THE WORLEY BANKS GROUP, LLC
Creve Coeur, MO
AUM
$184.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
314-530-2700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MO
251 advisers found
CONWAY FINANCIAL GROUP, LLC
Chesterfield, MO
AUM
$177.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
(314) 579-9157
MACKAY FINANCIAL PLANNING, LLC
Springfield, MO
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
417-268-9191
PROFUSION PRIVATE WEALTH
St.. Louis, MO
AUM
$175.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(314) 441-6107
RLB FINANCIAL
Springfield, MO
AUM
$173.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
866-686-8097
WHITE SAND WEALTH MANAGEMENT
Liberty, MO
AUM
$172.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
816-429-6743
TOBERMAN BECKER WEALTH, LLC
St.. Louis, MO
AUM
$170.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(314) 900-1404
STEWARDSHIP CAPITAL
Independence, MO
AUM
$168.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
816-833-6650
FLOYD FINANCIAL GROUP LLC
Springfield, MO
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
417-889-7233
RISLEY CAPITAL MANAGEMENT LLC
Ellisville, MO
AUM
$163.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
636-405-0432
FIDELIS FINANCIAL PLANNING, LLC
Saint Charles, MO
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
636-922-9252
MODERN DOLLAR PLANNING, LLC
St.. Louis, MO
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Fixed fees
314-827-5852
HERITAGE ASSET MANAGEMENT, LLC
Belton, MO
AUM
$155.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
816-348-2060
SONAS FINANCIAL GROUP, INC.
Kansas City, MO
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
816-753-2210
CAPITAL MANAGEMENT SERVICES, INC.
Manchester, MO
AUM
$145.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
636-207-5829
SEVERIN INVESTMENTS LLC
St.. Louis, MO
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
314-983-2707
CLARITY FINANCIAL PLANNERS
Clayton, MO
AUM
$132.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
314-548-2260
LAMINAR WEALTH LLC
Clayton, MO
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Fixed fees
(800) 929-6530
DIVVI WEALTH MANAGEMENT
Kansas City, MO
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
8162378137
VIRTUS FINANCIAL GROUP
Olivette, MO
AUM
$119.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(314) 395-6133
FORTIFY WEALTH, INC.
St.. Louis, MO
AUM
$115.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
314-726-0055
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
COMPASS RETIREMENT GROUP LLC
St.. Louis, MO
AUM
$111.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
314-373-1598