Best financial advisors in Washington, IA

Registered advisers within 25 miles of Washington, IA.

Offices

53

Firms

21

Combined AUM

$3.41T

Firm-wide filings, not assets booked only here

Clients

420K

419,516 clients when Item 5C has a number

Avg / client

$8.13M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

517 HWY 1 SOUTH
WASHINGTON, IA 52353

EDWARD JONES

318 S AVENUE B
WASHINGTON, IA 52353-1707

AMERIPRISE FINANCIAL SERVICES, LLC

123 W WASHINGTON ST
WASHINGTON, IA 52353

STATE FARM INVESTMENT MANAGEMENT CORP.

200 S Iowa Ave
Washington, IA 52353-1736

THRIVENT INVESTMENT MANAGEMENT INC.

120 E Main St.
WASHINGTON, IA 52353

COMMONWEALTH FINANCIAL NETWORK

120 E. Madison Street
Washington, IA 52353

EDWARD JONES

120 EAST WASHINGTON
WASHINGTON, IA 52353

BRADFORD FINANCIAL CENTER

221 1ST STREET
KALONA, IA 52247

12.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

208 5th St
Kalona, IA 52247

12.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

208 FIFTH ST
KALONA, IA 52247

12.7 miles away

CETERA INVESTMENT ADVISERS LLC

301 5TH STREET SUITE 1
KALONA, IA 52247-0700

12.8 miles away

OSAIC WEALTH, INC.

214 8TH AVENUE SUITE 2
WELLMAN, IA 52356-0537

13.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1255 James Ave
Mt Pleasant, IA 52641

13.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3267 WW Ave.
Wellman, IA 52356

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1680 Hwy 1, Ste 1700, Box 7
Fairfield, IA 52556

20.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELD, IA 52556-8757

20.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELDF, IA 52556

20.8 miles away

BRIDGEPORT FINANCIAL SOLUTIONS

1776 Pleasant Plain Road
Fairfield, IA 52556

20.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFEILD, IA 52556

20.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 Pleasant Plain Rd.
Fairfield, IA 52641

20.8 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

COMMONWEALTH FINANCIAL NETWORK

BRADFORD FINANCIAL CENTER

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

BRIDGEPORT FINANCIAL SOLUTIONS

Investors

Micah Eugene Roberts

JEFFREY ALAN ENFIELD

JOSEPH PAUL ADAM

JOHN CHRISTOPHER KORSCHGEN

MARTIN WALTER WESTEN

Madelyn Paige Widmer

Trevor Joseph Quigley

MATTHEW LANDON PEOPLES

Jeffrey Alan Knupp

David Carl Bruns

LARRY LEE PICKARD

BRIAN TODD KELSO

Kenteth James Blossom

BARRY CURTIS JOHNSON

SCOTT LESLIE JOHNSON

JUSTIN JOHN RYAN

CHAD ROBERT GEORGE

JEANNE SUZANNE GERST

MARC L LAUREANO

KABIR M PARASHER

Sagar Ramesh Patel

COLLEEN MCGUIRE BELL

AARON LOCKE HOBART

Jill Renee Silvers

Jodi Marie Tacker

BRIDGET ANN MELLOTT

Garret Severt Wahlers

Chelsea Miller Sones

Thomas Graham Wittrock

Johnny Scott Townsley

Justin Duwayne Zeimet

Jill Nicole Simmons

BARRY JACK SCHMIDT

TROY WAYNE BENDER

TONYA L MCCAMPBELL

JODY JOHN TOTTON

KEVIN RONALD MANZ

MATTHEW ARON NELSON

KEVIN J PATTERSON

MATTHEW EVERETTE GOODWIN

Jennifer Sue Cornett

KRISTINA LEE QUINN

JEREMY JUDE FLEEMAN

MELISSA JOY NORDABY

JEFFREY GEORGE WICK

VALARIE KNOBLOCK VEST

JAMES DAVID BICKNELL

WILLIAM ALLEN BARTON

GRETCHEN ANNE RASMUSSEN

SUSAN ELIZABETH DOUGHERTY

JEREMY KENT BOOTH

SARAH MAIRE BERNER

ERIC CHARLES MCCONNELL

DAVID JAMES SILVERS

Andrea Lynn Shafer

ANDREW LEE BOWERS

JACQULYN D FLATTERY

TIFFANY NICOLE DEPENNING

ADAM ALAN SAWYER

CARRIE LYNN LATHROP

KENNETH ROBERT LESKO

ALEXANDRIA KATHERYN Den Hartog

ZACHARY DAVID HAGER

CARTER WILLIAM SMELSER

CHRISTIN BROOKE MILLER

Denver Wayne Carlson

Marcella Gabrielle Downing Rysdam

CLINTON VANCE GRIFFIS

Jordin Alicia Post

Dylan Lee Gilpin

Danielle Nicole Schaffer

Lauren Ashley Detiveaux

Benjamin Paul Detiveaux

KELLIE LYNN DUFFY

TODD ANDREW CLARK

STEPHEN NORVELL CREW

JONATHAN JAMES WOLFE

KYLE JAMES CARTER

BRIAN WALLACE SCHILLING

MANDY TATE MOORE

JEFFREY KURT VOREIS

SHAYNA MARIE HENDERSON

Thomas Richard Camuso

KRISTEN CHEYENNE Civin

Gabrielle Lynn Harris

KRISTOPHER KRAIG EMICK

JOSEPH G GREENFIELD

Jessica Feddern Sanders

BRITTANY M GUFFEY

PETER DOMENICO DOLLIVE

BENJAMIN LEE SIEDLIK

LUIGINO ETTORE PETRONE

LINDSEY ELIZABETH DERBY

PETER GRANT FENTON

Avangeline Subsin

SETH AARON MILLER

Virginia Grace Erispaha

Roseann C Johnson

SUSAN DENISE VARGASON

JEFFREY FRANCIS VIVACQUA

CODY JAMES SOLVERSON

TYLER JAMES MILLER

Michelle Deborah Buss Starks

BRADLEY MARK CONNER

ROBERT JOSEPH JACOBSEN

Britni Miriam Ensminger

Joshua Nels Miller

MARILYN L RADTKE

Blaine Daniel Widmer

STEPHEN MICHAEL YOUHN

LEWIS MAVERICK BALLARD

AUSTIN ROBERT COLLINS

Jacob Ives Fremgen

Carter Rand Miskin

Within 25 miles of Washington, IA, Best Investors lists 21 registered investment advisory firms with 53 offices nearby, managing about $3.41T in combined regulatory AUM across 419,516 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 Washington

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WORLD INVESTMENT ADVISORS, LLC 7 clients · 376 advisers $71.6B AUM