Best financial advisors in Minburn, IA

Registered advisers within 25 miles of Minburn, IA.

Offices

354

Firms

146

Combined AUM

$11.2T

Firm-wide filings, not assets booked only here

Clients

2.33M

2,331,496 clients when Item 5C has a number

Avg / client

$4.80M

Combined AUM ÷ clients

Nearby offices

KESTRA ADVISORY SERVICES, LLC

1126 2nd St
Perry, IA 50220

EDWARD JONES

1205 2ND STREET
PERRY, IA 50220

EAGLE STRATEGIES LLC

709 Main Street
Adel, IA 50003

EDWARD JONES

412 GREENE ST
ADEL, IA 50003

LPL FINANCIAL LLC

516 NILE KINNICK DR S, SUITE A
ADEL, IA 50003

WEALTHCARE CAPITAL PARTNERS, LLC

904 NILE KINNICK DRIVE SOUTH UNIT 203
ADEL, IA 50003

STATE FARM INVESTMENT MANAGEMENT CORP.

80 4th Street
Waukee, IA 50263

12.1 miles away

EDWARD JONES

270 W HICKMAN ROAD
WAUKEE, IA 50263

12.6 miles away

LPL FINANCIAL LLC

1090 E HICKMAN RD
WAUKEE, IA 50263

13.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

14408 Plum Dr.
Urbandale, IA 50323

13.2 miles away

EDWARD JONES

270 W 1ST ST SUITE J
GRIMES, IA 50111

13.2 miles away

INTEGRITY ALLIANCE, LLC.

818 FIRST STREET
REDFIELD, IA 50233

13.2 miles away

INDEPENDENT WEALTH NETWORK, INC.

Kramer Wealth Advisory 101 SE 2nd Street
Grimes, IA 50111

13.3 miles away

ROCKWAY WEALTH PARTNERS

15214 RIDGEMONT DRIVE
URBANDALE, IA 50323

13.3 miles away

WEIS ADVISORY

16400 SHERIDAN AVENUE
CLIVE, IA 50325

13.4 miles away

LPL FINANCIAL LLC

16400 SHERIDAN AVENUE
CLIVE, IA 50325

13.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

101 SE Main St Suite 100
Grimes, IA 50111

13.4 miles away

APEXEDGE LLC

408 SE 2ND ST
GRIMES, IA 50111

13.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1220 NE Station Xing Ste 202
Grimes, IA 50111

13.6 miles away

EDWARD JONES

1220 NE Station Crossing Unit 109
Grimes, IA 50111-8013

13.6 miles away

Firms

KESTRA ADVISORY SERVICES, LLC

EAGLE STRATEGIES LLC

LPL FINANCIAL LLC

WEALTHCARE CAPITAL PARTNERS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

INTEGRITY ALLIANCE, LLC.

INDEPENDENT WEALTH NETWORK, INC.

ROCKWAY WEALTH PARTNERS

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Tyler Joseph Cahill

NATHAN ROBERT CLARK

CHRISTOPHER ALAN UGLUM

GREGG ALLEN HORSMAN

Jessica Kay Hoffman

ROBERT DAVID SMITH

Chad Wayne Hansen

Bradley Glenn Heyer

DEVON LAVOY DOUVIKAS

Mark Stephen Kelly

KURTIS CHARLES THOMPSON

JARED Benjamin KRAMER

RUSSELL JOHN KRAMER

BRIAN MATTHEW THOMPSON

Jayden kyle Moore

James Daniel Strege

KEVIN JAMES MCGUIRE

DAVID BRADLEY OLBERDING

Joshua Clair Hildman

THOMAS MICHAEL WEISSENBURGER

MITCHELL WEISSENBURGER MOSER

Zachary Michael Carr

ANDREA DAWN SABUS

KIRK JAMES BOND

JAY DUSTIN BOLLMAN

CORY ALLEN WARMUTH

JACOB PAUL HELVEY

Peter Vincent Smith

Within 25 miles of Minburn, IA, Best Investors lists 146 registered investment advisory firms with 354 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,496 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 Minburn

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM