Best financial advisors in Webb, IA

Registered advisers within 25 miles of Webb, IA.

Offices

19

Firms

11

Combined AUM

$2.89T

Firm-wide filings, not assets booked only here

Clients

517K

517,369 clients when Item 5C has a number

Avg / client

$5.59M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

115 North Grand Avenue
Spencer, IA 51301

14.2 miles away

U.S. BANCORP ADVISORS, LLC

126 Grand Ave
Spencer, IA 51301

14.2 miles away

AVANTAX PLANNING PARTNERS, INC.

203 North Grand Avenue
Spencer, IA 51301

14.3 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

308 GRAND AVE
SPENCER, IA 51301

14.3 miles away

LPL FINANCIAL LLC

509 GRAND AVE.
SPENCER, IA 51301

14.5 miles away

EDWARD JONES

112 W 6th St
SPENCER, IA 51301-3832

14.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

116 W 8th St
Spencer, IA 51301

14.7 miles away

LPL FINANCIAL LLC

1812 HIGHWAY BLVD.
SPENCER, IA 51301

15.4 miles away

EDWARD JONES

2002 Highway Blvd
SPENCER, IA 51301-0000

15.5 miles away

NORTHWEST WEALTH MANAGEMENT, LLC

1607 W. 18TH STREET
SPENCER, IA 51301

15.8 miles away

EDWARD JONES

3131 MAIN STREET
EMMETSBURG, IA 50536

18.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1005 BROADWAY ST
EMMETSBURG, IA 50536-0027

19.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

206 N Main St
Pocahontas, IA 50574

AMERIPRISE FINANCIAL SERVICES, LLC

722 Lake Ave
Storm Lake, IA 50588

STIFEL, NICOLAUS & COMPANY, INCORPORATED

304 E 5TH ST POB 2008
STORM LAKE, IA 50588-2312

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

529 Lake Ave.
Storm Lake, IA 50588

24.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

519 MICHIGAN ST
STORM LAKE, IA 50588

24.1 miles away

EDWARD JONES

1411 E Lakeshore Dr Suite B
STORM LAKE, IA 50588-0000

24.3 miles away

PRINCIPAL SECURITIES, INC.

107 S Fulton
Newell, IA 50568

24.5 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

U.S. BANCORP ADVISORS, LLC

AVANTAX PLANNING PARTNERS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWEST WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

PRINCIPAL SECURITIES, INC.

Investors

CRAIG ALLEN NEIDERHEISER

Katherine Ann VanRooyan

Timothy Rodemeyer

Blake Lee Rosendahl

LEONARD KEITH LANGNER

Austin James Gilmore

Jennifer Lynn Irvine

Erika B WACHHOLZ

Alex Ryan Spielman

LEVI NATHAN MORRIS

Natalie R Wilkinson

Mark Stanley Wilkinson

Katy Laura Guinn

Garrett William Heater

LANCE BARTLEY EVANS

SHARON ANN LISAC

JASON BRENT VANDE BRAKE

ALEX CURTIS JOHNSON

DEAN M JACOBSEN

JONI KAYE KELLEN

DANIELLE MARIE BRINK

ERIC JOEL VAN DER HEIDE

BRYSON RICHARD DUNCAN

CONNIE JEAN SCHMIDT

JAMES ROBERT SHOQUIST

Jared Todd Barnett

Jed Lane Jensen

Anthony James Elbert

Molly Marie Dietrich

STEVEN MATTHEW JONES

JADA ANN HALLBERG

JAN MARIE SPIELMAN

LINDA SUE BAIER

MATTHEW DEAN PHILLIPS

BRADFORD LEE BEUKELMAN

CHAD MICHAEL HALDER

JOSHUA ALAN NEWHOUSE

Travis Jon Anderson

Alexander Richard Girres

Ted R Ramaekers

Within 25 miles of Webb, IA, Best Investors lists 11 registered investment advisory firms with 19 offices nearby, managing about $2.89T in combined regulatory AUM across 517,369 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 Webb

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM