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Best financial advisors in Sloan, IA

Registered advisers within 25 miles of Sloan, IA.

Offices
45
Firms
22
Combined AUM
$3.60T
Firm-wide filings, not assets booked only here
Clients
439K
439,389 clients when Item 5C has a number
Avg / client
$8.20M
Combined AUM ÷ clients

Nearby offices

Firms

PECAUT WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
BANKERS LIFE ADVISORY SERVICES, INC.
RDA FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
KRP FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

MICHAEL WILLIAM GALLAGHER
KEITH MICHAEL GENGLER
KEVIN MYRON GOTTO
JEFF ALAN BROWER
JOHN CHRISTIAN PECAUT
DANIEL SCOTT PECAUT
Alisha Lea McCarty
GREGORY GIFFORD GILES
SCOTT ALAN PLATHE
Joshua Dirk Boomsma
Cathi L Swan
BRIAN ALAN JOHNSON
COLIN MARGELLOS
JAMES JOSEPH FOREY
CHRISTEN JAMES COUNTRYMAN
SHERRI LYNN O'HERN
JOHN PARTICK KEANE
ANGELO JAMES
ANDREW JAMES HANSEN
JODI LYNN LAMPRECHT
AMY HEATON
COLE HORACEK
MARY ALICE STERK
KELSEY LEIGH BANKEY
JULIANNE CHADWICK
KAREN LOUISE VAN DE STEEG
DAVID DUANE SCHMIT
TYLER JOSEPH KRUSE
JOSEPH DEAN KRUSE
Trever James Dodd
TIMOTHY WALTER VAN PEURSEM
AUSTIN LEE JANSSEN
Michelle Renee Lessmann
Tyler James Erck

Within 25 miles of Sloan, IA, Best Investors lists 22 registered investment advisory firms with 45 offices nearby, managing about $3.60T in combined regulatory AUM across 439,389 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 Sloan

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM