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Best financial advisors in New Vienna, IA

Registered advisers within 25 miles of New Vienna, IA.

Offices
61
Firms
27
Combined AUM
$4.68T
Firm-wide filings, not assets booked only here
Clients
535K
534,859 clients when Item 5C has a number
Avg / client
$8.74M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AVANTAX PLANNING PARTNERS, INC.
OSAIC WEALTH, INC.
NBC SECURITIES, INC.
LPL FINANCIAL LLC
THE LIFE GROUP FINANCIAL SERVICES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

DONNA AMY KUHLMAN
REX ALLAN MASSEY
Elizabeth Anne Rude
BRENT DAVID HINERICHSEN
Elliot Gordon Salter
Chance J Maiers
ANDREW DOUGLAS REIMER
CHERYL ANNE BIERMANN
Alexander Eugene Breckon
Joel Scott Lawlor
Andrew W Smith
JAYMES DONALD BILLMYER
TAMMY LYNN Feldmann Kelchen
Nelson Rivera
THOMAS ALAN BARTON
SARAH ANN SPIRES
KATELYN ROSE BARTON
DANIEL EDWARD MOORE
BARBARA BARTON
NICOLE RENEE REEG
TAMMY Lee BEASLEY
Gretchen Kay Walter
ALAN EMERSON KELTNER
LEO KENNETH MONAGHAN
ANTHONY JOHN MONAGHAN
Marsha Margaret Abbott
APRIL JEAN HANSON
Katie Lorraine Preston
Nicole M Heiderscheit
JENNIFER LEE KRITZ
WILLIAM THOMAS BENNETT
JOHN ROY HACKETT
ANTHONY JEROME KEPPLER
CAROLYN LEE BENNETT
SUZAN MARIE MARTIN-HALLAHAN
TERRY JOHN BELKEN
CHEYANNE M SCHMITT
RANDY JOHN BUTLER
MARK EDWARD HOAGLIN
KEITH THOMAS LEVERENTZ
JUSTIN D SMITH
Luke James Swirtz
Paul Matthew Thompson
Emily Schwendinger
Sharon Kathleen Kluesner
Chase Zachary Hefel
Angela Sue Rave

Within 25 miles of New Vienna, IA, Best Investors lists 27 registered investment advisory firms with 61 offices nearby, managing about $4.68T in combined regulatory AUM across 534,859 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 Vienna

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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