Best financial advisors in Wyman, IA

Registered advisers within 25 miles of Wyman, IA.

Offices

33

Firms

13

Combined AUM

$3.23T

Firm-wide filings, not assets booked only here

Clients

413K

412,613 clients when Item 5C has a number

Avg / client

$7.83M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1255 James Ave
Mt Pleasant, IA 52641

COMMONWEALTH FINANCIAL NETWORK

120 E. Madison Street
Washington, IA 52353

10.2 miles away

EDWARD JONES

120 EAST WASHINGTON
WASHINGTON, IA 52353

10.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

200 S Iowa Ave
Washington, IA 52353-1736

10.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

123 W WASHINGTON ST
WASHINGTON, IA 52353

10.3 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

120 E Main St.
WASHINGTON, IA 52353

10.3 miles away

EDWARD JONES

318 S AVENUE B
WASHINGTON, IA 52353-1707

10.5 miles away

EDWARD JONES

517 HWY 1 SOUTH
WASHINGTON, IA 52353

10.9 miles away

RIA ADVISORY GROUP, LLC

1004 N Lincoln St
Mount Pleasant, IA 52641

15.9 miles away

EDWARD JONES

114 EAST MONROE STREET SUITE 101
MT PLEASANT, IA 52641

16.8 miles away

CREATIVEONE WEALTH, LLC

114 East Monroe St Suite 113
Mt. Pleasant, IA 52641

16.8 miles away

EDWARD JONES

109 South Harrison Street
Mt Pleasant, IA 52641

16.8 miles away

WELLS FARGO CLEARING SERVICES, LLC

101 S CHERRY ST #3
MT. PLEASANT, IA 52641

16.8 miles away

EDWARD JONES

300 WEST WASHINGTON STREET
MT PLEASANT, IA 52641

16.8 miles away

EDWARD JONES

207 East Washington
MT PLEASANT, IA 52641-1908

16.8 miles away

RIA ADVISORY GROUP, LLC

907 E Washington St
Mt Pleasant, IA 52641

16.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

410 S Grand Avenue
Mount Pleasant, IA 52641

17.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

104 Highway 61 N
Wapello, IA 52653-1338

17.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

208 5th St
Kalona, IA 52247

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

208 FIFTH ST
KALONA, IA 52247

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

RIA ADVISORY GROUP, LLC

CREATIVEONE WEALTH, LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

SCOTT LESLIE JOHNSON

MATTHEW LANDON PEOPLES

Jeffrey Alan Knupp

David Carl Bruns

JOHN CHRISTOPHER KORSCHGEN

JEFFREY ALAN ENFIELD

JOSEPH PAUL ADAM

MARTIN WALTER WESTEN

Madelyn Paige Widmer

Trevor Joseph Quigley

Micah Eugene Roberts

Paul Dean Katsion

Whitney Jean Rogers

CHAD ALLEN MCMULLIN

David Duane George

ALAN HOLDEN WEBER

Patricia Louise Morley

Richard Donald Mueller

Erin Corrinne Roberts

BRIAN KEITH JONES

EDDIE EUGENE VINEYARD

BRIAN TODD KELSO

Within 25 miles of Wyman, IA, Best Investors lists 13 registered investment advisory firms with 33 offices nearby, managing about $3.23T in combined regulatory AUM across 412,613 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 Wyman

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM