Best financial advisors in Westgate, IA

Registered advisers within 25 miles of Westgate, IA.

Offices

35

Firms

20

Combined AUM

$3.93T

Firm-wide filings, not assets booked only here

Clients

541K

541,038 clients when Item 5C has a number

Avg / client

$7.26M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

316 E Bremer Avenue
Waverly, IA 50677

23.5 miles away

EDWARD JONES

203 E Bremer Ave
WAVERLY, IA 50677

23.5 miles away

FIRST HEARTLAND CONSULTANTS, INC.

116 W. BREMER AVE
WAVERLY, IA 50677

23.8 miles away

R.D.DRENKOW & CO., INC.

100 2ND STREET SW
WAVERLY, IA 50677-0118

23.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

301 W Bremer Ave
Waverly, IA 50677

23.9 miles away

EDWARD JONES

155 CEDAR RIVER PARKWAY SUITE 113
WAVERLY, IA 50677

23.9 miles away

MML INVESTORS SERVICES, LLC

410 West Bremer Ave
Waverly, IA 50677

23.9 miles away

ACCEL WEALTH MANAGEMENT

301 OAK RIDGE CIRCLE
WAVERLY, IA 50677

24.1 miles away

EDWARD JONES

1251 4TH ST SW
WAVERLY, IA 50677-0842

24.1 miles away

LPL FINANCIAL LLC

315 Oak Ridge Circle
Waverly, IA 50677

24.1 miles away

CETERA INVESTMENT ADVISERS LLC

1503 4TH ST SW
WAVERLY, IA 50677

24.1 miles away

PRINCIPAL SECURITIES, INC.

1140 10th Ave SW Ste A
Waverly, IA 50677

24.5 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

2020 A 3rd Ave NW
Waverly, IA 50677

24.9 miles away

EDWARD JONES

121 W MAIN ST SUITE 1
NEW HAMPTON, IA 50659

24.9 miles away

LPL FINANCIAL LLC

2000 HERITAGE WAY
WAVERLY, IA 50677

24.9 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FIRST HEARTLAND CONSULTANTS, INC.

R.D.DRENKOW & CO., INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

MML INVESTORS SERVICES, LLC

ACCEL WEALTH MANAGEMENT

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

PRINCIPAL SECURITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

GREGORY WAYNE PIEHL

DANE JOHN JOHNSTON

RODNEY DEAN DRENKOW

April Cassandra Krutsinger

Nicholas James Bouwman

ADAM JOSEPH FOLKERTS

RYAN DAVID HERVEY

Juan Fernando Garcia Heredia

MICHELE LEA Krueger

SCOTT ALAN DURSCHER

Matthew James Temple

STACIE LYNN BRASS

MITCHELL LEE COOK

Dwane Waterbury

MICHAEL LEAVENS RAMKER

Emily Marie Adams

JEFFREY MICHAEL BECK

ANGIE RENEE HUBBARD

MARK DAVID HUBBARD

Tyler R Metcalf

Clint Morgan Whitcome

Matthew Steven Mummelthei

KEVIN C TENNYSON

PATRICK A CEFALO

THOMAS EDWARD WALDRON

HEATHER LEE WILLBORN

DENISE THOMAS ESKELSON

MARK BROMM HOLMQUIST

JOSEPH M JASZEMSKI

Shelbey Jordan Lyons

Karen M. Sandrella

KIM MARIE PRUITT

STEPHEN MICHAEL COLLINS

TODD ROBERT FAULKNER

David Richard Messina

GARY DEAN PARSON

VANESSA MARI GONZALEZ-MARQUEZ

Within 25 miles of Westgate, IA, Best Investors lists 20 registered investment advisory firms with 35 offices nearby, managing about $3.93T in combined regulatory AUM across 541,038 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 Westgate

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM