Best financial advisors in Holt, MO

Registered advisers within 25 miles of Holt, MO.

Offices

142

Firms

46

Combined AUM

$5.93T

Firm-wide filings, not assets booked only here

Clients

1.22M

1,215,638 clients when Item 5C has a number

Avg / client

$4.87M

Combined AUM ÷ clients

Nearby offices

PARADIGM WEALTH HOLDINGS, LLC

351 WEST WASHINGTON ST
KEARNEY, MO 64060

EDWARD JONES

215 S PLATTE CLAY WAY STE A
KEARNEY, MO 64060

STATE FARM INVESTMENT MANAGEMENT CORP.

101 W 3rd St
Kearney, MO 64060

THE JAMISON EDWARD GROUP

302 S. PLATTE-CLAY WAY SUITE 204
KEARNEY, MO 64060

STATE FARM INVESTMENT MANAGEMENT CORP.

751 Watson Drive Ste D
KEARNEY, MO 64060

EDWARD JONES

409 N PENNSYLVANIA
LAWSON, MO 64062

LPL FINANCIAL LLC

1600 RAINBOW BLVD
EXCELSIOR SPRINGS, MO 64024

EDWARD JONES

2400 VINTAGE COURT
EXCELSIOR SPRINGS, MO 64024

STATE FARM INVESTMENT MANAGEMENT CORP.

1024 N Jesse James Rd
Excelsior Springs, MO 64024

EDWARD JONES

134 CROWN HILL RD
EXCELSIOR SPRINGS, MO 64024-1655

EDWARD JONES

133 CROWN HILL RD
EXCELSIOR SPRINGS, MO 64024

EDWARD JONES

903 WEST CLAY AVENUE SUITE B
PLATTSBURG, MO 64477

10.1 miles away

EDWARD JONES

302 W MEADOW SUITE B
SMITHVILLE, MO 64089

12.3 miles away

LPL ENTERPRISE, LLC

1528 NE 96TH ST SUITE A
LIBERTY, MO 64068

12.8 miles away

CONTINUUM ADVISORY, LLC

126 Westwoods Drive
Liberty, MO 64068

13.4 miles away

CWM, LLC

888 Haines Drive, Ste. 218
Liberty, MO 64068

13.4 miles away

FIRST CLASS CAPITAL

221 N JEFFERSON AVE
LIBERTY, MO 64068

13.5 miles away

OSAIC WEALTH, INC.

2 N MAIN SUITE E
LIBERTY, MO 64068

13.6 miles away

SNIDER TALBOT FINANCIAL PLANNING LLC

12 WEST KANSAS STREET SUITE D
LIBERTY, MO 64068-2319

13.6 miles away

EDWARD JONES

24 S MAIN ST STE 202
LIBERTY, MO 64068

13.6 miles away

Firms

PARADIGM WEALTH HOLDINGS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THE JAMISON EDWARD GROUP

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

CONTINUUM ADVISORY, LLC

FIRST CLASS CAPITAL

OSAIC WEALTH, INC.

SNIDER TALBOT FINANCIAL PLANNING LLC

Investors

Mark Joseph Guelich

Robert Lee Marchert

Stella Ann Spiking

LEE EDWARD TAYLOR

JULIA BETH NEWTON

Ryan JAMES Bargfrede

TRACY LEANN Tucker

Michael Justin Persell

Gregory Dean Broadbent

BRADLY EDWARD THARP

BRADLY ALLEN BROADBENT

JOSEPH DONALD EDMONDSON

Brian Lee Yarbrough

Tracey L Richard

Jordan Michael Roth

JOHN Dillon GUTIERREZ

Aaron Michael Froehlich

GIANFRANCO TIMOTEI

KYLE MATTHEW WINTERS

KARI JO THOMANN BEAR

Kyle Matthew Whalley

ANTHONY MICHAEL CASTELLUCCIO

PAUL ANDREW RICHARDS

Tomas Larry Jacobsen

JAMES STEPHEN WERNER

Christopher Douglas Goodwin

Chase Thomas Keeler

Within 25 miles of Holt, MO, Best Investors lists 46 registered investment advisory firms with 142 offices nearby, managing about $5.93T in combined regulatory AUM across 1,215,638 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 Holt

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM