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Best financial advisors in Fillmore, MO

Registered advisers within 25 miles of Fillmore, MO.

Offices
35
Firms
17
Combined AUM
$2.97T
Firm-wide filings, not assets booked only here
Clients
426K
426,431 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GREATER THAN FINANCIAL
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CWM, LLC
FAMILY INVESTMENT CENTER
CREATIVEONE SECURITIES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
INTEGRATED WEALTH CONCEPTS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
IHT WEALTH MANAGEMENT LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Jason John Sarsany
DONOVAN JORDAN BROOKS
GREGORY ROBERT PARGAS
ANDREW C LOVE
Marcella Kay Hopkins
Mark Kevin Matthews
Willie Woods
Colton Grant Saunders
Cody Guess
JAYMON DAIL MEIKLE
Dalton James Preston
Winston Alan Meyer
THADDUS "DAN" S DANFORD
CHRISTOPHER RAY STIENS
Sidney Michelle Davis
Daniel John Ahl
Christine Denise Danford
THOMAS ALLEN STRANDELL
MICHAEL JOSEPH ALLEGRI
David Andrew Halsell
W SCOTT HINDE
RODNEY COLTON KENAGY
DAVID TIMOTHY RICHMOND
CHARLES WILLIAM HINDE
Tracy Michele Wright
James Wilson Jones
Ryan Elliott Jones
CHRISTIAN DAVID BRYANT
Kelly Ann Petersen
HUNTER RICH
AUSTIN LANCER NOLD
LAURA EILEEN HOLTHAUS
DEREK GIBSON
CODY FRANCIS VAUGHN
Kristopher Ryan Richard Rudel
RYAN MITCHELL HOOK
Kelli M Nelson
James Rodgers Kurz
Scott Norman Nielson
LYLE ERNEST OFFICER
HEIDI RAE LAFAVE
CRAIG LESLIE GRABLE
LEEANN REENTS LEONARD
MICHAEL JOSEPH PORTMAN
COLTEN KORDELL JOSEPH
WILLIAM KERRY AMES

Within 25 miles of Fillmore, MO, Best Investors lists 17 registered investment advisory firms with 35 offices nearby, managing about $2.97T in combined regulatory AUM across 426,431 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 Fillmore

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM