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Best financial advisors in Marathon, IA

Registered advisers within 25 miles of Marathon, IA.

Offices
19
Firms
11
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
517K
517,369 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
AVANTAX PLANNING PARTNERS, INC.
LPL FINANCIAL LLC
NORTHWEST WEALTH MANAGEMENT, LLC

Investors

Ted R Ramaekers
STEVEN D CULP
JAN MARIE SPIELMAN
Jared Eggers
LINDA SUE BAIER
MATTHEW DEAN PHILLIPS
BRADFORD LEE BEUKELMAN
CHAD MICHAEL HALDER
JOSHUA ALAN NEWHOUSE
Travis Jon Anderson
Alexander Richard Girres
JADA ANN HALLBERG
CRAIG ALLEN NEIDERHEISER
Katherine Ann VanRooyan
Ebony Lee Rahe
Timothy Rodemeyer
Blake Lee Rosendahl
Isaac Heard
LEONARD KEITH LANGNER
Tyler M Adams
Austin James Gilmore
Jennifer Lynn Irvine
Erika B WACHHOLZ
Alex Ryan Spielman
LEVI NATHAN MORRIS
Natalie R Wilkinson
Mark Stanley Wilkinson
Katy Laura Guinn
Garrett William Heater
LANCE BARTLEY EVANS
SHARON ANN LISAC
JASON BRENT VANDE BRAKE
ALEX CURTIS JOHNSON
DEAN M JACOBSEN
JONI KAYE KELLEN
DANIELLE MARIE BRINK
ERIC JOEL VAN DER HEIDE
BRYSON RICHARD DUNCAN
CONNIE JEAN SCHMIDT
JAMES ROBERT SHOQUIST
Jared Todd Barnett
Jed Lane Jensen
Anthony James Elbert
Molly Marie Dietrich
Tyler Jones
STEVEN MATTHEW JONES

Within 25 miles of Marathon, IA, Best Investors lists 11 registered investment advisory firms with 19 offices nearby, managing about $2.89T in combined regulatory AUM across 517,369 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 Marathon

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM