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Best financial advisors in De Soto, KS

Registered advisers within 25 miles of De Soto, KS.

Offices
825
Firms
338
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,178,899 clients when Item 5C has a number
Avg / client
$7.82M
Combined AUM ÷ clients

Nearby offices

Firms

CLEARPATH WEALTH MANAGEMENT, L.C.
ASPEN WEALTH MANAGEMENT, INC.
EDWARD JONES
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
SOUND INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SOUND STEWARDSHIP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PARAGON CAPITAL MANAGEMENT LLC
CREATIVEONE WEALTH, LLC
DEMARCHE
EDELMAN FINANCIAL ENGINES

Investors

TIMOTHY EDWARDS LANZ
TREVOR KYLE HOLSINGER
TAVIS CRAIG HOLSINGER
STEPHEN JAMES SMALL
John Reed Nixon
Jeremy Duane
JEFFREY GERARD MEYERS
NOEL COLIN ROACH
Dylan Peter Roach
JENNIFER LANE SIGLER
Jessica Raye Long
RICHARD SCOTT KAUFMANN
MICHAEL JOSEPH CAJTHAML
David Christian Chavez
BENJAMIN LEE BUETHE
MATTHEW JOHNNE SYVERSON
JONATHAN DAVID HARRISON
DEREK R HENSLEY
Jordan Adam Smith
Joshua Richard Spradling
AMBRA SUE LEIBACH
KRISTIN KAY SCHROEDER
JOEL VERNON REIMER
David Andrew Iannetto
JAMES CHARLES STATHIS
MATTHEW DOUGLAS PRIEST
Pieter Deran Tenbroek
CRAIG BARTON NOVORR
Brady James Hogan
RICHARD EDWARD HEIDEMANN
Daniel Xavier Green
GUERRY C HARRIS
EUGENE RONALD PAL
SHANNON N YARBROUGH
NILY LEVY
Tyler Novorr
AMY MARIE ROBERTS
Mark A Andes
ADAM J STRUMPF
DONALD H LENNARD
JAMES FREDERICK DYKSTAL
MARTIN JOSEPH DOROW
RYAN MICHAEL PICKERT
MARGARET ELIZABETH VANWAGONER
DAVID ANGUS DICKENS
WILLIAM ASHER LANE
DYLAN MCKINNON WILKINSON
JEFFREY GARTH CRAM
KELLI K SMITH
MICHAEL EMORY CHOATE
DARRIN RICHARD WOLFF
WILLIAM COOKE TRACY
DAVID MARTIN MEINZENBACH
ASHLEY PATRICIA DECKER
CHRISTOPHER EDWARD ZIOLA
JAMES FRANCIS CONNELLY

Within 25 miles of De Soto, KS, Best Investors lists 338 registered investment advisory firms with 825 offices nearby, managing about $17.0T in combined regulatory AUM across 2,178,899 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 De Soto

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM