Best Investors Account Sign in

Best financial advisors in Potwin, KS

Registered advisers within 25 miles of Potwin, KS.

Offices
150
Firms
56
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,472,371 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
IHT WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
APD FUND MANAGER LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Hayden Michael Pierce
Gage Thayer Hiebert
James Reece Dye
David Andrew Wilson
Jeffrey Adam Christensen
Brett S Mohr
TYLER GRANT DAVIDSON
JONATHAN JOSEPH TWIDWELL
VALERIE LYNN BEAN
Leann Eileen Nickel
Erica Martee Tipton
JAMES CHRISTOPHER SEXTON
MIKE C SPENCER
Wilfredo Blanco-Diaz
SHANNON SUE HETTENBACH
Ryan Nelson Bippert
Joel Lynn Yourdon
Stacy Lynn Hicks
Matthew Jay Goering
KEVIN JAY GOERING
Christian Anne Koontz
Thurston Warren Thies
Sara DeeAnna Schmidt
KEVIN MICHAEL SHIELDS
CHRISTOPHER JAMES MCGILL

Within 25 miles of Potwin, KS, Best Investors lists 56 registered investment advisory firms with 150 offices nearby, managing about $11.5T in combined regulatory AUM across 2,472,371 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 Potwin

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM