Best financial advisors in Holden, MO

Registered advisers within 25 miles of Holden, MO.

Offices

59

Firms

19

Combined AUM

$4.45T

Firm-wide filings, not assets booked only here

Clients

355K

355,247 clients when Item 5C has a number

Avg / client

$12.5M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

206 S HOLDEN
WARRENSBURG, MO 64093

13.6 miles away

EDWARD JONES

100 E. Gay Street
WARRENSBURG, MO 64093

13.7 miles away

CETERA INVESTMENT ADVISERS LLC

233 SE STATE ROUTE 13
WARRENSBURG, MO 64093

13.8 miles away

LPL FINANCIAL LLC

401 NORTH MAGUIRE ST.
WARRENSBURG, MO 64093

13.9 miles away

U.S. BANCORP ADVISORS, LLC

615 N Maguire St
Warrensburg, MO 64093

FIRST COMMAND ADVISORY SERVICES

1125 N SIMPSON DR, STE H
WARRENSBURG, MO 64093

14.1 miles away

EDWARD JONES

303 HAWTHORNE BLVD SUITE D
WARRENSBURG, MO 64093-7002

14.1 miles away

LPL FINANCIAL LLC

407A E. RUSSELL AVE, STE 5
WARRENSBURG, MO 64093

14.2 miles away

EDWARD JONES

621 BURKARTH RD STE B
WARRENSBURG, MO 64093-1836

14.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1100 N State Route 7 Ste A
Pleasant Hill, MO 64080

15.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2001 N State Route 7 Suite K
Pleasant Hill, MO 64080

16.1 miles away

EDWARD JONES

1003 INDUSTRIAL DR
PLEASANT HILL, MO 64080

16.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

109 S. 2nd St.
Odessa, MO 64076

19.2 miles away

EDWARD JONES

210 NORTH 2ND STREET
ODESSA, MO 64076

19.3 miles away

EDWARD JONES

108 E Pearl St
HARRISONVILLE, MO 64701

EDWARD JONES

200-B W Wall Street
HARRISONVILLE, MO 64701-2357

20.1 miles away

LAKESHORE WEALTH MANAGEMENT LLC

9613 LAKE SHORE DRIVE
LAKE LOTAWANA, MO 64086

20.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1706 S Broadway St
Oak Grove, MO 64075

20.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1606 N Commercial St
Harrisonville, MO 64701

20.6 miles away

EDWARD JONES

2005 Plaza Drive
HARRISONVILLE, MO 64701

20.8 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

FIRST COMMAND ADVISORY SERVICES

STATE FARM INVESTMENT MANAGEMENT CORP.

LAKESHORE WEALTH MANAGEMENT LLC

Investors

CHARLES DAVID APPLETON

ANDREA H HOUSEWORTH

Bram Nathaniel Roden

SETH WILLIAM PETSCH

Kathleen Helen Brandt

Alan Nicholaus Brandt

MARY ELIZABETH NUSSBAUM

Joshua Lane Terrell

Christopher Richard Brockway

Anthony James Carter

John David Sheehan

Monique M Eames

Mackenzie James Valentine

DAVID BRIDGMAN VAUGHN

Matthew Ryan Logan

Thaddeus Charles Madsen

Douglas Brian Turnbough

Brian T Turnbough

Jordan Paul William Raffety

Spencer Owen Morse

STEVEN PAUL STRADER

Jessy Jordyn Stoecklein

JONATHAN A DOLD

JEFFREY LEE JENNINGS

STEVEN DOUGLAS CROY

Abigail Lowrimore

Within 25 miles of Holden, MO, Best Investors lists 19 registered investment advisory firms with 59 offices nearby, managing about $4.45T in combined regulatory AUM across 355,247 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 Holden

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM