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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

LPL FINANCIAL LLC
BOULDER INVESTMENT GROUP
CREATIVE FINANCIAL DESIGNS, INC.
FOCUS PARTNERS WEALTH, LLC
EDWARD JONES
COOPER MCMANUS
MIDWEST FINANCIAL GROUP LLC
DEAN CAPITAL MANAGEMENT
ENGAGE WEALTH ADVISORS, LLC
ASPIRE WEALTH MANAGEMENT
AXXCESS WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CREATIVEONE WEALTH, LLC

Investors

Gaven Lee Pinkley
PAUL GERARD WIEDERHOLT
Ethan Criswell Hays
RICKY L BAIN
Kylie Hays
DOUGLAS FRANCIS CLARK
Gregory C Finke
Thomas Douglas Wilson
WILLIAM RYAN SMITH
Christopher Alpers
MATTHEW JOSEPH BLACK
STEPHEN DOUGLAS BLACK
RYAN EDWARD WINRICK
STEVEN DENNIS REICHLE
MITZI NICOLE SWAFFAR
COLE STEPHEN REICHLE
HEATHER RENEE SULLIVAN
Amanda Leah Russell
JON DOERING GRAMS
LEIGHA ANN SHEPARD
RICHARD K RYAN
ALLEN H JOY
STEVEN DONN ROTH
KEVIN ERIC LAUB
Jason Solomon
PATRICK JON KRUMM
DOUGLAS ALLEN LEACH
Caden Chance Barnard
TAYLOR JAMES RICHARDSON
ANDREW JAMES HINRICHS
Todd Anthony Schick
JAMES ANTHONY MILAZZO
JEBTHA C. GRAHAM
VALENCIA LEONETTE SPOONER
CHRISTINA LIVECCHI
THOMAS GRIFFITH WHEELER
JAMIE SUE BOTTS
JOSEPH BRADLEY KUCERA
MATTHEW TODD GELSHEIMER
KRISTEN L. HAAG
MARCIA ROXANE CARY
STEPHANIE SUE CLAY
Mark Mahon
BENJAMIN THOMAS WHEELER
SIMONA ANSCHUTZ
BRANDON JAMES BOTTS
WALLACE HUNTER CAUDILL
STANTON ALFRED SPECKER
JEANETTE ERIKA GECSE HARRIMAN
COURTNEY B LOEHR
FRANK LAWRENCE AGRON
DAVID MORGAN CAUDILL
MICHAEL AUGUST KROENKE
CHRISTOPHER WAYNE PAUL
ZACHARY ROBERT FELZ
NANDAWIN WIN NWE
ADA MARISOL SANABRIA-FLORES
TIN HEAIN KYAW
Thomas T Hughes
JOSEPH DAVID NEAL
MICHAEL LEE TONGA
LINDA SUE MACLEAN
CASEY MICHAEL VENTRILLO
KENNETH DAVID MARKER
LENNY JOSEPH LIPPERT
LEIGH FRITH
ANDREW PAUL CONGLETON
GREGORY THOMAS CORNELIUS

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