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Best financial advisors in Coolidge, KS

Registered advisers within 50 miles of Coolidge, KS.

Offices
6
Firms
5
Combined AUM
$1.91T
Firm-wide filings, not assets booked only here
Clients
115K
114,972 clients when Item 5C has a number
Avg / client
$16.6M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Michael Thomas Beard
ANNA M CARERE
Melissa Jane Bower
MONTY LEE COEN
BRENNA RACHEL CHENOWETH
ZEBADIAH STUART HARVEY
Lloyd W Hickok
Marcia Annette Swann

Within 50 miles of Coolidge, KS, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $1.91T in combined regulatory AUM across 114,972 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 Coolidge

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM