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Best financial advisors in Lake Lafayette, MO

Registered advisers within 25 miles of Lake Lafayette, MO.

Offices
132
Firms
39
Combined AUM
$6.69T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,123,196 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LAKESHORE WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Thaddeus Charles Madsen
Douglas Brian Turnbough
Brian T Turnbough
JEFFREY LEE JENNINGS
Stephanie Marie Carter
Sharon Kay Sherbina
Allen Matthew Stiegemeyer
Michelle Renee Hutton
David Allen Reid
Adam Reid
JEFFREY LYNN COLEMAN
Lucas D Watson
Jarod Michael Moran
CODY LEE MOSS
Jarod Wayne Moenkhoff
Rick Allan Smith
BRADLEY JOSEPH BURDITT
Sarah Day
John Andrew Skinner
Michael Richard Rowe
STEVEN PAUL STRADER
Jessy Jordyn Stoecklein
JONATHAN A DOLD
Heather Heron
Kevin J McClelland
Christy Yager
Kierstin Renee Green
STEVEN HENRY SHIPMAN
Samuel Allan Heggs
DANA JOHN SCHNELLE
PAXTON JEFFERY TAYLOR
STEVEN ERNEST HEGGS
WILLIAM ASHLEY ELLWOOD
Wesley S Ellwood

Within 25 miles of Lake Lafayette, MO, Best Investors lists 39 registered investment advisory firms with 132 offices nearby, managing about $6.69T in combined regulatory AUM across 1,123,196 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 Lake Lafayette

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM