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.
359 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