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Best financial advisors in Bogard, MO

Registered advisers within 25 miles of Bogard, MO.

Offices
6
Firms
4
Combined AUM
$1.41T
Firm-wide filings, not assets booked only here
Clients
34.6K
34,619 clients when Item 5C has a number
Avg / client
$40.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
IHT WEALTH MANAGEMENT LLC
LOMBARD ADVISERS INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jeffrey David Adams
Brittany K Shiflett
Kayla Renee Massie
Mark Thomas Harrison
CARRIE LYNN BUSSE
Kendra Michelle Nolte
Katie Lynn Chaney
TERRY LYNN NIBARGER
BRIAN DOUGLAS UPTON

Within 25 miles of Bogard, MO, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $1.41T in combined regulatory AUM across 34,619 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 Bogard

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 IHT WEALTH MANAGEMENT LLC 326 clients · 158 advisers $9.80B AUM 4 LOMBARD ADVISERS INCORPORATED 33 advisers $670M AUM