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Best financial advisors in Weatherby Lake, MO

Registered advisers within 25 miles of Weatherby Lake, MO.

Offices
863
Firms
338
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,181,441 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

COPPER FINANCIAL
VESTGEN ADVISORS, LLC
MID-AMERICAN WEALTH ADVISORY GROUP
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
DOMINION PORTFOLIO MANAGEMENT, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STERNECK CAPITAL MANAGEMENT LLC
DIVERSIFIED WEALTH ADVISORS, LLC

Investors

Joseph T Yates
Ryan Taylor Burchett
Scott Michael Sheldon
Christopher Michael Ruhnke
MICHAEL KELLEY MARTIN
Patrick Donald Guilfoy
Richard Caleb Falter
KOLTON HUNTER HURST
Joshua Stephen Falter
Charles Martin Bourquin
MARK STEPHEN FALTER
MYRON DEAN SCHELP
Katherine Elizabeth Daughtrey
Thomas Henrichs
Jared Schelp
Armahn Hadjian
JOSEPH MARINO ST GEORGE
Frederick G Prewitt
JERRY KEITH FULLER
James Franklin Thomas
ELI MICAH WARD
DAVID ANDREW SIMS
Jeffrey Louis Andra
ANDREW EUGENE NYLAND
TODD DAVID BARR
RICHARD SCOTT KAUFMANN
Jessica Raye Long
Braden Max Wilson
Shean Elton Fletcher
William Cocking
JOHN BRADLEY HEMMER
Michael Anthony Hundt
John Carroll Bellau
Hannah Noelle Bellau
Ryan Dean Springer
Landon Casey
AUSTIN LLOYD DRAKE
FRANK MARTIN STERNECK
ROBIN PEPPE STERNECK
BRANDIE MIGNON GIFFIN
Kent Stelljes
Bryan David Stober
BRADFORD LEE BUCKLER

Within 25 miles of Weatherby Lake, MO, Best Investors lists 338 registered investment advisory firms with 863 offices nearby, managing about $16.9T in combined regulatory AUM across 2,181,441 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 Weatherby Lake

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