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Best financial advisors in West Union, IA

Registered advisers within 25 miles of West Union, IA.

Offices
27
Firms
13
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
556K
555,783 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Travis Jerico Jensen
Brian Kenneth Jensen
AMANDA MARIE SCHNEIDER
Brian Paul Gibson
Michael Lee Johnson
CHRISTINE J REIERSON
JARED CARL KREMER
DARYL FRANK KRUSE
DANIEL JOSEPH KRUSE
NICOLE MARIE WILTGEN
MATTHEW PAUL DIETZENBACH
Eric M Dietzenbach
ASHTON JULIA SCHWICKERATH
Morgan Beth Steege
David Joseph Hassman
SARA ANN BULMAN
RENAE Q JOHNSON
MATTHEW PAUL SIEGLE
MATTHEW HOWARD OLSON
Ryan Todd Burras
Richard Robert Reiser
PAUL DAVID HUDSON
JASON ALLEN KNOX
NEIL KEITH WILKINSON
KOLE DOUGLAS JOHNSON
JUSTIN MATTHEW SHAFFER
LONDA KAY GRINNA
JONATHAN PAUL PIPHO
Spencer Calvin Cuvelier
James Troy Whitehill
Brett Van Sloten
Richard Wayne Cuvelier

Within 25 miles of West Union, IA, Best Investors lists 13 registered investment advisory firms with 27 offices nearby, managing about $3.68T in combined regulatory AUM across 555,783 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 Union

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM