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Best financial advisors in Waverly, IA

Registered advisers within 25 miles of Waverly, IA.

Offices
92
Firms
40
Combined AUM
$4.62T
Firm-wide filings, not assets booked only here
Clients
675K
674,965 clients when Item 5C has a number
Avg / client
$6.84M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
FIRST HEARTLAND CONSULTANTS, INC.
R.D.DRENKOW & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ACCEL WEALTH MANAGEMENT
PROSPERA FINANCIAL SERVICES, INC.
HEARTLAND FINANCIAL SERVICES, LTD.
PFS INVESTMENTS INC.

Investors

GREGORY WAYNE PIEHL
Garrett Akins
DANE JOHN JOHNSTON
RODNEY DEAN DRENKOW
April Cassandra Krutsinger
ADAM JOSEPH FOLKERTS
Nicholas James Bouwman
ANGIE RENEE HUBBARD
MARK DAVID HUBBARD
Dwane Waterbury
JEFFREY MICHAEL BECK
KEVIN C TENNYSON
PATRICK A CEFALO
THOMAS EDWARD WALDRON
HEATHER LEE WILLBORN
DENISE THOMAS ESKELSON
EMILY L LANE
MARK BROMM HOLMQUIST
JOSEPH M JASZEMSKI
Shelbey Jordan Lyons
Karen M. Sandrella
Alexander West
An Thu Le
KIM MARIE PRUITT
STEPHEN MICHAEL COLLINS
TODD ROBERT FAULKNER
David Richard Messina
Jolene Bennett
GARY DEAN PARSON
MYRA JEAN VERY
VANESSA MARI GONZALEZ-MARQUEZ
LEVI BUNKERS
FRANK REHHAUT
Emily Marie Adams
RYAN DAVID HERVEY
Juan Fernando Garcia Heredia
MICHELE LEA Krueger
SCOTT ALAN DURSCHER
Matthew James Temple
STACIE LYNN BRASS
MITCHELL LEE COOK
MICHAEL LEAVENS RAMKER
JAMES NEIL FRANZEN
CHRISTOPHER ALAN HOLTHAUS
DAVID ALVIN BEATY
MATHEW DAVID DRISCOLL
ADRIAN JAMES TURNER
KENNETH MICHAEL FROST
JASON CHARLES LUDERS

Within 25 miles of Waverly, IA, Best Investors lists 40 registered investment advisory firms with 92 offices nearby, managing about $4.62T in combined regulatory AUM across 674,965 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 Waverly

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 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM