Data / Investment advisers / Missouri / Edward Jones
Edward Jones, St. Louis, MO: $1 trillion AUM, SEC registered investment adviser
Edward Jones is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $1 trillion in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 250
- SEC file number
- 801-3297
- SEC status
- Approved, effective October 24, 1963
- Legal name
- Edward D. Jones & Co., L.P.
- Main office
- 12555 Manchester Rd, St. Louis, MO 63131
- Phone
- (314) 515-2000
- Website
- bridgebuildermutualfunds.com
- Regulatory AUM
- $1,013,608,323,988 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $494,274,246,692
- Non discretionary AUM
- $519,334,077,296
- Accounts
- 5,630,517
- Employees
- 36,317, of which 20,304 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 15,120
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 3,657,451 | $613.21 billion |
| High net worth individuals | 372,771 | $381.16 billion |
| Corporations or other businesses | 10,848 | $8.15 billion |
| Pension and profit sharing plans | 20,833 | $5.42 billion |
| Charitable organizations | 2,041 | $857.9 million |
| Banking or thrift institutions | 1 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.01 trillion | March 26, 2026 |
| December 1, 2025 | $824.99 billion | November 25, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wells Fargo Advisors | St. Louis | $671.42 billion | Not listed | adviserinfo.sec.gov |
| Nisa Investment Advisors, LLC | St. Louis | $343.89 billion | 3 | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | $252.25 billion | Not listed | adviserinfo.sec.gov |
| Olive Street Investment Advisers, LLC | St. Louis | $203.76 billion | Not listed | adviserinfo.sec.gov |
| Stifel, Nicolaus & Company, Incorporated | St Louis | $197.53 billion | 22 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with Over $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Edward Jones on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.