Missouri · 2 advisers
Financial Advisors in Jefferson City, Missouri
Looking for a financial advisor in Jefferson City, Missouri? Falists indexes 2 SEC-registered and state-registered investment advisers in Jefferson City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $554.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$554.1M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Jefferson City
Ranked by AUM · Fees, team & specialties at a glance
BUILD ASSET MANAGEMENT
Jefferson City, MO
AUM
$64.6M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
833-852-8453
CENTRAL TRUST BANK
Jefferson City, MO
AUM
$554.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
573-634-1105
More cities in Missouri
Common questions
- How many financial advisors are in Jefferson City, Missouri?
- 2 registered investment advisers are listed in our Jefferson City directory, sourced from public SEC filings.
- What types of advisors are in Jefferson City?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Jefferson City?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.