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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

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
NATIONS FINANCIAL GROUP, INC.
KEYSTONE WEALTH MANAGEMENT
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
M HOLDINGS SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TUVE INVESTMENT MANAGEMENT, INC.
NET WORTH ADVISORS

Investors

JUSTIN ALAN DAMS
MICHAEL LEAVENS RAMKER
Amanda Kay Martin
JORDAN DEAN ALBORN
Colin Michael Egan
Raquel Elaine Zehr
RICK LEE SCHWARTZ
Kerry Lee Neyland
MATTHEW JAMES HENNIG
WILLIAM GEORGE MCINTEE
MITCHELL PHILIP MCGRAW
NOAH MARK ARENDS
JESSE EDWARD MEEHAN
GEORGE ISLEY PETERSON
CHASE GREGORY FELCHLE
Lucas Allen Johansen
Matthew Untiedt
Michael Jay Huisman
Tyler R Metcalf
Clint Morgan Whitcome
Matthew Steven Mummelthei
Matthew James Gary
TYLER MICHAEL JOHNSON
ISAIAH JAMES MUNDELL
JAMES ROBERT MUNDELL
ERICA JOHNSON
KYLE DAVID WINTER
STEVEN JAMES NIDA
PATRICIA ELIZABETH MONAT
ADAM DEAN STEENBLOCK
MIKAL LUDOLPH
BRADY JAMES O'CONNOR
MARK JAMES FUNK
KEVIN M ESLICK
DENNIS LEE ESLICK
THOMAS THEODORE JAEGER
NOLAN WAYNE FARWELL
ADAM PAUL SCHAEFER
Tayler Thomas Tjaden
KELLY JO GOREHAM
RYAN THOMAS SHAW
TRAVIS JOHN BOVY
MICHAEL ALAN HULME
NOAH ALLAN BROWN
JEREMEY JOHN BULLERMAN
THOMAS RICHARD TJADEN
JOSHUA DAVID MERCURIO
Katrina Helle
STANLEY JOHN TUVE
JOHN STANLEY TUVE
ROSS JAMES BARBATTI

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