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Best financial advisors in Old Monroe, MO

Registered advisers within 25 miles of Old Monroe, MO.

Offices
388
Firms
133
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,204,917 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HOFMAN WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ACROPOLIS INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
BELPOINTE ASSET MANAGEMENT LLC
THE RETIREMENT PLANNING GROUP, LLC
VANTAGE POINT FINANCIAL, LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC
LARSON CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CORNERSTONE WEALTH MANAGEMENT, LLC

Investors

ROBERT JOSEPH FIENUP
THOMAS JOHN GILLETTE
RHYS ALLEN LUSTER
TIMOTHY PATRICK LUEDERS
MICHELE BADORD SHANNON
Emily Kathryn Bersett
JONATHAN WADE HARRISON
James Bradley Alfermann
Steven John Kuehl
Zachary Benjamin Tarter
Michael Patrick Dwyer
Vernice Carlton Smith
Aaron Anthony Ladner
Cody Brandon Vardeman
JILL ELIZABETH JUENGER
Angela Christina Cavazos
Adam Thomas Hendrickson
Thomas Joseph McLaughlin
Brian Ledford
Nicholas D Gray
Gregory John Angelino
Christina L Noble
JEFFREY M STRANGE
DEBRA K MIDDLETON
Julie Renee Harris
SHANNA LIANE JONES
DAVID RUSSELL GIBSON
Angela Kay Mandrell
Patricia Ann Danchus
PAUL JOSEPH SAVAGE
Christopher Charles Behr
Christopher Roy Hughes
David McFarland Amann
Jennifer Shockey McKiel
Anne Marie Owens
LAURA LEIGH RUSSELL
Janine Tobben Noetzel
Chase Kartchner Kane
Trevor Ryan Webster
Joseph Pierre Davies
Amanda Cathleen Boyce
LANCE MICHAEL GUTHRIE
Alicia Amsbry Saint Ives
PHILIP BRUCE MAYO
Emily Polk Kolb
Michael Anthony Easton
David J Pulliam
Deborah O Porter
Jaime Signorino
Lisa Renee Prosperi
DeAbrion J Joyner
Emily J. Melchiori
JACQUELINE ANN MCILHAGGA
JODI ANN WEBER
Courtney Lane Dinnius
Angela Michelle Chilcutt
Jamee Czerniewski
Daniel Linroth
ANNE MARIE IVANCHO
Edward Lauren DeVault
Andrew Duncan Chauvin
Mark Donald Austin
Charles Ankney
Jason A Sales
PAUL ANTHONY PAGANO
Cody Hudnall Heying
MICHAEL CLIFTON BELVILLE
STEPHEN COLE EDWARDS
Ashley Beswick
Rachel Leigh Sellmeyer
Shelley Ann Doyle
Alexander Culver Eisenbeis
Nhi Y Doan
Danielle M Conrey
Ryan Freeman
RANDALL SCOTT CATHCART
JEFFREY A. ROGLES
BRIDIE E SMITH
MELANIE JO AVERY
ROBERT LAEGELER
SHELLIE VIRGINIA FRONICK
KYLE LEE HANLON
MICHAEL HESSLER
GREGORY STEVEN BENNETT
RANDY ALLEN ZIMMERMANN
JAMES P LAUGHLIN
JEFFREY DAVID SILVERSTONE
CHARLES A HESSLER
JOHN ERWIN HOFMAN
RAYMOND JOSEPH PALMER
CHARLES GERARD GRBCICH
TRAVIS RYAN LUEBBEHUSEN
PAUL D SIEBEN
MARY LILLIAN SCHWEICH
