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Best financial advisors in Grandview, MO

Registered advisers within 25 miles of Grandview, MO.

Offices
911
Firms
337
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,178,478 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
COPPER FINANCIAL
CETERA INVESTMENT ADVISERS LLC
FOCUS PARTNERS WEALTH, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COBB WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORMANDY INVESTMENT ADVISORS
HERITAGE ASSET MANAGEMENT, LLC
PFS INVESTMENTS INC.
SATYA INVESTMENT MANAGEMENT, LLC

Investors

LARRY B LANGFORD
Dainan James Swoope
Jordan Hunter Churchill
DOUGLAS FRANCIS CLARK
Gregory C Finke
Thomas Douglas Wilson
WILLIAM RYAN SMITH
Dennis William Shook
Jaylin Williams
Richard March
JEFFREY JAMES COBB
Marsha Sue Clark
Jonathan M Carter
JEFFREY ALAN TUDAS
ERIC MATTHEW MCCARVER
BRENT A CASWELL
RYAN J TUDAS
THOMAS WHITSED LAMING
Andrea Marie Dyer
Easton James Pierce
Fred Yonker
Danielle A Yonker
DAVID WAYNE THOMPSON
DUSTIN ANDREW JOHNSON
MARK ANTHONY JONES
ROBERT SAMUEL JONES
Taylor J Schmidt
Stanley John Schmidt
JONATHAN ADAM FINK

Within 25 miles of Grandview, MO, Best Investors lists 337 registered investment advisory firms with 911 offices nearby, managing about $16.9T in combined regulatory AUM across 2,178,478 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 Grandview

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM