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Best financial advisors in North Liberty, IA

Registered advisers within 25 miles of North Liberty, IA.

Offices
217
Firms
77
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,718,028 clients when Item 5C has a number
Avg / client
$6.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRYON INVESTMENTS, LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LANE FAMILY WEALTH MANAGEMENT
LPL FINANCIAL LLC
WEALTH ADVISORS GROUP, LLC
CREATIVE PLANNING
PRINCIPAL SECURITIES, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
PURSUIT WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jeffery M Duytschaver
Travis Bud Whitmore
MICHAEL WILLIAM TRYON
Jeffrey Richard Olson
RYAN SAMUEL HARVEY
ANGELA SUE ZIMMERMAN
Brent Robert Hawkins
DAVID PATRICK SENKYR
Dawn Michelle Frost
ADAM EDWARD SCHECHINGER
Adela Hunter
MICHAEL J CONLON
JASON ALAN DUMONT
RYAN CHRISTOPHER PANZER
TINA LYNN MCLASKEY
JOSHUA TIMOTHY OSWALD
TYLER PAUL FRIDRICH
JAMES JOSEPH MEEHAN
ROBERT EARL ROBINSON
MICHAEL EVERETT DIERS
Nicholas James Timmerman
Traeton Lee Wheeler
HEATH RAY BOEKE
CHARLES THOMAS PUCCIO
BARBARA LINN HEIN
Brianna Waller
Dominique Lheureux
Alicia Ann Mitros
Ryne Schooley
GREG ALLAN MCLAUGHLIN
KURT ALAN VITENSE
MICHAEL JOSEPH BROWN
JEFFREY TRAVIS PACHA
DEREK THOMAS PARKER
DALE ROSS HANDLEY
CHAD DAVID ANDREWS
Carter Allan River
Danielle Marie Humphreys
CORY DAVID YEARIAN

Within 25 miles of North Liberty, IA, Best Investors lists 77 registered investment advisory firms with 217 offices nearby, managing about $10.8T in combined regulatory AUM across 1,718,028 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 North Liberty

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM