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Best financial advisors in Shell, WY

Registered advisers within 50 miles of Shell, WY.

Offices
36
Firms
30
Combined AUM
$5.90T
Firm-wide filings, not assets booked only here
Clients
936K
935,929 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
MORGAN STANLEY
FRONTIER ASSET MANAGEMENT, LLC
ELEVATE WEALTH MANAGEMENT
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AFINITIV LLC
ANAX FINANCIAL GROUP
ECHELON PARTNERS X MANAGEMENT LLC
NEXUS STRATEGIC ALPHA LLC
PREMIERE DEAL PARTNERS
GRASSROOT, LLC
SMITH COMPANY FINANCIAL ADVISORS / FUSION FUNDS
THE SOUL RIDER LLC
HUNDERTMARK CAPITAL LLC
EDWARD JONES
CYPRESS CAPITAL MANAGEMENT, LLC

Investors

ROBERT LEE JACOB LEIBRICH
Kristin Shaun Wilkerson
ROBERT LESLIE MCVEY
Heidi Zajic Eckland
JAMIE LYNN WILLIAMS
FRANKLIN NEIL BOLEY
Susan S. Garber Johnson
Olivia Danielle Koltiska
ADRIENNE M LEWALLEN
MARCIA K BONNET
Nicholas P Walton
Brock N Boedecker
CHRISTOPHER PAUL WALTON
FRANK LLOYD PAPE
ROBERT E MILLER
Jessica Laine Griner
Alison Meacham
James Dale Shellenberger
ERIN MARIE FOOTE
BRENDA LEEANN JACOBS
Wesley Wade Beavers
CLIFFORD WILLIAM STANTON
AMANDA JEAN SULLIVAN
Robert Michael Johnson
JEFFREY DOW TOMLINSON
DOUGLAS JASON HOCKETT
PATRICK FRANCIS JOHNSON
William Pelissier
Angela Teresa Dewald Simmons
Dustin Douglas Dewald
JUSTIN JOHN WEST
COLIN ROBB PELDO
MATTHEW MCGREGOR EBZERY
KRISTIN LOUISE HERBST

Within 50 miles of Shell, WY, Best Investors lists 30 registered investment advisory firms with 36 offices nearby, managing about $5.90T in combined regulatory AUM across 935,929 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 Shell

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM