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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

EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CWM, LLC
U.S. BANCORP ADVISORS, LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COPPER FINANCIAL
TAX FAVORED RETIREMENT
UNITED ADVISORS AMERICA
THE JAMISON EDWARD GROUP

Investors

Daniel Thomas Wilkes
Dara Truax
NEDRA ELEANOR MITCHELL
Aaron James Hill
DAVID CLEMENT POSKIN
AARON MATTHEW HILL
Timothy Duane Sindt
Gary Eldridge
JACOB BRIAN WEDEKIND
JENNIFER REHNEA MCLAUGHLIN
Joshua T Svoboda
Melanie Kay Roark
Kyle Matthew Whalley
Darin Keith Bahm
JOHN Dillon GUTIERREZ
Aaron Michael Froehlich
GIANFRANCO TIMOTEI
KYLE MATTHEW WINTERS
BRET ALAN OHLHAUSEN
Suzanne E Wallace
KEITH LOVELL CASH
RONALD LEE YOUNT
Michelle Elizabeth Jarvis
Andrew Powell
Aaron Lewis Stubblefield
THEODORE PEREZ
ANDREW P SURBER
Douglas Waldo Garrett
BRIAN C LAMONE
Shawn Michael Etzenhouser
Andrew M Plemons
TRACY LEANN Tucker
LEE EDWARD TAYLOR
JULIA BETH NEWTON
Ryan JAMES Bargfrede
Mark Joseph Guelich
Robert Lee Marchert

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