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Best financial advisors in Marshalltown, IA

Registered advisers within 25 miles of Marshalltown, IA.

Offices
26
Firms
13
Combined AUM
$4.02T
Firm-wide filings, not assets booked only here
Clients
602K
602,220 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATOS WEALTH PARTNERS, LTD
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
NICOLET WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

PAUL ANDREW BARR
Laurie Dowd Gowdy
THOMAS RANDALL MCCOY
William Bruce Wirin
Elisabeth Grace Bieber
ALYCEMAY LOIS QUASTAD
Nathan Joseph Blayer
Christian Michael McMurray
Tyler James Peschong
BRYCE MITCHELL WILLIAMS
RUSSELL JOHN FELDMAN
JAMES ELBERT HUNT
JEFFREY J ISGRIG
KAREN JOANNE NEFF
JOSE A HERRERA
Tyler R Stahlin
Zachary McAtee Wahl
Anthony A Everman
MARY ELIZABETH HINES
BRIAN ALLEN SOKOL
Todd Lawrence Havel
ANGELA JO THOREN
WILLIAM JOHN RANEY
BRENT ALLEN NICKEL
Mark E Kolpin
Philip Arendt
Paul Edward Kolpin

Within 25 miles of Marshalltown, IA, Best Investors lists 13 registered investment advisory firms with 26 offices nearby, managing about $4.02T in combined regulatory AUM across 602,220 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 Marshalltown

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM