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Best financial advisors in Morrisville, MO

Registered advisers within 25 miles of Morrisville, MO.

Offices
124
Firms
55
Combined AUM
$9.12T
Firm-wide filings, not assets booked only here
Clients
1.32M
1,323,692 clients when Item 5C has a number
Avg / client
$6.89M
Combined AUM ÷ clients

Nearby offices

Firms

FORVIS MAZARS WEALTH ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LASTING MARK RETIREMENT GROUP LLC
MML INVESTORS SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
SHARP WEALTH MANAGEMENT
JKD FINANCIAL
VALIC FINANCIAL ADVISORS, INC.
PFS INVESTMENTS INC.
TUCKER ASSET MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
TREND MANAGEMENT, INC.

Investors

JEFFREY ALLEN LAYMAN
SHARI LYNN HOFFMAN
JEFFREY SCOTT GANN
Jeremiah Dean Melton
CLINTON MICHAEL HARRIS
Todd Eric Mericle
John Carroll Parker
Jake M Parker
Samuel Angelo Russo
Hunter Neil Savage
JOSHUA CLAYTON BURNS
DANIEL AURELIAN NICOLAESCU
Jordan Wright
Jeremy A Shook
Marquisse Dewayne Taylor
Thomas Roger Sullivan
CHARLES HENRY DOW
Christopher Holmes Chochon
Pierce Randolph
Michael Lee Sharp
John Kent Davis
ROBERT SHAWN PURVIS
MATTHEW ALLEN TICKNOR
RUSSELL W PENDLETON
NICHOLAS LISNOCK
MADELYN BETH UNDERWOOD
JACOB UNDERWOOD
SCOTT THOMAS TURLEY
David A. Bosso
TIMOTHY PAUL ARMSTRONG
JEREMY W CLARK
THOMAS G MITCHELL
PHILLIP RICHARD SUTHERLAND
PRESTON ROBERT PADGETT
CASEY CHRISTOPHER CORING
RONALD DWIGHT SPEIR
Aaron Meusborn
Rickey Lynn Vanhooser
JAMES MATTHEW CHANEY
KELLY RENEE CLIFT
TRACY LYNN BEVEL

Within 25 miles of Morrisville, MO, Best Investors lists 55 registered investment advisory firms with 124 offices nearby, managing about $9.12T in combined regulatory AUM across 1,323,692 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 Morrisville

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM