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Best financial advisors in Mc Causland, IA

Registered advisers within 25 miles of Mc Causland, IA.

Offices
137
Firms
53
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,450,281 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
BALEFIRE, LLC
PROSPERA FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
REDHAWK WEALTH ADVISORS, INC.
MATHESON & ROCK WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AOT INVEST LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AUSDAL FINANCIAL PARTNERS, INC.
OSAIC WEALTH, INC.
ROBERT W. BAIRD & CO. INCORPORATED

Investors

William W Muehlbauer
Amina Huseinbegovic Jasarevic
CHRISTOPHER JOHN FUNARO
Evin Salim Ersan
OGUZ S ERSAN
DANIEL LEE TURNMEYER
TROY EDWARD SHEETS
JAMES ROGER WHITE
MICHAEL GEORGE BOTTS
DANIEL WAYNE MEREDITH
TERRILL BRUCE JOHNSON
HAROLD MORTON RYLEY
BRIAN SCOTT SMITH
LAURA SILVERBERG
OLIVER IVORY
ALLAN LEE ULRICH
THOMAS ALLEN BROOKE
Jonathan Rasler
BRADLEY DENNIS WUERTZ
James Otto Wegener
Joseph Michael Miller
PAUL CHARLES HORAN
MARY HORAN MCBRIDE
John Jacobs Timmons
John David Rock
MICHAEL ALLEN MATHESON
Luke Jennings
MATTHEW JAMES CASILLAS
Christie Rutenbeck Akins
Ryan Randall
SHEENA GRIFFY
John Tinsman
HEATHER JO LINK
Stephanie D Ingram
LEE M LENSCH
Andrew Lensch
BARBARA JEAN FOOTE
RYAN ROBERT BATEY
JEFFREY WILLIAM PETERS
MERRIAM JEANNE RINK
ROGER RAYE PEARSON
ANTHONY KENT TEE
BRENT WILLIAM MCCORMICK
CHAD EDWARD LEWIS
ANDREW JOHN TRASOWECH
ELIZABETH JO BEHRENDS
Thomas James McCormick
Megan N Obenauf
JAMES MICHAEL SHRADER
VICTORIA JEAN RAMIREZ
BRYAN RICHARD SAMPSON
JAYE LYNN BEHRENDS
Sydney Grace Verdi Samuelson
Susan Kathryn White
Kim Anh T Hua
JOSEPH GERARD VERDI
STANLEY MARK REEG
BRANDON KYLE PRIBYL
DEBRA SUE HOLDORF
Bailey K Pribyl
Tobey Charles Pribyl
Andrew J Feller
Matthew Alan Coon
Jerome Bernard Kedley

Within 25 miles of Mc Causland, IA, Best Investors lists 53 registered investment advisory firms with 137 offices nearby, managing about $10.7T in combined regulatory AUM across 2,450,281 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 Mc Causland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM