DB ADVISORS
Springfield, MO
AUM
$48.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(417) 763-3307
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MO
148 advisers found
BAGBY WEALTH MANAGEMENT
Dexter, MO
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
573-624-4771
MIDWEST ADVISORS LLC
St.. Louis, MO
AUM
$46.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
314-296-6210
CWOS FOR HIRE
Saint Louis, MO
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
3148079870
SKROBONJA WEALTH MANAGEMENT, LLC
Arnold, MO
AUM
$45.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
636-296-5225
MINDFUL WEALTH
St.. Louis, MO
AUM
$36.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-508-9908
CQL CAPITAL MANAGEMENT
Chesterfield, MO
AUM
$27.4M
Institutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
314-896-2211
FREUND & CO INVESTMENT ADVISORS, L.C.
Chesterfield, MO
AUM
$26.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
314-726-3399
LEGATRUST FINANCIAL ADVISORS, INC.
Saint Louis, MO
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
314-932-2185
RISING TIDE WEALTH ADVISORY SOLUTIONS LLC
St.. Louis, MO
AUM
$19.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
314-210-7814
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
Springfield, MO
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
417-891-1007
THOUSAND WEALTH MANAGEMENT
Chesterfield, MO
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
636-532-9004
VIAGEM, LLC
St.. Louis, MO
AUM
$15.0M
Trusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
314-307-1090
PREMIER WEALTH ADVISORY SERVICES, INC.
Chesterfield, MO
AUM
$13.7M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
636-532-7337
FIRST CLASS CAPITAL
Liberty, MO
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
8167265339
UMB FINANCIAL SERVICES, INC.
Kansas City, MO
AUM
$5.0M
Financial PlanningWealth MgmtInstitutional
Team
54 advisors
Clients
More than 500
Fees
Percentage of AUM
816-842-2222
CAPITAL360FINANCIAL
Springfield, MO
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
417-350-1113
BONIFACIO & COMPANY, LLC
Saint Louis, MO
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
314.627.2626
OLIVE STREET INVESTMENT ADVISERS, LLC
St.. Louis, MO
AUM
$203.76B
Wealth Mgmt
Team
232 advisors
Clients
—
Fees
Percentage of AUM; SEE SCHEDULE D-MISCELLANEOUS
314-515-2000
Full profileNo website
COMMERCE INVESTMENT ADVISORS, INC.
Kansas City, MO
AUM
$2.54B
Wealth Mgmt
Team
34 advisors
Clients
0
Fees
Percentage of AUM
816-234-2000
Full profileNo website
CENTRAL TRUST BANK
Jefferson City, MO
AUM
$554.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
573-634-1105
Full profileNo website
HICKORY WEALTH MANAGEMENT, LLC
Springfield, MO
AUM
$126.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(417) 306-9891
Full profileNo website
LANG & BECKER, INC.
Washington, MO
AUM
$123.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
636-390-8339
Full profileNo website
ROGERS CONSULTING ASSOCIATES, INC.
St.. Louis, MO
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
314-721-4443
Full profileNo website