Best financial advisors in Bates City, MO

Registered advisers within 25 miles of Bates City, MO.

Offices

154

Firms

41

Combined AUM

$7.31T

Firm-wide filings, not assets booked only here

Clients

1.53M

1,531,732 clients when Item 5C has a number

Avg / client

$4.77M

Combined AUM ÷ clients

Nearby offices

RISE RETIREMENT, LLC

710 SE THIRD STREET
LEE'S SUMMIT, MO 64063

16.4 miles away

EDWARD JONES

4911 S Arrowhead Dr Suite 315
Independence, MO 64055

16.4 miles away

EDWARD JONES

4911 S ARROWHEAD DR STE 350
INDEPENDENCE, MO 64055

16.4 miles away

EDELMAN FINANCIAL ENGINES

200 NORTHEAST MISSOURI ROAD SUITE 200
LEE'S SUMMIT, MO 64086

16.5 miles away

USA FINANCIAL SECURITIES LLC

200 NE Missouri Road Suite 200
Lee's Summit, MO 64086

16.5 miles away

LPL FINANCIAL LLC

200 NE MISSOURI RD STE 200
LEES SUMMIT, MO 64086

16.5 miles away

LPL FINANCIAL LLC

211 SE GRAND AVE STE B
LEES SUMMIT, MO 64063

16.6 miles away

EDWARD JONES

4731 S COCHISE DR SUITE 204
INDEPENDENCE, MO 64055-6975

16.7 miles away

EDWARD JONES

4731 S COCHISE DR STE 210
INDEPENDENCE, MO 64055

16.7 miles away

ROYAL FUND MANAGEMENT, LLC

306 SE 3rd St
Lees Summit, MO 64063

16.7 miles away

EDWARD JONES

4801 S CLIFF AVE STE 202
INDEPENDENCE, MO 64055

16.7 miles away

LPL FINANCIAL LLC

1741 NE DOUGLAS ST STE 100
LEES SUMMIT, MO 64086

16.7 miles away

EDWARD JONES

4721 S CLIFF AVE STE 204
INDEPENDENCE, MO 64055

16.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1225 NE Douglas St
Lees Summit, MO 64086-4600

16.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1150 NE Douglas St
Lees Summit, MO 64086-4602

16.8 miles away

ALLSTATE FINANCIAL ADVISORS, LLC

210 SE 2nd St
Lees Summit, MO 64063-2750

16.8 miles away

LPL FINANCIAL LLC

18700 E 39TH ST.
INDEPENDENCE, MO 64057

16.8 miles away

EDWARD JONES

3720 ARROWHEAD AVE STE 100
INDEPENDENCE, MO 64057

16.9 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

100 NE Tudor Rd, STE 103
Lee's Summit, MO 64086

16.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

100 NE Tudor Rd Ste 101C
Lee's Summit, MO 64086

16.9 miles away

Firms

RISE RETIREMENT, LLC

EDELMAN FINANCIAL ENGINES

USA FINANCIAL SECURITIES LLC

LPL FINANCIAL LLC

ROYAL FUND MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

Investors

Sara Dawn Stiles

Grant Thomas Stiles

Andrea Nachelle McMillin

KELLY ELIZABETH VAN DEUSEN

Nicholas Andrew Wages

JOSEPH ANTHONY NASTASI

David Douglas Burson

Megan Elizabeth Hammer

Andrew Hearn Hammer

Camden Andrew Sprouse

Jonathan Robert Klassen

Lindsey Christine Marquis

John Patrick Cuddy

KEVIN WAYNE WOOD

Austin Joseph Buck

STEPHEN EUGENE RODEWALD

CAMERON JOSEPH PUMPHREY

GREGORY KEITH MILLER

STEVEN SCOTT STRINGBERG

WILLIAM DAVID JAMES

RODNEY M LOESCH

JAMES BRIAN HALLAM

JEFFREY LYNN AKRIGHT

Kevin Michael Carter

Lakisha Darte Lewis

Cameron Dee-Lunn Pickering

Within 25 miles of Bates City, MO, Best Investors lists 41 registered investment advisory firms with 154 offices nearby, managing about $7.31T in combined regulatory AUM across 1,531,732 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 Bates City

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM