount Pleasant, IA 52641

RIA ADVISORY GROUP, LLC

907 E Washington St
Mt Pleasant, IA 52641

WELLS FARGO CLEARING SERVICES, LLC

101 S CHERRY ST #3
MT. PLEASANT, IA 52641

EDWARD JONES

109 South Harrison Street
Mt Pleasant, IA 52641

EDWARD JONES

207 East Washington
MT PLEASANT, IA 52641-1908

EDWARD JONES

114 EAST MONROE STREET SUITE 101
MT PLEASANT, IA 52641

CREATIVEONE WEALTH, LLC

114 East Monroe St Suite 113
Mt. Pleasant, IA 52641

EDWARD JONES

300 WEST WASHINGTON STREET
MT PLEASANT, IA 52641

RIA ADVISORY GROUP, LLC

1004 N Lincoln St
Mount Pleasant, IA 52641

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1341 Pilot Grove Road
Pilot Grove, IA 52648

12.3 miles away

LPL FINANCIAL LLC

101 BROADWAY STREET
WEST BURLINGTON, IA 52655

14.2 miles away

EDWARD JONES

112 BROADWAY ST SUITE 1
WEST BURLINGTON, IA 52655-1230

14.3 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

3535 AGENCY ST STE 100 [SATELLITE]
BURLINGTON, IA 52601

INTEGRITY ALLIANCE, LLC.

2723 Mt Pleasant Street STE B
Burlington, IA 52601

15.2 miles away

EDWARD JONES

2518 MT PLEASANT ST
BURLINGTON, IA 52601

15.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3115 Agency St Ste. A
Burlington, IA 52601

15.5 miles away

EDWARD JONES

3211 DIVISION STREET SUITE 2
BURLINGTON, IA 52601

15.6 miles away

LPL FINANCIAL LLC

825 NORTH 6TH STREET
BURLINGTON, IA 52601

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

520 WASHINGTON ST
BURLINGTON, IA 52601

17.1 miles away

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

401 JEFFERSON STREET
BURLINGTON, IA 52601

17.2 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA ADVISORY GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREATIVEONE WEALTH, LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

INTEGRITY ALLIANCE, LLC.

STATE FARM INVESTMENT MANAGEMENT CORP.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Investors

BRIAN KEITH JONES

Erin Corrinne Roberts

ALAN HOLDEN WEBER

David Duane George

Richard Donald Mueller

Whitney Jean Rogers

CHAD ALLEN MCMULLIN

Patricia Louise Morley

Paul Dean Katsion

TRACY MARIE PARKS

MICHAEL WAYNE SCHWENKER

Jane M VanFleet

Karen Sue Elliott

JOSEPH DARRELL LEAKE

MARVIN LEE THOMSON

Courtney M Gustafson

Kenneth Roger Petersen IV

Jon Walter Hart

FREDERICK ANDREW SCHOLER

JEFFREY DAVID ERICKSON

MICHAEL TODD SHINN

Within 25 miles of Lowell, IA, Best Investors lists 16 registered investment advisory firms with 34 offices nearby, managing about $4.28T in combined regulatory AUM across 477,816 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 Lowell

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM