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Best financial advisors in Smithland, IA

Registered advisers within 25 miles of Smithland, IA.

Offices
14
Firms
11
Combined AUM
$2.37T
Firm-wide filings, not assets booked only here
Clients
406K
405,731 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
CREATIVEONE SECURITIES, LLC

Investors

TAMARA JO FLANIGAN
MICHAEL TODD OETKEN
CHRISTEN JAMES COUNTRYMAN
Tyler James Stoltze
NATE THOMAS COLBERT
Adam J Dean
Bradyn Van Ommeren
Jake Robert Heitritter
DOUGLAS BRIAN MARX
Sterne Anthony Akin
KEITH ALAN BOHLE
Simeon Charles Moes
DONALD ROBERT HEILBUTH
DANA JOHN BALDRIDGE
Andrew Tobias Horsley
KYLE HANSON
ELIZABETH ANNE WIESELER
MARC ANDRE GEELS
Eric John Ricke
Kaitlyn Margaret Ricke
Alyssa Renae Henneman
CHAD ELLIOT ROBINSON
CRAIG WILLIAM THARP
WILLIAM KENNETH GARVEY
DONNA J LEEKLEY-GARVEY
SARAH ELIZABETH SPARTZ
JESSICA LYNN ACKER
Aaron M Spartz
MATHEW SCOTT CHILTON
Thomas Richard Targonski
Zach D Girres
Brooke Haltli
MICHAEL G NASH

Within 25 miles of Smithland, IA, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $2.37T in combined regulatory AUM across 405,731 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 Smithland

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM