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Best financial advisors in Branch, MO

Registered advisers within 25 miles of Branch, MO.

Offices
13
Firms
9
Combined AUM
$2.13T
Firm-wide filings, not assets booked only here
Clients
252K
251,760 clients when Item 5C has a number
Avg / client
$8.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORNERSTONE WEALTH MANAGEMENT, LLC
USA FINANCIAL SECURITIES LLC
AUSDAL FINANCIAL PARTNERS, INC.
CWM, LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

CHAD ERIC LEWIS
MARSHA LEE GULLEDGE
Ann Cheryl Frigon
LAURA GAIL KEIM
NATHAN Paul MORSE
Kiersten Crum
Cale Ryan Bentley
MARK DAVID HOUSE
ADAM JAMES MAHER
Reece Michael Waters
DREW Harvey SCHLIPMAN
Anthony Eugene Reahr
JOSEPH JOHN HARTMAN
TIMOTHY JAMES KERTZ
ROBERT CLINTON LANDRUM
KAMMERON RENEE HIBDON
Dylan Mason
CLAYTON D BENTZEN
Aubrey Rene Johnson
Jeffrey B Myers
Rose Marie Childers
Jeremy R Miller

Within 25 miles of Branch, MO, Best Investors lists 9 registered investment advisory firms with 13 offices nearby, managing about $2.13T in combined regulatory AUM across 251,760 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 Branch

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 4 CWM, LLC 248 clients · 642 advisers $50.6B AUM 5 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 CORNERSTONE WEALTH MANAGEMENT, LLC 4 clients · 83 advisers $4.93B AUM 8 AUSDAL FINANCIAL PARTNERS, INC. 665 clients · 192 advisers $3.73B AUM