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Best financial advisors in Monroe City, MO

Registered advisers within 25 miles of Monroe City, MO.

Offices
16
Firms
8
Combined AUM
$2.29T
Firm-wide filings, not assets booked only here
Clients
416K
415,563 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PETTIBONE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MOMENTUM INDEPENDENT NETWORK INC.
EQUITABLE ADVISORS, LLC

Investors

Seth Timothy Bray
CRAIG SCOTT SPRATT
Dawson Wood
Michael Ray Bode
Bradley Joseph Kurz
Jordan Fohey
Anthony Clark Straube
STEVEN CHRISTOPHER VIOREL
KENNETH WILLIAM GREGER
ALBERT WELLS PETTIBONE
Kerri Beth Willing
SHELBY ERIN TERRILL
COURTNEY FAITH JONES
Cody Douglas Williams
RICHARD C WEHDE
Jamey Dale Schuster
REID COURTLAND BEATY
ROBERT BURL PARKER
KEVIN DARRYL WILEY
Toni Hunter
LOREE DANE QUINN

Within 25 miles of Monroe City, MO, Best Investors lists 8 registered investment advisory firms with 16 offices nearby, managing about $2.29T in combined regulatory AUM across 415,563 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 Monroe City

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 7 MOMENTUM INDEPENDENT NETWORK INC. 15 clients · 106 advisers $1.61B AUM 8 PETTIBONE WEALTH MANAGEMENT, LLC 1 advisers $32.5M AUM