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Best financial advisors in Traer, IA

Registered advisers within 25 miles of Traer, IA.

Offices
86
Firms
37
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
663K
663,408 clients when Item 5C has a number
Avg / client
$7.00M
Combined AUM ÷ clients

Nearby offices

Firms

CWM, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
NICOLET WEALTH MANAGEMENT
KEYSTONE WEALTH MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
M HOLDINGS SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
TUVE INVESTMENT MANAGEMENT, INC.
NET WORTH ADVISORS

Investors

RUSSELL GERARD NIELAND
Russell Carroll Pierpont
KATHLEEN ANN KENNICOTT
BRIAN ALLEN SOKOL
ANGELA JO THOREN
WILLIAM JOHN RANEY
Todd Lawrence Havel
MARY ELIZABETH HINES
NOLAN WAYNE FARWELL
ADAM PAUL SCHAEFER
Tayler Thomas Tjaden
KELLY JO GOREHAM
RYAN THOMAS SHAW
TRAVIS JOHN BOVY
MICHAEL ALAN HULME
NOAH ALLAN BROWN
JEREMEY JOHN BULLERMAN
THOMAS RICHARD TJADEN
JOSHUA DAVID MERCURIO
MARK JAMES FUNK
KEVIN M ESLICK
DENNIS LEE ESLICK
PATRICIA ELIZABETH MONAT
ADAM DEAN STEENBLOCK
MIKAL LUDOLPH
BRADY JAMES O'CONNOR
Amanda Kay Martin
JORDAN DEAN ALBORN
Colin Michael Egan
Raquel Elaine Zehr
RICK LEE SCHWARTZ
Kerry Lee Neyland
WILLIAM GEORGE MCINTEE
MITCHELL PHILIP MCGRAW
NOAH MARK ARENDS
JESSE EDWARD MEEHAN
GEORGE ISLEY PETERSON
CHASE GREGORY FELCHLE
Steven Kenneth Koch
Katrina Helle
THOMAS THEODORE JAEGER
STANLEY JOHN TUVE
JOHN STANLEY TUVE
ROSS JAMES BARBATTI

Within 25 miles of Traer, IA, Best Investors lists 37 registered investment advisory firms with 86 offices nearby, managing about $4.64T in combined regulatory AUM across 663,408 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 Traer

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 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM