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Best financial advisors in Urbandale, IA

Registered advisers within 25 miles of Urbandale, IA.

Offices
401
Firms
153
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,348,921 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
EDWARD JONES
ROYAL FUND MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
DSM FINANCIAL L.L.C.
AVANTAX PLANNING PARTNERS, INC.
INDEPENDENT FINANCIAL PARTNERS
AO WEALTH ADVISORY
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
COMPOUND PLANNING, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
APELLA WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Austin Bachman
STEPHEN DWIGHT MCGOLDRICK
Jay K Devries
Jaylen Isaiah DeVries
Jennifer K Boldt
Kyle Younker
Garrett J Manning
Anthony Charles Peck
KALVIN NICHOLAS JOHNSON
BRANDON SCOTT BOSE
Jordy William Tickle
Randall Kent Rinderknecht
Andrew Berney Maurer
KEVIN ROBERT WINGERT
Sharon H Vickery
Caitlyn Mae Pec
JEFFREY DOUGLAS OLSON
John A Denny
Erik David Aanonson
Kenneth Tague
Lucas Scott Borseth
Kaley Dwight Fleig
KRISTIN M MEYER
NATHAN DOUGLAS BEATTIE
Anthony James Gordon
Austin H Walther
John Mortimer
JARED MICHAEL KOCH
JOSHUA ROBERT FAABORG
Ryan Gerardy
John Hatlevig
MICHAEL CHARLES MOLLER
Lance Dieleman
Todd Asper
KEITH JAMES GREDYS
ADAM BAIN OBRECHT
Jose Luis Leon
ERIC RANDALL WILLIAMS
Daycen Steele Douglass
BENJAMIN JOHN WARRICK
Alexander Shcharansky
Logan Davis Palmitier
Ryan Riviere
JOHN IRVING PRATT
LINDSEY THORSEN ONEIL
AARON MATTHEW SCHOMER
JOLEEN ANN SCHEER
KEVIN GREGORY LORS
ANDREW MICHAEL PESCHONG
DENNIS LEE MARKWAY
Greg Joseph Hayes
Penny Dyan Schmidt
Daniel William Timmons
Michelle Shaji
Karin Brill Holder
Jonica Ewald
Riley David Lindholm
Emily Calvert
Tony Conroy
Christy Karene Naegely
NICOLE CHRISTINA SCHMELZER
RICHARD JAMES KEELING
Kelsey Havel
ERIK GUSTAV SWANSON

Within 25 miles of Urbandale, IA, Best Investors lists 153 registered investment advisory firms with 401 offices nearby, managing about $12.8T in combined regulatory AUM across 2,348,921 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 Urbandale

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM