Best Financial Advisor Firms Missouri 2023

investor.com

Written by investor.com

April 05, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Missouri.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Missouri, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Missouri are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Missouri.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
4-C Personal Wealth Management Consultants 5/5 Stars $64.0 million 58 2 $1.1 million
Acropolis Investment Management 5/5 Stars $1.7 billion 1,096 35 $1.6 million
Angell Capital Management 5/5 Stars $69.6 million 162 2 $429,856
Archford Capital Strategies 5/5 Stars $821.5 million 660 9 $1.2 million
Argent Capital Management 5/5 Stars $3.0 billion 1,076 6 $2.8 million
Argos Capital Partners 5/5 Stars $1.5 billion 55 2 $27.4 million
Armstrong Dixon 5/5 Stars $272.0 million 250 5 $1.1 million
Atwood & Palmer 5/5 Stars $1.2 billion 458 5 $2.7 million
Auxan Capital Advisors 4.5/5 Stars $62.7 million 526 9 $119,233
B.E.S.T. Wealth Management 5/5 Stars $38.4 million 122 2 $315,138
Bagby Wealth Management 5/5 Stars $35.4 million 164 3 $215,646
Baldwin Wealth Management 5/5 Stars $44.5 million 21 1 $2.1 million
BerganKDV Wealth Management 5/5 Stars $2.1 billion 1,064 23 $2.0 million
BKS Investment Services 4.5/5 Stars $11.5 million 92 1 $125,000
Brand Asset Management Group 5/5 Stars $717.9 million 271 10 $2.6 million
Butler, Lanz & Wagler 4.5/5 Stars $43.5 million 167 3 $260,401
Buttonwood Financial Group 4.5/5 Stars $532.4 million 404 5 $1.3 million
Cambridge Capital Management 5/5 Stars $270.1 million 348 3 $776,216
Capital Investment Management 5/5 Stars $405.0 million 1,107 3 $365,870
Catapult Investment Management 4.5/5 Stars $2.9 million 11 1 $263,899
Cauble & Harre Wealth Management 5/5 Stars $218.0 million 113 3 $1.9 million
Central Trust Bank 4.5/5 Stars $448.7 million 8 2 $56.1 million
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Claris Advisors 5/5 Stars $581.9 million 317 4 $1.8 million
Clark Financial Services Group 5/5 Stars $317.7 million 384 5 $827,443
Clayton Financial Group 5/5 Stars $1.2 billion 686 4 $1.7 million
Clear Money Path 4.5/5 Stars $65.3 million 289 1 $225,859
Cobalt Private Wealth 5/5 Stars $14.2 million 55 1 $257,985
Confluence Investment Management 5/5 Stars $6.9 billion 17,616 15 $393,329
Continuum Advisory 4.5/5 Stars $1.0 billion 2,045 34 $498,344
Conway Financial Group 5/5 Stars $0.0 57 2 $0.0
Cornerstone Wealth Management 4.5/5 Stars $3.1 billion 17,400 92 $179,289
Cortland Associates 5/5 Stars $729.0 million 409 2 $1.8 million
CSH Investment Management 5/5 Stars $40.0 million 248 1 $161,247
Droms Strauss Wealth Management 5/5 Stars $592.6 million 394 4 $1.5 million
Duncan Financial Management 4.5/5 Stars $16.3 million 196 2 $83,343
Eidelman Virant Capital 5/5 Stars $83.0 million 14 4 $5.9 million
Ekon Advisors 5/5 Stars $181.0 million 15 3 $12.1 million
Erickson Financial Solutions 5/5 Stars $7.0 million 18 1 $388,888
FCI Advisors 5/5 Stars $12.8 billion 4,923 41 $2.6 million
Fiduciary Advisors 5/5 Stars $1.1 billion 132 3 $8.6 million
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
Fortitude Advisory Group 4.5/5 Stars $367.3 million 816 15 $450,178
Foundation Wealth Management 4.5/5 Stars $478.0 million 313 3 $1.5 million
Freedom 3 Capital 5/5 Stars $1.2 billion 22 12 $52.4 million
Granger Management 4.5/5 Stars $4.6 billion 25 8 $183.2 million
