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Best financial advisors in Bolivar, MO

Registered advisers within 25 miles of Bolivar, MO.

Offices
13
Firms
7
Combined AUM
$2.34T
Firm-wide filings, not assets booked only here
Clients
302K
302,484 clients when Item 5C has a number
Avg / client
$7.73M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
LPL FINANCIAL LLC
STERLING INVESTMENT ADVISORS,LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC

Investors

GRANT GLOR
Nancy Jean Erickson
Paul Folbre
Belinda L Rogers
Krista Ann Banks
JAMES GATLIN JONES
TROY DEAN BETHARDS
Tara Elizabeth Parson
CHARLES MICHAEL CAMPBELL
Aubrey Rene Johnson
Jeremy M Fowler
CHESTER DEAN CORNELISON
Richard Carl Stenberg
DAVID GEORGE ANTALICK
CATHY JANE CLIFT

Within 25 miles of Bolivar, MO, Best Investors lists 7 registered investment advisory firms with 13 offices nearby, managing about $2.34T in combined regulatory AUM across 302,484 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 Bolivar

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 SPC 4,483 clients · 490 advisers $6.10B AUM 7 STERLING INVESTMENT ADVISORS,LLC 3 advisers $229M AUM