Sundvold Financial, based in Columbia, MO, is a reputable local investment advisory firm with 8 employees. With 7 of them specializing in investment advisory services, they boast a team of highly qualified professionals. Compared to the industry average, their investment advisors manage an impressive average of approximately $376,170,000 in assets under management. Sundvold Financial's compensation structure is diverse and includes a percentage of assets under management, ensuring their interests are aligned with their clients' success. The firm serves over 440 individual clients, overseeing assets under management exceeding $163,000,000. Notably, more than 80% of their assets are derived from employer 401Ks and individuals, attesting to their expertise in managing these types of accounts. Recognized for their proficiency, Sundvold Financial excels in handling 401K plans for both employers and employees. Additionally, they provide comprehensive insurance brokerage and agent services, offering clients a well-rounded financial solution. With their main office located in Columbia, MO, Sundvold Financial is deeply rooted in the local community. The firm's longevity is evidenced by their team of seasoned advisors, including Bryan England, Robert Weagley, and Jon Sundvold, who have been serving clients with dedication and expertise for many years. Overall, Sundvold Financial stands out as a trusted and experienced investment advisory firm, offering personalized financial solutions and successfully managing significant assets for a diverse client base in Columbia, MO, and beyond.

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.

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.

Brand Asset Management Group, Inc. is a highly reputable investment advisory firm based in Chesterfield, MO. With a team of 20 dedicated professionals, including 10 experienced investment advisors, the company offers comprehensive financial management services. They boast an impressive average of approximately $275,110,000 in assets under management per investment advisor, which is notably higher than the industry average, reflecting their expertise in maximizing returns for their clients. The compensation structure at Brand Asset Management Group, Inc. is designed to align the interests of the advisors with those of their clients. It encompasses various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and fair compensation. With over 200 individual clients and a substantial $717,940,000 in assets under management, Brand Asset Management Group, Inc. has established itself as a trusted partner for individuals and organizations seeking professional financial guidance. Notably, almost half of their assets under management are derived from employer 401Ks and individuals, indicating their proficiency in this specialized field. The firm distinguishes itself by managing a significant portion, specifically 95%, of the assets under their care on a discretionary basis. This level of discretion allows Brand Asset Management Group, Inc. to make informed investment decisions in line with their clients' financial goals and risk tolerance, instilling confidence in their ability to generate favorable outcomes. Located in Chesterfield, MO, Brand Asset Management Group, Inc. operates from a single office, serving local clients with personalized attention. The company prides itself on its experienced team, with advisors such as Timothy Egart, Phillip Daniels, and Todd Brand, who have established long and successful tenures within the firm.

Larson Financial Group, LLC is a leading regional investment advisory firm headquartered in Saint Louis, MO, with a strong presence through its 16 offices. With a team of 160 dedicated professionals, including 59 investment advisors, Larson Financial Group, LLC is committed to delivering exceptional financial guidance and solutions to its diverse client base. The firm boasts an impressive average of approximately $39,590,000 in assets under management per investment advisor, reflecting their expertise and ability to handle substantial portfolios effectively. Larson Financial Group, LLC offers a comprehensive compensation structure that includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and aligning with clients' specific needs. A noteworthy aspect of Larson Financial Group, LLC is their specialization in managing employer 401Ks and individual accounts, constituting nearly half of their assets under management. With extensive experience in this area, they have developed a deep understanding of the unique challenges and opportunities faced by both employers and individuals in retirement planning. Impressively, 83% of the assets under Larson Financial Group, LLC's management are discretionary, exemplifying the trust clients place in their expertise and decision-making abilities. Additionally, the firm offers insurance brokerage services, providing comprehensive solutions that further strengthen their holistic approach to financial planning. Larson Financial Group, LLC currently serves over 3,190 individual clients, managing a remarkable $2,335,800,000 in assets. The firm's success can be attributed, in part, to the contributions of their longest tenured advisors, including Jacob Whipp, Colin Wiens, and Darin Archbold, who bring a wealth of experience and expertise to their clients' financial journeys.

Visionary Wealth Advisors, LLC is a respected regional investment advisory firm headquartered in St. Louis, MO, with a network of eight offices strategically located throughout the region. With a total of 52 employees, 37 of whom specialize in investment advisory services, Visionary Wealth Advisors, LLC offers a comprehensive range of financial solutions to individuals and organizations alike. As an average industry performer, Visionary Wealth Advisors, LLC manages approximately $54,580,000 in assets per investment advisor. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients can choose a plan that aligns with their specific needs. Impressively, nearly half of their assets under management originate from employer 401Ks and individuals, showcasing their strong expertise and track record in this crucial sector. Furthermore, Visionary Wealth Advisors, LLC exercises complete discretion over all the assets they manage, ensuring clients' interests are safeguarded and aligned with their financial goals. With over 3,270 individual clients and an impressive $2,019,625,000 in assets under management, Visionary Wealth Advisors, LLC has established itself as a trusted partner for clients seeking expert guidance on their financial journeys. The firm's longevity is attributed, in part, to its team of experienced advisors, including notable professionals such as Timothy Hammett, Andrew Flick, and Joseph Reiniger, who have contributed to the firm's success and earned the trust of their clients. Visionary Wealth Advisors, LLC remains committed to providing personalized and comprehensive wealth management solutions, empowering their clients to achieve their financial objectives with confidence.

Eagle Bluffs Wealth Management LLC, based out of Columbia, MO, is a reputable investment advisory firm with a strong focus on personalized financial solutions. With over 120 individual clients and assets under management totaling $173,521,000, they provide comprehensive wealth management services tailored to their clients' specific needs. As a small firm with a single office, Eagle Bluffs Wealth Management LLC prioritizes building long-term relationships with their clients, ensuring a high level of attention and commitment to their financial goals. Their client base predominantly consists of employer 401K plans and individual investors, accounting for over 80% of their assets under management. With their extensive experience in managing 401K plans, both for employers and employees, they offer expert guidance in maximizing retirement savings and optimizing investment strategies. The firm boasts a team of highly qualified professionals, including three dedicated investment advisors out of their total of five employees. With an average of $57,840,000 in assets under management per investment advisor, they provide personalized attention and strategic advice to their clients. Eagle Bluffs Wealth Management LLC primarily operates under a compensation structure that includes a percentage of assets under management. Their team comprises seasoned advisors, such as Edgerly Roberts, Jessica Humble, and Nicholas Thurwanger, who have been with the firm for an extended period. Their deep knowledge and experience contribute to the firm's success and reputation. Overall, Eagle Bluffs Wealth Management LLC stands out as a trusted partner in helping clients navigate the complexities of wealth management, offering comprehensive solutions that align with their financial aspirations and long-term objectives.

Based out of Saint Louis, MO, Brady Family Wealth, LLC is a small investment advisory firm dedicated to serving high-net-worth individuals. With a client base of over 20 individuals, the firm manages a significant amount of assets, totaling more than $235,357,000. Brady Family Wealth, LLC operates from two offices, ensuring convenient accessibility for their clients. While the majority of their assets under management are for high-net-worth individuals, 401K and individual accounts constitute less than 30% of their portfolio. Nonetheless, the firm possesses the expertise and capacity to effectively manage employer funds. An impressive 80% of the assets under their management are discretionary, reflecting the strong confidence their clients have in the firm's investment strategies. This discretionary approach allows Brady Family Wealth, LLC to make informed decisions on behalf of their clients, tailored to their specific financial objectives. The firm's compensation structure is diverse, offering clients flexibility in selecting from various types of fees, including a percentage of assets under management, hourly charges, and fixed fees. This comprehensive approach ensures that clients have options that align with their unique needs and preferences. Comprising a team of three dedicated professionals, two of whom provide investment advisory services, Brady Family Wealth, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $117,680,000 in assets, which aligns with the industry average. Among the firm's longest-tenured advisors are Michael Brady, Andrew Brady, and Thomas Brady, whose extensive experience contributes to Brady Family Wealth, LLC's reputation for delivering trusted and personalized financial guidance.

