SEC-registered financial advisors in Missouri
This page lists 157 advisory firms with a main office in Missouri that are registered with the SEC and report individual clients. It is not every advisor in Missouri. Firms registered with Missouri's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Missouri
Showing 24 of 157
- 25 Financial$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Acr Alpine Capital Research, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Acropolis Investment Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Adk Wealth Advisory Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Alexander Labrunerie & Co., Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Alpine Private Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- American Century Investments Private Client Group, Inc.$1B or moreSEC recordPercentage of assets
- Anderson Hoagland & Co$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Aquilant Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Archway Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Argent Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Argos Capital Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Asset Consulting Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Atwood & Palmer, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Axius Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Belmont Private Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Benjamin F. Edwards & Company, Incorporated$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Benjamin F. Edwards Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Brady Family Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brand Asset Management Group, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Bridgewater Asset Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Build Asset Management$25M to $100MSEC recordPercentage of assets
- Buttonwood Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Investment Management, Inc$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Capital Management Services, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cauble & Harre Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Claris Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Clarity Financial Planners$100M to $500MSEC recordPercentage of assets
- Clark Financial Services Group, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Clayton Financial Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Commercial Trust Financial Services$100M to $500MSEC recordPercentage of assets
- Compass Wealth$100M to $500MSEC recordPercentage of assets
- Confluence Investment Management LLC$1B or moreSEC recordPercentage of assets
- Convergence Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Conway Financial Group, LLC$100M to $500MSEC recordFixed or flat fee
- Core Planning$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Cornerstone Select Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Cornerstone Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Correct Capital Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Cortland Associates Inc$500M to $1BSEC recordPercentage of assets
- Craft & Sage Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Daytona Street Capital$100M to $500MSEC recordPercentage of assets
- Detalus Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Diversified Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Diversified Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Divvi Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyOther
- Droms Strauss Wealth Management$500M to $1BSEC recordPercentage of assets
- Duncker Streett & Co.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Eagle Bluffs Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Edward Jones$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Equity Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Essex Ridge Capital Group, LLC$100M to $500MSEC recordPercentage of assets
- Fama Fiduciary Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Family Investment Center$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Fefa Financial$100M to $500MSEC recordPercentage of assets
- Fidelis Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fiduciary Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial & Tax Architects, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- First Heartland Consultants, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Floyd Financial Group LLC$100M to $500MSEC recordPercentage of assets
- Focus Advisor Solutions, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Focus Partners Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Fortify Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Forvis Mazars Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Foundation Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Fyra Capital Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hickory Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Hill Investment Group$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Huntleigh Advisors, Inc.$500M to $1BSEC recordPercentage of assetsOther
- Ifg Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Jag Capital Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- JJP Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Kennedy Capital Management$1B or moreSEC recordPercentage of assetsPerformance-based
- Krilogy$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Laminar Wealth LLC$100M to $500MSEC recordFixed or flat fee
- Lang & Becker, Inc.$100M to $500MSEC recordPercentage of assets
- Larson Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- MacKay Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Mader & Shannon Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Mainstreet RIA LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Marketriders$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
- Matter Family Office$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Maxele Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MBM Wealth Consultants, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- McCartney Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Meramec Financial Planners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Mid-American Wealth Advisory Group$100M to $500MSEC recordPercentage of assets
- Modern Dollar Planning, LLC$100M to $500MSEC recordFixed or flat fee
- Modern Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Moment Private Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Moneta Group Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Monetary Management Group Inc$500M to $1BSEC recordPercentage of assets
- Mosaic Wealth$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- Nicholson Meyer Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nisa Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Nuance Investments, LLC$500M to $1BSEC recordPercentage of assets
- Orion Investment Co$500M to $1BSEC recordPercentage of assets
- Pandi, LLC$1B or moreSEC recordHourlyFixed or flat fee
- Parkwoods Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Pension Consultants Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Philip Vongontard, Cfa, LLC$100M to $500MSEC recordPercentage of assets
- Pinnacle Family Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeOther
- Plancorp, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Prairie Capital Management Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Precision Wealth Strategies, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Profusion Private Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Prosperity Planning$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- R.T. Jones Capital Equities Management Inc.$100M to $500MSEC recordPercentage of assets
- RBF Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Renaud & Company, LLC$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- Risley Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- RLB Financial$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Rubinbrown Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ryan Poage & Co.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sarver Vrooman Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Saxony Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Scout Investments, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Severin Investments LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- SFC Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Signify Wealth LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Smith Moore & Co.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Sonas Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sparrow Capital Management Inc$100M to $500MSEC recordPercentage of assetsPerformance-based
- St. Louis Financial Planners Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Sterling Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sterneck Capital Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Stewardship Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stifel Independent Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Stifel, Nicolaus & Company, Incorporated$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Stonebridge Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Strongbox Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sundvold Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sunpointe Investments$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Syntegra Private Wealth Group LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tbg-Bedford Group LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Ten Peaks Partners L.L.C.$100M to $500MSEC recordPercentage of assetsHourly
- Terril & Company$500M to $1BSEC recordPercentage of assetsHourly
- The Worley Banks Group, LLC$100M to $500MSEC recordPercentage of assets
- The Yanker Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Toberman Becker Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Trinity Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Truenorth Wealth & Impact, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Truman Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Umb Financial Services, Inc.Under $25MSEC recordPercentage of assets
- Universal Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Virtus Financial Group$100M to $500MSEC recordPercentage of assets
- Visionary Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Vista Finance, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wealthcare Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Wedgewood Partners, Inc.$500M to $1BSEC recordPercentage of assets
- Wells Fargo Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Wells Fargo Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Wheelhouse Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsCommissionsOther
- White Sand Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wilkerson Advisory Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Zemenick & Walker Inc$1B or moreSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.