MIDWEST ADVISORS LLC
St.. Louis, MO
AUM
$46.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
314-296-6210
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
359 advisers found
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
SKROBONJA WEALTH MANAGEMENT, LLC
Arnold, MO
AUM
$45.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
636-296-5225
TAX FAVORED RETIREMENT
Kansas City, MO
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
816-534-8615
BTC FINANCIAL MANAGEMENT CO.
Bethany, MO
AUM
$39.6M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
660-425-7285
CENTORBI FINANCIAL GROUP, INC.
O'Fallon, MO
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
636-634-9986
SINNET CAPITAL MANAGEMENT, LLC
Clayton, MO
AUM
$37.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
314-347-0813
COBB WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$36.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
816-350-9500
MINDFUL WEALTH
St.. Louis, MO
AUM
$36.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-508-9908
SHARP WEALTH MANAGEMENT
Springfield, MO
AUM
$35.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Commissions
417-990-5412
TWIN ROBINS CAPITAL
Kansas City, MO
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(816)-200-1289
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
FINANCIAL PLANNING ASSOCIATES, INC.
Ellisville, MO
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
636-527-5010
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
NEXT BLOOM WEALTH
Gladstone, MO
AUM
$28.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(816) 307-0548
OAKVIEW WEALTH SOLUTIONS LLC
Saint Charles, MO
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
636-498-4326
STACKHOUSE ENTERPRISES
Sedalia, MO
AUM
$27.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(660) 570-4114
CQL CAPITAL MANAGEMENT
Chesterfield, MO
AUM
$27.4M
Institutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
314-896-2211
FREUND & CO INVESTMENT ADVISORS, L.C.
Chesterfield, MO
AUM
$26.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
314-726-3399
DUNCAN FINANCIAL MANAGEMENT, INC.
Sunset Hills, MO
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
314-835-1111
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
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
RISING TIDE WEALTH ADVISORY SOLUTIONS LLC
St.. Louis, MO
AUM
$19.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
314-210-7814
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