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Best financial advisors in Gray Summit, MO

Registered advisers within 25 miles of Gray Summit, MO.

Offices
624
Firms
183
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,220,272 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
ACROPOLIS INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
BELPOINTE ASSET MANAGEMENT LLC
THE RETIREMENT PLANNING GROUP, LLC
VANTAGE POINT FINANCIAL, LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC
LARSON CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CORNERSTONE WEALTH MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

John Russell Kuhlmann
STACIE RENEE BROST
MINJUNG SON
ROBERT J. SCHRAMM
DANNELLE DYAN WARD
RYAN R. CRAFT
MICHAEL TIMOTHY LISSNER
DAVID BAKER OTT
CHRISTOPHER BART LISSNER
HALINA JOZEFA CONTI
Daniel Joseph Stegall
RODNEY ADAM SCHMITZ
CHRISTINA LOUISE MEYER
PAUL JOSEPH LIBERATORE
MARK JOHN STEGMANN
ALICIA DAWN ROSS
Courtney Mowen Wright
JOSEPH ANDREW ROSENBAUM
GARY DOUGLAS KULIK
EDWARD D CAMPBELL
DENNIS JAY PERSKY
BARRY WAYNE JATEFF
FRANZ MICHAEL BARRESI
TODD MICHAEL FRATTURA
JOSHUA DAVID WRIGHT
Richard Alexander Espenschied
Michael Stagoski
Nicholas Patrick Davis
Cherry Qian Ohms
PAMELA JEAN ZELL
Shawn Michael Zell
ERIC CHRISTOPHER HORN
JOHN CLINTON VU
Christina Lynne McCabe
Garrett R Jensen
Keith Samuel Weik
John D Mohler
JOHN RUSSELL MCCLELLAND
Christian Edward Wagner
SAKIS SOTIRIOS SALAS
CLIFF J. REYNOLDS
JOSEPH A. KELLEY
BRADLEY A COMBS
RYANNE ASHLEY Harmann
JENNIFER ORR
LAUREN JANUS KINGSTEN
Nathan Alexander Ward
Jessica R Hendricks
Matthew Adrignola
Amanda Mertens
Jack C Carpenter
Rebecca L Dollens
MICHELE RENE' CLARK
CYNTHIA LYNN MCKILLIP
WILLIAM SCOTT MCKILLIP
BRIAN JAMES SMITH
ROBERT STANLEY FLEMING
AMY JO CREWS
MARIE L TUSTIN
KALEY SUZANNE POGRELIS
Andrea T Lathrop
Miranda Hagar
Alex M Umble
Andrea Levinson
Nathan D Levinson
Heather Marie Burke
JEFFREY RICHARD FIEHLER
Jessica R Brown
Nathan Burke
Payton Joseph LaFoy
TERRY G MOYERS
Michael William Bauer
Isaac Butler
Brent Alvin Roever
Spencer Douglas Barr
THOMAS ANDREW BURKE
ERIN N BURKS
Alyssa Johnson
JUSTIN STEVEN BROWN
JOSEPH GORDON SCHNITZLER
TODD JOSEPH KRENTZ
Gordon Peter Schnitzler
DAVID ANTHONY WATSON
WILLIAM SAM KALLAOS
JOSEPH ALAN PESNELL
JANELLE ILENE CORRENTI
Lori Ann Porcelli-Plescia
Elaine Michelle Howard
Kyle Robert Bush
GEORGE JOSEPH SIMON

Within 25 miles of Gray Summit, MO, Best Investors lists 183 registered investment advisory firms with 624 offices nearby, managing about $15.1T in combined regulatory AUM across 3,220,272 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 Gray Summit

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