CAPITAL INVESTMENT MANAGEMENT, INC
Lee'S Summit, MO
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
816-246-1212
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MO
251 advisers found
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
PROSPERITY PLANNING
North Kansas City, MO
AUM
$543.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
816-587-7526
CORE PLANNING
Ofallon, MO
AUM
$525.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
61 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
636-734-7507
FINANCIAL & TAX ARCHITECTS, LLC
St.. Louis, MO
AUM
$506.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
40 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
314-858-1122
FYRA CAPITAL MANAGEMENT
St.. Charles, MO
AUM
$504.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
636-573-1212
CLARK FINANCIAL SERVICES GROUP, INC.
Chesterfield, MO
AUM
$498.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
314-469-5000
MONETARY MANAGEMENT GROUP INC
St. Louis, MO
AUM
$492.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
314-909-0646
MBM WEALTH CONSULTANTS, LLC
Chesterfield, MO
AUM
$476.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(636) 274-6262
TRUENORTH WEALTH & IMPACT, LLC
Joplin, MO
AUM
$456.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
417-434-9400
SARVER VROOMAN WEALTH ADVISORS LLC
Kansas City, MO
AUM
$452.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
816-601-1150
MAINSTREET RIA LLC
O'Fallon, MO
AUM
$446.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 801-0325
ORION INVESTMENT CO
St. Louis, MO
AUM
$443.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
314-725-3800
FEFA FINANCIAL
Saint Louis, MO
AUM
$435.3M
Wealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM
(314) 530-0500
R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
St.. Louis, MO
AUM
$415.9M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
314-783-5000
WHEELHOUSE ADVISORY GROUP, LLC
St.. Louis, MO
AUM
$388.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Commissions +1 more
636-400-7889
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
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
SIGNIFY WEALTH LLC
St.. Louis, MO
AUM
$364.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
314-222-0295
MARKETRIDERS
Chesterfield, MO
AUM
$363.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
(866) 990-3837
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
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
ARCHWAY WEALTH MANAGEMENT, LLC
Kirkwood, MO
AUM
$345.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(573) 999-2248
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