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Best financial advisors in Rodney, IA

Registered advisers within 25 miles of Rodney, IA.

Offices
4
Firms
3
Combined AUM
$396B
Firm-wide filings, not assets booked only here
Clients
99.7K
99,714 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Investors

TAMARA JO FLANIGAN
MICHAEL TODD OETKEN
CHRISTEN JAMES COUNTRYMAN
Tyler James Stoltze

Within 25 miles of Rodney, IA, Best Investors lists 3 registered investment advisory firms with 4 offices nearby, managing about $396B in combined regulatory AUM across 99,714 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 Rodney

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 MUTUAL OF OMAHA INVESTOR SERVICES, INC. 6,880 clients · 293 advisers $32.0M AUM