IOR
Clayton, MO
AUM
$126.5M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
833-467-7658 EXT. 1
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MO
148 advisers found
RYAN POAGE & CO.
Kansas City, MO
AUM
$114.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(816) 531-4555
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
ANGELL CAPITAL MANAGEMENT, LLC
Centralia, MO
AUM
$109.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
636-896-8000
S.P. PARKIN & CO
Chesterfield, MO
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
314-434-1995
TRUMAN WEALTH ADVISORS
Columbia, MO
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
573-540-4788
FREEDOM WEALTH ADVISORS, LLC
Lee'S Summit, MO
AUM
$104.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
816-820-7900
KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$103.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
816-214-8344
GREYSTONE CAPITAL PARTNERS GROUP LLC
Kansas City, MO
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-562-2882
ITI FINANCIAL MANAGEMENT
Springfield, MO
AUM
$96.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
417-889-2550
DELTA WEALTH SOLUTIONS, LLC
Kansas City, MO
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
816-810-4467
DEW WEALTH STRATEGIES, LLC
Clayton, MO
AUM
$94.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
314-862-1500
AUXAN CAPITAL ADVISORS, LLC
Springfield, MO
AUM
$89.6M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
417-268-9650
SMART STEPS WEALTH MANAGEMENT LLC
St.. Louis, MO
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
314-970-2377
MIDWEST INVESTMENT ADVISORS, LLC
Fenton, MO
AUM
$78.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
636-343-2024
STRATEGIC INVESTMENT ADVISORS, LTD.
Cape Girardeau, MO
AUM
$76.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
573-334-8200
PROPARTNERS WEALTH
Columbia, MO
AUM
$74.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
573-693-4233
RISE RETIREMENT, LLC
Lee'S Summit, MO
AUM
$71.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
913-363-7401
BALDWIN WEALTH MANAGEMENT, LLC
St.. Louis, MO
AUM
$71.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
314-395-3648
UMB PRIVATE WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$68.4M
Financial PlanningWealth MgmtInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
816-860-7000
SCHNELL FINANCIAL GROUP, LLC
Sedalia, MO
AUM
$67.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
660-826-4778
BUILD ASSET MANAGEMENT
Jefferson City, MO
AUM
$64.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
833-852-8453
MRM GROUP
St. Louis, MO
AUM
$53.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
314-628-1100
HDQ WEALTH
Kansas City, MO
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
913-283-4423