Best Investors Account Sign in

Best financial advisors in Shelby, IA

Registered advisers within 25 miles of Shelby, IA.

Offices
20
Firms
10
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
456K
455,790 clients when Item 5C has a number
Avg / client
$7.54M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J. W. COLE ADVISORS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PRINCIPAL SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

BRADY JOHN GRIFFIN
JERRAD DEAN POPP
DAULTON JOHN JULIUS MAASSEN
Clark Chester Ahrenholtz
ANTHONY LEE HOUGH
THOMAS M ZACCONE
Kayla Jane Jacobs
Thad Nelson
DIANE IRENE STEWART
Rebecca Mae McClain
Deborah Jo Davis
DILLAN JAMES HAMILTON
Joel William Becerra
RONALD ROY HAMILTON
Scott Breyfogle
Brian Christopher Fitzpatrick
Kaintrel Louis Unger
STEVE A KELLER
Thomas Charles Gross
Brian Allen Wedemeyer
JENNIFER ANN JOHNSON
ZACHARY ALAN WIGES
Elvis Hass
Kyler Eric-Richard Morgan
JEFFREY LEO MORENZ
ALEC THOMAS SINDELAR
Nathan L Lane
MARK ALAN SMITH
Ruth Faye Sears
BETH CHRISTINE WILLIAMS

Within 25 miles of Shelby, IA, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $3.44T in combined regulatory AUM across 455,790 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 Shelby

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM