Best financial advisors in Macedonia, IA

Registered advisers within 25 miles of Macedonia, IA.

Offices

46

Firms

25

Combined AUM

$4.02T

Firm-wide filings, not assets booked only here

Clients

937K

937,385 clients when Item 5C has a number

Avg / client

$4.28M

Combined AUM ÷ clients

Nearby offices

USA FINANCIAL SECURITIES LLC

505 N. 3rd St
Red Oak, IA 51566

17.4 miles away

EDWARD JONES

500 N 4TH STREET
RED OAK, IA 51566

17.4 miles away

EDWARD JONES

908 SOUTH LOCUST
GLENWOOD, IA 51534

17.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

928 Valley View Village Ste. 4
Council Bluffs, IA 51503

18.6 miles away

LPL FINANCIAL LLC

928 VALLEY VIEW DR STE 18
COUNCIL BLUFFS, IA 51503

18.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1860 Madison Ave Ste 2
Council Blfs, IA 51503

18.8 miles away

EDWARD JONES

1840 MADISON AVE SUITE 3
COUNCIL BLUFFS, IA 51503

18.8 miles away

EDWARD JONES

1705 MCPHERSON AVE SUITE 500
COUNCIL BLUFFS, IA 51503-5175

18.8 miles away

EDWARD JONES

1040 WOODBURY AVE SUITE 200
Council Bluffs, IA 51503-0000

19.1 miles away

J.P. MORGAN SECURITIES LLC

1732 Madison Ave
Council Bluffs, IA 51503

19.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

3815 Denmark Drive
Council Bluffs, IA 51501

19.3 miles away

PFS INVESTMENTS INC.

103 NORTH AVE STE 5-A
COUNCIL BLUFFS, IA 51503

19.9 miles away

CETERA INVESTMENT ADVISERS LLC

103 NORTH AVE STE 7
COUNCIL BLUFFS, IA 51503

19.9 miles away

PFS INVESTMENTS INC.

103 NORTH AVE STE 5
COUNCIL BLUFFS, IA 51503

19.9 miles away

AFSC ADVISORS, INC

149 W. BROADWAY
COUNCIL BLUFFS, IA 51503

20.4 miles away

ALBA FINANCIAL LLC

409 W BROADWAY
COUNCIL BLUFFS, IA 51503

20.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

421 W Broadway Suite 550
Council Bluffs, IA 51503

20.5 miles away

OSAIC WEALTH, INC.

421 W BROADWAY STE 405
COUNCIL BLUFFS, IA 51503

20.5 miles away

U.S. BANCORP ADVISORS, LLC

421 W Broadway
Council Bluffs, IA 51503

20.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

219 S Main St
Council Bluffs, IA 51503

20.6 miles away

Firms

USA FINANCIAL SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PFS INVESTMENTS INC.

CETERA INVESTMENT ADVISERS LLC

AFSC ADVISORS, INC

ALBA FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

U.S. BANCORP ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DANIEL SCOTT MILLER

Paul Timothy Jackson

Matthew Robert Portrey

TRACY ANN HOUGH

TYLER LYNN JOHNSON

JUDD MITCHELL KNISPEL

Stephen Mark Urlaub

Keith Robert Jones

Andrew Michael Meyers

Tyson Shawn Howard

Troy Alan Arthur

ANDREW JAMES FETTER

Joshua James Hall

LINDA ANNE YATES

JEANETTE SUSAN KENNY

MARK ALLEN JEROME GUILLIATT

ROBERT ALEXANDER DONALD DODSON

TODD MITCHELL CARLSON

RIAN MICHAEL MCGILL

Scott Calvin Hartman

ELIZABETH ROBYN WESTPHAL

Within 25 miles of Macedonia, IA, Best Investors lists 25 registered investment advisory firms with 46 offices nearby, managing about $4.02T in combined regulatory AUM across 937,385 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 Macedonia

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 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