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Best financial advisors in Sheldon, IA

Registered advisers within 25 miles of Sheldon, IA.

Offices
31
Firms
17
Combined AUM
$2.80T
Firm-wide filings, not assets booked only here
Clients
608K
607,761 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPASS LIGHTHOUSE CAPITAL, LLC
EAGLE STRATEGIES LLC
SPC
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WATER VALLEY INVESTMENT ADVISORS, INC.
NORTHWEST WEALTH MANAGEMENT, LLC

Investors

Ethan Van Holland
Trevor Scott Gottula
BRANDON GERARD BRAAKSMA
Daniel Merlin Drescher
Sheila Renae Peelen
Nicholas Loren Keen
RANDY LEE IMMEKER
CHRISTOPHER JON IMMEKER
Beverly K Walhof
CHRISTOPHER MICHAEL SARAS
BENJAMIN ROBERT HULSTEIN
Ryan J Doughan
DERRICK DEHAAN
Jeremy Van Beek
NICK J BAKER
Austin Jeffrey Robyn
Joshua Allen Goslinga
Blair James Punt
Travis James Netten
PAUL BRADLEY HOOGENDOORN
KEVIN JAY GESINK
BEN H. GESINK
JOHN DANIEL DYKSTRA
Isaiah Benjamin deRegt
DARREN MARK RAIH
David Ryan Addink
Ashley Marie Van Roekel
Ross Daniel Hoekstra
Michael James Storey
Eric David Rankin
Luke Kaleb Rankin

Within 25 miles of Sheldon, IA, Best Investors lists 17 registered investment advisory firms with 31 offices nearby, managing about $2.80T in combined regulatory AUM across 607,761 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 Sheldon

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM