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Best financial advisors in Plattsburg, MO

Registered advisers within 25 miles of Plattsburg, MO.

Offices
105
Firms
38
Combined AUM
$5.74T
Firm-wide filings, not assets booked only here
Clients
930K
930,454 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARADIGM WEALTH HOLDINGS, LLC
THE JAMISON EDWARD GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
BTC FINANCIAL MANAGEMENT CO.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

Jordan Michael Roth
Angela Gillen
Mark Joseph Guelich
Robert Lee Marchert
LEE EDWARD TAYLOR
JULIA BETH NEWTON
Ryan JAMES Bargfrede
Stella Ann Spiking
TRACY LEANN Tucker
Jessica Howard
Dillon P Bird
Kim Denise Spidle
MARK THOMAS HEMRY
ROGER LYNN MCCOY
Michael Justin Persell
Joshua Strong
EVERETT WAYNE ICE
Spencer C Ice
Gregory Dean Broadbent
BRADLY EDWARD THARP
BRADLY ALLEN BROADBENT
JOSEPH DONALD EDMONDSON
Jeremy Stone
Tracey L Richard
Clint R Cain
Brian Lee Yarbrough
HALEY Black
JOHN Dillon GUTIERREZ
Aaron Michael Froehlich
GIANFRANCO TIMOTEI
KYLE MATTHEW WINTERS

Within 25 miles of Plattsburg, MO, Best Investors lists 38 registered investment advisory firms with 105 offices nearby, managing about $5.74T in combined regulatory AUM across 930,454 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 Plattsburg

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM