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Best financial advisors in Webster City, IA

Registered advisers within 25 miles of Webster City, IA.

Offices
35
Firms
18
Combined AUM
$3.86T
Firm-wide filings, not assets booked only here
Clients
608K
607,842 clients when Item 5C has a number
Avg / client
$6.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
VAN DIEST CAPITAL
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
NORTHWEST WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
SUMMIT AG ADVISORS, LLC
VISIONX WEALTH PARTNERS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BFC PLANNING, INC.

Investors

Travis Havel
GERALD MATTHEW GOEBEL
LINDA JEAN LAHR
Courtney Jean Vander Plaats
John Gordon Brandt
ERIN CHRISTIAN
TYLER PAUL DAWSON
BENJAMIN RASMUSSEN
WILLIAM DAVID BERTRAN
ERIC MICHAEL DAWSON
Brody Eischeid
ANDREW EDWIN HEJLIK
MEREDITH ANN BARGFREDE
Timothy James Finucan
Amanda Marie Kelly
Sean D Finucan
Addison Folcher
WILLIAM DORAN JOHNSTON
Rebecca Mills
MICHAEL RAY STENSLAND
ANDREA SUE DODD
ZACHARY SCOTT CLARK
SHAWN RAY MCCARTY
ANDREW R MCCARVILLE
RICHARD ALLEN MCCARVILLE
SCOTT JOSEPH JULIUS
Kaden Tyler Steven McClintock
TIMOTHY JAY KRAAYENBRINK
BROCK James NORTON
Cole Kenneth Jaeschke
TANNER EUGENE UTLEY
BRETT DAMIAN LAUINGER
JEFFREY ROBERT HAUPTS
Brennan Fehr
Ryan Campbell Kent
MICHAEL JOSEPH FRISCHMEYER

Within 25 miles of Webster City, IA, Best Investors lists 18 registered investment advisory firms with 35 offices nearby, managing about $3.86T in combined regulatory AUM across 607,842 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 Webster City

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM