Best financial advisors in Oto, IA

Registered advisers within 25 miles of Oto, IA.

Offices

17

Firms

13

Combined AUM

$2.38T

Firm-wide filings, not assets booked only here

Clients

409K

408,934 clients when Item 5C has a number

Avg / client

$5.82M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

313 N 4TH STREET
MAPLETON, IA 51034

11.4 miles away

CETERA INVESTMENT ADVISERS LLC

325 FRONTAGE ROAD
MOVILLE, IA 51039

14.5 miles away

PACKERLAND BROKERAGE SERVICES, INC.

115 W 2ND
KINGSLEY, IA 51028

19.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1013 8th St.
Onawa, IA 51040

21.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

109 S Main St
HOlstein, IA 51025

22.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

6111 Whispering Creek Dr Ste A
Sioux City, IA 51106

STATE FARM INVESTMENT MANAGEMENT CORP.

6111 Whispering Creek Dr Ste B
Sioux City, IA 51106-7228

HARBOUR INVESTMENTS, INC.

200 Moorehead Ave.
Ida Grove, IA 51445

23.1 miles away

EDWARD JONES

6101 Whispering Creek Dr Ste A
Sioux City, IA 51106

23.3 miles away

OSAIC WEALTH, INC.

5764 SUNNYBROOK DR.
SIOUX CITY, IA 51106

23.4 miles away

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Pioneer Plaza 204 1st St, Suite 127
Sergeant Bluff, IA 51054

23.5 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

4300 S LAKEPORT ST
SIOUX CITY, IA 51106

23.7 miles away

LPL ENTERPRISE, LLC

4300 S. LAKEPORT SUITE 105
SIOUX CITY, IA 51106

23.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

3139 S LAKEPORT ST
SIOUX CITY, IA 51106

24.1 miles away

EDWARD JONES

LINCOLNSHIRE OFFICE PK 3539 SOUTHERN HILLS DR SUITE 2
SIOUX CITY, IA 51106

24.4 miles away

CREATIVEONE SECURITIES, LLC

3214 Singing Hills Blvd
Sioux City, IA 51106

24.6 miles away

U.S. BANCORP ADVISORS, LLC

4608 Morningside Ave
Sioux City, IA 51106

24.7 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

PACKERLAND BROKERAGE SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

HARBOUR INVESTMENTS, INC.

OSAIC WEALTH, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LPL ENTERPRISE, LLC

CREATIVEONE SECURITIES, LLC

U.S. BANCORP ADVISORS, LLC

Investors

TAMARA JO FLANIGAN

CHRISTEN JAMES COUNTRYMAN

KEITH ALAN BOHLE

MICHAEL TODD OETKEN

BRADLEY HOWARD GRIFFIN

NATE THOMAS COLBERT

Bradyn Van Ommeren

Jake Robert Heitritter

DOUGLAS BRIAN MARX

Sterne Anthony Akin

FRED ROY SWEERS

Eric John Ricke

Kaitlyn Margaret Ricke

Simeon Charles Moes

DONALD ROBERT HEILBUTH

DANA JOHN BALDRIDGE

Andrew Tobias Horsley

ELIZABETH ANNE WIESELER

MARC ANDRE GEELS

Tyler James Stoltze

Alyssa Renae Henneman

CHAD ELLIOT ROBINSON

CRAIG WILLIAM THARP

WILLIAM KENNETH GARVEY

DONNA J LEEKLEY-GARVEY

SARAH ELIZABETH SPARTZ

JESSICA LYNN ACKER

MATHEW SCOTT CHILTON

Thomas Richard Targonski

Lynn Renee McAllister

Seth Richard Thiele

Austin Jerome Metzger

Andrea Elizabeth West

Within 25 miles of Oto, IA, Best Investors lists 13 registered investment advisory firms with 17 offices nearby, managing about $2.38T in combined regulatory AUM across 408,934 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 Oto

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM