FAMILY INVESTMENT CENTER
Saint Joseph, MO
AUM
$689.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
816-233-4100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MO
301 advisers found
FOUNDATION WEALTH MANAGEMENT, LLC
Clayton, MO
AUM
$660.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
314-726-6789
BUTTONWOOD FINANCIAL GROUP, LLC
Kansas City, MO
AUM
$659.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
816-285-9000
AXIUS ADVISORS LLC
Saint Charles, MO
AUM
$623.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
636-493-9600
ALEXANDER LABRUNERIE & CO., INC.
Columbia, MO
AUM
$618.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
573-449-5313
DIVERSIFIED FINANCIAL ADVISORS, LLC
Town And Country, MO
AUM
$585.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
800-307-0376
STRONGBOX WEALTH, LLC
Lee'S Summit, MO
AUM
$562.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
816-607-5410
WEDGEWOOD PARTNERS, INC.
St. Louis, MO
AUM
$560.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
314-567-6407
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
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
NINTH AVENUE CAPITAL, LP
Kansas City, MO
AUM
$536.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(816) 427-8758
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
ALLOCATOR SOLUTIONS, LLC
St. Louis, MO
AUM
$513.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
314 882-9442
PERMANENT EQUITY MANAGEMENT
Columbia, MO
AUM
$508.8M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Performance-based fees; FEES FROM PORTFOLIO COMPANIES
573-445-0678
AGELLUS CAPITAL, LLC
Clayton, MO
AUM
$507.8M
Wealth Mgmt
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
314-408-5600
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
WATEREQUITY LLC
Kansas City, MO
AUM
$450.2M
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
816-800-8100