Best Investors Account Sign in

Best financial advisors in Tracy, MO

Registered advisers within 25 miles of Tracy, MO.

Offices
294
Firms
134
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,704,895 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
EDWARD JONES
LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
BATEMAN CAPITAL MANAGEMENT, INC.
VESTGEN ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MID-AMERICAN WEALTH ADVISORY GROUP
CETERA INVESTMENT ADVISERS LLC
MARKET INVESTMENT GROUP, LLC
OSAIC WEALTH, INC.

Investors

DANIEL JAMES DEMORY
Logan Barnard
Joel Dylan Shafer
Tiffany Brand
TODD DAVID BARR
Shelley Ranae Finnestad
Randal Eugene Dorf
Daniel Edward Lawrence
Robert Emil Jorgensen
JAMES J LOURENTZOS
MELANIE CONSTANCE DORF
George R Harris
Daniel Dean LaBar
kevin aaron wiley
DeAnna Louise Moore
David Soukup
Gregory Daniel Nash
Brian William Keeley
Kenneth Charles Bateman
Armahn Hadjian
Ryan Taylor Burchett
Scott Michael Sheldon
Christopher Michael Ruhnke
MICHAEL KELLEY MARTIN
MYRON DEAN SCHELP
Katherine Elizabeth Daughtrey
Thomas Henrichs
Jared Schelp
Patrick Donald Guilfoy
Richard Caleb Falter
KOLTON HUNTER HURST
Joshua Stephen Falter
Charles Martin Bourquin
MARK STEPHEN FALTER
Tyler J Jinks
DAVID LEE TIPPLE
MATTHEW JAMES EDWARD GOOLSBY
Sara Lyn Kobe
Brennan A Hurt
Thad Krasnesky
ADELINE ELIZABETH KROPF

Within 25 miles of Tracy, MO, Best Investors lists 134 registered investment advisory firms with 294 offices nearby, managing about $10.8T in combined regulatory AUM across 1,704,895 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 Tracy

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