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Best financial advisors in Bourbon, MO

Registered advisers within 25 miles of Bourbon, MO.

Offices
9
Firms
5
Combined AUM
$2.97T
Firm-wide filings, not assets booked only here
Clients
221K
220,604 clients when Item 5C has a number
Avg / client
$13.5M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Mary Ann Tayloe
BRETT DOUGLAS STRAUSER
Jennifer Lynn Aven
Lindsey Kathryn Lawrence
SAMANTHA MARIE HUTTO
JOSHUA JOEL GOODRIDGE
Jason Franklin Mehl
Abigail C Garms
JEAN MARIE WRIGHT
Wilbert Todd Meyer
Angela Lea Momot
LAURIE BAUER ROSE

Within 25 miles of Bourbon, MO, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $2.97T in combined regulatory AUM across 220,604 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 Bourbon

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM