First Heartland Consultants, Inc. is a prominent regional investment advisory firm headquartered in Lake St. Louis, MO, with an extensive presence comprising 79 offices. With a team of 105 dedicated professionals, 94 of whom specialize in providing expert investment advisory services, the company has established itself as a trusted partner in the financial industry. Leveraging their extensive expertise, First Heartland Consultants, Inc. manages an impressive average of approximately $15,600,000 in assets under management per investment advisor. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. Notably, First Heartland Consultants, Inc. holds substantial experience and proficiency in managing employer 401Ks and individual portfolios, accounting for nearly half of their impressive assets under management. Demonstrating their commitment to delivering tailored financial solutions, a remarkable 87% of the assets they manage are under their discretionary authority. With a client base exceeding 6,250 individuals, First Heartland Consultants, Inc. oversees a substantial sum of assets under management, totaling over $1,466,573,000. The firm prides itself on its team of seasoned advisors, including the accomplished professionals David Pryor, Brian Bolek, and David Hoff, who have been instrumental in guiding clients toward their financial goals. First Heartland Consultants, Inc. distinguishes itself through its comprehensive range of services, personalized approach, and wealth of experience in the investment advisory field. As a trusted partner, they strive to empower their clients to navigate the complex financial landscape, ensuring long-term prosperity and peace of mind.

Stifel, Nicolaus & Company, Incorporated, based out of St. Louis, MO, is a prominent national investment advisory firm with a strong presence in the financial industry. With over 149,480 individual clients and an impressive $132,550,932,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. The firm boasts an extensive network of 460 offices across the country, allowing them to serve clients from various locations. Stifel, Nicolaus & Company, Incorporated offers a comprehensive range of services, including investment advisory, commodity pool operator or commodity trading advisor services, insurance brokerage, and registered municipal advisory services. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the expertise and capability to manage employer funds. Notably, 62% of the assets they oversee are managed on a discretionary basis, highlighting their proactive and tailored approach to investment strategies. With a diverse compensation structure that includes a percentage of assets under management, fixed fees, and commissions, Stifel, Nicolaus & Company, Incorporated ensures alignment with their clients' interests while providing transparent and flexible options. The firm's success is attributed to their dedicated team of 6,729 employees, with 3,012 professionals specializing in investment advisory services. Among them, experienced advisors such as James Schuman, Duane Thomas, and Christopher Johnson have earned a reputation for their commitment to delivering superior financial guidance. Stifel, Nicolaus & Company, Incorporated continues to thrive in the financial industry by combining their extensive resources, comprehensive services, and skilled advisors to provide exceptional wealth management solutions for their clients nationwide.

Powers Advisory Group, LLC is a respected investment advisory firm headquartered in Highland, IL. With one office, they serve a diverse clientele and offer a range of financial services. Boasting a team of five dedicated professionals, two of whom specialize in investment advisory services, the firm manages an impressive average of $81,480,000 in assets under management per investment advisor. This figure aligns with the industry average, highlighting their solid performance. Powers Advisory Group's compensation structure encompasses various types, including a percentage of assets under management, ensuring their interests are aligned with their clients'. What sets Powers Advisory Group apart is their extensive experience in managing assets from employer 401Ks and individual portfolios, which collectively account for approximately half of their assets under management. With a profound understanding of this niche, they have established a strong track record in delivering optimal results. The firm prides itself on exclusively managing discretionary assets, which grants them the flexibility to make informed investment decisions on behalf of their clients. With a sizable client base of over 440 individuals, Powers Advisory Group expertly oversees more than $162,963,000 in assets under management. Notably, the firm's success can be attributed in part to the expertise and commitment of their longest tenured registered advisors, Matthew Powers and Richard Ringwald. Their deep industry knowledge and unwavering dedication have contributed to the firm's reputation as a trusted and reliable partner in helping clients achieve their financial goals.

Archford Capital Strategies, LLC is a reputable local investment advisory firm based out of Swansea, IL, with a strong presence in the financial services industry. With four offices strategically located, Archford Capital Strategies, LLC is well-positioned to serve its clients efficiently. Comprising a dedicated team of 49 employees, 13 of whom specialize in providing expert investment advisory services, the firm offers comprehensive wealth management solutions. On average, each investment advisor at Archford Capital Strategies, LLC oversees approximately $63,190,000 in assets under management, aligning with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible and client-centric approach. While managing discretionary assets exclusively, Archford Capital Strategies, LLC possesses the capacity to efficiently handle employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. The majority of their clients consist of high-net-worth individuals, with the firm expertly managing over $821,517,000 in assets for more than 390 individual clients. Notably, Archford Capital Strategies, LLC boasts a team of experienced advisors who have established long tenures at the firm. Notable members include Samuel Hanger, Robert Schlueter, and James Maher, whose extensive industry knowledge and proven track records contribute to the firm's reputation for delivering exceptional service and results. As a trusted investment advisory firm, Archford Capital Strategies, LLC combines its expertise, personalized approach, and robust management strategies to help clients achieve their financial goals and secure their future with confidence.

Precision Wealth Strategies, LLC is a local investment advisory firm headquartered in St. Louis, MO, with one office serving the community. With a team of 10 dedicated professionals, half of whom specialize in providing investment advisory services, they are committed to delivering comprehensive financial solutions to their clients. The firm manages an average of approximately $52,670,000 in assets per investment advisor, which aligns with the industry average. Precision Wealth Strategies, LLC offers a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have choices that suit their needs. While the firm's assets under management primarily consist of individual accounts and 401K plans, accounting for less than 30% of the total, they possess the expertise to oversee employer funds as well. Impressively, 92% of the assets under their management are discretionary, demonstrating the trust and confidence clients have in their strategic guidance. With a substantial client base of over 180 individuals, Precision Wealth Strategies, LLC oversees a remarkable $263,371,000 in assets. The firm takes pride in its experienced team, which includes long-tenured advisors like Spencer Funk, Darin Robinson, and John Jones, who have consistently provided invaluable financial guidance to their clients. Precision Wealth Strategies, LLC strives to foster long-term relationships built on trust, expertise, and personalized service, ensuring their clients' financial goals are understood and met.

Saxony Capital Management, LLC is a small investment advisory firm based out of Saint Louis, MO. With a team of seven employees, a small percentage of whom provide investment advisory services, the firm offers a range of compensation structures, including hourly charges and fixed fees. With over 270 individual clients and assets under management totaling $163,089,000, Saxony Capital Management, LLC has established itself as a trusted wealth management partner. Notably, nearly half of their assets under management are derived from employer 401Ks and individual clients, showcasing their expertise in this space. The firm's extensive experience is further demonstrated by the fact that 94% of the assets they manage are under discretionary management, allowing them to make informed investment decisions on behalf of their clients. Saxony Capital Management, LLC operates across 23 offices, providing personalized financial solutions to individuals and businesses. Their team comprises highly experienced advisors, including the longest-tenured professionals Mark Thompson, Ryan Klump, and Richard Griffard. These individuals bring a wealth of knowledge and expertise to their clients, ensuring tailored investment strategies to help meet their financial goals. Overall, Saxony Capital Management, LLC prides itself on delivering comprehensive investment advisory services, combining personalized attention with proven strategies. Their track record of success and commitment to their clients has solidified their reputation as a trusted partner in wealth management in the Saint Louis area and beyond.

Confluence Investment Management LLC, a prominent local investment advisory firm based out of Saint Louis, MO, specializes in managing assets for a diverse client base. With over 16,310 individual clients and a staggering $6,928,893,000 in assets under management, they have established themselves as a trusted name in the industry. The firm's success can be attributed to their extensive experience in handling both employer 401Ks and individual portfolios, which together constitute approximately half of their assets under management. Confluence Investment Management LLC takes pride in offering discretionary management services, ensuring that clients entrust their investments with seasoned professionals. With four strategically located offices, Confluence Investment Management LLC maintains a strong presence, enabling them to provide personalized and accessible service to their clients. The firm's compensation structure is diverse, offering options such as a percentage of assets under management and fixed fees, ensuring a flexible and tailored approach to meet individual client needs. Comprising a total of 47 dedicated employees, including 23 skilled investment advisors, Confluence Investment Management LLC maintains a low advisor-to-assets ratio, resulting in an impressive average of approximately $301,260,000 in assets under management per investment advisor. This figure exceeds the industry average, highlighting the firm's commitment to providing comprehensive and attentive service. At Confluence Investment Management LLC, clients can rely on the expertise of their team, including seasoned advisors like Tore Stole, Daniel Winter, and Mark Keller, who boast some of the longest tenures at the firm. With a proven track record of success and a client-centric approach, Confluence Investment Management LLC continues to be a leading force in the financial services industry.

Universal Financial Advisors, LLC is a well-established local investment advisory firm headquartered in St. Louis, MO. With a comprehensive client base of over 190 individuals, they have successfully amassed an impressive $182,292,000 in assets under management. Committed to delivering personalized financial solutions, Universal Financial Advisors, LLC operates from a single office location. Distinguishing themselves in the investment advisory landscape, Universal Financial Advisors, LLC boasts extensive expertise in managing employer 401Ks and individual accounts, which collectively constitute nearly half of their assets under management. Demonstrating a high level of trust, all of the assets they oversee are under their discretionary control. The firm's compensation structure is diverse and flexible, accommodating various client needs. Their options include a percentage-based fee calculated on assets under management, as well as hourly charges, ensuring that clients receive tailored services aligned with their financial goals. With a dedicated team of five knowledgeable professionals, Universal Financial Advisors, LLC provides exceptional investment advisory services. On average, each investment advisor at the firm oversees an impressive $36,460,000 in assets under management, showcasing their ability to handle substantial portfolios. Notably, Universal Financial Advisors, LLC takes pride in its long-tenured advisors, including Susan Sommer, Albert Lock, and Gregory Wozniak. These experienced professionals contribute to the firm's sterling reputation and continue to provide valuable insights and guidance to their clients. Universal Financial Advisors, LLC remains committed to delivering outstanding financial advice and building lasting relationships with their diverse clientele, ensuring financial prosperity for years to come.

Genex Consulting is a highly reputable investment advisory firm based in Kirkwood, MO, with a strong presence in the financial industry. With a single office, the firm employs a dedicated team of 19 professionals, out of which 17 are experienced investment advisors. Backed by their extensive knowledge and expertise, they provide exceptional investment advisory services to their valued clients. The firm's impressive track record is evident through their average assets under management per investment advisor, which stands at approximately $29,200,000. Genex Consulting offers a flexible compensation structure tailored to their clients' needs. This includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring a customized approach for every client. Genex Consulting has established a strong foothold in managing employer 401Ks and individual accounts, with nearly half of their assets under management originating from these sources. Their wealth of experience in this space enables them to offer comprehensive solutions and strategies to maximize clients' investment growth and financial stability. Boasting an impressive 89% of discretionary assets under management, Genex Consulting maintains a high level of trust and autonomy in managing their clients' portfolios. The firm serves over 2,070 individual clients, overseeing a substantial $496,332,000 in assets under management. Notably, Genex Consulting takes pride in its team of seasoned advisors. The firm's longest-tenured professionals include Brian Redders, Benjamin Klutenkamper, and Michael Sluhan, whose wealth of experience and dedication further enhance the firm's standing in the industry. With their commitment to providing exceptional service and tailored investment solutions, Genex Consulting continues to be a trusted partner for individuals and organizations seeking financial guidance and investment success.

Step Change Advisors, LLC is a small investment advisory firm headquartered in Saint Louis, MO, boasting a single office. With a team of one dedicated investment advisor, they specialize in providing comprehensive investment advisory services. The firm's average assets under management per investment advisor amount to an impressive $105,830,000, which aligns with the industry standard. Step Change Advisors, LLC offers a diverse compensation structure that includes various types, such as a percentage of assets under management. Remarkably, 52% of the assets they manage are discretionary, highlighting their ability to exercise expert judgment and make informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Step Change Advisors, LLC manages a substantial portfolio with over $105,833,000 in assets under management, spread across a diverse range of investment opportunities. They have amassed a loyal client base of more than 0 individuals who trust the firm's expertise to protect and grow their wealth. Eugene Harris stands as one of the firm's longest-serving registered advisors, having been with Step Change Advisors, LLC since 2020. His deep knowledge and experience in the investment industry contribute to the firm's reputation for delivering exceptional service and achieving favorable results for their esteemed clientele. With a commitment to excellence and a client-centric approach, Step Change Advisors, LLC continues to make significant strides in the world of investment advisory services.

Meredith Wealth Planning is a small investment advisory firm based out of Maryville, IL, specializing in providing personalized financial planning and investment advisory services. With one office, they cater to a diverse client base, focusing on high net worth individuals. Mark Meredith and Richard Wimmer, two of the firm's longest tenured registered advisors, bring extensive experience and expertise to their clients. With a total of two employees, Meredith Wealth Planning ensures a personalized approach to each client's financial goals and objectives. They have an average assets under management per investment advisor of approximately $86,750,000, which aligns with the industry average. The firm's compensation structure includes various types, such as fixed fees, to suit different client needs. Although 401K and individual accounts represent less than 30% of their assets under management, Meredith Wealth Planning possesses the capability to manage employer funds. They have a strong focus on discretionary management, as 100% of the assets they oversee are under their discretion. Meredith Wealth Planning boasts a robust client base, serving over 100 individual clients with more than $173,497,000 in assets under management. Through their comprehensive financial planning approach and tailored investment strategies, they aim to help clients preserve and grow their wealth over the long term. As a trusted partner in financial planning, Meredith Wealth Planning strives to provide exceptional service, strategic guidance, and successful outcomes for their valued clients in Maryville, IL, and beyond.