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.

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.

Signalpoint Asset Management LLC is a distinguished local investment advisory firm located in Springfield, MO, and it boasts a strong presence with four offices in the area. With a team of seven dedicated professionals, Signalpoint Asset Management LLC exclusively focuses on providing top-notch investment advisory services to its esteemed clientele. With an average of approximately $63,000,000 in assets under management per investment advisor, Signalpoint Asset Management LLC maintains an industry-average position in terms of assets. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. While their assets under management for 401K and individual accounts represent less than 30%, the firm possesses the capability to efficiently handle employer funds. Remarkably, 98% of the assets they manage are discretionary, demonstrating their expertise and trustworthiness in managing clients' investments. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. With an extensive client base of over 410 individuals, Signalpoint Asset Management LLC effectively oversees a substantial $441,017,000 in assets under management. The company takes pride in its team of seasoned advisors, with notable figures such as John Handy, Michael Orzel, and Thomas Veale among their longest-tenured professionals. These experienced advisors bring a wealth of knowledge and expertise to their clients, ensuring the delivery of personalized and effective investment strategies. Signalpoint Asset Management LLC continues to establish itself as a leading investment advisory firm in Springfield, MO, by providing comprehensive financial guidance and investment solutions to its valued clients.

Sterling Investment Advisors, LLC is a small investment advisory firm based out of Bolivar, MO, boasting one office to cater to its clients' needs. With a total of six employees, three of them specialize in providing exceptional investment advisory services. The firm manages an average of $53,260,000 in assets under management per investment advisor, which aligns with the industry standard. Sterling Investment Advisors, LLC offers a diverse compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness for their clients. Their expertise in managing employer 401Ks and individual accounts shines through, as approximately half of their assets under management come from these sources. The firm exclusively manages discretionary assets, providing clients with the peace of mind that their investments are in the capable hands of seasoned professionals. Sterling Investment Advisors, LLC prides itself on its extensive client base, serving over 220 individuals who entrust them with more than $159,780,000 in assets under management. The firm's success can be attributed in part to the expertise and dedication of their longest-tenured advisors, including Tara Parson, Troy Bethards, and James Jones. As a forward-thinking investment advisory firm, Sterling Investment Advisors, LLC strives to provide comprehensive financial solutions tailored to each client's unique goals and aspirations. By leveraging their experience, industry knowledge, and commitment to exceptional service, they help their clients navigate the complexities of the investment landscape with confidence.

Heritage Asset Management, LLC, headquartered in Belton, MO, is a reputable investment advisory firm catering to a diverse clientele. With a solid track record and a commitment to excellence, Heritage Asset Management, LLC boasts over 470 individual clients, entrusting them with an impressive $75,400,000 in assets under management. As a small yet influential firm, Heritage Asset Management, LLC operates out of a single office, strategically positioned to serve their valued clients effectively. Their expertise lies in managing employer 401Ks and individual investments, making them a trusted partner in the financial growth of their clients. The firm takes pride in exclusively handling discretionary assets, ensuring maximum flexibility and control over investment decisions. Heritage Asset Management, LLC adopts a comprehensive compensation structure, which includes a percentage of assets under management. This approach aligns their success with that of their clients, fostering a mutually beneficial relationship. The firm boasts a talented team of two dedicated investment advisors, who collectively manage an average of $37,700,000 in assets. David Thompson and Dustin Johnson, both highly experienced and registered advisors, have been integral members of Heritage Asset Management, LLC for a considerable period, consistently delivering exceptional service to their clientele. Heritage Asset Management, LLC's continued success is a testament to their unwavering commitment to client satisfaction and their ability to navigate the complexities of the financial landscape. With a client-centric approach and a deep understanding of investment strategies, they strive to empower their clients to achieve their financial goals and secure a prosperous future.

Pension Consultants Inc, based out of Springfield, MO, is a renowned local investment advisory firm with a solid reputation in the industry. With a team of 18 dedicated professionals, including 5 investment advisors, they provide exceptional services to their diverse client base. The firm boasts an impressive average of approximately $207,800,000 in assets under management per investment advisor, surpassing the industry average, a testament to their expertise and success. Pension Consultants Inc's compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' investment objectives. Their commitment to excellence and personalized approach has earned them over 30 individual clients, who entrust them with managing their substantial assets totaling over $4,270,641,000. Notably, 49% of the assets managed by Pension Consultants Inc are discretionary, demonstrating their clients' confidence in the firm's abilities to make prudent investment decisions. With two offices in Springfield, the firm conveniently serves their clients' needs, providing tailored investment strategies and comprehensive retirement planning services. The firm takes pride in its long-standing team of advisors, including Christopher Thixton, Cody Mendenhall, and Brian Allen, who contribute their extensive experience and deep industry knowledge to ensure clients' financial goals are met. Pension Consultants Inc stands out as a leading investment advisory firm, combining local expertise with impressive asset management capabilities to help clients navigate the complex world of retirement planning and investment management.

