Best financial advisors in Winthrop, IA

Registered advisers within 25 miles of Winthrop, IA.

Offices

18

Firms

10

Combined AUM

$2.50T

Firm-wide filings, not assets booked only here

Clients

388K

388,330 clients when Item 5C has a number

Avg / client

$6.44M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

224 WEST MADISON ST
WINTHROP, IA 50682

STATE FARM INVESTMENT MANAGEMENT CORP.

110 3rd Avenue SE
Independence, IA 50644-2812

10.4 miles away

NATIONS FINANCIAL GROUP, INC.

305 Enterprise Dr.
Independence, IA 50644

10.4 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

231 FIRST ST E
INDEPENDENCE, IA 50644

10.5 miles away

NATIONS FINANCIAL GROUP, INC.

230 1st St. E
Independence, IA 50644

10.5 miles away

EDWARD JONES

204 South 12th St
MANCHESTER, IA 52057-2130

EDWARD JONES

805 1st Street W
Independence, IA 50644

EDWARD JONES

2300 SWAN LAKE BLVD STE 203
INDEPENDENCE, IA 50644-9708

11.8 miles away

OSAIC WEALTH, INC.

118 W MAIN ST STE 6
MANCHESTER, IA 52057

11.9 miles away

OSAIC WEALTH, INC.

208 N. FRANKLIN ST.
MANCHESTER, IA 52057

AVANTAX PLANNING PARTNERS, INC.

217 NORTH FRANKLIN
MANCHESTER, IA 52057

EDWARD JONES

124 E FAYETTE ST
MANCHESTER, IA 52057

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

201 E Main St
Manchester, IA 52057

OSAIC WEALTH, INC.

1106 220th ST
JESUP, IA 50648

INNOVATIVE WEALTH MANAGEMENT, LLC

960 6TH STREET SUITE 1
JESUP, IA 50648

19.2 miles away

EDWARD JONES

20 1st Ave NE
OELWEIN, IA 50662-0000

19.4 miles away

CETERA INVESTMENT ADVISERS LLC

7 E CHARLES STREET
OELWEIN, IA 50662

19.4 miles away

OSAIC WEALTH, INC.

903 N. FREDERICK AVENUE
OELWEIN, IA 50662

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

NATIONS FINANCIAL GROUP, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

OSAIC WEALTH, INC.

AVANTAX PLANNING PARTNERS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

INNOVATIVE WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

Investors

Nicholas Dale Dennie

TIMOTHY JAMES REED

MARK ALAN GEERTSMA

MARISSA KAY QUANDAHL

MIKEL DOUGLAS MARKEY

Deon David Cleveland

Harley Ryan Nelson

JOSEPH THOMAS TREWIN

OWEN MICHAEL TEW

Heather Michelle Cox

Angela Sue Rave

Mark Jacob McGarvey

JENNIFER LEE KRITZ

LEO KENNETH MONAGHAN

ANTHONY JOHN MONAGHAN

ALAN EMERSON KELTNER

Gretchen Kay Walter

TAMMY LYNN Feldmann Kelchen

ADAM DEAN STEENBLOCK

ZACHARY ALLEN KNUTSON

KIMBERLY LYNN HOFFMANN

Christian Bradley Solsma

Katherine Marie Solsma Bell

Curt John Solsma

GERALD LEE BUHR

NEIL KEITH WILKINSON

KOLE DOUGLAS JOHNSON

JUSTIN MATTHEW SHAFFER

Within 25 miles of Winthrop, IA, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $2.50T in combined regulatory AUM across 388,330 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 Winthrop

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM 8 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM