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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

LARSON CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CORNERSTONE WEALTH MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EDWARD JONES
LARSON FINANCIAL GROUP, LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ACROPOLIS INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Alyssa Johnson
JUSTIN STEVEN BROWN
JOSEPH GORDON SCHNITZLER
TODD JOSEPH KRENTZ
Gordon Peter Schnitzler
DAVID ANTHONY WATSON
WILLIAM SAM KALLAOS
JOSEPH ALAN PESNELL
JANELLE ILENE CORRENTI
Lori Ann Porcelli-Plescia
Elaine Michelle Howard
Kyle Robert Bush
GEORGE JOSEPH SIMON
Kristin Diane Sullivan
Thomas Gerard Reis
David Loke Terry
WAYNE L RECTOR
BONHAM EDWIN FREEMAN
Jeremiah George Dellas
MAUREEN F Flanagan
KEITH ANDREW ADAMS
DENISE LOUISE REED
BENJAMIN THOMAS HAYMART
OMAR MOHAMMED HUSSAIN BAIG
Sandra Marie Manker
BENJAMIN JAMES RISTER
STACIE RENEE BROST
MINJUNG SON
ROBERT J. SCHRAMM
DANNELLE DYAN WARD
RYAN R. CRAFT
MICHAEL TIMOTHY LISSNER
DAVID BAKER OTT
CHRISTOPHER BART LISSNER
HALINA JOZEFA CONTI
Daniel Joseph Stegall
RODNEY ADAM SCHMITZ
CHRISTINA LOUISE MEYER
PAUL JOSEPH LIBERATORE
MARK JOHN STEGMANN
ALICIA DAWN ROSS
Courtney Mowen Wright
JOSEPH ANDREW ROSENBAUM
GARY DOUGLAS KULIK
EDWARD D CAMPBELL
DENNIS JAY PERSKY
BARRY WAYNE JATEFF
FRANZ MICHAEL BARRESI
TODD MICHAEL FRATTURA
JOSHUA DAVID WRIGHT
Richard Alexander Espenschied
Michael Stagoski
Nicholas Patrick Davis

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