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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

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STEVENS CAPITAL PARTNERS

Investors

SHAWN SANGER
MICHAEL ALEXANDER HADDEN
CAROL VOLOSHEN
MELISSA NICOLE PANNING
TODD DEMOSS
LUKE THOMAS PFANNENSTIEL
DANIEL EDWARD KNUDSEN
CORY R. LIBIS
Jonathan Scott Johnson
ALAN N. DUYSEN
ANDREW JOHN EMKEN
Michael Abboud
Travis D Washington
Donald Jacob Sanders
Molly Hoge
Benjamin Edward Woods
Ryan Lee Brott
Seth Daniel Cave
THOMAS WILLIAM DEMORY
Aidan St Amant
CHARLES MICHAEL NARMI
Michelle Marie Camren
SCOTT ROBERT GREENLEE
THERESA MARIE RYNASKI
BROOKE LEA MARTIN
KYLE CHRISTOPHER ISKE
DAVID A STEVENS
Justin William Reed Carlson
Carter James Masteller
Vincent Anthony Pappalardo
Ken Keyani
TERRANCE JAMES HUTCHINS
Ryan James Pramberg
Jacob Steven Anderson
MICHELE ANN PRELL
Jason Wintersteen
KEVIN PATRICK MURPHY

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