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Best financial advisors in Weldon Spring Heights, MO

Registered advisers within 25 miles of Weldon Spring Heights, MO.

Offices
1,101
Firms
339
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,283,217 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
FIDUCIARY TACTICAL STRATEGIES, INC.
RETIREMENT PLAN ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
KRILOGY

Investors

CONNIE M HERTZLER
Christopher Edward Curry
Karen Young
BRIAN A POWELL
Beth A Peacock Muller
Peter Joseph Buchanan
Anna Marie Koziatek
Brendan Lovekamp
Dale Ross Hicks
Adam Scott Hargis
Patrick Julius Halverson
Allison Eliza Jentsch
Chanceler Lee Roth
Catherine Marie Woodside
Bradley James Thebeau
RYAN J SMITH
Peter J West
Charles Anthony Marino
JENNIFER MARIE SUMMERS
JAMES THOMAS ROTTER
Joshua Lane Terrell
Margaret Mary Cox
Daniel Paul Entzeroth
Shawn Lee Gibbs
Phillip Michael Kuhlmann
Ashlin Taylor Turner
ZACARY JAY FRUEND
BRIAN JAY FRUEND
MICHAEL PATRICK MURRAY
STEVEN MARC GLAZER
ROBERT D HARDCASTLE
TERRY GLEN BOMMER
Timothy Daniel Harden
ROBERT WILLIAM GLAZEBROOK
Timothy Brian Maguire
Benjamin Joseph Zuckerman
DANIEL MARK SUTTON
Frank Roy Wipfler
Hanh Duy Nguyen
Abbey Kay Marquess
Robert Edward Marquess
Jake Matthew Schafer
Jacey Johnson
JIM RICHARD LADLIE

Within 25 miles of Weldon Spring Heights, MO, Best Investors lists 339 registered investment advisory firms with 1,101 offices nearby, managing about $17.4T in combined regulatory AUM across 3,283,217 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 Weldon Spring Heights

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