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Showing 1 - 12 of 18 results
KENNEDY CAPITAL MANAGEMENT LLC
KENNEDY CAPITAL MANAGEMENT LLC
St. Louis, Missouri
50-99 employees
Kennedy Capital Management (KCM) is a St. Louis-based, boutique investment firm that has focused on a goal of generating superior returns in the micro, small, and mid-cap domestic equity markets for our clients for over 40 years. Our team’s top priorities are working for institutions and high-net-worth individuals, striving for sustained investment excellence, and to foster an entrepreneurial culture that results in mutually beneficial long-term relationships.
Retirement Benefits Rank
Top Benefits
PLANCORP, INC.
PLANCORP, INC.
St. Louis, Missouri
100-499 employees
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.
Retirement Benefits Rank
Market Leading
ACROPOLIS INVESTMENT MANAGEMENT, LLC
ACROPOLIS INVESTMENT MANAGEMENT, LLC
Chesterfield, Missouri
25-49 employees
Acropolis manages/advises on more than $2 billion for high net worth individuals, institutional investors and retirement plan trustees (401k, profit sharing, etc.). Acropolis is a Registered Investment Advisor and serves clients as a fiduciary with fee-only arrangements. We pride ourselves on our dedication to trusted advice and exceptional service.
Retirement Benefits Rank
Top Benefits
FIRST HEARTLAND CAPITAL, INC.
FIRST HEARTLAND CAPITAL, INC.
Lake St. Louis, Missouri
25-49 employees
First Heartland is an independently owned broker dealer, brokerage general agency and registered investment advisor, offering a proven infrastructure of support and service and an experienced staff to assist financial professionals like you on the journey to success. FHC’s flexible and innovative technology solutions optimize performance, simplify processing, and enhance field communication. Our truly independent status allows us to provide you with an extensive variety of products without bias. If you are seeking a team that can offer you a paramount level of service, we are confident you will find First Heartland to be the perfect fit.
Retirement Benefits Rank
Top Benefits
ARGOS FAMILY OFFICE, LLC
ARGOS FAMILY OFFICE, LLC
St. Louis, Missouri
25-49 employees
Coupling our professional experience with expert knowledge across all the areas that impact wealth, we help families create smart, forward-thinking plans for their futures. Our accounting, legal, tax, bill pay and concierge professionals collaborate in real time, reviewing our clients’ opportunities and goals from all angles to help them achieve their goals. Working through similar situations faced by all of our families, we are able to share experiences and opportunities so all benefit.
Retirement Benefits Rank
Market Leading
CORNERSTONE WEALTH MANAGEMENT
CORNERSTONE WEALTH MANAGEMENT
Saint Peters, Missouri
25-49 employees
Cornerstone Wealth Management is an independent comprehensive wealth services firm, dedicated to making a positive financial difference for families. Our goal is to personalize our relationship with you. By developing an understanding of your needs and goals, we are able to support your interests and help you preserve your assets. Our responsibility is serving you. For a list of states in which we are registered to do business, please visit www.mycwmusa.com. For advisors interested in joining Cornerstone, please visit joincornerstonewealth.com. Securities offered through LPL Financial, member SIPC www.sipc.org. Investment advice offered through Cornerstone Wealth Management LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading
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KRILOGY ADVISORS LLC
KRILOGY ADVISORS LLC
Creve Coeur, Missouri
50-99 employees
The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: - Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. - Abundance: Going beyond the financial plan to guide you to financial independence and well-being. - Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life’s changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team’s knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you’re ready. - Founded 2009 - Independent Registered Investment Advisor (RIA) Firm, Fiduciary Advisors - $1.3 Billion in Assets - Custodians: Charles Schwab, Fidelity
Retirement Benefits Rank
Market Competitive
SUMMIT X LLC
SUMMIT X LLC
Chesterfield, Missouri
1-24 employees
At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth – everything money can’t buy and death can’t take away. We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you. Services offered through Summit X, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Summit X, LLC, doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit X, LLC unless a client service agreement is in place.
Retirement Benefits Rank
Top Benefits
LADLIE TRACHSEL FINANCIAL ADVISORS INC.
LADLIE TRACHSEL FINANCIAL ADVISORS INC.
Saint Peters, Missouri
1-24 employees
Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. You don't need more work. You need RPA. Office of Supervisory Jurisdiction: 29 E. Madison St., Suite 500, Chicago, IL 60602 • 312.701.1100. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.
Retirement Benefits Rank
Top Benefits
ST LOUIS GRAPHIC ARTS JOINT HEALTH & WELFARE FUND
ST LOUIS GRAPHIC ARTS JOINT HEALTH & WELFARE FUND
Saint Peters, Missouri
100-499 employees
Multi Employer Taft-Hartley Health & Welfare Fund which provides benefits funded by contributions from contributing employers and participants in accordance with the terms of the underlying Collective Barganing Agreements.
Retirement Benefits Rank
Below Market
PINES WEALTH MANAGEMENT, L.L.C.
PINES WEALTH MANAGEMENT, L.L.C.
Saint Louis, Missouri
1-24 employees
At Pines Wealth Management, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Securities and investment advisory services offered through Advisor Group, Inc. subsidiaries, FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc., members FINRA and SIPC, Registered Investment Advisors
Retirement Benefits Rank
Market Leading
KOLB GROUP, LLC
KOLB GROUP, LLC
St. Charles, Missouri
25-49 employees
Kolb Grading is a nationally qualified contractor that values construction, engineering, and project management. With jobs all across the nation, Kolb diversifies in many construction divisions such as: grading, excavation, soil stabilization, asphalt, demolition and clearing, sanitary and storm sewage, tunneling, boring, and civil contracting. Kolb works on jobs of all sizes for residential and commercial buildings, highways, airports, golf courses, energy plants, dams, and many more. For more information please visit www.kolbgrading.com
Retirement Benefits Rank
Market Laggard