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Best financial advisors in Osceola, IA

Registered advisers within 25 miles of Osceola, IA.

Offices
14
Firms
8
Combined AUM
$2.92T
Firm-wide filings, not assets booked only here
Clients
489K
489,299 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VALIC FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

Ashley Taylor
James Rutherford
DAVID MICHAEL BEMIS
KATHLEEN SUE DENNIS
DENISE LYNNETTE STORM
DAVID MARTIN FLETCHER
MARIA ALYSE HUNTER
AVERY MARIAH PIERSCHBACHER
DAVID DEAN KNIGHT
Adam Dean Bahr
Brock Lynn Rodgers
Ashley Renee Abbas
DANIEL JOE NIELSEN
Whitney Ann Messerschmitt
Ross S Rethmeier
JOHN CHARLES RUDDY
SARAH JEAN DORY
RONALD BERNARD SCHLICHTE

Within 25 miles of Osceola, IA, Best Investors lists 8 registered investment advisory firms with 14 offices nearby, managing about $2.92T in combined regulatory AUM across 489,299 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 Osceola

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 7 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM