Best Investors Account Sign in

Best financial advisors in Quasqueton, IA

Registered advisers within 25 miles of Quasqueton, IA.

Offices
43
Firms
17
Combined AUM
$3.26T
Firm-wide filings, not assets booked only here
Clients
600K
600,336 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
NATIONS FINANCIAL GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
OSAIC WEALTH, INC.
AVANTAX PLANNING PARTNERS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INNOVATIVE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Nicholas Dale Dennie
MARK ALAN GEERTSMA
TIMOTHY JAMES REED
MARISSA KAY QUANDAHL
MIKEL DOUGLAS MARKEY
Deon David Cleveland
Harley Ryan Nelson
JOSEPH THOMAS TREWIN
OWEN MICHAEL TEW
Heather Michelle Cox
Lincoln White
Mark Jacob McGarvey
Angela Sue Rave
MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
JENNIFER LEE KRITZ
LEO KENNETH MONAGHAN
ANTHONY JOHN MONAGHAN
ALAN EMERSON KELTNER
Gretchen Kay Walter
TAMMY LYNN Feldmann Kelchen
ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
Rebecca Lynn Kruckenberg
Dean Rollin Studer
Nile Joseph Studer
JEFFREY LYNN PETERSON
GERALD LEE BUHR
Christian Bradley Solsma
Katherine Marie Solsma Bell
Curt John Solsma
NEIL KEITH WILKINSON
KOLE DOUGLAS JOHNSON
JUSTIN MATTHEW SHAFFER

Within 25 miles of Quasqueton, IA, Best Investors lists 17 registered investment advisory firms with 43 offices nearby, managing about $3.26T in combined regulatory AUM across 600,336 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 Quasqueton

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 PRIME CAPITAL FINANCIAL 1,816 clients · 267 advisers $39.1B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM