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Best financial advisors in Orange City, IA

Registered advisers within 25 miles of Orange City, IA.

Offices
37
Firms
18
Combined AUM
$3.71T
Firm-wide filings, not assets booked only here
Clients
669K
668,837 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
COMPASS LIGHTHOUSE CAPITAL, LLC
SPC
EDWARD JONES
RBC CAPITAL MARKETS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
MONEY CONCEPTS CAPITAL CORP
NORTHWEST WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WATER VALLEY INVESTMENT ADVISORS, INC.

Investors

CHRISTOPHER MICHAEL SARAS
BENJAMIN ROBERT HULSTEIN
Ryan J Doughan
RANDY LEE IMMEKER
CHRISTOPHER JON IMMEKER
Beverly K Walhof
DERRICK DEHAAN
Jeremy Van Beek
Austin Jeffrey Robyn
Joshua Allen Goslinga
Blair James Punt
Travis James Netten
NICK J BAKER
TODD HENRY VAN BRUGGEN
SCOTT JON LYFTOGT
Zachary Jon Elbers
MATTHEW ALAN LAMMERS
AARON MATTHEW HAVERDINK
GRETCHEN JADE ZOMERMAAND
GRANT WILLIAM DE VRIES
Andrew John Borger
Thomas Isaac De Jong
Michael James Storey
Ross Daniel Hoekstra
Eric David Rankin
Luke Kaleb Rankin
JOHN DANIEL DYKSTRA
Isaiah Benjamin deRegt
DARREN MARK RAIH
David Ryan Addink
Ashley Marie Van Roekel
KEVIN JAY GESINK
BEN H. GESINK

Within 25 miles of Orange City, IA, Best Investors lists 18 registered investment advisory firms with 37 offices nearby, managing about $3.71T in combined regulatory AUM across 668,837 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 Orange City

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 8 CWM, LLC 248 clients · 642 advisers $50.6B AUM