Missouri · 2 advisers
Financial Advisors in Saint Joseph, Missouri
Looking for a financial advisor in Saint Joseph, Missouri? Falists indexes 2 SEC-registered and state-registered investment advisers in Saint Joseph — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $689.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$689.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Saint Joseph
Ranked by AUM · Fees, team & specialties at a glance
FAMILY INVESTMENT CENTER
Saint Joseph, MO
AUM
$689.3M
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
816-233-4100
PROSPURPOSE WEALTH
Saint Joseph, MO
AUM
$3.0M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
816-663-9229
More cities in Missouri
Common questions
- How many financial advisors are in Saint Joseph, Missouri?
- 2 registered investment advisers are listed in our Saint Joseph directory, sourced from public SEC filings.
- What types of advisors are in Saint Joseph?
- 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 Saint Joseph?
- 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.