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Best financial advisors in Oakview, MO

Registered advisers within 25 miles of Oakview, MO.

Offices
939
Firms
344
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,181,943 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

PIONEER FINANCIAL ADVISORS
EDWARD JONES
MARKET INVESTMENT GROUP, LLC
SUNESIS ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOCUS PARTNERS WEALTH, LLC
PFS INVESTMENTS INC.
LEGACY WEALTH PLANNING, LLC
GLASS LAKES CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC

Investors

JAMES WALLACE KINYON
Matthew Robert Pomianek
Jonathon David McCoy
JOHN SPENCER BERNDT
CHAD RICHARD BATTISON
Jonathan Lane Kinne
Jacob Lee Snyder
JUSTIN CHARLES GORDON
Ju Hui Sirithasack
KELLY JEANNE HOKANSON
STEPHANIE LYN GUERIN
Emma Celeste von Weise
Jordan Kasey Priddy
Adam Dunavant
CHRISTINA DIANE KEYS
REBECCA ANNE CRAIG
CLAIRE LOUISE SCHULTE
MARK ANTHONY JONES
ROBERT SAMUEL JONES
DEAN WESLEY CHERPITEL
Jeremy Stone
Marcus Davis
JOEL THOMAS HAMILTON
George Thorne Daimler
GARRETT GOOD
Max Michael Detwiler
KENNETH L WALTON
MARK JACOBS
JOSEPH WARD UMSCHEID
Kyle Gabrielson
Sarah Rae Elyachar
Gage Taylor-Travis Shirley
Sheldon Lee Rinkes
JERROD LYDELL FORESMAN
KEITH FREDRICK NOVAK

Within 25 miles of Oakview, MO, Best Investors lists 344 registered investment advisory firms with 939 offices nearby, managing about $16.9T in combined regulatory AUM across 2,181,943 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 Oakview

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM