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Best financial advisors in Exeter, MO

Registered advisers within 25 miles of Exeter, MO.

Offices
40
Firms
18
Combined AUM
$2.85T
Firm-wide filings, not assets booked only here
Clients
330K
330,199 clients when Item 5C has a number
Avg / client
$8.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
ARVEST WEALTH MANAGEMENT
UNITING WEALTH PARTNERS
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTY THREE EIGHTEEN ADVISORS, LLC
DO WEALTH DIFFERENT

Investors

Shane Allen Boyd
ANDREW JAMES PETERS
Brett Thomas Jones
BRAD DUSTIN HILL
Nicole L. Weber
Madeleine G Miller
James Richard Haston
JAMES EARL REED
BENJAMIN TITUS LANEY
Christopher Donovan
Clayton Wade Borengasser
ARTHUR STEPHEN GIBBS
Jared McDonald
ALICIA S MOORE
Cody Eugene Hughes
Jason Lee Bennett
RANDALL WAYNE ROEBUCK
RICKY DON JONES
KENNETH LEROY KENDALL
CLAYTON L GUTHRIE
AMANDA JANE ROLAND
Todd Cameron La Porte
JACK MELTON PARKS
Jessica Rose Hillman

Within 25 miles of Exeter, MO, Best Investors lists 18 registered investment advisory firms with 40 offices nearby, managing about $2.85T in combined regulatory AUM across 330,199 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 Exeter

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM