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Best financial advisors in Jefferson City, MO

Registered advisers within 25 miles of Jefferson City, MO.

Offices
67
Firms
26
Combined AUM
$3.58T
Firm-wide filings, not assets booked only here
Clients
536K
535,852 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CENTRAL TRUST BANK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
USA FINANCIAL SECURITIES LLC

Investors

Ryan Joseph Green
ADAM BRICE ZIEGELBEIN
Corey John Luetkemeyer
Garrett Luetkemeyer
Benjamin David Reifschneider
Joshua L Bryant
Jorge Edgardo Gonzalez
Travis Smith
JOHN ANDREW CONRAD
KEITH ALLAN BAX
NATHAN LEROY HICKMAN
MICHAEL F DILLINGHAM
Savannah Gerloff
LUIS JASON FLORES
GREGORY PAUL BERG
KEVIN JOHN FICK
Michael Andrew Mosley
JENNIFER MARIE SCOGGINS
ANTHONY CONNOR SHANLEY
Sally Antwiler Bingaman
ALAN DOUGLAS BEATTY
Stephen Michael Smith
Walker Kesterson
KEVIN NEAL CALLAWAY
CHARLES JOSEPH FRANK
BERT ANCEL DOERHOFF
Ryan Joseph Brandt
Christen Rachelle Jones
PAUL DAVID CHILDRESS

Within 25 miles of Jefferson City, MO, Best Investors lists 26 registered investment advisory firms with 67 offices nearby, managing about $3.58T in combined regulatory AUM across 535,852 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 Jefferson City

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MONETA GROUP INVESTMENT ADVISORS, LLC 638 clients · 263 advisers $50.5B AUM