Best Investors Account Sign in

Best financial advisors in Pleasant Hill, IA

Registered advisers within 25 miles of Pleasant Hill, IA.

Offices
383
Firms
147
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,331,640 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WEST FINANCIAL ADVISORS, L.L.C.
AVANTAX PLANNING PARTNERS, INC.
PROSPECTIVE VALUE PARTNERS LLC
CHOREO, LLC
INTEGRITY ALLIANCE, LLC.

Investors

ASHLEY ROGERS
ISAAC DUNLAP
Karl Paul Ritland
Jordan Ritland
COREY PAUL CHANCELLOR
Tammie Lynn Schroeder
Lisa Thai
Dawn Stephens Collins
Joseph Harrell
Shadi Mubaidin
David Bondura
JEANIE RAY MARTIN
Kathryn Leeper Hooper
ROGER ROBERT RUDEN
Christian Harrison Rogers
ARRON STEVEN CRAMER
RICHARD STEVENS YODER
AARON PLASKAS
CHRISTOPHER E JANDA
Penny Sue Hein
Connor Hogan
Lori Elizabeth Baldwin
Suzanne Marie Runyon
Emilee Marie Derifield
Jeanna Sue Nation
Abby Rae Belvin
LAURA KAY BRANNEN WEST
Austin Caine Harris
BRIAN ALLEN WEST
AMY R DEEVER
SHAWN PHILIP BERTHELOT
MICHAEL JOHN GASPERI
Patrick Owens
JOHN KELLY FLYNN
Michael Leland Barratt
KYLE JAMES PETERSON
BRENT RICHARD HULBERT
BRADLEY JOHN HOLTERHAUS
DAVID LEO DUGGAN

Within 25 miles of Pleasant Hill, IA, Best Investors lists 147 registered investment advisory firms with 383 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,640 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 Pleasant Hill

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM