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Showing 1 - 12 of 19 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
FCSTONE GROUP, INC.
FCSTONE GROUP, INC.
Kansas City, Missouri
All Size Average employees
Fc Stone Llc is a financial services company based out of 1 N End Ave # 1129, New York, New York, United States.
Retirement Benefits Rank
Market Leading
THE ST. LOUIS TRUST COMPANY
THE ST. LOUIS TRUST COMPANY
St. Louis, Missouri
50-99 employees
St. Louis Trust & Family Office helps wealthy families across the country navigate—and simplify—their complex financial and personal lives.
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
SMITH MOORE & CO.
SMITH MOORE & CO.
Effingham, Illinois
50-99 employees
At Smith Moore, we provide financial guidance for every stage of life through an integrated financial strategy that evolves as our clients move through all phases of wealth planning: Accumulation, Distribution and Legacy. Our financial advisors truly make us different. Discover how a personalized approach, the freedom to customize short- and long-term strategies that are right for you, and a dedication to putting clients first make Smith Moore a valuable asset for your present and future. Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and “time horizon” for reaching your goals. Since our inception in 1913, Smith Moore has maintained its focus on our mission of dedication to customer service. As one of the oldest investment firms established west of the Mississippi River, Smith Moore has a proud history of helping its customers to plan their financial futures and delivering financial peace of mind. Let us help you. Please contact your local Smith Moore Financial Advisor. If you do not currently have a Smith Moore Financial Advisor, please contact us today at 1-800-264-0426 or 1-314-727-5225.
Retirement Benefits Rank
Market Laggard
PALMER SQUARE CAPITAL MANAGEMENT LLC
PALMER SQUARE CAPITAL MANAGEMENT LLC
Mission Woods, Kansas
100-499 employees
Founded in 2009 and based just outside of Kansas City, Palmer Square Capital Management is a boutique investment manager specializing in corporate credit and structured credit, currently managing approximately $28.1 billion across various vehicles and strategies for a diverse set of clients that includes institutions, family offices, and registered investment advisory firms (as of 7/31/2023). Our investment team has over a decade of experience working at top investment firms and directly investing opportunistically in credit. Our backgrounds include deep experience in credit, hedging, alternatives, equity, and risk management. For more information about our firm, please visit www.palmersquarecap.com. Third‐party rankings and recognition from ratings services, or publications, are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Please read disclosures at www.palmersquarecap.com/legal.
Retirement Benefits Rank
Market Competitive
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HUNTLEIGH SECURITIES CORP.
HUNTLEIGH SECURITIES CORP.
St. Louis, Missouri
50-99 employees
Founded in 1977, Huntleigh Securities Corporation has grown to become one of the largest privately held securities brokerage firms in the St. Louis area, and one of the most respected names in the securities business. As a full service securities broker/dealer, Huntleigh has developed its reputation through its commitment to integrity in all products and services offered. We strive to provide unparalleled customer service to lay the foundation for a lasting professional relationship. Here at Huntleigh, we are committed to facilitating the long-term accumulation of wealth for each and every client. Huntleigh Securities Corporation and its affiliated companies ("Huntleigh") reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Huntleigh Securities Corporation is an SEC registered broker-dealer and a member of FINRA and SIPC. Huntleigh will not accept purchase or sales orders via LinkedIn or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Huntleigh. Opinions and comments expressed by LinkedIn members are those of the individuals submitting them and do not necessarily represent the view of the creator of this profile or the firm. Huntleigh is not responsible for content posted by third parties. Statements and messages are for U.S. residents only. To speak with a representative or a member of our staff, please contact our office by phone at (314) 236-2400. Employees cannot respond to messages through LinkedIn.
Retirement Benefits Rank
Below Market
FINANCIAL COUNSELORS, INC.
FINANCIAL COUNSELORS, INC.
Overland Park, Kansas
1-24 employees
Established in 1966, FCI has been managing investments for institutional and private clients for more than five decades. Today we manage over $13 billion in assets, but retain the trading flexibility and client service ethic of a smaller firm. Our focus on solutions-based investment management has helped us achieve success for a wide range of clients with a wide range of goals, using both our own investment tools and our knowledge of outside managers and products. One of FCI’s greatest strengths is our staff of 30 investment professionals. As a group, these managers have an average of over 20 years’ experience in the financial services industry. When combined with their creativity and innovation, this wealth of experience produces customized investment solutions based on a strong understanding of client needs and investment strategy. And because of our record of low staff turnover, our strength is combined with consistency.
Retirement Benefits Rank
Market Competitive
PROSPERITY ADVISORS, LLC
PROSPERITY ADVISORS, LLC
Overland Park, Kansas
50-99 employees
Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "​... it is only by helpings OTHERS prosper, that we prosper ourselves..."​ Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 22 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity is under separate ownership from Cetera Advisors, LLC.
Retirement Benefits Rank
Market Competitive
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
NATIONAL ADVISORS TRUST COMPANY
NATIONAL ADVISORS TRUST COMPANY
Kansas City, Missouri
50-99 employees
National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next. We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team with deep expertise and knowledge, decades of proven experience, and a commitment to quality and attention to detail in execution. We are also recognized as one of “America’s Most Advisor-Friendly Trust Companies” – partnering with independent wealth advisors and estate planners across the country. We are dual-chartered—holding both a national trust charter that extends trust services into all 50 states and a progressive South Dakota state trust charter through National Advisors Trust of South Dakota, Inc. to keep clients at the forefront in one of the country’s leading trust jurisdictions. This enables advisors and families to have greater flexibility and more options. At the heart of everything we do is our belief that the estate planning and trusts industry is fundamentally about families and the selfless pursuit of acting today to protect future generations. It’s what inspires us every day to deliver complete trust solutions and exceptional service—and we are proud of the impact we have had over the decades. National Advisors Trust is a wholly-owned subsidiary of National Advisors Holdings, Inc. regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC. National Advisors Trust of South Dakota, Inc. is regulated by the Division of Banking of South Dakota Department of Labor and Regulation. Marketing material is for informational purposes only and is not intended to constitute legal or tax advice. Please consult with a qualified professional regarding your specific circumstances.
Retirement Benefits Rank
Below Market
EPL II, LLC
EPL II, LLC
Columbia, Missouri
50-99 employees
Experimental Pathology Laboratories (EPL) is a privately-held, employee-owned Contract Research Organization with facilities in Sterling, Virginia, Research Triangle Park, North Carolina, Redwood City, California, and Bonita Springs, Florida. EPL provides a comprehensive range of toxicologic pathology-oriented services that are designed to provide the best scientific expertise available in the most cost-effective manner. Services include contract histology and toxicologic pathology support, pathology consultation, immunohistochemistry, electron microscopy, digital morphometry, and archiving services. EPL operates in full compliance with U.S. and International GLPs.
Retirement Benefits Rank
Market Laggard