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Best financial advisors in Luzerne, IA

Registered advisers within 25 miles of Luzerne, IA.

Offices
29
Firms
10
Combined AUM
$3.25T
Firm-wide filings, not assets booked only here
Clients
484K
484,157 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Investors

GREGORY ALAN JOHNSON
Todd Allen Rausch
PATRICK CHARLES GORKOW
DAVID DANIEL KAESTNER
WILLIAM ROTH JUMP
LISA ANN MCGRATH
KATHLEEN ANN KENNICOTT
JEFFREY LYNN PETERSON
Rebecca Lynn Kruckenberg
Dean Rollin Studer
Nile Joseph Studer
Eric John Feller
Christopher G Perez
WILLIS EDWARD WULF
Justin Gingerich
BRIAN ALLEN SOKOL
CARRIE JEAN WRIGHT
LARY WAYNE FELDKAMP
KEVIN DAVID LINDBLOM
SCOTT WAYNE SHAW
Michael William Poch
Raymond Boyum
CHARLES RANDALL SNOOK
ELIZABETH ANN MOORES
KENT W HENNINGS
ROGER WAYNE CARLSON
Colton Bernard White

Within 25 miles of Luzerne, IA, Best Investors lists 10 registered investment advisory firms with 29 offices nearby, managing about $3.25T in combined regulatory AUM across 484,157 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 Luzerne

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 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 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM