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Best financial advisors in Onawa, IA

Registered advisers within 25 miles of Onawa, IA.

Offices
4
Firms
4
Combined AUM
$1.08T
Firm-wide filings, not assets booked only here
Clients
229K
229,301 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC

Investors

MICHAEL TODD OETKEN
TAMARA JO FLANIGAN
Michaela Marie Lammers
Isaac Deichmann
MARY MARGARET MCDONALD

Within 25 miles of Onawa, IA, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.08T in combined regulatory AUM across 229,301 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 Onawa

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

1 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM