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Best financial advisors in Ogden, IA

Registered advisers within 25 miles of Ogden, IA.

Offices
39
Firms
21
Combined AUM
$4.36T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,137,490 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
RUSSELL WEALTH ADVISORS
FIRST HEARTLAND CONSULTANTS, INC.
KESTRA ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

Investors

KEITH WILLIAM BERG
ADAM THOMPSON GOOD
SAMANTHA LYNN STEPHENS
Shawn Brian Shindelar
Alyson Brianne Price
Perry Alan Overton
Shellie Grabau
Samuel James Byriel
Kevin Hanson
ADAM D RUSSELL
ANDREW D RUSSELL
GARY DEAN RUSSELL
TROY LEE THOMPSON
Andrew Brommer
Aaron Sturm
TIMOTHY JAMES HEISTERKAMP
Jackson E Morton
Robert Dean Dozier
JULIANA GOWAN DUKES
JEFFREY M HATLEVIG
Katie Jane Regan
MATTHEW MARK HELLER
LANE DOUGLAS SIRES
ETHAN THOMAS MECHLING
KELSEY RAE SUMMERS
NOEL SPENCER LAGNEAUX
SARAH LYNN KOTH
WILLIAM HENRY THORNE
TERRY DEAN CROSS
Austin Don Masterson Woodin
Blake Illg
Andrew Jon Kral
Andrew Murdoch
CHRISTINE MARY KORTE
RICHARD JAMES KEELING
MEGAN LYNN NIFFENEGGER
DARREN CHRISTOPHER GAUCK
RICHARD ALLEN SMITH

Within 25 miles of Ogden, IA, Best Investors lists 21 registered investment advisory firms with 39 offices nearby, managing about $4.36T in combined regulatory AUM across 1,137,490 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 Ogden

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MERCER GLOBAL ADVISORS INC. 87 clients · 768 advisers $84.4B AUM