Best Investors Account Sign in

Best financial advisors in Mount Auburn, IA

Registered advisers within 25 miles of Mount Auburn, IA.

Offices
63
Firms
32
Combined AUM
$4.51T
Firm-wide filings, not assets booked only here
Clients
631K
631,201 clients when Item 5C has a number
Avg / client
$7.14M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
OSAIC WEALTH, INC.
INNOVATIVE WEALTH MANAGEMENT, LLC
NATIONS FINANCIAL GROUP, INC.
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
NET WORTH ADVISORS
TUVE INVESTMENT MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
CWM, LLC

Investors

JEFFREY LYNN PETERSON
Rebecca Lynn Kruckenberg
Dean Rollin Studer
Nile Joseph Studer
KATHLEEN ANN KENNICOTT
MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
Mark Jacob McGarvey
MARK ALAN GEERTSMA
Todd Allen Rausch
PATRICK CHARLES GORKOW
Lincoln White
Heather Michelle Cox
MARISSA KAY QUANDAHL
MIKEL DOUGLAS MARKEY
Deon David Cleveland
Harley Ryan Nelson
JOSEPH THOMAS TREWIN
OWEN MICHAEL TEW
TIMOTHY JAMES REED
ROSS JAMES BARBATTI
Steven Kenneth Koch
STANLEY JOHN TUVE
JOHN STANLEY TUVE
Katrina Helle
THOMAS THEODORE JAEGER
RUSSELL GERARD NIELAND
STEVEN JAMES NIDA

Within 25 miles of Mount Auburn, IA, Best Investors lists 32 registered investment advisory firms with 63 offices nearby, managing about $4.51T in combined regulatory AUM across 631,201 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 Mount Auburn

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM