Best financial advisors in Tabor, IA

Registered advisers within 25 miles of Tabor, IA.

Offices

29

Firms

11

Combined AUM

$4.19T

Firm-wide filings, not assets booked only here

Clients

532K

531,587 clients when Item 5C has a number

Avg / client

$7.89M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

2822 NORTHRIDGE DR STE B
SIDNEY, IA 51652

COMMONWEALTH FINANCIAL NETWORK

806 Illinois Street
Sidney, IA 51652

EDWARD JONES

908 SOUTH LOCUST
GLENWOOD, IA 51534

11.5 miles away

LPL FINANCIAL LLC

211 ROCK BLUFF ROAD.
PLATTSMOUTH, NE 68048

12.3 miles away

EDWARD JONES

341 MAIN
PLATTSMOUTH, NE 68048

13.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2380 8th Ave Ste 6
Plattsmouth, NE 68048

14.5 miles away

EDWARD JONES

2380 WEST 8TH AVENUE, SUITE 5
PLATTSMOUTH, NE 68048

14.6 miles away

COMMONWEALTH FINANCIAL NETWORK

601 Central Avenue Suite 102
Nebraska City, NE 68410

16.6 miles away

EDWARD JONES

613 CENTRAL AVENUE
NEBRASKA CITY, NE 68410

16.6 miles away

LPL FINANCIAL LLC

803 CENTRAL AVE
NEBRASKA CITY, NE 68410

16.6 miles away

OSAIC WEALTH, INC.

920 CENTRAL AVE
NEBRASKA CITY, NE 68410

16.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1209 Central Ave
Nebraska City, NE 68410

16.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1720 S 11th Street
Nebraska City, NE 68410

17.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1009 S Fremont St Suite 1A
Shenandoah, IA 51601-2120

17.7 miles away

EDWARD JONES

713 W SHERIDAN AVE
SHENANDOAH, IA 51601-1634

17.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1710 Hancock St.
Bellevue, NE 68005

21.3 miles away

EDWARD JONES

1103 Galvin Rd South Suite C
BELLEVUE, NE 68005

22.3 miles away

LPL ENTERPRISE, LLC

1103 GALVIN RD S SUITE O
BELLEVUE, NE 68005

22.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4803 Capehart Road
Papillion, NE 68133

22.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

3536 COMSTOCK AVE
BELLEVUE, NE 68123

23.3 miles away

Firms

PFS INVESTMENTS INC.

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL ENTERPRISE, LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

REBECCA SUE FEGAN

TRAVIS MICHAEL HENSLEY

RONALD SCOTT PAYNE

BRETT JOHN BENGFORD

CHRISTOPHER JAMES JOHNSON

Matthew Robert Portrey

CHARLES EARL TRAUGER

Michael A. Schuldt

Bradley Joseph Ksiazek

DAVID LEE PEASE

Tylar S Tierney

JOHN CHARLES HOGELAND

MICHAEL DEAN BORNS

JEREMIAH DAVID MUMM

Eric James Ford

C. SCOTT VANDERVEEN

REX JOSEPH GORACKE

KIEL AMBROSE VANDERVEEN

COLE WALTER SHARP

LANCE DALLAS CORNELIUS

Dustin Wayne Christiansen

JOHN MICHAEL JAMES

Mark Edwin Moore

MATTHEW RICCHINI

KOMLAN AGBENYIGAN AFLAGAH

Within 25 miles of Tabor, IA, Best Investors lists 11 registered investment advisory firms with 29 offices nearby, managing about $4.19T in combined regulatory AUM across 531,587 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 Tabor

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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