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Best financial advisors in Lancaster, MO

Registered advisers within 25 miles of Lancaster, MO.

Offices
21
Firms
11
Combined AUM
$2.90T
Firm-wide filings, not assets booked only here
Clients
488K
488,185 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
USADVISORS WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
SMITH, MOORE & CO.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC
AVANTAX PLANNING PARTNERS, INC.

Investors

Autumn Pulis
John K Stookesberry
ANDREW GUTIERREZ
TRAVIS LYN HARRIS
BRADFORD THOMAS MARTIN
JAMES RICHARD MORTON
Adam Charles Morton
AUDRA B JACKSON
REBECCA AMBER PERRIGO
Jon Mitchell Peck
TROY ANDREW VAN RIE
ASHTON NICOLE WOLTER
JEFFERY SANTE JACHURA
Zachary Lowell Small
Yosef Daniel McHugh
Christopher John Hash
JUSTIN YORK BAILEY
RICKY FLETCHER RILEY
Corey R Eagen
Michelle Dianne Wick
JERRY LEE KIRKPATRICK
NATALIE ANN CLOSE

Within 25 miles of Lancaster, MO, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $2.90T in combined regulatory AUM across 488,185 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 Lancaster

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM