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Best financial advisors in Lathrop, MO

Registered advisers within 25 miles of Lathrop, MO.

Offices
60
Firms
25
Combined AUM
$4.66T
Firm-wide filings, not assets booked only here
Clients
450K
450,338 clients when Item 5C has a number
Avg / client
$10.3M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARADIGM WEALTH HOLDINGS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE JAMISON EDWARD GROUP
BTC FINANCIAL MANAGEMENT CO.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC

Investors

Michael Justin Persell
Jordan Michael Roth
Stella Ann Spiking
Mark Joseph Guelich
Robert Lee Marchert
LEE EDWARD TAYLOR
JULIA BETH NEWTON
Ryan JAMES Bargfrede
Jessica Howard
TRACY LEANN Tucker
MARK THOMAS HEMRY
ROGER LYNN MCCOY
Dillon P Bird
Kim Denise Spidle
Gregory Dean Broadbent
BRADLY EDWARD THARP
BRADLY ALLEN BROADBENT
JOSEPH DONALD EDMONDSON
Joshua Strong
EVERETT WAYNE ICE
Spencer C Ice
Tracey L Richard
Clint R Cain
Brian Lee Yarbrough
Jeremy Stone
Angela Gillen
MICHAEL RAY BROWN
JOHN Dillon GUTIERREZ
Aaron Michael Froehlich
GIANFRANCO TIMOTEI
KYLE MATTHEW WINTERS

Within 25 miles of Lathrop, MO, Best Investors lists 25 registered investment advisory firms with 60 offices nearby, managing about $4.66T in combined regulatory AUM across 450,338 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 Lathrop

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM