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Best financial advisors in Climax, KS

Registered advisers within 50 miles of Climax, KS.

Offices
22
Firms
9
Combined AUM
$3.16T
Firm-wide filings, not assets booked only here
Clients
425K
425,228 clients when Item 5C has a number
Avg / client
$7.42M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Wilfredo Blanco-Diaz
MIKE C SPENCER
TYLER GRANT DAVIDSON
JONATHAN JOSEPH TWIDWELL
Erica Martee Tipton
JAMES CHRISTOPHER SEXTON
Jeffrey Adam Christensen
Brett S Mohr
Leann Eileen Nickel
VALERIE LYNN BEAN
David Andrew Wilson
Hayden Michael Pierce
Gage Thayer Hiebert
James Reece Dye
Matthew Steven Ysusi
Gregg Stewart Webster
Gavin Webster
Kendall Rae Carroll
BRET LEE ROLLINS
SHANNON SUE HETTENBACH
Thurston Warren Thies
Sara DeeAnna Schmidt
Joel Lynn Yourdon
Stacy Lynn Hicks
Tonya Gale Brutchin
Tristyn Lane Westhoff
Chad Allen Boaz

Within 50 miles of Climax, KS, Best Investors lists 9 registered investment advisory firms with 22 offices nearby, managing about $3.16T in combined regulatory AUM across 425,228 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 Climax

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 IHT WEALTH MANAGEMENT LLC 326 clients · 158 advisers $9.80B AUM