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Best financial advisors in Athens, MO

Registered advisers within 25 miles of Athens, MO.

Offices
14
Firms
7
Combined AUM
$2.09T
Firm-wide filings, not assets booked only here
Clients
246K
245,944 clients when Item 5C has a number
Avg / client
$8.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MOORS & CABOT, INC.
INTEGRITY ALLIANCE, LLC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

Kyle Stephen Keck
John Matthew Dunlap
Dustin Patrick Overberg
Gregory James Fleming
TRACY MARIE PARKS
Nicholas Anthony Profeta
ROBERT EDWARD KELLY
Daniel Robert Krueger
CORY JAMES WATSON
Adrian Rafael Schmidt
CAREN DENISE BOATMAN
AMANDA COOK WEBB
JESSICA NICOLE Sutcliffe
Melissa Anne Derr
Corey Michael Kelch
JOEL SPENCER BOBB
TERESA ROSE WELLINGTON
Amos Matthew Stovall
JANICE SUSAN TOWNE
Anthony B Fullenkamp
Parker Denning
WALTER RAY STEPHENS III
SARA J HENNIGAR
Rachel L Conrad
JESSICA ANN SHILLINGTON

Within 25 miles of Athens, MO, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $2.09T in combined regulatory AUM across 245,944 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 Athens

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM 7 MOORS & CABOT, INC 10 clients · 87 advisers $3.44B AUM