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Best financial advisors in Walnut Shade, MO

Registered advisers within 25 miles of Walnut Shade, MO.

Offices
41
Firms
13
Combined AUM
$3.21T
Firm-wide filings, not assets booked only here
Clients
437K
437,045 clients when Item 5C has a number
Avg / client
$7.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CONVERGENCE FINANCIAL
SAXONY CAPITAL MANAGEMENT, LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Investors

Rob Johns
Cory M Ross
DEREK EUGENE BELL
Philip Harris McGregor
Joseph Lennon Boyd
Terri A Copeland
Brent Wayne DeRossett
Nathan Carl Zornes
SHAY ROBBINS
Jacob Dean
Ryan Cowell
Matthew Jay Baker
Ryan Holmes
James H Chrouser
Mitchell Holmes
JOHN MICHAEL NANGLE
Quincy Flanagan
Sean Fitzgerald
Samuel A Piche
Jeremy Andrew Young
Xavier Sinniah
MAUREEN PATRICIA DARBY
Grant Beasley
Alex Kelly
Joshua Richard Kitchin
GRANT WALKER
Nichole Renee Rucker
Dylan Patrick Price
JORDAN GRAHAM HEINZ

Within 25 miles of Walnut Shade, MO, Best Investors lists 13 registered investment advisory firms with 41 offices nearby, managing about $3.21T in combined regulatory AUM across 437,045 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 Walnut Shade

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM