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Best financial advisors in Lynchburg, MO

Registered advisers within 25 miles of Lynchburg, MO.

Offices
8
Firms
4
Combined AUM
$1.71T
Firm-wide filings, not assets booked only here
Clients
237K
237,200 clients when Item 5C has a number
Avg / client
$7.20M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Susan Elizabeth Steckler
Steven Douglass Gum
Ryan Wesley Clement
Scott David Ogden
LANCE CRAIG LINK
Joshua Leray Keeler
Andrew Joseph Offutt
Cheryl Lenay Colson

Within 25 miles of Lynchburg, MO, Best Investors lists 4 registered investment advisory firms with 8 offices nearby, managing about $1.71T in combined regulatory AUM across 237,200 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 Lynchburg

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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