Best Investors Account Sign in

Best financial advisors in Winchester, MO

Registered advisers within 25 miles of Winchester, MO.

Offices
1,147
Firms
352
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,285,020 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIDUCIARY TACTICAL STRATEGIES, INC.
PROSPERA FINANCIAL SERVICES, INC.
BRIDGEWATER ASSET MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RISLEY CAPITAL MANAGEMENT LLC

Investors

John Henry Neuenswander
CHARLES FRANKLIN WEED
DEBORAH MARIE CASTIGLIONI
CRAIG JOSEPH FREEBERSYSER
MICHAEL STEVEN NICHOLS
BARRY FRANCIS GERDIN
BRUCE DAVID WARD
ROBERT LYNN NORMAN
JEFFREY SCOTT PATTERSON
KIRK JOHN HALVELAND
Cynthia Kay Whitman
STACY RENEE SCHAEFER
JACQUELINE NICOLE CASTIGLIONI
WILLIAM LOUIS MEYER
JOSEPH PATRICK GRIFFARD
DAVID MOORE
CHERYL BAXTER FRAZIER
Nicholas Earl Behnen
STEVE ANTHONY MARTINEZ
Lincoln Elbe
Danielle Renee Vieth
Jason Hurst Huntley
ADAM STEVEN WIEDMAN
Mario William Kriete
Erin M Abeln
JEFFREY MICHAEL ZUFALL
Anthony Nicholas Frazzetta
Gentiana Hasalla Owen
Trevor David Reese
James E Akers
Bethany Lynn Altis
SUSAN ELAINE DAIGLE
DAVID G DOMIAN
JENNIFER SUE BARBEY
Adam Joseph Julius
Annamarie Hernandez
SARA ANN CRAIG
JEFFREY MICHAEL RISLEY

Within 25 miles of Winchester, MO, Best Investors lists 352 registered investment advisory firms with 1,147 offices nearby, managing about $17.5T in combined regulatory AUM across 3,285,020 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 Winchester

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