Best Financial Advisors in Richland, IA

Offices

Firms

Combined AUM

$2.61T

Firm-wide filings, not assets booked only here

Clients

453K

452,923 clients when Item 5C has a number

Avg / client

$5.76M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Richland, IA

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Joshua Nels Miller

Within 25 miles of Richland, IA, Best Investors lists 15 registered investment advisory firms with 41 offices nearby, managing about $2.61T in combined regulatory AUM across 452,923 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 Richland

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Firms

Investors

Largest firms in Richland