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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MO
301 advisers found
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
WILSQUARE CAPITAL LLC
St.. Louis, MO
AUM
$171.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
314-925-7650
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
AUM
$151.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
646-787-0394
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
FLYOVER CAPITAL PARTNERS, LLC
Kansas City, MO
AUM
$147.6M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
913-904-5500
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
BRIGHT PORTFOLIOS, LLC
Lee'S Summit, MO
AUM
$135.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
877-274-7678
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
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
VIRTUS FINANCIAL GROUP
Olivette, MO
AUM
$119.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(314) 395-6133