CONVERGENCE FINANCIAL
Columbia, MO
AUM
$904.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(573) 818-2264
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MO, COLUMBIA
13 advisers found
ALEXANDER LABRUNERIE & CO., INC.
Columbia, MO
AUM
$618.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
573-449-5313
PERMANENT EQUITY MANAGEMENT
Columbia, MO
AUM
$508.8M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Performance-based fees; FEES FROM PORTFOLIO COMPANIES
573-445-0678
WILKERSON ADVISORY GROUP LLC
Columbia, MO
AUM
$326.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
573 400 6101
EAGLE BLUFFS WEALTH MANAGEMENT LLC
Columbia, MO
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
(573) 507-9084
SUNDVOLD FINANCIAL
Columbia, MO
AUM
$232.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
573-443-1000
TRUMAN WEALTH ADVISORS
Columbia, MO
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
573-540-4788
PROPARTNERS WEALTH
Columbia, MO
AUM
$74.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
573-693-4233
HARRISON FINANCIAL PLANNING
Columbia, MO
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
573-340-3979
CLARITY FINANCIAL
Columbia, MO
AUM
$28.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
573-447-7007
TREK WEALTH PLANNING
Columbia, MO
AUM
$23.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
5733675577
JJP CAPITAL MANAGEMENT, INC.
Columbia, MO
AUM
$389.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
[573] 442-2763
Full profileNo website
HFP INVESTMENTS
Columbia, MO
AUM
$3.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
800-584-5882
Full profileNo website