Greater Than Financial 4.5/5 Stars $29.6 million 165 1 $179,341
Hynes Advisory Group 5/5 Stars $12.0 million 121 2 $99,173
IFG Advisors 4.5/5 Stars $452.0 million 416 4 $1.1 million
Integrity Investors 5/5 Stars $47.9 million 488 5 $98,093
ITI Financial Management 5/5 Stars $81.0 million 105 1 $771,428
JAG Capital Management 5/5 Stars $1.8 billion 1,706 14 $1.0 million
Kansas City Private Wealth Management 5/5 Stars $66.3 million 79 2 $838,638
KEB Wealth Advisors 5/5 Stars $799.3 million 562 11 $1.4 million
LCI Advisors 4.5/5 Stars $39.8 million 71 3 $560,222
Mackay Financial Planning 5/5 Stars $80.9 million 53 1 $1.5 million
Mader & Shannon Wealth Management 5/5 Stars $215.0 million 392 11 $548,444
Marcum Wealth 5/5 Stars $2.3 billion 2,613 34 $861,396
MarketRiders 5/5 Stars $604.9 million 496 1 $1.2 million
Marquette Associates 5/5 Stars $13.3 billion 149 12 $89.3 million
Matter Family Office 5/5 Stars $3.2 billion 258 15 $12.5 million
Maxele Advisors 5/5 Stars $122.9 million 217 1 $566,175
Method Finance 5/5 Stars $31.5 million 65 1 $484,854
Mills Barrington Advisors 5/5 Stars $9.7 million 28 1 $346,589
Mindful Wealth 4.5/5 Stars $12.5 million 19 1 $656,054
Moneta Group Investment Advisors 5/5 Stars $30.7 billion 6,873 188 $4.5 million
Monetary Management Group 5/5 Stars $454.4 million 147 5 $3.1 million
Nidhi Capital 5/5 Stars $7.9 million 58 1 $136,323
Nuance Investments 5/5 Stars $5.6 billion 781 10 $7.1 million
Paramount Financial 5/5 Stars $36.7 million 31 2 $1.2 million
Pension Consultants 5/5 Stars $4.3 billion 94 7 $45.4 million
Plancorp 5/5 Stars $5.5 billion 1,597 36 $3.5 million
Profusion Financial 4.5/5 Stars $71.1 million 44 2 $1.6 million
Promanage 5/5 Stars $4.5 billion 6 5 $752.6 million
Quantumleap Wealth Management 5/5 Stars $7.5 million 13 2 $573,472
RBF Wealth Advisors 5/5 Stars $435.3 million 1,036 8 $420,189
Retirement Plan Advisors 4.5/5 Stars $1.1 billion 7,033 35 $156,035
Rosemawr Management 4.5/5 Stars $1.3 billion 11 12 $118.6 million
Rubinbrown Advisors 5/5 Stars $2.1 billion 1,054 20 $2.0 million
Ryan Poage & CO 5/5 Stars $91.5 million 223 3 $410,422
Seacrest Wealth Management 5/5 Stars $1.1 billion 1,824 43 $611,177
Semper Augustus Investments Group 4.5/5 Stars $477.2 million 196 2 $2.4 million
SFC Financial 5/5 Stars $219.5 million 72 3 $3.0 million
Snider Talbot Financial Planning 5/5 Stars $36.5 million 127 4 $287,027
Sterneck Capital Management 5/5 Stars $239.3 million 264 5 $906,286
Stone Financial 5/5 Stars $19.0 million 219 1 $86,593
Storyline Financial Planning 5/5 Stars $1.6 million 15 1 $104,333
Strategic Investment Advisors 5/5 Stars $74.7 million 375 3 $199,127
Sundvold Financial 5/5 Stars $163.0 million 435 7 $374,712
Ten Peaks Partners 5/5 Stars $54.2 million 27 1 $2.0 million
Terril & Company 5/5 Stars $677.4 million 375 3 $1.8 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Retirement Planning Group 5/5 Stars $1.3 billion 1,705 16 $771,079
THE Wealth Conservatory 5/5 Stars $81.0 million 94 3 $862,038
Towle & Co. 4.5/5 Stars $773.4 million 80 6 $9.7 million
USAdvisors Wealth Management 5/5 Stars $360.9 million 1,094 19 $329,881
Visionary Wealth Advisors 5/5 Stars $2.0 billion 3,805 34 $530,781
Wedgewood Partners 5/5 Stars $619.5 million 540 7 $1.1 million
Windward Private Wealth Management 5/5 Stars $250.6 million 243 5 $1.0 million
Zemenick & Walker 5/5 Stars $2.0 billion 231 8 $8.5 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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