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Best financial advisors in Josephville, MO

Registered advisers within 25 miles of Josephville, MO.

Offices
512
Firms
157
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,212,190 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

RPG FAMILY WEALTH ADVISORY, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IFC

Investors

Matthew Lee Evans
JOHN CLARK DOOLEY
MICHAEL JAMES HAIGHT
MARTIN NADEAU
Caleb John Sanders
Brandon Alexander Portell
Anthony M Martin
DAVID JOHN ARNS
Donna Lynn Wilson
Tiffany Goodall
Don Keith Kohlman
Benjamin Phillip Wishman
Paul Andrew Wilson
LESLEH ANNE SPRECKER
Jay Christopher Pope
ROBERT ISIDOR GOLDFARB
Ryan Christopher Lee
MARY TERESA ALSUP NIEDERGERKE
KATHERINE A. KILO-PETERSON
Courtland Christopher Watson
MARK EDWARD RIORDAN
STEPHEN WILLIAM DRACHNIK
JASON TYLER BECKER
ERIC JOSEPH ROBERT
Audrey Nicholas
Taylor Nicole Stockdale
Jacob Watson
JOSEPH RAY OGDEN
ROBERT JAMES STOCKDALE
LEADALE MONTY MCCUTCHEON
Brittany Wright
BRITTNEY OBRIEN
Matthew Charles Harris
Jason L Sherman
James Kevin Frey
LORI LYNN WRAY
Charles Paul Wray
Louis Earl Wray

Within 25 miles of Josephville, MO, Best Investors lists 157 registered investment advisory firms with 512 offices nearby, managing about $14.5T in combined regulatory AUM across 3,212,190 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 Josephville

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