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Best financial advisors in State Center, IA

Registered advisers within 25 miles of State Center, IA.

Offices
55
Firms
22
Combined AUM
$4.44T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,143,429 clients when Item 5C has a number
Avg / client
$3.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
NICOLET WEALTH MANAGEMENT
RIA ADVISORY GROUP, LLC
CLARITY ASSET MANAGEMENT, INC.

Investors

Zachary McAtee Wahl
Anthony A Everman
Christian Michael McMurray
Nathan Joseph Blayer
Tyler James Peschong
Tyler R Stahlin
JAMES ELBERT HUNT
JEFFREY J ISGRIG
KAREN JOANNE NEFF
JOSE A HERRERA
BRYCE MITCHELL WILLIAMS
RUSSELL JOHN FELDMAN
ALYCEMAY LOIS QUASTAD
William Bruce Wirin
Elisabeth Grace Bieber
THOMAS RANDALL MCCOY
Laurie Dowd Gowdy
PAUL ANDREW BARR
Thomas Michael Geist
EMMI JOELL MILLER
Mark T. Cahill
DANIEL P MARLOW
MARY ELIZABETH HINES
JEFFREY LAWRENCE GIBBONS
Nevin Michael Conlon
STEVEN JAMES LARSON
KACY PARKER BASS
DONALD LEE ERICKSON

Within 25 miles of State Center, IA, Best Investors lists 22 registered investment advisory firms with 55 offices nearby, managing about $4.44T in combined regulatory AUM across 1,143,429 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 State Center

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM