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Best financial advisors in Rockwell City, IA

Registered advisers within 25 miles of Rockwell City, IA.

Offices
19
Firms
13
Combined AUM
$3.84T
Firm-wide filings, not assets booked only here
Clients
524K
523,697 clients when Item 5C has a number
Avg / client
$7.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
EDWARD JONES
SPC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
BFC PLANNING, INC.
VISIONX WEALTH PARTNERS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

BRIANNE SUE TIMMERMAN
Todd Otto Green
Colton Wicker
JOSEPH PAUL MCCOLLUM
JADA ANN HALLBERG
Ted R Ramaekers
STEVEN D CULP
Gabriel Lee Pettit
MARK BRIAN CHINGREN
CAROL JEAN BREESER
BRETT STONE UNDERBERG
TRACY ANN CRIMMINS
LETITIA MARIE ANDERSON
Brennan Fehr
Ryan Campbell Kent
DOUGLAS JAMES MARINE
JOHN JOSEPH NIELSEN
Natalie Renee Mandernach
NICHOLAS DEAN HAMMITT
CIERRA MARIE WALDING
Michael James Vought
MICHAEL JOSEPH FRISCHMEYER
TANNER EUGENE UTLEY
JEFFREY ROBERT HAUPTS
BRETT DAMIAN LAUINGER
MITCHELL EDWARD LUNN
Cole Kenneth Jaeschke

Within 25 miles of Rockwell City, IA, Best Investors lists 13 registered investment advisory firms with 19 offices nearby, managing about $3.84T in combined regulatory AUM across 523,697 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 Rockwell City

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 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM