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Best financial advisors in Ft Osage, MO

Registered advisers within 25 miles of Ft Osage, MO.

Offices
335
Firms
126
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
1.99M
1,988,325 clients when Item 5C has a number
Avg / client
$5.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
PARADIGM WEALTH HOLDINGS, LLC
COPPER FINANCIAL
ARVEST WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BANKERS LIFE ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TAX FAVORED RETIREMENT
UNITED ADVISORS AMERICA

Investors

Mark Joseph Guelich
Robert Lee Marchert
DAVID WALTER STANGOHR
Jordan Nicole Rehagen
ANDREW NEIL GOOS
DANIEL WAYNE FORGY
BRADLEY DEAN SEE
JAMES BRIAN HALLAM
JEFFREY LYNN AKRIGHT
Andrew Burton Moore
THOMAS CLARK WOOD
Lakisha Darte Lewis
Cameron Dee-Lunn Pickering
Brandon Alan Yocum
Matthew Jorgenson
BEAU BILLINGS CRAWFORD
THEODORE PEREZ
ANDREW P SURBER
Douglas Waldo Garrett
George Neilson Koepp
JULIE ANNE BUCKNER
Hannah Caroline Osland
BRIAN C LAMONE
DANIEL JOSEPH ESSELMAN
Kenneth Wesley Lineberry
Lauren Haylee Berry

Within 25 miles of Ft Osage, MO, Best Investors lists 126 registered investment advisory firms with 335 offices nearby, managing about $11.2T in combined regulatory AUM across 1,988,325 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 Ft Osage

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM