Best Investors Account Sign in

Best financial advisors in Meltonville, IA

Registered advisers within 25 miles of Meltonville, IA.

Offices
29
Firms
19
Combined AUM
$5.33T
Firm-wide filings, not assets booked only here
Clients
431K
430,968 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
RDA FINANCIAL NETWORK
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Investors

KRISTY LEA MARQUIS
THOMAS BRIAN SERNETT
Gregory Braun
Stephanie Jo Lyles
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN
ANN ELIZABETH HARTY
STEPHEN RALPH PALEN
BRENT WILLIS
RICHARD J. RYAN
JEREMY MARK PETERS
Rachael Colleen Swanson
Amy Jo Dixon
Kristian James Lamont

Within 25 miles of Meltonville, IA, Best Investors lists 19 registered investment advisory firms with 29 offices nearby, managing about $5.33T in combined regulatory AUM across 430,968 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 Meltonville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM