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Best financial advisors in Osage Beach, MO

Registered advisers within 25 miles of Osage Beach, MO.

Offices
23
Firms
11
Combined AUM
$2.38T
Firm-wide filings, not assets booked only here
Clients
393K
392,520 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

AUSDAL FINANCIAL PARTNERS, INC.
USA FINANCIAL SECURITIES LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CWM, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.

Investors

MARK DAVID HOUSE
ADAM JAMES MAHER
Reece Michael Waters
Kiersten Crum
Cale Ryan Bentley
NATHAN Paul MORSE
JOSEPH JOHN HARTMAN
TIMOTHY JAMES KERTZ
ROBERT CLINTON LANDRUM
KAMMERON RENEE HIBDON
DREW Harvey SCHLIPMAN
Anthony Eugene Reahr
Dylan Mason
CLAYTON D BENTZEN
MARSHA LEE GULLEDGE
LAURA GAIL KEIM
CHAD ERIC LEWIS
Ann Cheryl Frigon
Robin David Young
CHALEE BETH CROUCH
Jacob Hadley Seidel
Samuel Andrew Beck
Richard Dylan Carver
April D Tate
Rick Lynn Duncan
BRENT TAYLOR MURPHREE
DYLAN EARNEST
SHAWN ALAN MANUEL
RODNEY OWEN GRAHAM

Within 25 miles of Osage Beach, MO, Best Investors lists 11 registered investment advisory firms with 23 offices nearby, managing about $2.38T in combined regulatory AUM across 392,520 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 Osage Beach

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 CWM, LLC 248 clients · 642 advisers $50.6B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM