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Best financial advisors in Cape Fair, MO

Registered advisers within 25 miles of Cape Fair, MO.

Offices
30
Firms
10
Combined AUM
$2.90T
Firm-wide filings, not assets booked only here
Clients
516K
515,578 clients when Item 5C has a number
Avg / client
$5.63M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CONVERGENCE FINANCIAL
MML INVESTORS SERVICES, LLC
SAXONY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Investors

Grant Beasley
MAUREEN PATRICIA DARBY
Samuel A Piche
Jeremy Andrew Young
ANDREW JAMES PETERS
Shane Allen Boyd
Matthew Jay Baker
Scott Brian Young
Rob Johns
Cory M Ross
Nathan Carl Zornes
SHAY ROBBINS
Jacob Dean
Ryan Cowell
TERRY SHANE PARKER
DEREK EUGENE BELL
Philip Harris McGregor
Joseph Lennon Boyd
Jeramie Allen Grosenbacher
Amanda Jane Hedrick
Brent Wayne DeRossett
Terri A Copeland
JOHN MICHAEL NANGLE
Ryan Holmes
James H Chrouser
Mitchell Holmes
Quincy Flanagan
Sean Fitzgerald

Within 25 miles of Cape Fair, MO, Best Investors lists 10 registered investment advisory firms with 30 offices nearby, managing about $2.90T in combined regulatory AUM across 515,578 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 Cape Fair

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM