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Best financial advisors in Wapello, IA

Registered advisers within 25 miles of Wapello, IA.

Offices
43
Firms
19
Combined AUM
$4.09T
Firm-wide filings, not assets booked only here
Clients
466K
466,037 clients when Item 5C has a number
Avg / client
$8.79M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
BFC PLANNING, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC

Investors

EDDIE EUGENE VINEYARD
Brett Samuels
MICHAEL JAMES GAETA
Roberta Jean Becker
RICK LYNN BOWER
JAKOB BOWER
BROOKE LYNN COLE
Kyle Robert Pedersen
KEVIN VANCE MC CAULEY
ALAN FRANCIS RASKIE
NICHOLAS JOHN HAYS
GREGORY ANTON HUCK
MASON GREGORY HUCK
David R Hurlbut
RICHARD RALPH BULLER
Troy Lee Pugh
BRENDA E GARCIA
SCOTT LESLIE JOHNSON
Jason McAreavy
JORDAN M MILLER
MATTHEW ALAN STRAJACK
DOUGLAS WAYNE WIER
Tobain J McCarter
Kevin Scott Good
Rian Yates
AMANDA MARIE BUENEMANN TREIMER
Anthony Virgil Holtschlag
MICHAEL WAYNE SCHWENKER
Jane M VanFleet
Karen Sue Elliott

Within 25 miles of Wapello, IA, Best Investors lists 19 registered investment advisory firms with 43 offices nearby, managing about $4.09T in combined regulatory AUM across 466,037 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 Wapello

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM