Best financial advisors in Swan, IA

Registered advisers within 25 miles of Swan, IA.

Offices

232

Firms

84

Combined AUM

$7.67T

Firm-wide filings, not assets booked only here

Clients

1.22M

1,220,591 clients when Item 5C has a number

Avg / client

$6.28M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1008 W BELL AVE SUITE 102
KNOXVILLE, IA 50138

STATE FARM INVESTMENT MANAGEMENT CORP.

409 N Jefferson Way
Indianola, IA 50125

INTEGRITY ALLIANCE, LLC.

105 W Salem Ave
Indianola, IA 50125

15.2 miles away

EDWARD JONES

123 South Howard
Indianola, IA 50125

15.2 miles away

LPL FINANCIAL LLC

212 NORTH BUXTON STREET
INDIANOLA, IA 50125

15.2 miles away

EDWARD JONES

206 North Buxton Suite A
INDIANOLA, IA 50125

15.2 miles away

EDWARD JONES

115 N BUXTON
INDIANOLA, IA 50125

15.3 miles away

LPL ENTERPRISE, LLC

116 1ST AVENUE NORTH SUITE E
ALTOONA, IA 50009

15.3 miles away

EDWARD JONES

6207 S E 14th Street
Des Moines, IA 50320

15.8 miles away

J.P. MORGAN SECURITIES LLC

3410 8th St SW
Altoona, IA 50009

16.1 miles away

EDWARD JONES

535 EAST ARMY POST ROAD SUITE B
DES MOINES, IA 50315

16.2 miles away

EDWARD JONES

2700 GRAND AVE SUITE 310
DES MOINES, IA 50312

16.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3022 SE 14th St
Des Moines, IA 50320

16.4 miles away

EDWARD JONES

2437 Adventureland DR Suite C
ALTOONA, IA 50009-0000

16.5 miles away

DES MOINES INVESTMENTS, LLC

2 EAST ARMY POST RD SUITE 2
DES MOINES, IA 50315-5821

16.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3240 Hubbell Ave.
Des Moines, IA 50317

16.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

600 ARMY POST RD
DES MOINES, IA 50315

STATE FARM INVESTMENT MANAGEMENT CORP.

1201 ARMY POST ROAD
Des Moines, IA 50315

17.4 miles away

EDWARD JONES

85 PAINE ST SE SUITE E
BONDURANT, IA 50035

17.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

2505 E EUCLID AVE
DES MOINES, IA 50317

17.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

INTEGRITY ALLIANCE, LLC.

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

J.P. MORGAN SECURITIES LLC

DES MOINES INVESTMENTS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

Investors

Matthew Luke Kissinger

CHAD JEREMY KUEHL

Andrei J Murphy

CHRISTIAN JAMES SIEBERT

Emily Lynn Bates

Andrew Douglas Leech

KENT ALLEN POWGNAS

Kimberly Ann Guilford

Grant Phillip McGraw

Lucas Adam Peterson

Jeffery L Lohmeier

JEANIE RAY MARTIN

Kristen Marie DeJoseph

Emily Elaine Stover

Tammie Lynn Schroeder

Dawn Stephens Collins

JAMES RANDALL WALFORD

Lori Elizabeth Baldwin

Suzanne Marie Runyon

Dillon T Kimberley

Larry Douglas King

DAVID DANIEL HARKIN

BAILEY C JENSEN

ANTHONY JOHN WEISSHAAR

Adam Shane Kline

Within 25 miles of Swan, IA, Best Investors lists 84 registered investment advisory firms with 232 offices nearby, managing about $7.67T in combined regulatory AUM across 1,220,591 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 Swan

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM