Best Investors Account Sign in

Best financial advisors in Richmond Heights, MO

Registered advisers within 25 miles of Richmond Heights, MO.

Offices
1,288
Firms
366
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,306,630 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST HEARTLAND CONSULTANTS, INC.
PROFUSION PRIVATE WEALTH
MATTER FAMILY OFFICE
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RUBINBROWN ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
CORNERSTONE WEALTH MANAGEMENT, LLC
ASSET CONSULTING GROUP, LLC
LEGATRUST FINANCIAL ADVISORS, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CGN ADVISORS, LLC
SMITH MOORE & CO.
TEN PEAKS PARTNERS L.L.C.
LAMINAR WEALTH LLC
MILOHEN FUNDS, LLC

Investors

JEANINE M. DEVINE
DERRICK EVAN FROST
GREGORY P DROZDA
SADIE ELIZABETH PEARL SWISHER
MARGAUX HENNESSEY ROTH
ASHLEY CARISA Martin
KIRBY T. OTT
Lauren Hebel
KATHERINE BANNING LINTZ
MICHAEL B CURTIS
PETER JOHN LEBLANC
LACEY LEIGH ERIN MITCHELL
DONALD LEE ESSTMAN
MARK ROBERT WITTHAUS
JOHN CANTALIN WAHL
THOMAS JOHN SONTAG
CRAIG MARTIN COLEMAN
CHRISTOPHER ANDY LOWRY
Patrick E Miller
HALEY SIEFERT
ELIZABETH A Bowen
GEORGE ANTHONY TARLAS
JASON CONSTANTINE PULOS
NATHAN RICHARD BURK
PATRICIA JOAN KAROLCZAK
Michael Patrick Hotz
Joseph F Nugent
PHINEAS WILLIAM TROY
Philip Fonseca
ROGER JOHN WILLIS
THOMAS JOSEPH JANISCH
Daniel Eugene Flynn
William Kassing Melvin
DANIEL CHRISTOPHER TARLAS
Alexander McKay Nixon
THOMAS J DOOLEY
Kenneth Neal Gerlach
William Peter Luster
NICOLE MARIE KETTENBRINK
LARA CHRISTINE MAYHEW
SELMIR AVDIC
MITCHELL HILTON BORAZ
WILLIAM WAECKERLE
KEVIN SIMPHER
MARK STEVEN GRAWE
MARVIN PETERSON
GREGORY SAMUEL PIERCE
DONALD JOHN MUETH
DONNA LUMPKIN ZOELLER
IAN FINE ROTHBARTH
ROBERT PHILIP PLACK
TIMOTHY EUGENE SCHULTE
STEWART JAMES DEUTSCH
GREGORY HOWARD BRAY
THOMAS ANTHONY GONSALVES
DENIS HAROLD OPENLANDER
Mary Elizabeth Oransky
DAVID SCOTT ORANSKY

Within 25 miles of Richmond Heights, MO, Best Investors lists 366 registered investment advisory firms with 1,288 offices nearby, managing about $17.9T in combined regulatory AUM across 3,306,630 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 Richmond Heights

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