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Best financial advisors in LEE SUMMIT, MO

Registered advisers within 25 miles of LEE SUMMIT, MO.

Offices
3
Firms
3
Combined AUM
$520B
Firm-wide filings, not assets booked only here
Clients
27.0K
27,014 clients when Item 5C has a number
Avg / client
$19.2M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MODERN WEALTH MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

ROBERT WAYNE VANSANDT
Joshua Kirk Diekmann
KIRBY WILLIAM BOCK
TIFFANY DAWN LOPEZ
CHARLES MARK FOUDREE

Within 25 miles of LEE SUMMIT, MO, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $520B in combined regulatory AUM across 27,014 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 LEE SUMMIT

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 3 MODERN WEALTH MANAGEMENT, LLC 5 clients · 115 advisers $10.9B AUM