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Best financial advisors in Swisher, IA

Registered advisers within 25 miles of Swisher, IA.

Offices
211
Firms
76
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,718,052 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TRYON INVESTMENTS, LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA RETIREMENT ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AEGON ASSET MANAGEMENT US
AEGON REAL ASSETS US
PRINCIPAL SECURITIES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LANE FAMILY WEALTH MANAGEMENT
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Jeffery M Duytschaver
Travis Bud Whitmore
MICHAEL WILLIAM TRYON
Jeffrey Richard Olson
RYAN SAMUEL HARVEY
BRIAN CHRISTOPHER HACKETT
MELISSA SUE THURBER
Ronald ROBERT Zimmer
Brent Roger Stricklett
Jonathan Edward Fonash
JOSEPH SCOTT RIDLING
CRYSTAL KAY TROTTER
Dakota LoRay Best
Adam Leigh Levine-Weinberg
Paula Juszczyk
CHRISTINA D KRAMER
Stephen THOMAS Gregg
MEGAN ELIZABETH MINOGUE
ANDREW MICHAEL SCHAAD
KRISTINE MARIE GILLARD
ANDREW DAVID LAWS
Nicole Gale Adesina
Andrew T Pudenz
Jane Elizabeth Morrow
JOHN Michael Twomey
CHRISTOPHER PHILIP HENDERSON
Michelle ANNE Barry
Amber Rae Paulsen
Sara Christen Oatt
MARY LERANE BURRESS
Jolene KAY Henn
Robert Costello
GARY MICHAEL WHITMAN
ELLEN ROBIN BRANDT
Jason Frank Wetmore
DELANE ROBERT SCHIEFERSTEIN
LUCINDA D Alcott
Nicole Koren Clark
William Ray Maynard
Donald Keith Balderson
Ryan P Murphy
Alia S. Mendez-Taylor
Julian Ortega
MARK AARON JOHNSON
Traeton Lee Wheeler
HEATH RAY BOEKE
ANGELA SUE ZIMMERMAN
Brent Robert Hawkins
DAVID PATRICK SENKYR
Jeffrey Lee Johnson
Jacob Daniel Hubanks
Dustin Elgersma
DAMON DARRELL WALKER
BENJAMIN ALLEN YOUNG
Erica Chavez
Allikan Cree Dianne Martens
SCOTT ROBERT ENGLAND
Lucas Cole Walker
Dawn Michelle Frost
ADAM EDWARD SCHECHINGER
KEVIN DAVID LINDBLOM
SCOTT WAYNE SHAW
Michael William Poch
Raymond Boyum
CHARLES RANDALL SNOOK
ELIZABETH ANN MOORES
KENT W HENNINGS
ROGER WAYNE CARLSON

Within 25 miles of Swisher, IA, Best Investors lists 76 registered investment advisory firms with 211 offices nearby, managing about $10.5T in combined regulatory AUM across 1,718,052 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 Swisher

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM