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.

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.

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.

Wells Fargo Advisors Financial Network, LLC, headquartered in St. Louis, MO, is a leading national investment advisory firm with a robust presence across the United States. With a total of 2,705 employees, they offer a comprehensive range of financial services to meet the diverse needs of their clients. Of these employees, 1,730 are dedicated to providing expert investment advisory services. With an impressive track record, Wells Fargo Advisors Financial Network manages a substantial amount of assets, averaging approximately $38,960,000 per investment advisor. Their compensation structure is flexible and encompasses various types, including a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. The firm's success is reflected in their extensive client base, which comprises over 151,510 individual clients. Remarkably, Wells Fargo Advisors Financial Network manages over $103,107,458,000 in assets on behalf of their clients. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capacity to effectively manage employer funds as well. Notably, 74% of the assets they oversee are discretionary, demonstrating their clients' trust in their expertise. With 867 offices nationwide, Wells Fargo Advisors Financial Network maintains a strong local presence and cultivates long-term relationships with their clients. The firm boasts a roster of highly experienced advisors, including notable individuals like Scott Gross, Robert Bibb, and Arthur Shooter, who have been instrumental in the firm's continued success. As a reputable and established financial services provider, Wells Fargo Advisors Financial Network, LLC remains dedicated to delivering tailored investment strategies and exceptional service to their discerning clientele.

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.

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.

Wells Fargo Clearing Services, LLC is a leading national investment advisory firm headquartered in St. Louis, MO. With a team of 20,587 dedicated professionals, including 8,496 investment advisors, they offer a comprehensive range of financial services. As an industry leader, Wells Fargo Clearing Services manages a substantial amount of assets, boasting over $524.9 billion in assets under management from their vast client base of more than 806,320 individuals. They excel in providing investment advisory services, with an impressive average of approximately $7.72 million in assets under management per investment advisor. Their compensation structure is flexible, incorporating various models such as a percentage of assets under management and fixed fees. The firm's expertise extends to managing employer funds, although their focus predominantly lies within discretionary assets, which make up 71% of their managed assets. Wells Fargo Clearing Services operates an extensive network of 5,449 offices nationwide, ensuring accessibility and personalized service for their clients. The firm takes pride in its experienced advisors, with notable names such as Marshall Graham, Jo Grooms, and Charles Neuhaus, who have established long tenures at the company. Combining their substantial resources, expertise, and commitment to exceptional service, Wells Fargo Clearing Services, LLC stands as a trusted partner for individuals and businesses seeking comprehensive investment advisory solutions.

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.

Equity Wealth Partners, LLC, a small investment advisory firm headquartered in Independence, MO, is dedicated to providing personalized financial guidance and investment strategies to their clients. With a team of six skilled professionals, including four investment advisors, they possess the expertise to navigate the ever-changing financial landscape. With an average of $63,550,000 in assets under management per investment advisor, Equity Wealth Partners is on par with the industry average, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' goals and interests. Equity Wealth Partners boasts an impressive client base, serving over 550 individuals with assets under management totaling more than $172,125,000. Their extensive experience in managing employer 401Ks and individual assets sets them apart, illustrating their expertise in this specialized field. Moreover, all the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a single office in Independence, MO, Equity Wealth Partners takes pride in providing localized and personalized services. The firm's success is in part due to the long-standing commitment and expertise of key advisors, including David Gilmore, Henry Whalen, and Eldon Anderson, who have played instrumental roles in its growth and reputation. Equity Wealth Partners, LLC stands as a trusted partner for individuals and organizations seeking comprehensive investment advisory services, offering tailored strategies and a commitment to delivering optimal financial outcomes.

Smith Moore & Co. is a reputable regional investment advisory firm based out of Clayton, MO, with a strong presence across the Midwest. With 11 offices strategically located throughout the region, they are well-positioned to provide personalized financial services to a diverse clientele. The firm boasts a team of 55 dedicated professionals, with 40 of them specializing in investment advisory services. As experts in their field, Smith Moore & Co. manages an impressive average of approximately $36,280,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to suit clients' individual needs. Smith Moore & Co. distinguishes itself by being highly experienced in managing employer 401K plans and individual investments, which make up over 80% of their assets under management. Their expertise in these areas enables them to cater to both employers and employees seeking comprehensive financial management solutions. In addition to investment advisory services, Smith Moore & Co. extends their offerings to include insurance brokerage and agency services. With a broad range of capabilities, they cater to a diverse array of clients, providing comprehensive solutions for their financial needs. Boasting an extensive client base, Smith Moore & Co. manages assets totaling over $1,451,104,000 for more than 4,600 individual clients. The firm prides itself on its team of experienced advisors, including long-tenured professionals such as Julianne Iwersen-Niemann, Robert Plack, and Stewart Deutsch. Their commitment to excellence and personalized service has earned them a strong reputation in the industry, making them a trusted choice for individuals and employers seeking expert financial guidance.