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Best financial advisors in Storm Lake, IA

Registered advisers within 25 miles of Storm Lake, IA.

Offices
16
Firms
10
Combined AUM
$3.83T
Firm-wide filings, not assets booked only here
Clients
542K
542,239 clients when Item 5C has a number
Avg / client
$7.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.

Investors

Travis Jon Anderson
Alexander Richard Girres
Jared Eggers
LINDA SUE BAIER
MATTHEW DEAN PHILLIPS
BRADFORD LEE BEUKELMAN
JAN MARIE SPIELMAN
CHAD MICHAEL HALDER
JOSHUA ALAN NEWHOUSE
Ted R Ramaekers
STEVEN D CULP
Alexa Jean Lenhart
JOSEPH PAUL MCCOLLUM
Colton Wicker
Jacob Ambrose Rochleau
ANDREW JEFFREY SPIELMAN
BRANDON SCOTT SLAUGHTER
Jennifer Griffin
BRADLEY HOWARD GRIFFIN
JAMES C. SPOONER

Within 25 miles of Storm Lake, IA, Best Investors lists 10 registered investment advisory firms with 16 offices nearby, managing about $3.83T in combined regulatory AUM across 542,239 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 Storm 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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM