Best financial advisors in Saint Paul, IA

Registered advisers within 25 miles of Saint Paul, IA.

Offices

38

Firms

17

Combined AUM

$4.28T

Firm-wide filings, not assets booked only here

Clients

478K

477,826 clients when Item 5C has a number

Avg / client

$8.96M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1341 Pilot Grove Road
Pilot Grove, IA 52648

STATE FARM INVESTMENT MANAGEMENT CORP.

2623 Ave L
Fort Madison, IA 52627

EDWARD JONES

2311 AVENUE L SUITE 3
FORT MADISON, IA 52627

EDWARD JONES

1233 AVE H
FT MADISON, IA 52627

10.4 miles away

CETERA INVESTMENT ADVISERS LLC

1035 AVE H STE 2
FORT MADISON, IA 52627

10.5 miles away

EDWARD JONES

614 9TH ST
FORT MADISON, IA 52627-2808

10.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

701 AVENUE G
FORT MADISON, IA 52627

10.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

410 S Grand Avenue
Mount Pleasant, IA 52641

15.9 miles away

RIA ADVISORY GROUP, LLC

907 E Washington St
Mt Pleasant, IA 52641

16.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 S CHERRY ST #3
MT. PLEASANT, IA 52641

16.2 miles away

EDWARD JONES

207 East Washington
MT PLEASANT, IA 52641-1908

16.4 miles away

EDWARD JONES

109 South Harrison Street
Mt Pleasant, IA 52641

16.4 miles away

EDWARD JONES

114 EAST MONROE STREET SUITE 101
MT PLEASANT, IA 52641

16.5 miles away

CREATIVEONE WEALTH, LLC

114 East Monroe St Suite 113
Mt. Pleasant, IA 52641

16.5 miles away

EDWARD JONES

300 WEST WASHINGTON STREET
MT PLEASANT, IA 52641

16.5 miles away

LPL FINANCIAL LLC

101 BROADWAY STREET
WEST BURLINGTON, IA 52655

16.7 miles away

EDWARD JONES

112 BROADWAY ST SUITE 1
WEST BURLINGTON, IA 52655-1230

16.7 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

3535 AGENCY ST STE 100 [SATELLITE]
BURLINGTON, IA 52601

16.9 miles away

RIA ADVISORY GROUP, LLC

1004 N Lincoln St
Mount Pleasant, IA 52641

17.2 miles away

EDWARD JONES

3211 DIVISION STREET SUITE 2
BURLINGTON, IA 52601

17.2 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RIA ADVISORY GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREATIVEONE WEALTH, LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

TRACY MARIE PARKS

JESSICA NICOLE Sutcliffe

Melissa Anne Derr

Corey Michael Kelch

JOEL SPENCER BOBB

TERESA ROSE WELLINGTON

Anthony B Fullenkamp

WALTER RAY STEPHENS III

SARA J HENNIGAR

Rachel L Conrad

JESSICA ANN SHILLINGTON

BRIAN KEITH JONES

Erin Corrinne Roberts

ALAN HOLDEN WEBER

Richard Donald Mueller

David Duane George

Whitney Jean Rogers

CHAD ALLEN MCMULLIN

Patricia Louise Morley

MICHAEL WAYNE SCHWENKER

Jane M VanFleet

Karen Sue Elliott

JOSEPH DARRELL LEAKE

Paul Dean Katsion

Jon Walter Hart

Courtney M Gustafson

Within 25 miles of Saint Paul, IA, Best Investors lists 17 registered investment advisory firms with 38 offices nearby, managing about $4.28T in combined regulatory AUM across 477,826 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 Saint Paul

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM