NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
Kansas City, MO
AUM
$338.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
816-931-5757
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MO
148 advisers found
MID-AMERICAN WEALTH ADVISORY GROUP
Kansas City, MO
AUM
$335.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
816-640-5888
STERNECK CAPITAL MANAGEMENT LLC
Kansas City, MO
AUM
$327.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
816-531-2254
VISTA FINANCE, LLC
Clayton, MO
AUM
$320.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
314-518-5240
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
CAUBLE & HARRE WEALTH MANAGEMENT, INC.
St.. Louis, MO
AUM
$300.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
314-576-1112
THE YANKER GROUP
Manchester, MO
AUM
$296.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(314) 962-5600
AUM
$284.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
9177047480
UNIVERSAL FINANCIAL ADVISORS, LLC
St.. Louis, MO
AUM
$277.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
314-721-5522
MADER & SHANNON WEALTH MANAGEMENT
Kansas City, MO
AUM
$269.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
816-751-0585
AUM
$235.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 810-2824
STERLING INVESTMENT ADVISORS,LLC
Bolivar, MO
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
417-777-7677
EKON ADVISORS, LLC
St.. Louis, MO
AUM
$219.8M
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
314-367-6327
WEALTHCARE ASSET MANAGEMENT, LLC
Springfield, MO
AUM
$210.8M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
417-865-0936
WHITE SAND WEALTH MANAGEMENT
Liberty, MO
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
816-429-6743
TOBERMAN BECKER WEALTH, LLC
St.. Louis, MO
AUM
$170.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(314) 900-1404
STEWARDSHIP CAPITAL
Independence, MO
AUM
$168.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
816-833-6650
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
RISLEY CAPITAL MANAGEMENT LLC
Ellisville, MO
AUM
$163.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
636-405-0432
AUM
$151.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
646-787-0394
CAPITAL MANAGEMENT SERVICES, INC.
Manchester, MO
AUM
$145.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
636-207-5829
SEVERIN INVESTMENTS LLC
St.. Louis, MO
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
314-983-2707
BRIGHT PORTFOLIOS, LLC
Lee'S Summit, MO
AUM
$135.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
877-274-7678
CLARITY FINANCIAL PLANNERS
Clayton, MO
AUM
$132.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
314-548-2260