Best Investors Account Sign in

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

OSAIC WEALTH, INC.
EDWARD JONES

Investors

GREGORY ALAN JOHNSON
Nathan Lee Milone
Mark William Allen

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