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Best financial advisors in Montour, IA

Registered advisers within 25 miles of Montour, IA.

Offices
23
Firms
11
Combined AUM
$3.10T
Firm-wide filings, not assets booked only here
Clients
454K
453,852 clients when Item 5C has a number
Avg / client
$6.83M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRATOS WEALTH PARTNERS, LTD
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
NICOLET WEALTH MANAGEMENT
CWM, LLC

Investors

BRIAN ALLEN SOKOL
BRYCE MITCHELL WILLIAMS
RUSSELL JOHN FELDMAN
JAMES ELBERT HUNT
JEFFREY J ISGRIG
KAREN JOANNE NEFF
JOSE A HERRERA
Tyler R Stahlin
Tyler James Peschong
Christian Michael McMurray
Nathan Joseph Blayer
Zachary McAtee Wahl
Anthony A Everman
PAUL ANDREW BARR
Laurie Dowd Gowdy
THOMAS RANDALL MCCOY
William Bruce Wirin
Elisabeth Grace Bieber
ALYCEMAY LOIS QUASTAD
BRENT ALLEN NICKEL
NATALIE ANN PAVEY
THOMAS WILLIAM CIRKS
DUSTIN JOSEPH SMITH
DOUGLAS ALLEN
Mark E Kolpin
Philip Arendt
Paul Edward Kolpin
MARY ELIZABETH HINES
RUSSELL GERARD NIELAND

Within 25 miles of Montour, IA, Best Investors lists 11 registered investment advisory firms with 23 offices nearby, managing about $3.10T in combined regulatory AUM across 453,852 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 Montour

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM