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Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Missouri, St Louis
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.
First Heartland Consultants, Inc.
Missouri, Lake St. Louis
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.
Moloney Securities Asset Management Llc
Moloney Securities Asset Management Llc
Missouri, Manchester
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.
Droms Strauss Wealth Management
Droms Strauss Wealth Management
Missouri, St. Louis
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
Hill Investment Group
Missouri, St. Louis
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.
Fyra Capital Management
Fyra Capital Management
Missouri, St. Charles
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.
Acr Alpine Capital Research, Llc
Acr Alpine Capital Research, Llc
Missouri, St. Louis
ACR Alpine Capital Research, LLC, headquartered in St. Louis, MO, is a leading local investment advisory firm specializing in providing expert financial guidance to a diverse client base. With 29 dedicated professionals on their team, including 10 experienced investment advisors, ACR Alpine offers comprehensive wealth management services tailored to meet the unique needs of their clients. Backed by a wealth of industry knowledge and expertise, ACR Alpine manages an impressive $4,437,234,000 in assets under management across a vast portfolio of over 4,320 individual clients. Each investment advisor at ACR Alpine manages an average of $35,980,000 in assets, showcasing their commitment to delivering personalized attention and achieving optimal results for their clients. ACR Alpine's compensation structure is designed to align with client interests, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This ensures that clients have flexibility and transparency when it comes to managing their investments. With seven office locations, ACR Alpine Capital Research, LLC is well-positioned to serve clients not only in St. Louis but also across a wider geographic area. The firm's strong reputation is further bolstered by the expertise of their longest tenured advisors, including Willem Schilpzand, Darryl Grayson, and Nicholas Tompras, who bring extensive experience and a deep understanding of the financial markets to their clients. ACR Alpine Capital Research, LLC prides itself on its commitment to delivering exceptional service, personalized strategies, and sound financial advice, making them a trusted partner for individuals and businesses seeking reliable and comprehensive investment advisory services.
Buckingham Strategic Partners, Llc
Buckingham Strategic Partners, Llc
Missouri, St. Louis
Buckingham Strategic Partners, LLC, a regional investment advisory firm based in St. Louis, MO, is renowned for its comprehensive approach to wealth management. With a robust client base of over 22,100 individuals, the firm manages an impressive $20,796,940,000 in assets. Operating from a single office location, Buckingham Strategic Partners, LLC is deeply committed to serving the financial needs of its clients. While employer funds and individual accounts collectively represent less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage these portfolios. With 37% of the assets managed under a discretionary framework, Buckingham Strategic Partners, LLC demonstrates its commitment to proactive investment decision-making. The firm's compensation structure offers clients flexibility, encompassing various options such as a percentage of assets under management and fixed fees. This ensures transparency and a tailored approach to meet individual client requirements. Buckingham Strategic Partners, LLC prides itself on its extensive team, consisting of 584 employees. While a small percentage of employees specialize in investment advisory services, the firm maintains a high standard of service. With an average of approximately $483,650,000 in assets under management per investment advisor, Buckingham Strategic Partners, LLC surpasses the industry average, reflecting the depth of expertise within the firm. The firm's success is attributed in part to the commitment and experience of long-tenured advisors such as Brian Haywood, Stephen Wiechel, and Daniel Rush, who have played instrumental roles in guiding clients toward financial prosperity. At Buckingham Strategic Partners, LLC, clients can expect a client-centric approach, comprehensive wealth management solutions, and a dedication to delivering exceptional results. The firm remains steadfast in its commitment to helping clients achieve their financial goals and secure their financial future with integrity and expertise.
Universal Financial Advisors, Llc
Universal Financial Advisors, Llc
Missouri, St. Louis
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.
Confluence Investment Management Llc
Confluence Investment Management Llc
Missouri, Saint Louis
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.
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Wells Fargo Clearing Services, Llc
Wells Fargo Clearing Services, Llc
Missouri, St. Louis
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.
Archford Capital Strategies, Llc
Archford Capital Strategies, Llc
Illinois, Swansea
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.