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Best financial advisors in Richmond, MO

Registered advisers within 25 miles of Richmond, MO.

Offices
25
Firms
8
Combined AUM
$2.15T
Firm-wide filings, not assets booked only here
Clients
434K
434,069 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PARADIGM WEALTH HOLDINGS, LLC
THE JAMISON EDWARD GROUP

Investors

Corbin Alexander Menke
Richard Warren Bidding
Brett Matthew Smoot
Kyle Matthew Carroll
Anthony Christian Pritzel
Rick Allan Smith
JOSEPH DONALD EDMONDSON
Michael Justin Persell
Gregory Dean Broadbent
BRADLY EDWARD THARP
BRADLY ALLEN BROADBENT
Tracey L Richard
Clint R Cain
Brian Lee Yarbrough
Jeremy Stone
David Allen Reid
Adam Reid
Jarod Wayne Moenkhoff
CODY LEE MOSS
Stella Ann Spiking
Mark Joseph Guelich
Robert Lee Marchert
LEE EDWARD TAYLOR
JULIA BETH NEWTON
Ryan JAMES Bargfrede
TRACY LEANN Tucker
Douglas Brian Turnbough
Brian T Turnbough
Thaddeus Charles Madsen

Within 25 miles of Richmond, MO, Best Investors lists 8 registered investment advisory firms with 25 offices nearby, managing about $2.15T in combined regulatory AUM across 434,069 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

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM 7 THE JAMISON EDWARD GROUP 3 advisers $12.4M AUM