Missouri · 251 firms
Trust & Estate Advisors in Missouri
Advisers working with trusts, estates, and charitable organizations. Browse 251 advisers in Missouri matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Missouri
EDWARD JONES
St.. Louis, MO
AUM
$1.01T
Team
20304 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
314-515-2000
WELLS FARGO ADVISORS
St.. Louis, MO
AUM
$671.42B
Team
7957 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
314-875-3000
NISA INVESTMENT ADVISORS, LLC
St.. Louis, MO
AUM
$343.89B
Team
217 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
314-721-1900
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
Kansas City, MO
AUM
$305.98B
Team
211 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
816-531-5575
WELLS FARGO ADVISORS
St.. Louis, MO
AUM
$252.25B
Team
2366 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
314-875-3000
STIFEL, NICOLAUS & COMPANY, INCORPORATED
St. Louis, MO
AUM
$197.53B
Team
3079 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
314-342-2000
FOCUS PARTNERS WEALTH, LLC
St.. Louis, MO
AUM
$181.86B
Team
1025 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(314) 725-0455
MONETA GROUP INVESTMENT ADVISORS, LLC
St.. Louis, MO
AUM
$50.54B
Team
239 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
314-726-2300
ASCENSION INVESTMENT MANAGEMENT
St.. Louis, MO
AUM
$40.83B
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
314-733-7799
SCOUT INVESTMENTS, INC.
Kansas City, MO
AUM
$36.57B
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
463-777-3900
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
St.. Louis, MO
AUM
$36.41B
Team
46 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
314-725-0455
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
St.. Louis, MO
AUM
$18.92B
Team
450 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
314-726-1600
MODERN WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$10.90B
Team
102 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-393-1000
ACR ALPINE CAPITAL RESEARCH, LLC
St.. Louis, MO
AUM
$10.79B
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
314-932-7600
PLANCORP, LLC
Saint Louis, MO
AUM
$9.94B
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(636) 532-7824
FORVIS MAZARS WEALTH ADVISORS, LLC
Springfield, MO
AUM
$9.75B
Team
78 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
417.831.7283
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
Kansas City, MO
AUM
$7.13B
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
860-596-8126
CONFLUENCE INVESTMENT MANAGEMENT LLC
Saint Louis, MO
AUM
$6.72B
Team
25 advisors
Clients
—
Fees
Percentage of AUM
314-743-5090
LARSON FINANCIAL GROUP, LLC
Saint Louis, MO
AUM
$5.48B
Team
68 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866.569.2450
PENSION CONSULTANTS INC
Springfield, MO
AUM
$5.42B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
417.889.4918
KRILOGY
St.. Louis, MO
AUM
$5.20B
Team
65 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
314-884-2800
KENNEDY CAPITAL MANAGEMENT
St. Louis, MO
AUM
$5.02B
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
314-432-0400
STIFEL INDEPENDENT ADVISORS, LLC
St. Louis, MO
AUM
$5.01B
Team
132 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
314-342-4051
CORNERSTONE WEALTH MANAGEMENT, LLC
Des Peres, MO
AUM
$4.93B
Team
102 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(314) 394-1670
359 total advisers in Missouri. Browse all Missouri advisors