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Best financial advisors in Treynor, IA

Registered advisers within 25 miles of Treynor, IA.

Offices
177
Firms
76
Combined AUM
$8.63T
Firm-wide filings, not assets booked only here
Clients
2.29M
2,288,321 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AFSC ADVISORS, INC
ALBA FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

TRACY ANN HOUGH
TYLER LYNN JOHNSON
Gable Andrews
JUDD MITCHELL KNISPEL
Ross F Jensen
Stephen Mark Urlaub
Keith Robert Jones
Andrew Michael Meyers
Tyson Shawn Howard
ANDREW JAMES FETTER
Joshua James Hall
LINDA ANNE YATES
JEANETTE SUSAN KENNY
Troy Alan Arthur
MARK ALLEN JEROME GUILLIATT
ROBERT ALEXANDER DONALD DODSON
TODD MITCHELL CARLSON
RIAN MICHAEL MCGILL
Scott Calvin Hartman
ELIZABETH ROBYN WESTPHAL
JOHN BRACKER
Alek L Murphy
LINDA JEAN PRIMMER

Within 25 miles of Treynor, IA, Best Investors lists 76 registered investment advisory firms with 177 offices nearby, managing about $8.63T in combined regulatory AUM across 2,288,321 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 Treynor

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 CAPTRUST 963 advisers $1.24T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM