Best Investors Account Sign in

Best financial advisors in Belmont, KS

Registered advisers within 25 miles of Belmont, KS.

Offices
4
Firms
4
Combined AUM
$1.42T
Firm-wide filings, not assets booked only here
Clients
34.3K
34,293 clients when Item 5C has a number
Avg / client
$41.3M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
QED WEALTH SOLUTIONS

Investors

JONATHAN LEE WOLLEN
Christopher John Huhman
Madelyn Victoria Pickering
Jorge Arturo Delgado Diaz
Tyler John Meyer

Within 25 miles of Belmont, KS, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.42T in combined regulatory AUM across 34,293 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 Belmont

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 QED WEALTH SOLUTIONS 1 advisers $21.5M AUM