Advisor directory / Iowa

Financial advisors in Urbandale, IA

134 active registered advisors in Urbandale, IA — part of 3,922 across Iowa.

The largest firms in Urbandale

Ranked by the assets they manage.

  • Morgan Stanley103 advisors · $2.0T
  • Merrill Lynch, Pierce, Fenner & Smith Incorporated48 advisors · $1.8T
  • Strategic Advisers LLC3 advisors · $1.4T
  • Captrust7 advisors · $1.2T
  • Edward Jones470 advisors · $1.0T
  • UBS Financial Services Inc.22 advisors · $916B
  • LPL Financial LLC303 advisors · $819B
  • Invesco Advisers, Inc.2 advisors · $750B
  • Wells Fargo Advisors123 advisors · $671B
  • Ameriprise Financial Services, LLC210 advisors · $660B
  • Raymond James & Associates, Inc.35 advisors · $501B
  • J.P. Morgan Securities LLC9 advisors · $430B

Advisors on file

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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