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Best financial advisors in Oelwein, IA

Registered advisers within 25 miles of Oelwein, IA.

Offices
27
Firms
17
Combined AUM
$3.89T
Firm-wide filings, not assets booked only here
Clients
472K
472,203 clients when Item 5C has a number
Avg / client
$8.23M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
NATIONS FINANCIAL GROUP, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
INNOVATIVE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROSPERA FINANCIAL SERVICES, INC.

Investors

NEIL KEITH WILKINSON
KOLE DOUGLAS JOHNSON
JUSTIN MATTHEW SHAFFER
GERALD LEE BUHR
Christian Bradley Solsma
Katherine Marie Solsma Bell
Curt John Solsma
Morgan Beth Steege
David Joseph Hassman
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
ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
Mark Jacob McGarvey
MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
MARK ALAN GEERTSMA
Nicholas Dale Dennie
JARED CARL KREMER
DARYL FRANK KRUSE
DANIEL JOSEPH KRUSE
CHRISTINE J REIERSON
Michael Lee Johnson
Travis Jerico Jensen
Brian Kenneth Jensen
AMANDA MARIE SCHNEIDER
Brian Paul Gibson
JAMES NEIL FRANZEN

Within 25 miles of Oelwein, IA, Best Investors lists 17 registered investment advisory firms with 27 offices nearby, managing about $3.89T in combined regulatory AUM across 472,203 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 Oelwein

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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