Best financial advisors in Ex Sprgs, MO

Registered advisers within 25 miles of Ex Sprgs, MO.

Offices

196

Firms

61

Combined AUM

$6.00T

Firm-wide filings, not assets booked only here

Clients

1.22M

1,217,892 clients when Item 5C has a number

Avg / client

$4.93M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

133 CROWN HILL RD
EXCELSIOR SPRINGS, MO 64024

EDWARD JONES

134 CROWN HILL RD
EXCELSIOR SPRINGS, MO 64024-1655

STATE FARM INVESTMENT MANAGEMENT CORP.

1024 N Jesse James Rd
Excelsior Springs, MO 64024

LPL FINANCIAL LLC

1600 RAINBOW BLVD
EXCELSIOR SPRINGS, MO 64024

EDWARD JONES

2400 VINTAGE COURT
EXCELSIOR SPRINGS, MO 64024

EDWARD JONES

409 N PENNSYLVANIA
LAWSON, MO 64062

STATE FARM INVESTMENT MANAGEMENT CORP.

101 W 3rd St
Kearney, MO 64060

EDWARD JONES

215 S PLATTE CLAY WAY STE A
KEARNEY, MO 64060

THE JAMISON EDWARD GROUP

302 S. PLATTE-CLAY WAY SUITE 204
KEARNEY, MO 64060

PARADIGM WEALTH HOLDINGS, LLC

351 WEST WASHINGTON ST
KEARNEY, MO 64060

STATE FARM INVESTMENT MANAGEMENT CORP.

751 Watson Drive Ste D
KEARNEY, MO 64060

OSAIC WEALTH, INC.

2 N MAIN SUITE E
LIBERTY, MO 64068

11.8 miles away

SNIDER TALBOT FINANCIAL PLANNING LLC

12 WEST KANSAS STREET SUITE D
LIBERTY, MO 64068-2319

11.8 miles away

WHITE SAND WEALTH MANAGEMENT

131 S WATER STREET
LIBERTY, MO 64068

11.8 miles away

EDWARD JONES

24 S MAIN ST STE 202
LIBERTY, MO 64068

11.8 miles away

EDWARD JONES

249 W MILL ST SUITE 103
LIBERTY, MO 64068

FIRST CLASS CAPITAL

221 N JEFFERSON AVE
LIBERTY, MO 64068

12.1 miles away

CONTINUUM ADVISORY, LLC

126 Westwoods Drive
Liberty, MO 64068

12.3 miles away

LPL FINANCIAL LLC

38 WESTWOODS DRIVE SUITE B
LIBERTY, MO 64068

12.5 miles away

EDWARD JONES

32 Westwoods Dr
LIBERTY, MO 64068-3519

12.5 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

THE JAMISON EDWARD GROUP

PARADIGM WEALTH HOLDINGS, LLC

OSAIC WEALTH, INC.

SNIDER TALBOT FINANCIAL PLANNING LLC

WHITE SAND WEALTH MANAGEMENT

FIRST CLASS CAPITAL

CONTINUUM ADVISORY, LLC

Investors

Tracey L Richard

Brian Lee Yarbrough

JOSEPH DONALD EDMONDSON

Gregory Dean Broadbent

BRADLY EDWARD THARP

BRADLY ALLEN BROADBENT

Michael Justin Persell

Stella Ann Spiking

Mark Joseph Guelich

Robert Lee Marchert

LEE EDWARD TAYLOR

JULIA BETH NEWTON

Ryan JAMES Bargfrede

TRACY LEANN Tucker

PAUL ANDREW RICHARDS

Tomas Larry Jacobsen

JAMES STEPHEN WERNER

Kelly Lynn Kariker

JOEL KEVIN HUET

KAREN KRISTY BURRIS

Christopher Douglas Goodwin

Chase Thomas Keeler

Bradley Alan Schmidt

ANTHONY MICHAEL CASTELLUCCIO

KARI JO THOMANN BEAR

Within 25 miles of Ex Sprgs, MO, Best Investors lists 61 registered investment advisory firms with 196 offices nearby, managing about $6.00T in combined regulatory AUM across 1,217,892 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 Ex Sprgs

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM