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Best financial advisors in Pleasantville, IA

Registered advisers within 25 miles of Pleasantville, IA.

Offices
122
Firms
49
Combined AUM
$7.27T
Firm-wide filings, not assets booked only here
Clients
1.20M
1,196,601 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WEALTHCARE CAPITAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
INTEGRITY ALLIANCE, LLC.

Investors

TODD EUGENE CHAMBERS
Kelly Lochiel Shives
Adam John Norris
Matthew Luke Kissinger
Janis Marie Aldridge-Harris
Kerry Masako Garcia
LEROY LESLIE FRANCK
GARY JOHN OLSON
WICK CUNNINGHAM
JOSEPH CONRAD CUNNINGHAM
KEVIN JOSEPH WADLE
JAMES EDWARD WILTERDINK
Joseph Henry Schettler
JAILA M SKINNER
Cooper J Schettler
Keri Elizabeth Blake
Chase Geiger
Mitch Seiberling
Kolby Alan Moore
AMY Michelle WHITE
Todd Robert Lappe
CHAD JEREMY KUEHL
Emily Lynn Bates
Andrew Douglas Leech
Andrei J Murphy
CHRISTIAN JAMES SIEBERT
KENT ALLEN POWGNAS
Kimberly Ann Guilford

Within 25 miles of Pleasantville, IA, Best Investors lists 49 registered investment advisory firms with 122 offices nearby, managing about $7.27T in combined regulatory AUM across 1,196,601 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 Pleasantville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM