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Best financial advisors in Lockwood, MO

Registered advisers within 25 miles of Lockwood, MO.

Offices
7
Firms
5
Combined AUM
$1.87T
Firm-wide filings, not assets booked only here
Clients
322K
322,452 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

ARVEST WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Luke David Taggart
JENNIFER THIEMAN
Andrea Lynn
Jeremy M Fowler
Kedron Gene Blecha
BRYAN KEITH BOWLES
PHILIP RALPH DAVIDSON

Within 25 miles of Lockwood, MO, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.87T in combined regulatory AUM across 322,452 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 Lockwood

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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 ARVEST WEALTH MANAGEMENT 1 clients · 215 advisers $3.44B AUM