Best financial advisors in Robinson, IA

Registered advisers within 25 miles of Robinson, IA.

Offices

89

Firms

30

Combined AUM

$4.36T

Firm-wide filings, not assets booked only here

Clients

612K

611,519 clients when Item 5C has a number

Avg / client

$7.13M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

204 South 12th St
MANCHESTER, IA 52057-2130

OSAIC WEALTH, INC.

118 W MAIN ST STE 6
MANCHESTER, IA 52057

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

201 E Main St
Manchester, IA 52057

OSAIC WEALTH, INC.

208 N. FRANKLIN ST.
MANCHESTER, IA 52057

EDWARD JONES

124 E FAYETTE ST
MANCHESTER, IA 52057

AVANTAX PLANNING PARTNERS, INC.

217 NORTH FRANKLIN
MANCHESTER, IA 52057

LPL FINANCIAL LLC

224 WEST MADISON ST
WINTHROP, IA 50682

14.6 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

820 W 1st St
Monticello, IA 52310

17.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 W 1st Street
Monticello, IA 52310

17.6 miles away

EDWARD JONES

216 N Main St Suite 2
Monticello, IA 52310-1748

17.9 miles away

EDWARD JONES

315 S Main St
Monticello, IA 52310

EDWARD JONES

101 Davidson Blvd Suite 100
ANAMOSA, IA 52205

19.8 miles away

PRINCIPAL SECURITIES, INC.

106 S FORD ST
ANAMOSA, IA 52205

NATIONS FINANCIAL GROUP, INC.

305 Enterprise Dr.
Independence, IA 50644

21.2 miles away

EDWARD JONES

133 1st Ave E
DYERSVILLE, IA 52040

21.4 miles away

PRINCIPAL SECURITIES, INC.

239 1ST AVE E
DYERSVILLE, IA 52040

21.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

337 1st Ave E
Dyersville, IA 52040-1204

21.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

110 3rd Avenue SE
Independence, IA 50644-2812

21.6 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

231 FIRST ST E
INDEPENDENCE, IA 50644

21.6 miles away

NATIONS FINANCIAL GROUP, INC.

230 1st St. E
Independence, IA 50644

21.6 miles away

Firms

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AVANTAX PLANNING PARTNERS, INC.

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

PRINCIPAL SECURITIES, INC.

NATIONS FINANCIAL GROUP, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

Angela Sue Rave

JENNIFER LEE KRITZ

TAMMY LYNN Feldmann Kelchen

LEO KENNETH MONAGHAN

ANTHONY JOHN MONAGHAN

Gretchen Kay Walter

ALAN EMERSON KELTNER

Nicholas Dale Dennie

MARC DOUGLAS KERSCHER

BRIAN DAVID GOGEL

Christian Ty Brokaw

Craig Roger Thompson

Kent Larry Streicher

RALPH JEFFREY ULFERTS

MARK ALAN GEERTSMA

Elliot Gordon Salter

Chance J Maiers

Elizabeth Anne Rude

BRENT DAVID HINERICHSEN

REX ALLAN MASSEY

TIMOTHY JAMES REED

MARISSA KAY QUANDAHL

MIKEL DOUGLAS MARKEY

Deon David Cleveland

Harley Ryan Nelson

JOSEPH THOMAS TREWIN

OWEN MICHAEL TEW

Heather Michelle Cox

Within 25 miles of Robinson, IA, Best Investors lists 30 registered investment advisory firms with 89 offices nearby, managing about $4.36T in combined regulatory AUM across 611,519 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 Robinson

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM