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Best financial advisors in Welton, IA

Registered advisers within 25 miles of Welton, IA.

Offices
85
Firms
39
Combined AUM
$9.72T
Firm-wide filings, not assets booked only here
Clients
2.04M
2,037,378 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VITAL CAPITAL LLC
USA FINANCIAL SECURITIES LLC
ABUNDANCE FINANCIAL COACHING, LLC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.

Investors

NATHAN A KREINBRINK
Andrew J Feller
Matthew Alan Coon
Jerome Bernard Kedley
Austin McNeal Eck
JACOB PAUL WOODCOCK
JAMES C NELSON
JOHN H NELSON
Travis Morehead
DAVID MICHAEL NELSON
AMY LYNN CAVANAUGH
Jamie Lynn Hugunin
MICHAEL D STEIGERWALD
Ryan Randall
Shawn Scott Lorion
Graham Patrick Timion
DAVID EUGENE BUTCHER
Brent R Albrechtsen
Katie Ann Rothenberger
STEVEN JAMES NAPOLITANO
KERRY DALE TOPOROWSKI
JEFF ROMANS
RYAN LEE JOHNS
Michael David O'Keefe
PATRICK THOMAS LONERGAN
CAREY YEARY HILBURN
JULIAN MITCHELL ARNDT
WILLIAM JEFFREY SELLERS
DENNIS DANIEL DUFFY
Victor Anthony Veprauskas
RYAN MICHAEL DENMAN
JOSEPH WILLIAM CHAMBERS
Daniel M. Timmons
Kathleen Anne Kehoe
Benaiah Frank Hootman
Justin John Brimmer
Amanda L Smolenski
Jacob Edward Timm
MATTHEW CLETUS HAYES
ERIC MATTHEW JOHANNES
Clint William Crawford

Within 25 miles of Welton, IA, Best Investors lists 39 registered investment advisory firms with 85 offices nearby, managing about $9.72T in combined regulatory AUM across 2,037,378 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 Welton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM