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Best financial advisors in Meservey, IA

Registered advisers within 25 miles of Meservey, IA.

Offices
30
Firms
20
Combined AUM
$4.91T
Firm-wide filings, not assets booked only here
Clients
568K
568,028 clients when Item 5C has a number
Avg / client
$8.65M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WILON WEALTH MANAGEMENT
BRADFORD FINANCIAL CENTER
EAGLE STRATEGIES LLC
PROSPERITY CAPITAL ADVISORS
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
RDA FINANCIAL NETWORK
PRINCIPAL SECURITIES, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

BRIAN CHARLES KAPKA
JOSHUA ROBERT FAABORG
Michael Jenison
Blake Perry Jackson
Jordan L Meyer
Natalie Sue Swartout
Brennan J Swartout
Spenser Stephen Rahm
Tracy Deon Farland
Erica C Tweeten
JASON ALAN STIERMAN
Catherine Cooper
COLETTE M GUNHUS
ERIN KATHLEEN ORT
Karla Wellik
Savannah Halva
BRIAN LEE BLANKENBURG
HOLLY ANN MILLER
DAVID STANTON
SHALLON JEAN WEIS
MARTY WILLIAM SCHIMP
JAMES WILLIAM TAUSZ
KEVIN LYNN KAKACEK
BRADLEY A SCHEIDEMAN
Soren Anderson Heilskov
BELEN KRABBE
PHILIP FREDERICK HAUSER
Kevin Lee Sanger
Amy Jo Dixon
Kristian James Lamont
JEREMY MARK PETERS
Rachael Colleen Swanson
RICHARD J. RYAN
BRENT WILLIS
STEPHEN RALPH PALEN
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN

Within 25 miles of Meservey, IA, Best Investors lists 20 registered investment advisory firms with 30 offices nearby, managing about $4.91T in combined regulatory AUM across 568,028 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 Meservey

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM