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Best financial advisors in Copeland, KS

Registered advisers within 50 miles of Copeland, KS.

Offices
33
Firms
14
Combined AUM
$4.17T
Firm-wide filings, not assets booked only here
Clients
473K
472,898 clients when Item 5C has a number
Avg / client
$8.83M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PINION WEALTH MANAGEMENT, LLC
EDWARD JONES
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ROGER KENT RATLIFF
ANTHONY SHANE BELL
Travis Matthew Neidig
William Tyler Stubenhofer
DIANA LYNNE FARR
Trey Fankhouser
JAMES MICHAEL HILL
DALLAS COY CLEMENS
Stacy Trout
RENEE LEE CRITTENDEN
GRANT STEVEN ELPERS
KYLE ALAN HERRMAN
ANGELA LYNN BORDEWICK
RICHARD DIXON MCNAUGHT
Jeffrey Dean Weeast
MICKEY J HUNTER
Bradley Keith Kolowski
McKensie Hood
Sarah L Miller
Marcia Annette Swann
Lloyd W Hickok
Colby Weston Martin
BRAD ALAN LOCK
Thomas Casey Mein
Andrew Troy Skinner

Within 50 miles of Copeland, KS, Best Investors lists 14 registered investment advisory firms with 33 offices nearby, managing about $4.17T in combined regulatory AUM across 472,898 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 Copeland

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM