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Best financial advisors in Rock Rapids, IA

Registered advisers within 25 miles of Rock Rapids, IA.

Offices
30
Firms
15
Combined AUM
$3.99T
Firm-wide filings, not assets booked only here
Clients
697K
696,927 clients when Item 5C has a number
Avg / client
$5.72M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
NORTHWEST WEALTH MANAGEMENT, LLC
MONEY CONCEPTS CAPITAL CORP
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Investors

JULIE ANN GAWARECKI
Ross Daniel Hoekstra
Eric David Rankin
Luke Kaleb Rankin
Brian James Wills
Alex Renner
Michael James Storey
Andrew John Borger
Thomas Isaac De Jong
Nicholas Loren Keen
GRANT WILLIAM DE VRIES
CALEB JOHN MONTAG
Scott Charles Watts

Within 25 miles of Rock Rapids, IA, Best Investors lists 15 registered investment advisory firms with 30 offices nearby, managing about $3.99T in combined regulatory AUM across 696,927 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 Rock Rapids

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM