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Best financial advisors in Waukon, IA

Registered advisers within 25 miles of Waukon, IA.

Offices
26
Firms
11
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
535K
535,333 clients when Item 5C has a number
Avg / client
$6.47M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LINCOLN INVESTMENT
PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.

Investors

Nicholas Steven Wilz
SCOTT KEVIN HOUG
Cathy M Buhl
Michael Todd Alexander
MATTHEW PAUL SIEGLE
MATTHEW HOWARD OLSON
Ryan Todd Burras
Quincy Louis Johnson
Jeffrey Thomas Breit
PAUL DAVID HUDSON
JASON MATTHEW SOLAND
CHAD MICHAEL MILLS
Taylor Renee Lensing
KEITH THOMPSON
TRACY JO DOSTAL
Richard Robert Reiser
JEFFREY ALAN OLINGER
Amanda Jo McIntosh
Russell Schouweiler
JASON ALLEN KNOX
Nathan Forester Paulsen
Zachary Shearer
Justin Wade Gullekson
Brett Van Sloten
Richard Wayne Cuvelier
Spencer Calvin Cuvelier
James Troy Whitehill
JONATHAN PAUL PIPHO
LONDA KAY GRINNA
SARA ANN BULMAN
RENAE Q JOHNSON
MATTHEW PAUL DIETZENBACH
Eric M Dietzenbach
ASHTON JULIA SCHWICKERATH
NICOLE MARIE WILTGEN
James Michael Jones
Bridget Nichols

Within 25 miles of Waukon, IA, Best Investors lists 11 registered investment advisory firms with 26 offices nearby, managing about $3.46T in combined regulatory AUM across 535,333 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 Waukon

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM