Best financial advisors in Troy, MO

Registered advisers within 25 miles of Troy, MO.

Offices

87

Firms

31

Combined AUM

$5.68T

Firm-wide filings, not assets booked only here

Clients

856K

856,101 clients when Item 5C has a number

Avg / client

$6.64M

Combined AUM ÷ clients

Nearby offices

SHELLER WEALTH MANAGEMENT, INC.

170 W. CHERRY STREET
TROY, MO 63379

EDWARD JONES

510 E CHERRY ST
TROY, MO 63379

SYNTEGRA PRIVATE WEALTH GROUP LLC

250 E WOOD STREET
TROY, MO 63379

EDWARD JONES

116 S LINCOLN
TROY, MO 63379

EDWARD JONES

56 TOWER ST
MOSCOW MILLS, MO 63362-1139

EDWARD JONES

10 WILDCAT DR SUITE B
WRIGHT CITY, MO 63390

STATE FARM INVESTMENT MANAGEMENT CORP.

235 CREEKSIDE OFFICE DR
Wentzville, MO 63385

13.5 miles away

EDWARD JONES

203 CREEKSIDE OFFICE DR
WENTZVILLE, MO 63385-3290

13.5 miles away

LPL FINANCIAL LLC

2100 HWY C
OLD MONROE, MO 63369

13.6 miles away

J.P. MORGAN SECURITIES LLC

1610 Wentzville Pkwy
Wentzville, MO 63385

13.9 miles away

EDWARD JONES

1428 N STATE HWY 47 STE A
WARRENTON, MO 63383-1375

13.9 miles away

EDWARD JONES

DIERBERGS PLAZA 1826 WENTZVILLE PARKWAY
WENTZVILLE, MO 63385

14.1 miles away

PNC WEALTH MANAGEMENT LLC

1893 WENTZVILLE PARKWAY
WENTZVILLE, MO 63385

14.2 miles away

RPG FAMILY WEALTH ADVISORY, LLC

510 W Pearce Blvd
Wentzville, MO 63385

15.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

300 W Pearce Blvd
Wentzville, MO 63385-1422

15.1 miles away

LPL FINANCIAL LLC

111 W ALLEN SUITE 110
WENTZVILLE, MO 63385

15.2 miles away

LPL FINANCIAL LLC

24 W MAIN ST #316
WENTZVILLE, MO 63385

15.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1200 WEST PEARCE BLVD
WENTZVILLE, MO 64119

15.4 miles away

CETERA INVESTMENT ADVISERS LLC

216 EAST MAIN
WARRENTON, MO 63383

15.4 miles away

EDWARD JONES

123 W BOONESLICK RD
WARRENTON, MO 63383-1912

15.5 miles away

Firms

SHELLER WEALTH MANAGEMENT, INC.

SYNTEGRA PRIVATE WEALTH GROUP LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

PNC WEALTH MANAGEMENT LLC

RPG FAMILY WEALTH ADVISORY, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT ADVISERS LLC

Investors

GARY STEVEN SHELLER

ASHLEY ELIZABETH ARNOLD

Alexander Michael Mair

SARAH BETH HARTMANN BURKEMPER

Kathryn Jo Lamar

Sara Louise Losh

Michael Joseph Baryo

LESLEH ANNE SPRECKER

Paul Andrew Wilson

PAUL LLOYD EDWARDS

Tiffany Goodall

Adam Thomas Lawler

Donna Lynn Wilson

DAVID JOHN ARNS

Matthew Lee Evans

MICHAEL JAMES HAIGHT

Caleb John Sanders

JOHN CLARK DOOLEY

Brandon Alexander Portell

Anthony M Martin

AUSTIN DAVID BURKE

Jeffrey Warren Arnold

Within 25 miles of Troy, MO, Best Investors lists 31 registered investment advisory firms with 87 offices nearby, managing about $5.68T in combined regulatory AUM across 856,101 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 Troy

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM