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Best financial advisors in Saint Charles, MO

Registered advisers within 25 miles of Saint Charles, MO.

Offices
1,148
Firms
361
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,283,926 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
OAKVIEW WEALTH SOLUTIONS LLC
J. W. COLE ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
AMERIPRISE FINANCIAL SERVICES, LLC
BLACK KNIGHT WEALTH MANAGEMENT, LLC
3RD CHRONICLE
LARSON FINANCIAL GROUP, LLC
ARLINGTON SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC

Investors

ANDREW JOHN DITTBERNER
MICHAEL ROBERT MARONEY
Natalie Marie Schroer
MICHAEL PAUL CASSARA
JOHN STANTON BURNS
Justin Daniel Urbanowicz
Robin Lynn Barstow
Kathleen Ann Riley
Jeffrey William Pomeroy
RYAN DAVID ALSUP
CARRIE LEE ALTMAN
Charles Raymond Henderson
RYAN MATTHEW GILL
MICHAEL VINCENT WEBB
Sage Jones Lake
VALERIE LYNN SORENSEN
JOHN EUGENE BURKE
Matthew Bitter
Tanner Dallas
Joshua Thomas Lochstampfor
KEVIN JAMES PIERCE
SCOTT RANDALL WATTS
Mark Edward Charlton
TIMOTHY DALE REEVES
Janine Marie McWhirteryoung

Within 25 miles of Saint Charles, MO, Best Investors lists 361 registered investment advisory firms with 1,148 offices nearby, managing about $17.6T in combined regulatory AUM across 3,283,926 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 Saint Charles

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