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Best financial advisors in Excelsior Springs, MO

Registered advisers within 25 miles of Excelsior Springs, MO.

Offices
198
Firms
63
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

Firms

EDWARD JONES
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
Clint R Cain
Brian Lee Yarbrough
JOSEPH DONALD EDMONDSON
Gregory Dean Broadbent
BRADLY EDWARD THARP
BRADLY ALLEN BROADBENT
Jeremy Stone
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
Samuel Huet
Christopher Douglas Goodwin
Chase Thomas Keeler
Bradley Alan Schmidt
ANTHONY MICHAEL CASTELLUCCIO
KARI JO THOMANN BEAR
Kyle Allain
Kevin Rhine

Within 25 miles of Excelsior Springs, MO, Best Investors lists 63 registered investment advisory firms with 198 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 Excelsior Springs

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