Capital Investment Management, Inc is a small investment advisory firm based out of Lee's Summit, MO, with one office. With a team of eight dedicated professionals, three of whom specialize in investment advisory services, the firm has established itself as a trusted partner for individuals and employer 401K plans. With an impressive average of approximately $135,010,000 in assets under management per investment advisor, Capital Investment Management, Inc surpasses the industry average, reflecting their expertise and success in managing clients' investments. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests. The firm prides itself on its strong client base, with over 1,100 individual clients entrusting them with a total of $405,019,000 in assets under management. A significant portion, over 80%, comprises employer 401K plans and individual investments. This showcases their proficiency in managing 401K plans for both employers and employees, making them a reliable choice for businesses seeking comprehensive retirement solutions. Capital Investment Management, Inc goes beyond investment advisory services by offering insurance brokerage and agency services, catering to the diverse financial needs of their clients. Their portfolio management approach includes discretionary management for 7% of the assets they oversee, ensuring flexibility and responsiveness to market conditions. With a commitment to excellence and a focus on long-term client relationships, the firm boasts several esteemed advisors, including Matthew Shull, Troy Schuster, and David Garrison, who have contributed to its success and longevity. Capital Investment Management, Inc strives to provide personalized financial solutions and expert guidance, positioning themselves as a leading investment advisory firm in the Lee's Summit area.

Strongbox Wealth, LLC, based out of Lee's Summit, MO, is a highly regarded small investment advisory firm that caters to high net worth individuals. With over 220 individual clients and an impressive $333,864,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite 401K and individual accounts comprising less than 30% of their assets, Strongbox Wealth, LLC possesses the expertise to effectively manage employer funds. An impressive 95% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment decisions. Strongbox Wealth, LLC boasts a diverse compensation structure, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose the payment method that best aligns with their needs and preferences. The firm consists of a dedicated team of five employees, three of whom provide specialized investment advisory services. Each investment advisor at Strongbox Wealth, LLC manages an average of approximately $111,290,000 in assets, which is on par with the industry average. The company takes pride in the long tenure of some of its advisors, such as Kathy Postoak, Jonathan Garlow, and Charles Cooper. Their extensive experience and deep understanding of the investment landscape contribute to the firm's reputation for delivering exceptional service and results. In conclusion, Strongbox Wealth, LLC combines their expertise, diverse compensation options, and a team of seasoned professionals to offer comprehensive wealth management solutions to their high net worth clientele.

UMB Financial Services, Inc., headquartered in Kansas City, MO, is a reputable regional investment advisory firm with a solid track record. With over 10 individual clients, they oversee an impressive $1,398,000 in assets under management, predominantly comprising employer 401K plans and individual investments. This dynamic firm operates through their extensive network of 17 offices, catering to a diverse clientele. Specializing in registered municipal advisory services, UMB Financial Services, Inc. excels in assisting municipalities with their financial planning and investment strategies. They possess extensive expertise in managing 401K plans, making them an ideal choice for both employers and employees seeking reliable financial guidance. Their compensation structure is flexible, offering various options including a percentage of assets under management. With a total workforce of 62 dedicated employees, all of whom provide investment advisory services, UMB Financial Services, Inc. ensures personalized attention to their clients. On average, their investment advisors handle around $20,000 in assets under management, demonstrating their commitment to providing individualized and focused support. The firm takes pride in its team of seasoned professionals, including Angela Gates, Roderic Russell, and Janice Trimmell, who boast impressive tenures at UMB Financial Services, Inc. Their extensive experience and deep understanding of the financial landscape further enhance the firm's ability to deliver exceptional results. UMB Financial Services, Inc. stands out as a trusted partner for individuals and organizations seeking comprehensive investment advisory services. With their proven expertise, commitment to client success, and widespread presence in the region, they continue to be a leading force in the financial services industry.

Wise Wealth, LLC is a reputable local investment advisory firm with a strong presence in Lee's Summit, MO, operating from six office locations. With a team of 13 employees, including nine dedicated to investment advisory services, the firm offers comprehensive financial guidance to its clients. Benefiting from an average of approximately $19,710,000 in assets under management per investment advisor, Wise Wealth ensures personalized attention and tailored strategies for each client's unique needs. Their compensation structure encompasses various options, such as a percentage of assets under management and hourly charges, providing flexibility to accommodate diverse client preferences. Approximately half of their assets under management are derived from employer 401Ks and individuals, showcasing their expertise and experience in this particular area. Notably, 100% of the assets they manage are under discretionary management, highlighting their clients' confidence in their decision-making capabilities. Wise Wealth specializes in serving a diverse client base, boasting over 660 individual clients and effectively managing assets exceeding $177,369,000. The firm takes pride in its team of experienced advisors, including Samantha Compton, Paul Brock, and Stephen Stricklin, who have demonstrated a long-standing commitment to providing trusted financial guidance. Wise Wealth, LLC continues to deliver expert investment advisory services, leveraging their industry knowledge and client-centric approach to help clients achieve their financial goals. As a trusted partner in wealth management, the firm remains dedicated to delivering personalized strategies and exceptional service to ensure their clients' financial well-being.