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Best financial advisors in Portsmouth, IA

Registered advisers within 25 miles of Portsmouth, IA.

Offices
13
Firms
7
Combined AUM
$2.55T
Firm-wide filings, not assets booked only here
Clients
449K
448,771 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J. W. COLE ADVISORS, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Clark Chester Ahrenholtz
ANTHONY LEE HOUGH
THOMAS M ZACCONE
Kayla Jane Jacobs
Thad Nelson
DIANE IRENE STEWART
Rebecca Mae McClain
Deborah Jo Davis
Scott Breyfogle
Brian Christopher Fitzpatrick
BRADY JOHN GRIFFIN
JERRAD DEAN POPP
DAULTON JOHN JULIUS MAASSEN
DILLAN JAMES HAMILTON
Joel William Becerra
RONALD ROY HAMILTON
Kaintrel Louis Unger
STEVE A KELLER

Within 25 miles of Portsmouth, IA, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.55T in combined regulatory AUM across 448,771 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 Portsmouth

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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM