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Best financial advisors in Bernie, MO

Registered advisers within 25 miles of Bernie, MO.

Offices
13
Firms
7
Combined AUM
$2.24T
Firm-wide filings, not assets booked only here
Clients
331K
331,185 clients when Item 5C has a number
Avg / client
$6.77M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BAGBY WEALTH MANAGEMENT
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COFFMAN WEALTH ADVISORS, LLC

Investors

MATTHEW DARREN STEWARD
Matt Eli Myers
JERRY MICHAEL BAGBY
Madison Leslie Fridley
Austin Douglas Fridley
Benjamin Taylor-Jordan Worley
Robert Eugene Monroe
Allie Elizabeth Rowland
CHRISTOPHER TODD BRANNAN
EDDY ANSON JUSTICE
KEVIN GERARD HENDERSON
ROBERT JOSEPH WHELAN
DAIREL LAVERN DENTON
MEREDITH LYNNE RINES
Brian Douglas Taylor
REBECCA SUE KESTER
THOMAS GERARD MURPHY
THOMAS FOSTER MENGEL
Jordan C Worley
BETSY MAYS

Within 25 miles of Bernie, MO, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.24T in combined regulatory AUM across 331,185 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 Bernie

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 BAGBY WEALTH MANAGEMENT 2 advisers $46.7M AUM 7 COFFMAN WEALTH ADVISORS, LLC 2 advisers $477.0K AUM