RICHARD CAMPBELL HAGEDORN
ROBERT STEVENS HOFMAN
ALEKSANDR DMITRIEVICH PSHICHENKO
NOAH LUEBBEHUSEN
THEODORE WILLIAM HELLMAN
MICHAEL DOUGLAS KLEEKAMP
WILLIAM ANDREW BRINKMEYER
RICHARD VICTOR DULLE
WILLIAM ANTHONY MURPHY
THOMAS KARL SCHLAG
ROBERT LEE BAGBY
GREGORY M. DELARGY
CHRISTINE M MILLER
CHRISTOPHER ALBERT LORD
TORI DEVRIES-TEMME
JENNA NICOLE GORNICZ
MARK PATRICK TALBOTT
JAMES ARTHUR HOFMAN
KERRY KULICH
ANDREW JOHN BECKERDITE
ROBERT JOSEPH HANLON
TODD CORNELL SWAN
RONALD KENNETH HAMMELMAN
TYLER BATEMAN
CORY JOSEPH WILSON
MAURA LEM
JEFFREY BAKER
KELLY RYBACKI
KIRSTIN MOWER
BRYAN CHAD BERG
MICHAEL LOREN MOELLER
JASON MICHAEL BERG
ALLISON WIEGAND MATHIAS
MATTHEW ERBACHER
STACIE RENEE BROST
MINJUNG SON
ROBERT J. SCHRAMM
DANNELLE DYAN WARD
RYAN R. CRAFT
MICHAEL TIMOTHY LISSNER
DAVID BAKER OTT
CHRISTOPHER BART LISSNER
HALINA JOZEFA CONTI
Daniel Joseph Stegall
RODNEY ADAM SCHMITZ
CHRISTINA LOUISE MEYER
PAUL JOSEPH LIBERATORE
MARK JOHN STEGMANN
ALICIA DAWN ROSS
Courtney Mowen Wright
JOSEPH ANDREW ROSENBAUM
GARY DOUGLAS KULIK
EDWARD D CAMPBELL
DENNIS JAY PERSKY
BARRY WAYNE JATEFF
FRANZ MICHAEL BARRESI
TODD MICHAEL FRATTURA
JOSHUA DAVID WRIGHT
Richard Alexander Espenschied
Michael Stagoski
Nicholas Patrick Davis
Cherry Qian Ohms
PAMELA JEAN ZELL
Shawn Michael Zell
ERIC CHRISTOPHER HORN
JOHN CLINTON VU
Christina Lynne McCabe
Garrett R Jensen
JOHN RUSSELL MCCLELLAND
Christian Edward Wagner
SAKIS SOTIRIOS SALAS
CLIFF J. REYNOLDS
JOSEPH A. KELLEY
BRADLEY A COMBS
RYANNE ASHLEY Harmann
JENNIFER ORR
LAUREN JANUS KINGSTEN
Nathan Alexander Ward
Jessica R Hendricks
Matthew Adrignola
Amanda Mertens
Jack C Carpenter
Rebecca L Dollens
MICHELE RENE' CLARK
CYNTHIA LYNN MCKILLIP
WILLIAM SCOTT MCKILLIP
BRIAN JAMES SMITH
ROBERT STANLEY FLEMING
AMY JO CREWS
MARIE L TUSTIN
KALEY SUZANNE POGRELIS
Andrea T Lathrop
Miranda Hagar
Alex M Umble
Andrea Levinson
Nathan D Levinson
Heather Marie Burke
JEFFREY RICHARD FIEHLER
Jessica R Brown
Nathan Burke
Payton Joseph LaFoy
TERRY G MOYERS
Michael William Bauer
Isaac Butler
Brent Alvin Roever
Spencer Douglas Barr
THOMAS ANDREW BURKE
ERIN N BURKS
Alyssa Johnson
JUSTIN STEVEN BROWN
JOSEPH GORDON SCHNITZLER
TODD JOSEPH KRENTZ
Gordon Peter Schnitzler
DAVID ANTHONY WATSON
WILLIAM SAM KALLAOS

Within 25 miles of Old Monroe, MO, Best Investors lists 133 registered investment advisory firms with 388 offices nearby, managing about $14.4T in combined regulatory AUM across 3,204,917 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 Old Monroe

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