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Best financial advisors in Plover, IA

Registered advisers within 25 miles of Plover, IA.

Offices
20
Firms
10
Combined AUM
$2.92T
Firm-wide filings, not assets booked only here
Clients
495K
494,902 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
AVANTAX PLANNING PARTNERS, INC.
SOUND INCOME STRATEGIES, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC

Investors

JADA ANN HALLBERG
Tyler Jones
STEVEN MATTHEW JONES
Anthony James Elbert
Molly Marie Dietrich
KOLE THOMAS PETERSEN
BAILEIGH Je'Nae ASHBROOK
JAMES DARRYL BRANDT
Claire Sienne Naeve
Jaxon N Heinz
Clifton Michael Kalafatich
Dawn Marie Parle
Aiden O Christensen
Tony R Christensen
JARED HERMAN KLINGENBERG
Kevin Peter Marso
MATTHEW PERRY JOHNSON
Amanda Nicole Johnston
MICHAEL PAUL DONNAN
JEFFREY WILLIAM BRANDT
PATRICK DAVID REDING
BONITA HWANG SCHNURR
Bailey Ross
McKenzie Rose Jorgenson
DOUGLAS MICHAEL MARLOW
Alexander William Schwarck
ALEX MICHAEL ELBERT
ANDREW A JANSEN
AMY MARIE JANSEN
Brady Ross
Nicole Marie Myer
JEFFREY G KNAPP
AARON ROBERT GRETEMAN
Angela Mae Ennen
THAD ANTHONY LICHTER
Jennifer Elizabeth Penning
Bruce Arthur Keith
John Joseph Burns

Within 25 miles of Plover, IA, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $2.92T in combined regulatory AUM across 494,902 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 Plover

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM 8 SOUND INCOME STRATEGIES, LLC 57 clients · 141 advisers $4.18B AUM