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Best financial advisors in Smithville, MO

Registered advisers within 25 miles of Smithville, MO.

Offices
249
Firms
110
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,493,302 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

PARADIGM WEALTH HOLDINGS, LLC
TAX FAVORED RETIREMENT
MARKET INVESTMENT GROUP, LLC
EDWARD JONES
COPPER FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED ADVISORS AMERICA
OSAIC WEALTH, INC.
CWM, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

THEODORE PEREZ
ANDREW P SURBER
Douglas Waldo Garrett
MATTHEW JAMES EDWARD GOOLSBY
Frederick G Prewitt
Joseph T Yates
Stella Ann Spiking
Shawn Michael Etzenhouser
Andrew M Plemons
BRIAN C LAMONE
FRANK JOSEPH JANACARO
ADELINE ELIZABETH KROPF
Kyle Matthew Whalley
SETH ALLAN KEETHLER
William Scott Wiley
MARK STEVEN HORSTMANN
GARY ALVIN NAGEL
RONALD LEE YOUNT
Tiffany Brand
KEITH LOVELL CASH
BRET ALAN OHLHAUSEN
Alexis Rhian Buczek
Robert Evan Follmer
Bryan Anthony Lopez

Within 25 miles of Smithville, MO, Best Investors lists 110 registered investment advisory firms with 249 offices nearby, managing about $10.7T in combined regulatory AUM across 1,493,302 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 Smithville

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