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Best financial advisors in Winterset, IA

Registered advisers within 25 miles of Winterset, IA.

Offices
190
Firms
86
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,048,557 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ZEGA INVESTMENTS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VALIC FINANCIAL ADVISORS, INC.
WEALTHCARE CAPITAL PARTNERS, LLC
INTEGRITY ALLIANCE, LLC.
GREMLER FINANCIAL CORP
EAGLE STRATEGIES LLC
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
BEACON CAPITAL MANAGEMENT, INC.
INTEGRITY WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

SCOTT WILLIAM ADAMS
Kenneth Blaine Luckinbill
Peter Andrew Loiler
Whitney Ann Messerschmitt
Ross S Rethmeier
SARAH JEAN DORY
JOHN CHARLES RUDDY
DANIEL JOE NIELSEN
KATHLEEN SUE DENNIS
Jessica Kay Hoffman
KURTIS CHARLES THOMPSON
CHRISTOPHER ALAN UGLUM
GREGG ALLEN HORSMAN
MARK ROBERT GREMLER
Robert L Grove
Tyler Joseph Cahill
NATHAN ROBERT CLARK
Adam Roepsch
CHRISTOPHER JOSEPH KOBES
LOREN W SHERMAN
Michael Alan Gabrielson
Matthew Wesolowski
MOUHAMADOU LAMINE SANE

Within 25 miles of Winterset, IA, Best Investors lists 86 registered investment advisory firms with 190 offices nearby, managing about $10.1T in combined regulatory AUM across 2,048,557 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 Winterset

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM