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Best financial advisors in Norwood, IA

Registered advisers within 25 miles of Norwood, IA.

Offices
20
Firms
12
Combined AUM
$3.63T
Firm-wide filings, not assets booked only here
Clients
501K
501,263 clients when Item 5C has a number
Avg / client
$7.25M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
WEALTHCARE CAPITAL PARTNERS, LLC
VALIC FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC

Investors

DENISE LYNNETTE STORM
MARIA ALYSE HUNTER
AVERY MARIAH PIERSCHBACHER
DAVID DEAN KNIGHT
DAVID MARTIN FLETCHER
Adam Dean Bahr
Brock Lynn Rodgers
Ashley Renee Abbas
Ashley Taylor
James Rutherford
DAVID MICHAEL BEMIS
Emily Lynn Bates
Andrew Douglas Leech
Andrei J Murphy
CHRISTIAN JAMES SIEBERT
Grant Phillip McGraw
Kimberly Ann Guilford
KENT ALLEN POWGNAS
CHAD JEREMY KUEHL
AMY Michelle WHITE
Kolby Alan Moore
Keri Elizabeth Blake
Chase Geiger
Todd Robert Lappe
KATHLEEN SUE DENNIS
TATE FELTON
TODD EUGENE CHAMBERS

Within 25 miles of Norwood, IA, Best Investors lists 12 registered investment advisory firms with 20 offices nearby, managing about $3.63T in combined regulatory AUM across 501,263 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 Norwood

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM