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Best financial advisors in Webster, IA

Registered advisers within 25 miles of Webster, IA.

Offices
5
Firms
5
Combined AUM
$1.41T
Firm-wide filings, not assets booked only here
Clients
238K
238,326 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
BRADFORD FINANCIAL CENTER

Investors

WILLIS EDWARD WULF
Justin Gingerich
Eric John Feller
Christopher G Perez
JUSTIN JOHN RYAN
BARRY CURTIS JOHNSON
LARRY LEE PICKARD

Within 25 miles of Webster, IA, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $1.41T in combined regulatory AUM across 238,326 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

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 BRADFORD FINANCIAL CENTER 8 advisers $230M AUM