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Best financial advisors in West Chester, IA

Registered advisers within 25 miles of West Chester, IA.

Offices
46
Firms
19
Combined AUM
$4.36T
Firm-wide filings, not assets booked only here
Clients
626K
626,413 clients when Item 5C has a number
Avg / client
$6.97M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SAVANT WEALTH MANAGEMENT
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
STRATEGIC ASSET MANAGEMENT LLC.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
PIRA WEALTH MANAGEMENT

Investors

MARK JOHN THORNTON
RICHARD GEORGE EDE
Rodney Decker
AUSTIN L MARTIN
Robin E Jackson Miller
Margaret Grimmer
ELI MICHAEL WYNES
Jayden Johnson
Cayden Roy Duhaime
MARK ALAN LAW
MOLLIE MICHELE THOMSEN
CARRIE L WAGNER
DANIEL EISENMAN
Austin Lance Svatos
CULLAN RYAN SCHRIEVER
MICHAEL EARL LEHMAN
SETH CLINTON PENNEY
DARETH ANN MCALPIN
WADE MICHAEL JOHNSON
MONICA RAE MIMS
DAVID LESTER DARNER
WILLIS EDWARD WULF
Justin Gingerich
Eric John Feller
Christopher G Perez
Scott Douglas McGill
RICHARD EVAN ARTHUR
Chad Lee Reimers
RANDAL WILLIAM STUDER
BRENDA CHARLENE BARTHELMAN
MERLE DEAN MILLER
JACQUELINE KAY JACKMAN-CUNNINGHAM
CHAD ALLEN BURTCH
MARVIN EUGENE COOK
Brandon Lee Van Nevel
Kevin Allen Pira
Danielle Marie Humphreys
KAREN EBERHART JACKSON
JAMES SCOTT HIGGINS
RONDA A BATY
OLIVIA KRISTINE O'BRYAN
ADAM HALUSKA
STEVEN HYMAN GOLBER

Within 25 miles of West Chester, IA, Best Investors lists 19 registered investment advisory firms with 46 offices nearby, managing about $4.36T in combined regulatory AUM across 626,413 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 West Chester

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM