Missouri · 2 advisers
Financial Advisors in Sunset Hills, Missouri
Looking for a financial advisor in Sunset Hills, Missouri? Falists indexes 2 SEC-registered and state-registered investment advisers in Sunset Hills — 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 $208.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$208.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sunset Hills
Ranked by AUM · Fees, team & specialties at a glance
SFC FINANCIAL LLC
Sunset Hills, MO
AUM
$208.3M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
314-842-2001
DUNCAN FINANCIAL MANAGEMENT, INC.
Sunset Hills, MO
AUM
$25.4M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
314-835-1111
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Common questions
- How many financial advisors are in Sunset Hills, Missouri?
- 2 registered investment advisers are listed in our Sunset Hills directory, sourced from public SEC filings.
- What types of advisors are in Sunset Hills?
- 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 Sunset Hills?
- 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.