FORVIS MAZARS WEALTH ADVISORS, LLC
Springfield, MO
AUM
$9.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
78 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
417.831.7283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MO, SPRINGFIELD
10 advisers found
PINNACLE FAMILY ADVISORS, LLC
Springfield, MO
AUM
$371.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +4 more
417-886-6590
WEALTHCARE ASSET MANAGEMENT, LLC
Springfield, MO
AUM
$210.8M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
417-865-0936
FLOYD FINANCIAL GROUP LLC
Springfield, MO
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
417-889-7233
ITI FINANCIAL MANAGEMENT
Springfield, MO
AUM
$96.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
417-889-2550
AUXAN CAPITAL ADVISORS, LLC
Springfield, MO
AUM
$89.6M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
417-268-9650
DB ADVISORS
Springfield, MO
AUM
$48.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(417) 763-3307
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
Springfield, MO
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
417-891-1007
CAPITAL360FINANCIAL
Springfield, MO
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
417-350-1113
HICKORY WEALTH MANAGEMENT, LLC
Springfield, MO
AUM
$126.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(417) 306-9891
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