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Best financial advisors in Pleasant Valley, MO

Registered advisers within 25 miles of Pleasant Valley, MO.

Offices
465
Firms
173
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.03M
2,028,459 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ALLIANCE, LLC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BALANCED FINANCIAL PLANNING, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
BANKERS LIFE ADVISORY SERVICES, INC.
TRINITY CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
ARVEST WEALTH MANAGEMENT
CAPITAL INVESTMENT MANAGEMENT, INC
COPPER FINANCIAL

Investors

Michael Thomas Tibbles
Matthew Heitmann
Nolan O Lasiter
Mollie Marie Stephens
JAMES BRIAN HALLAM
Stephanie Marie Carter
Sharon Kay Sherbina
JO ELLEN FRITZ
JEFFREY LYNN AKRIGHT
LUCAS BRANDON AUSTIN
GARRETT Wilcox GATES
Lakisha Darte Lewis
Cameron Dee-Lunn Pickering
BRADFORD PETERSEN BAGBY
ADRIANNE LYNN VALKAR
JEFFREY LEE JENNINGS
Benjamin Garrett Price
Kyle Matthew Carroll
Anthony Christian Pritzel
DAVID WALTER STANGOHR
ANDREW NEIL GOOS
TROY ROLAND SCHUSTER
DAVID MAX GARRISON
GEORGE WILLIAM SHERMAN
Jordan Nicole Rehagen
BRADY KYLE CRAWFORD

Within 25 miles of Pleasant Valley, MO, Best Investors lists 173 registered investment advisory firms with 465 offices nearby, managing about $11.4T in combined regulatory AUM across 2,028,459 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 Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM