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Best financial advisors in Walford, IA

Registered advisers within 25 miles of Walford, IA.

Offices
209
Firms
74
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,717,978 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
SAVANT WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
STRATEGIC ASSET MANAGEMENT LLC.
U.S. BANCORP ADVISORS, LLC
MIDWESTERN FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
NATIONS FINANCIAL GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

Chad Lee Reimers
SHELLY DENISE WOODLEY
SEAN PATRICK THOMAS TOBIN
Robin E Jackson Miller
TIMOTHY CHARLES NEGRO
ELI MICHAEL WYNES
Jayden Johnson
Cayden Roy Duhaime
MARK ALAN LAW
MOLLIE MICHELE THOMSEN
CARRIE L WAGNER
DANIEL EISENMAN
Austin Lance Svatos
CULLAN RYAN SCHRIEVER
MICHAEL EARL LEHMAN
SETH CLINTON PENNEY
DARETH ANN MCALPIN
WADE MICHAEL JOHNSON
MONICA RAE MIMS
DAVID LESTER DARNER
Michael Burrell LeFever
Benjamin Jon Fortune
Andrew David O'Neill
Matthew Carroll Wooldrik
JOSEPH DELBERT JAY
PATRICK SHIHADY CAMPBELL
ANDREW PETER PICCHIETTI
HAI VIET VU
Heaven Rose French
WILLIAM HAYES MONTAG
Cameron John Tammen
ANTHONY JAMES SCHAU
Phuc Thien Lovan
WILLIAM EDWARD COAN
RYLAN E DEVALOIS
ROSS EUGENE DEVALOIS
Jeremy Dean James
Margaret Grimmer
GREGORY ALAN JOHNSON
RICHARD EVAN ARTHUR
Rebecca Lynn Kruckenberg
Dean Rollin Studer
Nile Joseph Studer
Scott Douglas McGill
ANTHONY HEINZ LUNECKAS

Within 25 miles of Walford, IA, Best Investors lists 74 registered investment advisory firms with 209 offices nearby, managing about $10.5T in combined regulatory AUM across 1,717,978 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 Walford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM