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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MO
251 advisers found
TEN PEAKS PARTNERS L.L.C.
Clayton, MO
AUM
$108.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
888-762-7145
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
DIVERSIFIED WEALTH ADVISORS, LLC
Kansas City, MO
AUM
$104.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
816-984-8620
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
VESTECH ASSET MANAGEMENT INC.
Saint Louis, MO
AUM
$99.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(314) 828-2111
PROSPERITY FINANCIAL GROUP
Springfield, MO
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
417-888-0675
4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC
Creve Coeur, MO
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(314) 626-0677
BISON FINANCIAL GROUP, LLC
Creve Coeur, MO
AUM
$96.4M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(314) 949-5595
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
LASTING MARK RETIREMENT GROUP LLC
Springfield, MO
AUM
$86.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
844-822-1370
BRISTOL FINANCIAL LLC
Clayton, MO
AUM
$84.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Performance-based fees +1 more
314-925-3008
TREND MANAGEMENT, INC.
Springfield, MO
AUM
$83.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
417-882-5746
THE PRIVATE FAMILY ADVISORS, LLC
St.. Louis, MO
AUM
$82.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
314-365-3941
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
LAKESHORE WEALTH MANAGEMENT LLC
Lake Lotawana, MO
AUM
$77.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(816) 477-5253
STRATEGIC INVESTMENT ADVISORS, LTD.
Cape Girardeau, MO
AUM
$76.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
573-334-8200