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Best financial advisors in Independence, MO

Registered advisers within 25 miles of Independence, MO.

Offices
958
Firms
350
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,175,695 clients when Item 5C has a number
Avg / client
$7.75M
Combined AUM ÷ clients

Nearby offices

Firms

USA FINANCIAL SECURITIES LLC
LPL FINANCIAL LLC
EQUINET, INC.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CAPITAL INVESTMENT MANAGEMENT, INC
OSAIC INSTITUTIONS, INC.

Investors

Grant Huffman
Nicholas Andrew Wages
JOSEPH ANTHONY NASTASI
DANA KRISTIN WILLIAMS
Maya M Dahab
BRADLEY JOSEPH BURDITT
Sarah Day
Julio Cerda
Jeffrey Ryan Hill
JERRY KEITH FULLER
James Franklin Thomas
ELI MICAH WARD
DAVID ANDREW SIMS
Jeffrey Louis Andra
JAMES BRIAN HALLAM
Erica Goltra
MICHAEL ANDREW KANIK
MARK ANTHONY JONES
ROBERT SAMUEL JONES
JEFFREY LYNN AKRIGHT
Pamela Jo Hendrickson
Benjamin Garrett Price
Lakisha Darte Lewis
Cameron Dee-Lunn Pickering
TROY ROLAND SCHUSTER
DAVID MAX GARRISON
DAVID WALTER STANGOHR

Within 25 miles of Independence, MO, Best Investors lists 350 registered investment advisory firms with 958 offices nearby, managing about $16.9T in combined regulatory AUM across 2,175,695 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 Independence

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