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Best financial advisors in Mason City, IL

Registered advisers within 25 miles of Mason City, IL.

Offices
29
Firms
9
Combined AUM
$2.18T
Firm-wide filings, not assets booked only here
Clients
263K
263,414 clients when Item 5C has a number
Avg / client
$8.27M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MIDWESTERN SECURITIES TRADING COMPANY, LLC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
PACESETTER FINANCIAL GROUP, L.L.C.

Investors

SPENCER PRICE CUNNINGHAM
TY A TUREK
Julie Wankel
SARA ELIZABETH FREITAG
Salvatore Pollice
JOSHUA EDWARD PETERSON
JASON FREDERICK STADSHOLT
Ashlee N VanEtten
Michael Reed
Terry l Schultz
ANDREW THOMAS FELIX
KATHRYN BRIDGET SCHNEIDER
Nathaniel J Cundiff
BRADLEY EUGENE NEAL
NATHANIEL B NEAL
STACY TEDRICK
GENEVIEVE C NEAL
TARYN LYNN OLSZEWSKI
James R. Sparrow
Christine Short
KRISTEN ROSE MINDER LANNING
Timothy Ross Bacus
ANDREW MICHAEL FITZPATRICK
Connor James Koberlein
CLARENCE BARNEY
Franklin B Wade
JENIFER ROSE SELLERS
Wendell Barrett Sheeley
Phillip Anthony Cox
Lucas Ryne Turner

Within 25 miles of Mason City, IL, Best Investors lists 9 registered investment advisory firms with 29 offices nearby, managing about $2.18T in combined regulatory AUM across 263,414 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 Mason City

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 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 MIDWESTERN SECURITIES TRADING CO.,LLC 56 advisers $1.98B AUM 8 PACESETTER FINANCIAL GROUP, L.L.C. 2 clients · 4 advisers $170M AUM