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Best financial advisors in Spirit Lake, IA

Registered advisers within 25 miles of Spirit Lake, IA.

Offices
29
Firms
13
Combined AUM
$2.93T
Firm-wide filings, not assets booked only here
Clients
452K
452,429 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
NORTHWEST WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WACKER & ASSOCIATES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Cole Aaron Milbrath
Sara Marie Fisher
Hernani Antonio Nabuco Leva Ferreira Frei
JEFFREY DEAN PLOEGER
MATTHEW J. HIGGINS
JAY ANTHONY THEIS
SCOTT TRAUTMAN
NICOLE CHANTEL EVANS
Amy Marilyn Sheppard
Brandon Michael Madison
Kristie Swenson
Kristia Faye Pollock
Douglas J. Wagner
Brittany Kay Koch
SHADRACH LEE WACKER
WADE MITCHELL WACKER
CURTIS DALE BAUMGARD
Natalie R Wilkinson
Mark Stanley Wilkinson
LEVI NATHAN MORRIS
Katy Laura Guinn
Garrett William Heater
LANCE BARTLEY EVANS
SHARON ANN LISAC
JASON BRENT VANDE BRAKE
ALEX CURTIS JOHNSON
DEAN M JACOBSEN
JONI KAYE KELLEN
DANIELLE MARIE BRINK
ERIC JOEL VAN DER HEIDE
BRYSON RICHARD DUNCAN
CONNIE JEAN SCHMIDT
JAMES ROBERT SHOQUIST
Jared Todd Barnett
Jed Lane Jensen
Erika B WACHHOLZ
Alex Ryan Spielman
Jennifer Lynn Irvine
Isaac Heard
LEONARD KEITH LANGNER
Tyler M Adams
Austin James Gilmore
Timothy Rodemeyer
Blake Lee Rosendahl

Within 25 miles of Spirit Lake, IA, Best Investors lists 13 registered investment advisory firms with 29 offices nearby, managing about $2.93T in combined regulatory AUM across 452,429 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 Spirit Lake

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM 8 IPI WEALTH MANAGEMENT, INC. 26 clients · 71 advisers $2.66B AUM