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Best financial advisors in Mount Vernon, MO

Registered advisers within 25 miles of Mount Vernon, MO.

Offices
22
Firms
8
Combined AUM
$2.25T
Firm-wide filings, not assets booked only here
Clients
391K
391,230 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
ARVEST WEALTH MANAGEMENT

Investors

PHILIP RALPH DAVIDSON
BRYAN KEITH BOWLES
Kedron Gene Blecha
Amanda Jane Hedrick
Jeramie Allen Grosenbacher
TERRY SHANE PARKER
Scott Brian Young
MICHAEL EUGENE HORN
JAMES EARL REED
James Richard Haston
Nicole L. Weber
Madeleine G Miller
BRAD DUSTIN HILL
Brett Thomas Jones
Jasen Edward Fronabarger
Alicia A Dinges
Kyle James Newbold
Kelly Newbold
SARAH LEANN RADER
JENNIFER THIEMAN
Luke David Taggart
Richard Carl Stenberg
CHESTER DEAN CORNELISON

Within 25 miles of Mount Vernon, MO, Best Investors lists 8 registered investment advisory firms with 22 offices nearby, managing about $2.25T in combined regulatory AUM across 391,230 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 Mount Vernon

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 ARVEST WEALTH MANAGEMENT 1 clients · 215 advisers $3.44B AUM