Moloney Securities Asset Management LLC, headquartered in Manchester, MO, is a leading regional investment advisory firm with a strong presence in the financial industry. With 46 offices across the region, they serve a diverse clientele of over 1,970 individual clients, managing an impressive $1,016,724,000 in assets. Renowned for their expertise in employer 401Ks and individual investments, Moloney Securities Asset Management LLC has gained a solid reputation in the industry. A significant portion, approximately 91%, of the assets they manage are discretionary, reflecting their clients' trust in their investment strategies. The firm's comprehensive suite of services extends beyond investment advisory to include insurance brokerage and agent services. They offer a range of compensation structures, including a percentage of assets under management, fixed fees, hourly charges, and commissions, ensuring flexibility and alignment with their clients' needs. With a dedicated team of 84 employees, the vast majority of whom provide investment advisory services, Moloney Securities Asset Management LLC is committed to delivering personalized and professional financial guidance to their clients. On average, each investment advisor manages approximately $12,870,000 in assets under management. Notably, Moloney Securities Asset Management LLC boasts a roster of experienced advisors, including William White, James Kekeris, and James Nelson, who have been with the firm for a significant period. Their expertise and dedication contribute to the firm's success in delivering exceptional investment solutions. Moloney Securities Asset Management LLC continues to build upon its solid foundation, providing tailored investment advisory services and securing its position as a trusted partner for clients seeking financial success.

MBM Wealth Consultants, LLC, a local investment advisory firm based out of Chesterfield, MO, is dedicated to providing exceptional wealth management services. With a team of ten talented professionals, including five experienced investment advisors, MBM Wealth Consultants possesses the expertise to assist clients in achieving their financial goals. With an average of $59,390,000 in assets under management per investment advisor, MBM Wealth Consultants performs at the industry average. Their compensation structure is designed to align the firm's success with that of their clients, offering various types, such as a percentage of assets under management and performance-based fees. Catering to a diverse clientele, MBM Wealth Consultants boasts over 800 individual clients with a substantial $239,559,000 in assets under management. Their extensive experience in managing employer 401Ks and individual assets makes them a trusted partner in this domain. All of the assets they handle are discretionary, ensuring clients have peace of mind while entrusting their financial affairs to MBM Wealth Consultants. Located in Chesterfield, MO, the firm operates from a single office. Notably, MBM Wealth Consultants takes pride in its team of seasoned advisors, including Matthew Lapides, Matthew Westhoff, and William Weckback, who bring a wealth of knowledge and expertise to the table. In conclusion, MBM Wealth Consultants, LLC distinguishes itself as a reliable and client-centered investment advisory firm. With a strong track record, a commitment to personalized service, and a team of experienced professionals, they are poised to help individuals and organizations achieve financial success.

Renaud & Company, LLC is a highly reputable investment advisory firm located in O'Fallon, MO. With a single office, they operate as a small but proficient team of financial experts. Out of their total of five employees, one specializes in providing comprehensive investment advisory services, ensuring personalized attention to their clients. The firm boasts an impressive average of approximately $91,510,000 in assets under management per investment advisor, demonstrating their solid track record in handling substantial portfolios. This figure aligns with the industry average, showcasing Renaud & Company's ability to compete effectively in the financial market. With a diverse compensation structure, including options such as a percentage of assets under management, hourly charges, and commissions, Renaud & Company caters to the unique needs and preferences of their clients. Their expertise primarily lies in managing employer 401(k) plans and individual portfolios, with over 80% of their assets under management belonging to these categories. Furthermore, Renaud & Company extends their services as an insurance broker or agent, providing clients with a comprehensive suite of financial solutions. The firm currently oversees more than 700 individual clients, who collectively entrust them with over $91,512,000 in assets under management. Matthew Renaud, a highly experienced registered advisor, has been an integral part of the firm since 2012. His tenure and expertise contribute to the exceptional service Renaud & Company delivers to its clients, ensuring a high level of professionalism, reliability, and trustworthiness.