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Best financial advisors in Pleasant Hill, MO

Registered advisers within 25 miles of Pleasant Hill, MO.

Offices
504
Firms
200
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,120,896 clients when Item 5C has a number
Avg / client
$7.36M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RISE RETIREMENT, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

DAVID BRIDGMAN VAUGHN
Trevor Nading
Matthew Ryan Logan
Madelynn Nacke
STEVEN DOUGLAS CROY
Jordan Paul William Raffety
Spencer Owen Morse
Cole Welhoff
Abigail Lowrimore
Lori K Watson
Philip Ray Parke
Jane Redmond
BRENT RICHARD EWERT
Scott David Hocker
KELLEY ANNE MANNING
DENNIS RAY BACON
Joseph Clayton Ganote
JOHN PRESTON KLIEWER
Grant Joseph Goering
DANIEL JOSEPH ESSELMAN
Jason Edwin Wood
JAMES MATTHEW DAVIDSON
Kevin Thomas Carpenter
Logan Thomas Carpenter
Laura Ann Hudson
Sarah Ann Hudson
Matthew Jorgenson
Sara Dawn Stiles
Grant Thomas Stiles
ALAN RAY JONES

Within 25 miles of Pleasant Hill, MO, Best Investors lists 200 registered investment advisory firms with 504 offices nearby, managing about $15.6T in combined regulatory AUM across 2,120,896 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 Pleasant Hill

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