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Best financial advisors in Berkeley, MO

Registered advisers within 25 miles of Berkeley, MO.

Offices
1,243
Firms
364
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,286,619 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

ASCENSION VENTURES
ASCENSION INVESTMENT MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
VIRTUS FINANCIAL GROUP
B.E.S.T. WEALTH MANAGEMENT LLC

Investors

Drew R Carter
Daniel Schubert
Eric J Tucker
Courtney Bond Walters
CRAIG DONALD STEWART
Pamela Yvonne Sutterer
Stephen J Sutterer
Gary Robert Meyer
Brendan Matthew Byers
Harsh Patel
Ronald Brian Faintich
Marveena Miller
Joseph Robert Meyer
Madison Sinclair Smith
KATHRINE CHARLENE THURSTON
Thomas John O'Donnell
Craig Alan Kleinlein
Kathrine L Gatewood
Russell Alan Gatewood
Elaine K Gatewood
GEORGE EDWARD HAMILTON
RACHEL NICOLE BETLACH
Andrew Mitchell Hall
GREGORY RONALD FAHRENKRUG
Kerri Marie Elson
TYLER JAMES PAUL WREZINSKI
BRAD EARL SCOTT TINNON
DANIEL J BERG

Within 25 miles of Berkeley, MO, Best Investors lists 364 registered investment advisory firms with 1,243 offices nearby, managing about $17.5T in combined regulatory AUM across 3,286,619 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 Berkeley

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