BRIDGEWATER ASSET MANAGEMENT LLC
Chesterfield, MO
AUM
$350.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
636-536-9936
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MO
132 advisers found
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
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
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
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
CRAFT & SAGE WEALTH
Kansas City, MO
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
816-436-9939
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
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
TRINITY WEALTH ADVISORS LLC
St.. Louis, MO
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
314-966-0033
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
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
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
SFC FINANCIAL LLC
Sunset Hills, MO
AUM
$208.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
314-842-2001
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
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
HERITAGE ASSET MANAGEMENT, LLC
Belton, MO
AUM
$155.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
816-348-2060
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
CLARITY FINANCIAL PLANNERS
Clayton, MO
AUM
$132.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
314-548-2260
DIVVI WEALTH MANAGEMENT
Kansas City, MO
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
8162378137
FORTIFY WEALTH, INC.
St.. Louis, MO
AUM
$115.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
314-726-0055
SPARROW CAPITAL MANAGEMENT INC
St.. Louis, MO
AUM
$113.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
314-725-6161