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Best financial advisors in Birmingham, MO

Registered advisers within 25 miles of Birmingham, MO.

Offices
946
Firms
344
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,175,559 clients when Item 5C has a number
Avg / client
$7.74M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
COPPER FINANCIAL
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Houston Richards
Philip Michael Snodgrass
Jeffrey Ryan Hill
Michelle Elizabeth Jarvis
Andrew Powell
Aaron Lewis Stubblefield
Daniel Thomas Wilkes
James Dwain Smith
Nicolas Vasquez
Suzanne E Wallace
CYNTHIA MARIE Davidson
LESLEY SUZANNE SIEGFRIED
Gary Eldridge
JACOB BRIAN WEDEKIND
JENNIFER REHNEA MCLAUGHLIN
Joshua T Svoboda
Melanie Kay Roark
NEDRA ELEANOR MITCHELL
Aaron James Hill
DAVID CLEMENT POSKIN
AARON MATTHEW HILL
Timothy Duane Sindt
Darin Keith Bahm
ADAM DANIEL SCHWERY
Gregory L Brummitt
Cole Williams
Brett Gregory Clemens
JAMES GEORGE WITKOWSKI
Austin White
Joshua K Graham
DUSTIN MATTHEW GREEN
John Benjamin Blanton
James Kent Wyllie
DEWANDA NICHOLE LACY
James Francis Mancuso
Crosby Coats
Melinda J Byrd

Within 25 miles of Birmingham, MO, Best Investors lists 344 registered investment advisory firms with 946 offices nearby, managing about $16.8T in combined regulatory AUM across 2,175,559 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 Birmingham

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