PLANCORP, LLC
Saint Louis, MO
AUM
$9.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(636) 532-7824
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
27 advisers found
CONFLUENCE INVESTMENT MANAGEMENT LLC
Saint Louis, MO
AUM
$6.72B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM
314-743-5090
LARSON FINANCIAL GROUP, LLC
Saint Louis, MO
AUM
$5.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
68 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866.569.2450
CONWAY INVESTMENT SOLUTIONS
Saint Louis, MO
AUM
$1.67B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
314-721-9696
ALPINE PRIVATE WEALTH
Saint Louis, MO
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
314-932-1010
TERRIL & COMPANY
Saint Louis, MO
AUM
$987.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
314-965-0344
25 FINANCIAL
Saint Louis, MO
AUM
$545.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
314-530-2858
FEFA FINANCIAL
Saint Louis, MO
AUM
$435.3M
Wealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM
(314) 530-0500
SAXONY CAPITAL MANAGEMENT, LLC
Saint Louis, MO
AUM
$367.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
314-963-9336
MOMENT PRIVATE WEALTH
Saint Louis, MO
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(636) 591-1050
BRADY FAMILY WEALTH, LLC
Saint Louis, MO
AUM
$312.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(314) 919-9151
MCCARTNEY WEALTH MANAGEMENT LLC
Saint Louis, MO
AUM
$220.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
314-246-0595
DAYTONA STREET CAPITAL
Saint Louis, MO
AUM
$189.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
314-727-9479
VESTECH ASSET MANAGEMENT INC.
Saint Louis, MO
AUM
$99.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(314) 828-2111
HERZOG FINANCIAL GROUP, LLC
Saint Louis, MO
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
314-548-6067
GATEWAY WEALTH MANAGEMENT, LLC
Saint Louis, MO
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(314) 349-2711
CWOS FOR HIRE
Saint Louis, MO
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
3148079870
LEGATRUST FINANCIAL ADVISORS, INC.
Saint Louis, MO
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
314-932-2185
ARMORY OAK WEALTH LLC
Saint Louis, MO
AUM
$4.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(314) 561-7466
AIS FINANCIAL
Saint Louis, MO
AUM
$2.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
314-798-0008
BONIFACIO & COMPANY, LLC
Saint Louis, MO
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
314.627.2626
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