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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

ASPEN WEALTH MANAGEMENT, INC.
EDWARD JONES
OSAIC WEALTH, INC.
KEDREC LLC
CLEARPATH WEALTH MANAGEMENT, L.C.
STATE LINE WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CREATIVEONE WEALTH, LLC
LPL ENTERPRISE, LLC
ASPYRE WEALTH PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

TREVOR KYLE HOLSINGER
TAVIS CRAIG HOLSINGER
STEPHEN JAMES SMALL
John Reed Nixon
Jeremy Duane
JEFFREY GERARD MEYERS
MICHAEL BRIAN DECKER
KEITH DUANE HANSON
MEGHAN DEANN HEIN
CORY LYNN LAGERSTROM
STEPHEN WESLEY BRIMACOMBE
Reisha Sickel
TIMOTHY EDWARDS LANZ
Eric Vonndale McTye
JAMES D HEENEY
Susan Elizabeth Geiersbach
Melissa Joy Myers
Jamie Lynne Disterhaupt
JAMES ALAN STANZIOLA
SCOTT RUSSELL HERZ
JERRY LEON PERFECT
RANDALL DAVID JOHNSON
MICHELLE LEIGH POSTON
ZACHARY NICHOLAS DISETTE
Claire Elizabeth Vallejo
TIMOTHY BLAINE DISETTE
BROOK STEVEN DEAVER
KEITH WADE CARPENTER
TAMMY SUE TETZLAFF
MICHAEL JAMES ORNDORFF
Adam Cooper Hutsell
BRIAN DANIEL FRANCIS
Andrew John Heffernon
Samuel Herbert DiSette
Brennan Masterson
Joshua Schmalz
Trisha McClanahan
JACK EVANS
ALEC PETER HOOVER
Blake E Workman
JAIME L. ROGERS
VANESSA ANN TAYLOR
Neal Mihir Gudiseva
DAVID GREGORY PACER
Brett Clark
RAY DARBY EVANS
Brad J Richardson
Bradley Kennon Zinn
Daniel Schneider
BRIAN WILLIAM HARROLD
NATE MICHAEL GEIST
Joseph Wayne Hoglund
JEREMY MATTHEW SANDLER
ADAM JAMES MADDOX
MARGARET JEAN SWORDS
JOSHUA AARON BAKER
Bryan Stephen Buczek
Brian Christopher Rees
DUSTIN SPEARS
BRETT ARTHUR BANKS
Evan Dalton Ryan
Caleb Banegas
LUCAS JAMES BUCL
MELISSA DAWN RYAN
JESSI LYN Chadd
JONI KAY LINDQUIST
JOSLYN R BOYD
Connor Brooks Anderson
Angelina Hope Schuman
STEWART SOLOMON KOESTEN
JAMES ANTHONY POWERS
DENNIS MICHAEL SPRATT
KEVIN PATRICK CONNOR
MICHAEL WYNN POPP
JEFFREY ALAN NELSON
CHARLES CALVIN DIERKS
DAVID FRANK LOFTUS
Tracy Kay Kunkel
Mark W Wilkes

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