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Best financial advisors in Ames, KS

Registered advisers within 25 miles of Ames, KS.

Offices
7
Firms
5
Combined AUM
$2.48T
Firm-wide filings, not assets booked only here
Clients
268K
268,171 clients when Item 5C has a number
Avg / client
$9.25M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STRATEGIC ASSET MANAGEMENT, LLC

Investors

Linsay Ruth VanMeter
JAMI LOUISE STRECKER
Austin Mark Graham
JESSE WILSON POUNDS
LUKE GARRET MALONE
BRADLEY ROBERT BOYER
Zachary Hayes Brzon
BRENT DUANE SCOTT

Within 25 miles of Ames, KS, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $2.48T in combined regulatory AUM across 268,171 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 Ames

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STRATEGIC ASSET MANAGEMENT, LLC 259 clients · 2 advisers $35.6M AUM