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Best financial advisors in Osage, IA

Registered advisers within 25 miles of Osage, IA.

Offices
26
Firms
15
Combined AUM
$4.51T
Firm-wide filings, not assets booked only here
Clients
465K
465,110 clients when Item 5C has a number
Avg / client
$9.70M
Combined AUM ÷ clients

Nearby offices

Firms

RDA FINANCIAL NETWORK
PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

RICHARD J. RYAN
BRENT WILLIS
JEREMY MARK PETERS
Rachael Colleen Swanson
Amy Jo Dixon
Kristian James Lamont
Zachary Lee Bushbaum
Tyler Mitchell Friesen

Within 25 miles of Osage, IA, Best Investors lists 15 registered investment advisory firms with 26 offices nearby, managing about $4.51T in combined regulatory AUM across 465,110 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 Osage

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM