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Best financial advisors in Modale, IA

Registered advisers within 25 miles of Modale, IA.

Offices
31
Firms
15
Combined AUM
$5.63T
Firm-wide filings, not assets booked only here
Clients
735K
734,835 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PLANVEST, LLC
GENEOS WEALTH MANAGEMENT, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Kyle Acre
BRIAN THOMAS BROWN
Donald Leroy Sorensen
Jacob Paul Sorensen
Devon L Wormuth
Cody Hayworth
Craig Steven Heuton
SARAH J CHATT
Renen Ronfrancis Sahr
STEVE A KELLER
Kaintrel Louis Unger
Brian Christopher Fitzpatrick
Scott Breyfogle
Matthew Theodore Geiseman
Eric Michael Mulligan
Molly Hoge
Sarah Ryan
GARY THOMAS HESS
SHERMAN PHILLIP WILLIS
Brian W. Williams
Andrew Zeplin
ANA REGINA LOPEZ
Audrey Anne Borer
Ronald David Peterson

Within 25 miles of Modale, IA, Best Investors lists 15 registered investment advisory firms with 31 offices nearby, managing about $5.63T in combined regulatory AUM across 734,835 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 Modale

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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