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Best financial advisors in Fountain N Lakes, MO

Registered advisers within 25 miles of Fountain N Lakes, MO.

Offices
220
Firms
83
Combined AUM
$9.70T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,160,073 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC
SHELLER WEALTH MANAGEMENT, INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RPG FAMILY WEALTH ADVISORY, LLC
IAMS WEALTH MANAGEMENT, LLC

Investors

Sara Louise Losh
PAUL LLOYD EDWARDS
Kathryn Jo Lamar
LESLEH ANNE SPRECKER
Paul Andrew Wilson
Alexander Michael Mair
Tiffany Goodall
SARAH BETH HARTMANN BURKEMPER
GARY STEVEN SHELLER
ASHLEY ELIZABETH ARNOLD
Donna Lynn Wilson
DAVID JOHN ARNS
MICHAEL JAMES HAIGHT
Brandon Alexander Portell
Anthony M Martin
MARTIN NADEAU
Caleb John Sanders
JOHN CLARK DOOLEY
Matthew Lee Evans
Don Keith Kohlman
Benjamin Phillip Wishman
Thomas Roy Wall
Justin Grant Richardson
IAN C TURNER

Within 25 miles of Fountain N Lakes, MO, Best Investors lists 83 registered investment advisory firms with 220 offices nearby, managing about $9.70T in combined regulatory AUM across 2,160,073 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 Fountain N Lakes

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM