Best financial advisors in Templeton, IA

Registered advisers within 25 miles of Templeton, IA.

Offices

24

Firms

16

Combined AUM

$2.67T

Firm-wide filings, not assets booked only here

Clients

332K

331,854 clients when Item 5C has a number

Avg / client

$8.03M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

322 WEST 3RD ST
CARROLL, IA 51401

EDWARD JONES

504 N Clark St
Carroll, IA 51401

11.1 miles away

PRINCIPAL SECURITIES, INC.

223 W 5TH ST
CARROLL, IA 51401

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

609 N. CLARK STREET
CARROLL, IA 51401

11.2 miles away

EDWARD JONES

528 N Carroll St
CARROLL, IA 51401-0000

11.2 miles away

EDWARD JONES

528 North Carroll
Carroll, IA 51401

11.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

603 N ADAMS ST
CARROLL, IA 51401

11.2 miles away

GRETEMAN CAPITAL MANAGEMENT

408 W HWY 30
CARROLL, IA 51401

11.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

903 E US Highway 30 Post Ofc Box 272
Carroll, IA 51401-2677

11.2 miles away

TRUE WEALTH, LLC

302 EAST 7TH STREET
CARROLL, IA 51401

11.2 miles away

TRUE WEALTH NATION

302 E 7TH STREET
CARROLL, IA 51401

11.2 miles away

EAGLE STRATEGIES LLC

225 E 7th Street
Carroll, IA 51401

11.2 miles away

GLADSTONE WEALTH PARTNERS

710 Simon Ave.
Carroll, IA 51401

11.3 miles away

OSAIC WEALTH, INC.

712 SIMON AVENUE SUITE B
CARROLL, IA 51401

11.3 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

714 SIMON AVENUE
CARROLL, IA 51401

11.3 miles away

EDWARD JONES

704 MONTEREY DRIVE
CARROLL, IA 51401

11.3 miles away

EDWARD JONES

1205 W HWY 30 SUITE F
CARROLL, IA 51401

11.7 miles away

EDWARD JONES

1919 4TH AVE S SUITE 1
DENISON, IA 51442

23.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1624 4th Ave S
Denison, IA 51442

23.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1408 BROADWAY
DENISON, IA 51442

23.9 miles away

Firms

PFS INVESTMENTS INC.

PRINCIPAL SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

GRETEMAN CAPITAL MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

TRUE WEALTH, LLC

TRUE WEALTH NATION

EAGLE STRATEGIES LLC

GLADSTONE WEALTH PARTNERS

OSAIC WEALTH, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DUANE MERLE HORSLEY

KRISTINA J HORSLEY

Aubrey Kemerling

Ashley Tennigkeit

Cole Leonard Collison

MATT JOHN RAMAEKERS

Ted R Ramaekers

JEFFREY ALAN NELSON

Cameron Leighton Janson

Jordan Lee Janson

CLAYTON JOHN NETUSIL

NICHOLAS LOUIS GRETEMAN

Josie Marie Bengford

MAEVE KATHLEEN MCNAMEE DANIELSON

JOHN MARK SKLENAR

NICHOLAS JOHN SKLENAR

Wyatt Austin Gauchat

DAVID LEON JOHNSON

ANN KAY SLECHTA

TIMOTHY JAY RIAL

JEFFREY EUGENE BOES

Nichole Marie Olberding

Shellie Larie Haluska

Sean Michael Haluska

Lindsey Victoria Handlos

Brett Francis Adams

TREVIS ROBERT BEECK

Jon Michael Schuttinga

MARK EUGENE GRAY

Within 25 miles of Templeton, IA, Best Investors lists 16 registered investment advisory firms with 24 offices nearby, managing about $2.67T in combined regulatory AUM across 331,854 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 Templeton

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM