Missouri · 3 advisers
Financial Advisors in Liberty, Missouri
Looking for a financial advisor in Liberty, Missouri? Falists indexes 3 SEC-registered and state-registered investment advisers in Liberty — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $172.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$172.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Liberty
Ranked by AUM · Fees, team & specialties at a glance
WHITE SAND WEALTH MANAGEMENT
Liberty, MO
AUM
$172.4M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
816-429-6743
SNIDER TALBOT FINANCIAL PLANNING LLC
Liberty, MO
AUM
$62.8M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
816-223-4149
FIRST CLASS CAPITAL
Liberty, MO
AUM
$10.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
8167265339
More cities in Missouri
Common questions
- How many financial advisors are in Liberty, Missouri?
- 3 registered investment advisers are listed in our Liberty directory, sourced from public SEC filings.
- What types of advisors are in Liberty?
- 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 Liberty?
- 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.