Best financial advisors in Wellington, MO

Registered advisers within 25 miles of Wellington, MO.

Offices

106

Firms

33

Combined AUM

$6.66T

Firm-wide filings, not assets booked only here

Clients

1.12M

1,122,050 clients when Item 5C has a number

Avg / client

$5.93M

Combined AUM ÷ clients

Nearby offices

BROOKSTONE WEALTH ADVISORS, LLC

3620 Arrowhead Ave Ste B
Independence, MO 64057

20.5 miles away

EDWARD JONES

3720 ARROWHEAD AVE STE 100
INDEPENDENCE, MO 64057

20.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

18110 E Us Highway 24 Ste B
Independence, MO 64056

20.5 miles away

EDWARD JONES

19045 E VALLEY VIEW PKWY SUITE C
INDEPENDENCE, MO 64055

20.5 miles away

LPL FINANCIAL LLC

18700 E 39TH ST.
INDEPENDENCE, MO 64057

20.5 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

19310 E 50th Terrace
Independence, MO 64055

20.7 miles away

EDWARD JONES

4911 S Arrowhead Dr Suite 315
Independence, MO 64055

20.8 miles away

EDWARD JONES

4911 S ARROWHEAD DR STE 350
INDEPENDENCE, MO 64055

20.8 miles away

EDWARD JONES

4731 S COCHISE DR SUITE 204
INDEPENDENCE, MO 64055-6975

EDWARD JONES

4731 S COCHISE DR STE 210
INDEPENDENCE, MO 64055

EDWARD JONES

4721 S CLIFF AVE STE 204
INDEPENDENCE, MO 64055

EDWARD JONES

4801 S CLIFF AVE STE 202
INDEPENDENCE, MO 64055

EDWARD JONES

3151 S STATE ROUTE 291 HWY SUITE C
INDEPENDENCE, MO 64057

21.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

4971 NE Goodview Circle, Suite A
Lee's Summit, MO 64064

21.1 miles away

FREEDOM WEALTH ADVISORS, LLC

4963 C GOODVIEW CIRCLE
LEE'S SUMMIT, MO 64064

21.1 miles away

DERKS FINANCIAL, LLC

4959 NE GOODVIEW CIR SUITE A
LEES SUMMIT, MO 64064

21.1 miles away

EQUITY WEALTH PARTNERS, LLC

4700 S CEDAR CREST CT
INDEPENDENCE, MO 64055

21.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2411 S State Route 291 Ste L
Independance, MO 64057

21.3 miles away

EDWARD JONES

133 CROWN HILL RD
EXCELSIOR SPRINGS, MO 64024

21.5 miles away

EDWARD JONES

134 CROWN HILL RD
EXCELSIOR SPRINGS, MO 64024-1655

21.5 miles away

Firms

BROOKSTONE WEALTH ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FREEDOM WEALTH ADVISORS, LLC

DERKS FINANCIAL, LLC

EQUITY WEALTH PARTNERS, LLC

Investors

MARK ALAN SQUIRES

Philip Michael Snodgrass

Adam John Kliethermes

Ryan Mark Kliethermes

James Gregory Yanez

Andrea Nachelle McMillin

Megan Elizabeth Hammer

Andrew Hearn Hammer

Jonathan Robert Klassen

Lindsey Christine Marquis

Christopher Dean Thiele

WILLIAM RICHARD HENKS

PAUL ALLEN MCCLAIN

CHELSEA LYNN Hatchel

RYAN ANTHONY DERKS

JASON WAYNE ANDERSON

HENRY DAVID WHALEN

BRIAN D. ISMERT

DAVID KEITH GILMORE

Jeffrey Arthur Anger

Peyton Michael Anderson

ELDON EUGENE ANDERSON

Derrick Wayne Barger

SCOTT ANDREW DAVIDSON

Tracey L Richard

Brian Lee Yarbrough

Within 25 miles of Wellington, MO, Best Investors lists 33 registered investment advisory firms with 106 offices nearby, managing about $6.66T in combined regulatory AUM across 1,122,050 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 Wellington

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM