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Best financial advisors in Lake Lotawana, MO

Registered advisers within 25 miles of Lake Lotawana, MO.

Offices
908
Firms
342
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,175,628 clients when Item 5C has a number
Avg / client
$7.82M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
RISE RETIREMENT, LLC
COPPER FINANCIAL
ROYAL FUND MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
ARVEST WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FREEDOM WEALTH ADVISORS, LLC
OSBORNE GLOBAL INVESTORS, INC.

Investors

Matthew Jorgenson
DANIEL JOSEPH ESSELMAN
Brandon Alan Yocum
Sara Dawn Stiles
Grant Thomas Stiles
Andrew Burton Moore
THOMAS CLARK WOOD
Jordan Nicole Rehagen
David Douglas Burson
Camden Andrew Sprouse
BRUCE LYNN HOLIMAN
Kevin Michael Carter
DAVID WALTER STANGOHR
Bennett Scott Ward
MICHAEL JOHN BLOMBERG
MICHAEL JOSEPH FIAMMETTA
ANDREW NEIL GOOS
Joseph Donald Hyde
Brian Sandy
Andrea Brown Davis O'Camb
Kevin Thomas Carpenter
Logan Thomas Carpenter
Laura Ann Hudson
Sarah Ann Hudson
Scott David Hocker
KELLEY ANNE MANNING
DENNIS RAY BACON
Joseph Clayton Ganote
JOHN PRESTON KLIEWER
Grant Joseph Goering
MARTIN EARL BROOKS
Steve Williams
Matthew M Bickley
Joshua Allen Johnson
KURT ALLEN JOHNSON

Within 25 miles of Lake Lotawana, MO, Best Investors lists 342 registered investment advisory firms with 908 offices nearby, managing about $17.0T in combined regulatory AUM across 2,175,628 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 Lotawana

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