Best financial advisors in Sumner, IA

Registered advisers within 25 miles of Sumner, IA.

Offices

29

Firms

18

Combined AUM

$3.91T

Firm-wide filings, not assets booked only here

Clients

541K

540,555 clients when Item 5C has a number

Avg / client

$7.24M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

121 E 1st St
SUMNER, IA 50674

OSAIC WEALTH, INC.

903 N. FREDERICK AVENUE
OELWEIN, IA 50662

14.5 miles away

CETERA INVESTMENT ADVISERS LLC

7 E CHARLES STREET
OELWEIN, IA 50662

EDWARD JONES

20 1st Ave NE
OELWEIN, IA 50662-0000

15.1 miles away

PROSPERA FINANCIAL SERVICES, INC.

100 NORTH HOLMES SUITE A
DENVER, IA 50622-0783

15.9 miles away

PRINCIPAL SECURITIES, INC.

300 S STATE ST
DENVER, IA 50622

16.1 miles away

COMMONWEALTH FINANCIAL NETWORK

110 South Vine Street
West Union, IA 52175

17.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

115 S Vine St
West Union, IA 52175

17.7 miles away

COMMONWEALTH FINANCIAL NETWORK

109 Adams Street
West Union, IA 52175

17.7 miles away

LINCOLN INVESTMENT

107 W. ELM STREET
WEST UNION, IA 52175

17.7 miles away

EDWARD JONES

109 N VINE ST
WEST UNION, IA 52175

17.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

105 E MAIN STREET SUITE 1
WEST UNION, IA 52175

17.8 miles away

EDWARD JONES

121 W MAIN ST SUITE 1
NEW HAMPTON, IA 50659

18.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

316 E Bremer Avenue
Waverly, IA 50677

19.4 miles away

EDWARD JONES

203 E Bremer Ave
WAVERLY, IA 50677

19.5 miles away

FIRST HEARTLAND CONSULTANTS, INC.

116 W. BREMER AVE
WAVERLY, IA 50677

19.7 miles away

R.D.DRENKOW & CO., INC.

100 2ND STREET SW
WAVERLY, IA 50677-0118

19.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

301 W Bremer Ave
Waverly, IA 50677

19.8 miles away

MML INVESTORS SERVICES, LLC

410 West Bremer Ave
Waverly, IA 50677

19.8 miles away

EDWARD JONES

155 CEDAR RIVER PARKWAY SUITE 113
WAVERLY, IA 50677

Firms

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

PROSPERA FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

LINCOLN INVESTMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FIRST HEARTLAND CONSULTANTS, INC.

R.D.DRENKOW & CO., INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

MML INVESTORS SERVICES, LLC

Investors

Morgan Beth Steege

David Joseph Hassman

NEIL KEITH WILKINSON

KOLE DOUGLAS JOHNSON

JUSTIN MATTHEW SHAFFER

GERALD LEE BUHR

Christian Bradley Solsma

Katherine Marie Solsma Bell

Curt John Solsma

JAMES NEIL FRANZEN

CHRISTOPHER ALAN HOLTHAUS

JARED CARL KREMER

DARYL FRANK KRUSE

DANIEL JOSEPH KRUSE

Travis Jerico Jensen

Brian Kenneth Jensen

CHRISTINE J REIERSON

Michael Lee Johnson

AMANDA MARIE SCHNEIDER

Brian Paul Gibson

Tyler R Metcalf

Clint Morgan Whitcome

Matthew Steven Mummelthei

GREGORY WAYNE PIEHL

DANE JOHN JOHNSTON

RODNEY DEAN DRENKOW

April Cassandra Krutsinger

ADAM JOSEPH FOLKERTS

Nicholas James Bouwman

Within 25 miles of Sumner, IA, Best Investors lists 18 registered investment advisory firms with 29 offices nearby, managing about $3.91T in combined regulatory AUM across 540,555 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 Sumner

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM