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Best financial advisors in Holliday, MO

Registered advisers within 25 miles of Holliday, MO.

Offices
15
Firms
8
Combined AUM
$2.10T
Firm-wide filings, not assets booked only here
Clients
259K
258,809 clients when Item 5C has a number
Avg / client
$8.10M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
SMITH, MOORE & CO.
ANGELL CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.

Investors

COURTNEY FAITH JONES
Michael Ray Bode
Dawson Wood
Robert Shane Adrian
Dalton Lee Horstmeier
MATTHEW EDWARD BRAGG
CHARLES DEAN RAPP
Amanda Sue Pierce
Adam John Wieberg
Timothy Joseph Seidel
SCOTT EDWARD ANGELL
Robert Stephen George
Margaret M Hanley
Joshua Dean Hanley
Jackson Brett King
JAMIE BRETT KING
Seth Timothy Bray
Stacy Lynee Taylor
RYAN LEE ROBUCK
Charles Shannon Isaacson
Andrew Tyler Brown

Within 25 miles of Holliday, MO, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $2.10T in combined regulatory AUM across 258,809 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 Holliday

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 &PARTNERS 535 advisers $30.3B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 7 SMITH MOORE & CO. 1 clients · 44 advisers $2.37B AUM 8 ANGELL CAPITAL MANAGEMENT, LLC 2 advisers $109M AUM