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Best financial advisors in Mitchellville, IA

Registered advisers within 25 miles of Mitchellville, IA.

Offices
377
Firms
143
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,331,399 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SIMPLIFIED PLANNING AND INVESTMENTS
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
APELLA WEALTH
KANE COMPANY WEALTH MANAGEMENT, INC.
WILON WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
VAN DIEST CAPITAL
AMERIPRISE FINANCIAL SERVICES, LLC
KINGDOM WEALTH DEVELOPMENT, LLC
SOWELL MANAGEMENT
AVANTAX PLANNING PARTNERS, INC.
INTEGRITY ALLIANCE, LLC.
3G CAPITAL LLC
VIVID WEALTH MANAGEMENT, LLC

Investors

Sharon H Vickery
Caitlyn Mae Pec
MARGARITA TERRONES KROMMINGA
Brian Matthew Becker
BENJAMIN RUSSELL GEIGER
RAMSEY DEAN VANHORN
RONALD FRANCIS GOTTL
RYAN PHILIP DEZWARTE
DENNIS LEE MARKWAY
Greg Joseph Hayes
Penny Dyan Schmidt
STEVEN LEE KANE
JASON JAMES KANE
Sarah Lynn Zimmerman
MATTHEW SCOTT ONSTOT
JASON PAUL WILTSE
Connor Austin Peck
DRAKE MATTHEW ELLGREN
STEPHEN GEORGE CANAKES
JEFFREY DOUGLAS OLSON
John A Denny
Erik David Aanonson
Kenneth Tague
Lucas Scott Borseth
Kaley Dwight Fleig
KRISTIN M MEYER
NATHAN DOUGLAS BEATTIE
Anthony James Gordon
Austin H Walther
John Mortimer
JARED MICHAEL KOCH
JOSHUA ROBERT FAABORG
Ryan Gerardy
John Hatlevig
SETH BRADLEY FULTON
Bryce William Littler
James Roger Van Diest
BENJAMIN RASMUSSEN
TYLER PAUL DAWSON
Michelle Shaji
Karin Brill Holder
Jonica Ewald
Riley David Lindholm
Emily Calvert
Tony Conroy
Christy Karene Naegely
NICOLE CHRISTINA SCHMELZER
RICHARD JAMES KEELING
Kelsey Havel
ERIK GUSTAV SWANSON
MICHAEL DEAN HAMMEN
CHRISTINA ANN LUEDERS OCHANPAUGH
GERRIT WILLIAM VRIEZE
THOMAS RALPH CLARK
Robert Dana Buckley
Garrett J Manning
Anthony Charles Peck
KALVIN NICHOLAS JOHNSON
BRANDON SCOTT BOSE
Jordy William Tickle
Randall Kent Rinderknecht
Guthrie Gethin Gaylord
CAMERON DALE MCCARTY
THOMAS STUART BREITBACH
Shera Adriana Erickson

Within 25 miles of Mitchellville, IA, Best Investors lists 143 registered investment advisory firms with 377 offices nearby, managing about $11.4T in combined regulatory AUM across 2,331,399 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 Mitchellville

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