BROADVIEW MANAGEMENT, LLC
St.. Louis, MO
AUM
$302.8M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +3 more
314-366-3240
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
359 advisers found
CAUBLE & HARRE WEALTH MANAGEMENT, INC.
St.. Louis, MO
AUM
$300.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
314-576-1112
THE YANKER GROUP
Manchester, MO
AUM
$296.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(314) 962-5600
EAGLE BLUFFS WEALTH MANAGEMENT LLC
Columbia, MO
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
(573) 507-9084
MOELIS ASSET CATALYST PARTNERS
St. Louis, MO
AUM
$288.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; REVENUE SHARE FROM UNDERLYING MANAGERS
917-719-5778
AUM
$284.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
9177047480
TRINITY WEALTH ADVISORS LLC
St.. Louis, MO
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
314-966-0033
AQUILANT ADVISORS
St.. Louis, MO
AUM
$278.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
314-309-2078
UNIVERSAL FINANCIAL ADVISORS, LLC
St.. Louis, MO
AUM
$277.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
314-721-5522
MADER & SHANNON WEALTH MANAGEMENT
Kansas City, MO
AUM
$269.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
816-751-0585
LEWIS & CLARK PARTNERS, LLC
St.. Louis, MO
AUM
$262.9M
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
314-392-5264
EQUITY WEALTH PARTNERS, LLC
Independence, MO
AUM
$258.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
816-373-1068
BAUM CAPITAL PARTNERS MANAGEMENT, LLC
Kansas City, MO
AUM
$247.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
816-283-5200
AUM
$235.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(214) 810-2824
SUNDVOLD FINANCIAL
Columbia, MO
AUM
$232.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
573-443-1000
STERLING INVESTMENT ADVISORS,LLC
Bolivar, MO
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
417-777-7677
MCCARTNEY WEALTH MANAGEMENT LLC
Saint Louis, MO
AUM
$220.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
314-246-0595
EKON ADVISORS, LLC
St.. Louis, MO
AUM
$219.8M
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
314-367-6327
WEALTHCARE ASSET MANAGEMENT, LLC
Springfield, MO
AUM
$210.8M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
417-865-0936
RENAUD & COMPANY, LLC
Ofallon, MO
AUM
$210.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
636-240-5055
SFC FINANCIAL LLC
Sunset Hills, MO
AUM
$208.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
314-842-2001
MAXELE ADVISORS, LLC
Webster Groves, MO
AUM
$201.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
314-961-1850
DAYTONA STREET CAPITAL
Saint Louis, MO
AUM
$189.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
314-727-9479
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