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Best financial advisors in Avalon, MO

Registered advisers within 25 miles of Avalon, MO.

Offices
8
Firms
6
Combined AUM
$1.45T
Firm-wide filings, not assets booked only here
Clients
41.3K
41,281 clients when Item 5C has a number
Avg / client
$35.1M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LOMBARD ADVISERS INCORPORATED
IHT WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
EAGLE STRATEGIES LLC

Investors

Katie Lynn Chaney
TERRY LYNN NIBARGER
BRIAN DOUGLAS UPTON
Kendra Michelle Nolte
CARRIE LYNN BUSSE
Kayla Renee Massie
Mark Thomas Harrison
Brittany K Shiflett
Bradley Wade Peters
Aaron Michael Hall
Johnathan Taylor Bell
MICHAEL RAY BROWN

Within 25 miles of Avalon, MO, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $1.45T in combined regulatory AUM across 41,281 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 Avalon

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 4 IHT WEALTH MANAGEMENT LLC 326 clients · 158 advisers $9.80B AUM 5 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 6 LOMBARD ADVISERS INCORPORATED 33 advisers $670M AUM