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Best financial advisors in New Hampton, IA

Registered advisers within 25 miles of New Hampton, IA.

Offices
13
Firms
7
Combined AUM
$2.79T
Firm-wide filings, not assets booked only here
Clients
388K
388,443 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

Tyler R Metcalf
Clint Morgan Whitcome
Matthew Steven Mummelthei
Jeremy James Heyer
DAVID JAMES JARVILL
BOBBI JO SPAINHOWER
ARCON ARMADA CONCEPCION
Jessie Kay Schultz
Mark Wilson Sindlinger
DAVID ALAN SLOTER
WILLIAM HENRY FELLER
ERICH JOSEPH FELLER
Eric Mark Miller
Morgan Beth Steege
David Joseph Hassman
DONALD JOSEPH DIETZENBACH
Ally Marie Grover
AARON LINN HVITVED
Mark Robert Cuvelier
NICOLE MARIE WILTGEN
MATTHEW PAUL DIETZENBACH
Eric M Dietzenbach
ASHTON JULIA SCHWICKERATH

Within 25 miles of New Hampton, IA, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.79T in combined regulatory AUM across 388,443 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 New Hampton

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM