Best financial advisors in Perry, IA

Registered advisers within 25 miles of Perry, IA.

Offices

179

Firms

80

Combined AUM

$9.31T

Firm-wide filings, not assets booked only here

Clients

929K

928,552 clients when Item 5C has a number

Avg / client

$10.0M

Combined AUM ÷ clients

Nearby offices

KESTRA ADVISORY SERVICES, LLC

1126 2nd St
Perry, IA 50220

EDWARD JONES

1205 2ND STREET
PERRY, IA 50220

LPL FINANCIAL LLC

309 W WALNUT ST
OGDEN, IA 50212

14.8 miles away

EDWARD JONES

611 EAST MAIN ST
PANORA, IA 50216

15.7 miles away

INTEGRITY ALLIANCE, LLC.

5206 Tamara Point
PANORA, IA 50216

15.8 miles away

EAGLE STRATEGIES LLC

709 Main Street
Adel, IA 50003

16.1 miles away

EDWARD JONES

412 GREENE ST
ADEL, IA 50003

16.3 miles away

LPL FINANCIAL LLC

516 NILE KINNICK DR S, SUITE A
ADEL, IA 50003

16.3 miles away

WEALTHCARE CAPITAL PARTNERS, LLC

904 NILE KINNICK DRIVE SOUTH UNIT 203
ADEL, IA 50003

16.6 miles away

INTEGRITY ALLIANCE, LLC.

818 FIRST STREET
REDFIELD, IA 50233

17.4 miles away

LPL FINANCIAL LLC

121 E LINCOLN WAY
JEFFERSON, IA 50129

17.9 miles away

EDWARD JONES

115 E Lincoln Way, Suite 190
JEFFERSON, IA 50129

17.9 miles away

LPL FINANCIAL LLC

116 WEST STATE STREET
JEFFERSON, IA 50129

FIRST HEARTLAND CONSULTANTS, INC.

1213 SE Marshall St
BOONE, IA 50036

18.7 miles away

EDWARD JONES

1207 S Marshall St
BOONE, IA 50036-5306

EDWARD JONES

270 W 1ST ST SUITE J
GRIMES, IA 50111

19.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

80 4th Street
Waukee, IA 50263

19.7 miles away

INDEPENDENT WEALTH NETWORK, INC.

Kramer Wealth Advisory 101 SE 2nd Street
Grimes, IA 50111

19.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1220 NE Station Xing Ste 202
Grimes, IA 50111

19.8 miles away

EDWARD JONES

1220 NE Station Crossing Unit 109
Grimes, IA 50111-8013

19.8 miles away

Firms

KESTRA ADVISORY SERVICES, LLC

LPL FINANCIAL LLC

INTEGRITY ALLIANCE, LLC.

EAGLE STRATEGIES LLC

WEALTHCARE CAPITAL PARTNERS, LLC

FIRST HEARTLAND CONSULTANTS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENT WEALTH NETWORK, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

KEITH WILLIAM BERG

ADAM THOMPSON GOOD

SAMANTHA LYNN STEPHENS

Shawn Brian Shindelar

David Jeffrey Grove

MICHELE MARIE MCCARTY-WOODS

Tyler Joseph Cahill

NATHAN ROBERT CLARK

CHRISTOPHER ALAN UGLUM

GREGG ALLEN HORSMAN

Jessica Kay Hoffman

KURTIS CHARLES THOMPSON

TIMOTHY JAMES HEISTERKAMP

Jackson E Morton

Robert Dean Dozier

JULIANA GOWAN DUKES

TROY LEE THOMPSON

Alyson Brianne Price

Perry Alan Overton

ROBERT DAVID SMITH

JARED Benjamin KRAMER

RUSSELL JOHN KRAMER

JAY DUSTIN BOLLMAN

CORY ALLEN WARMUTH

JACOB PAUL HELVEY

Peter Vincent Smith

Within 25 miles of Perry, IA, Best Investors lists 80 registered investment advisory firms with 179 offices nearby, managing about $9.31T in combined regulatory AUM across 928,552 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 Perry

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM