Best Investors Account Sign in

Best financial advisors in Carrollton, MO

Registered advisers within 25 miles of Carrollton, MO.

Offices
13
Firms
6
Combined AUM
$1.98T
Firm-wide filings, not assets booked only here
Clients
177K
177,445 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
IHT WEALTH MANAGEMENT LLC
&PARTNERS
CETERA INVESTMENT ADVISERS LLC

Investors

Jeffrey David Adams
Anne Kathryn Hisle
Rusty Lee Ream
Brittany K Shiflett
Steven F Bertani
Derrick Krause
Wesley Ryan Beumer
Jarod Wayne Moenkhoff
CODY LEE MOSS
Joshua Nathaniel Dierking
David Allen Reid
Adam Reid
Rick Allan Smith
BRENDA ANN BUHRMESTER
REX H. BUHRMESTER

Within 25 miles of Carrollton, MO, Best Investors lists 6 registered investment advisory firms with 13 offices nearby, managing about $1.98T in combined regulatory AUM across 177,445 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 Carrollton

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 &PARTNERS 535 advisers $30.3B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 IHT WEALTH MANAGEMENT LLC 326 clients · 158 advisers $9.80B AUM