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Best financial advisors in Belton, MO

Registered advisers within 25 miles of Belton, MO.

Offices
858
Firms
331
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,178,485 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
HERITAGE ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
LEXAURUM ADVISORS
LATTICEWORK INVESTMENT MANAGEMENT
COPPER FINANCIAL
COBB WEALTH MANAGEMENT, LLC

Investors

Fred Yonker
Danielle A Yonker
Marsha Sue Clark
Easton James Pierce
Jonathan M Carter
Andrea Marie Dyer
DAVID WAYNE THOMPSON
DUSTIN ANDREW JOHNSON
Jason Edwin Wood
ALAN RAY JONES
JAMES MATTHEW DAVIDSON
Jane Redmond
BRENT RICHARD EWERT
Philip Ray Parke
LARRY B LANGFORD
Joshua Hartman
Jaylin Williams
Richard March
VIRGINIA BOWLING SHIELDS
Bryce Lawten Grahn
KENNETH EDWARD DONNELLY
KRIS ALAN PERSINGER
PETER WELLINGTON HUGHES
ROBERT ALAN WILEY
MICHAEL ALLEN DESANTIS
MATTHEW JAMES TOOLEY
MICHAEL JAY MURKINS
Kyle Michael Harsha
Kelly C Kranstuber
Gary Martin Chidsey
JOSEPH RICHARD HASSEN
KAREN KAY BENEFIEL
JESSE HAMPTON BUNSE
IAN ROBERT YARBERRY
DON SPICER
ANDREW FIRMAN CLARK
Drew Rankin
Travis Davidson
AUGUSTUS JOSEPH KONZ
PRESTON LEE WERTH
Jessica Hartzell
Dainan James Swoope
JEFFREY JAMES COBB

Within 25 miles of Belton, MO, Best Investors lists 331 registered investment advisory firms with 858 offices nearby, managing about $16.9T in combined regulatory AUM across 2,178,485 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 Belton

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