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Best financial advisors in Lake Viking, MO

Registered advisers within 25 miles of Lake Viking, MO.

Offices
13
Firms
8
Combined AUM
$2.27T
Firm-wide filings, not assets booked only here
Clients
251K
250,881 clients when Item 5C has a number
Avg / client
$9.04M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BTC FINANCIAL MANAGEMENT CO.
LOMBARD ADVISERS INCORPORATED
U.S. BANCORP ADVISORS, LLC
IHT WEALTH MANAGEMENT LLC

Investors

MICHAEL RAY BROWN
EVERETT WAYNE ICE
Spencer C Ice
Joshua Strong
MARK THOMAS HEMRY
ROGER LYNN MCCOY
Jessica Howard
Dillon P Bird
Kim Denise Spidle
Katie Lynn Chaney
TERRY LYNN NIBARGER
BRIAN DOUGLAS UPTON
Kendra Michelle Nolte
Bradley Wade Peters
CARRIE LYNN BUSSE
Aaron Michael Hall
Johnathan Taylor Bell
Kayla Renee Massie
Mark Thomas Harrison
Brittany K Shiflett

Within 25 miles of Lake Viking, MO, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $2.27T in combined regulatory AUM across 250,881 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 Viking

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 IHT WEALTH MANAGEMENT LLC 326 clients · 158 advisers $9.80B AUM 6 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 7 LOMBARD ADVISERS INCORPORATED 33 advisers $670M AUM 8 BTC FINANCIAL MANAGEMENT CO. 6 advisers $39.6M AUM