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.

Skrobonja Wealth Management, LLC is a highly reputable investment advisory firm based out of Arnold, MO. With over 190 individual clients and more than $17,314,000 in assets under management, they have built a strong foundation of trust and expertise. With a focus on managing employer 401K plans and individual portfolios, Skrobonja Wealth Management, LLC demonstrates their ability to handle diverse financial needs. The firm operates from a single office and boasts a team of three dedicated employees, including one investment advisor. Their extensive experience allows them to provide personalized financial advice tailored to the unique circumstances of each client. As a testament to their professionalism, all the assets they manage are discretionary, ensuring that investment decisions are made with careful consideration and expertise. Skrobonja Wealth Management, LLC offers a flexible compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. This allows clients to choose the payment method that best suits their individual preferences and financial goals. Brian Skrobonja, one of the firm's registered advisors, has been with Skrobonja Wealth Management, LLC since 2023, making him one of the longest tenured professionals at the company. His wealth of knowledge and experience further strengthen the firm's ability to provide top-notch investment advisory services. With a strong track record and a commitment to delivering exceptional financial guidance, Skrobonja Wealth Management, LLC stands out as a trusted partner for individuals and employers alike in achieving their financial objectives.

Droms Strauss Wealth Management, a small investment advisory firm based out of St. Louis, MO, has established itself as a trusted partner in the financial industry. With over 170 individual clients and more than $592,630,000 in assets under management, they have built a solid foundation of success. Droms Strauss Wealth Management operates from a single office, serving clients with personalized attention and expertise. While their assets under management comprise less than 30% from 401K and individual accounts, Droms Strauss Wealth Management possesses the capability to effectively manage employer funds. They boast an impressive 99% of discretionary assets, primarily catering to high net worth individuals. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. With a team of eight dedicated employees, including four investment advisors, Droms Strauss Wealth Management offers exceptional service and expertise to their discerning clientele. Their investment advisors average an impressive $148,160,000 in assets under management, surpassing industry standards. Notably, the firm takes pride in the longevity of their advisors, with seasoned professionals like Michael Murphy, Anthony Gennaoui, and Steven Strauss providing invaluable insights and guidance. Droms Strauss Wealth Management distinguishes itself through a commitment to personalized financial strategies and a deep understanding of their clients' goals. By combining their extensive experience and comprehensive range of services, they strive to maximize wealth for their clients, solidifying their position as a premier wealth management firm in St. Louis, MO, and beyond.

Hill Investment Group is a well-established local investment advisory firm headquartered in St. Louis, MO, with four offices catering to their clients' needs. With a team of 16 employees, 13 of whom specialize in investment advisory services, Hill Investment Group provides comprehensive financial guidance. The firm's investment advisors maintain an average of approximately $64,530,000 in assets under management per advisor, aligning with the industry average. This demonstrates their ability to effectively manage client portfolios and optimize investment outcomes. Hill Investment Group offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees. This allows clients to choose a fee structure that suits their preferences and financial objectives. While 401K and individual accounts constitute less than 30% of their assets under management, Hill Investment Group possesses the expertise and capability to manage employer funds. An impressive 98% of the assets they oversee are under discretionary management, reflecting the trust clients place in their investment strategies. The firm primarily focuses on managing assets for high-net-worth individuals, indicating their specialization in serving this client segment. With over 240 individual clients and a combined total of more than $838,909,000 in assets under management, Hill Investment Group is entrusted with substantial portfolios. Matthew Luzecky, Abigail Wiss, and Matthew Hall are among the highly experienced advisors who have demonstrated their commitment and proficiency over their tenures at Hill Investment Group. As a local investment advisory firm, Hill Investment Group's presence in St. Louis, MO, combined with their wealth management expertise and experienced team, positions them as a trusted partner for individuals seeking comprehensive and tailored investment advisory services.

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.

Cauble & Harre Wealth Management, Inc. is a small investment advisory firm headquartered in St. Louis, MO. With a single office, the company is dedicated to providing comprehensive investment advisory services. With a team of three knowledgeable professionals, they collectively manage an average of $72,660,000 in assets under management per investment advisor, which aligns with the industry average. The firm offers a diverse compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, they possess the expertise to effectively manage employer funds. Notably, all the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients. Primarily catering to high net worth individuals, Cauble & Harre Wealth Management, Inc. serves over 60 individual clients, overseeing an impressive $217,966,000 in assets under management. The firm boasts a team of seasoned advisors, including Kendall Young, Elizabeth Cauble, and Peter Harre, who have been instrumental in the firm's long-standing success. By combining their deep industry knowledge with a personalized approach, Cauble & Harre Wealth Management, Inc. aims to help clients achieve their financial goals and build long-term wealth. With a commitment to exceptional service and a focus on delivering tailored investment strategies, the firm continues to establish itself as a trusted partner in the wealth management arena.

Sparrow Capital Management Inc, a small investment advisory firm based in St. Louis, MO, stands out in the industry with its exceptional asset management capabilities and experienced team. With a total of two dedicated professionals, including Gerald Sparrow, one of the longest tenured registered advisors who joined the firm in 1998, they provide personalized investment advisory services to their valued clients. As a firm, Sparrow Capital Management Inc boasts an impressive average of approximately $714,940,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure reflects their commitment to delivering results, incorporating various types such as a percentage of assets under management and performance-based fees. Currently, Sparrow Capital Management Inc serves a diverse client base of over 50 individuals, with total assets under management exceeding $178,974,000. While 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise to effectively manage employer funds. All of the assets under their management are discretionary, allowing Sparrow Capital Management Inc the flexibility to make informed investment decisions aligned with their clients' goals. With their sole office located in St. Louis, MO, Sparrow Capital Management Inc remains dedicated to providing attentive, personalized service to their clients. Their track record of success, combined with their focus on individualized strategies, sets them apart as a trusted and respected investment advisory firm in the industry.

Fyra Capital Management, a small investment advisory firm based out of St. Charles, MO, is dedicated to providing comprehensive financial solutions to its diverse clientele. With two offices, the firm prides itself on its team of eight employees, three of whom are investment advisory professionals, delivering personalized guidance and strategies. Fyra Capital Management maintains an average of approximately $82,000,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility to meet the unique needs of their clients. With extensive experience in managing employer 401Ks and individual accounts, Fyra Capital Management handles approximately half of their assets under management in this space. They bring their expertise to bear on these accounts, ensuring effective management and alignment with clients' financial goals. A notable aspect of their operations is the discretionary management of 100% of the assets they oversee, granting them the authority to make informed investment decisions on behalf of their clients. The firm serves over 460 individual clients, expertly managing a substantial $246,013,000 in assets. Kyle Jones, Matthew Allgeyer, and Andrew Buehler are among the longest tenured advisors at Fyra Capital Management, bringing a wealth of knowledge and experience to the firm. Through their dedication to exceptional service and client satisfaction, Fyra Capital Management aims to foster long-term relationships and help clients achieve their financial objectives.

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.