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Best financial advisors in Hawk Point, MO

Registered advisers within 25 miles of Hawk Point, MO.

Offices
44
Firms
18
Combined AUM
$6.58T
Firm-wide filings, not assets booked only here
Clients
829K
829,247 clients when Item 5C has a number
Avg / client
$7.93M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

GARY STEVEN SHELLER
ASHLEY ELIZABETH ARNOLD
SARAH BETH HARTMANN BURKEMPER
Alexander Michael Mair
Kathryn Jo Lamar
Adam Thomas Lawler
Jeffrey Warren Arnold
AUSTIN DAVID BURKE
CINDY J BURKE
Michael Joseph Baryo
Sara Louise Losh
LESLEH ANNE SPRECKER
Paul Andrew Wilson
Tiffany Goodall
Donna Lynn Wilson
DAVID JOHN ARNS
Matthew Stephen Speno
Matthew Lee Evans
MICHAEL JAMES HAIGHT
MARTIN NADEAU
Caleb John Sanders
JOHN CLARK DOOLEY
Brandon Alexander Portell
Anthony M Martin

Within 25 miles of Hawk Point, MO, Best Investors lists 18 registered investment advisory firms with 44 offices nearby, managing about $6.58T in combined regulatory AUM across 829,247 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 Hawk Point

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM