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Best financial advisors in Lake Ozark, MO

Registered advisers within 25 miles of Lake Ozark, MO.

Offices
20
Firms
13
Combined AUM
$2.60T
Firm-wide filings, not assets booked only here
Clients
275K
275,204 clients when Item 5C has a number
Avg / client
$9.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CWM, LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AUSDAL FINANCIAL PARTNERS, INC.
USA FINANCIAL SECURITIES LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
DESTINY CAPITAL CORPORATION
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Dylan Mason
CLAYTON D BENTZEN
DREW Harvey SCHLIPMAN
Anthony Eugene Reahr
JOSEPH JOHN HARTMAN
TIMOTHY JAMES KERTZ
ROBERT CLINTON LANDRUM
KAMMERON RENEE HIBDON
MARK DAVID HOUSE
ADAM JAMES MAHER
Reece Michael Waters
Kiersten Crum
Cale Ryan Bentley
NATHAN Paul MORSE
LAURA GAIL KEIM
Robin David Young
CHALEE BETH CROUCH
Ann Cheryl Frigon
MARSHA LEE GULLEDGE
CHAD ERIC LEWIS
Jacob Hadley Seidel
Larry Eugene McBee
JOHN PATRICK MADIGAN
Tedi Christina Hughes
Samuel Andrew Beck
JASON TYLER BECKER
JESSE EDMUND DALE
ASHLEY ANN BLACK
JACOB ALLEN SULLIVAN

Within 25 miles of Lake Ozark, MO, Best Investors lists 13 registered investment advisory firms with 20 offices nearby, managing about $2.60T in combined regulatory AUM across 275,204 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 Ozark

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 CWM, LLC 248 clients · 642 advisers $50.6B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM