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Best financial advisors in Mc Gregor, IA

Registered advisers within 25 miles of Mc Gregor, IA.

Offices
13
Firms
7
Combined AUM
$3.16T
Firm-wide filings, not assets booked only here
Clients
432K
431,564 clients when Item 5C has a number
Avg / client
$7.33M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

James Michael Jones
Bridget Nichols
Kristin N. Hill
Jeffrey James Clausen
Allie A Thornton
Robert William Bird
Benjamin Denton Achenbach
Kimberly Geneva Schmelz
TYLER MICHAEL KOZELKA
ANDREW DOUGLAS REIMER
Cathy M Buhl
Michael Todd Alexander
SCOTT KEVIN HOUG
Nicholas Steven Wilz
Quincy Louis Johnson
Jeffrey Thomas Breit
Michael Lee Johnson

Within 25 miles of Mc Gregor, IA, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $3.16T in combined regulatory AUM across 431,564 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 Gregor

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM