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Best financial advisors in Mineola, IA

Registered advisers within 25 miles of Mineola, IA.

Offices
298
Firms
121
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,822,815 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
AFSC ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
ALBA FINANCIAL LLC

Investors

Matthew Robert Portrey
Troy Alan Arthur
JUDD MITCHELL KNISPEL
Ross F Jensen
TRACY ANN HOUGH
TYLER LYNN JOHNSON
Stephen Mark Urlaub
Keith Robert Jones
Andrew Michael Meyers
Tyson Shawn Howard
Gable Andrews
JOHN MICHAEL JAMES
ANDREW JAMES FETTER
Joshua James Hall
LINDA ANNE YATES
JEANETTE SUSAN KENNY
MARK ALLEN JEROME GUILLIATT
ELIZABETH ROBYN WESTPHAL
JOHN BRACKER
LINDA JEAN PRIMMER
ROBERT ALEXANDER DONALD DODSON
TODD MITCHELL CARLSON
RIAN MICHAEL MCGILL

Within 25 miles of Mineola, IA, Best Investors lists 121 registered investment advisory firms with 298 offices nearby, managing about $13.0T in combined regulatory AUM across 2,822,815 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 Mineola

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM