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Best financial advisors in Shrewsbury, MO

Registered advisers within 25 miles of Shrewsbury, MO.

Offices
1,247
Firms
360
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,306,538 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BFC PLANNING, INC.
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MAXELE ADVISORS, LLC
CONFLUENCE INVESTMENT MANAGEMENT LLC
WEALTH MANAGEMENT
REDSTICK VENTURES LLC

Investors

Brian Thomas Donelon
James L Odman
MATTHEW JOHN PALAZZOLO
Chris J Cacciarelli
David Lee White
Lamar Dieter Rahden
ROBERT TOOMBS DIXON
RICHARD SCOTT PERMENTER
Stephen Henderson Schleiffarth
JAMES JESS CARLTON
STEPHEN M ERKEN
DAVID BRIAN MIYAZAKI
MARK ALAN KELLER
Bryan Matthew O'Dell
Timothy McVey Lane
MICHAEL JAMES KELNOSKY
Marlo Catherine Proctor
Michael Joseph Lodes
Michael F Lodes
Kyle Gerard Kersting
JAMES CURTIS CURRAN
Steven Robert Heeley
Collin Wood
Gregory Stuart Ashley
Daniel David Valle
Gerard C. Herber

Within 25 miles of Shrewsbury, MO, Best Investors lists 360 registered investment advisory firms with 1,247 offices nearby, managing about $17.9T in combined regulatory AUM across 3,306,538 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 Shrewsbury

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