{
  "path": "/advisors/mo/flat-fee",
  "url": "https://advisorcensus.com/advisors/mo/flat-fee/page/3",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Missouri",
  "filters": {},
  "scope_total": 232,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Missouri?",
      "a": "AdvisorCensus lists 430 investment advisory firms with a principal office in Missouri, from Form ADV filings as of October 2026: 200 SEC-registered, 183 state-registered, and 47 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Missouri?",
      "a": "141 of the 430 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Missouri offer financial planning?",
      "a": "264 of the 383 firms in Missouri that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Missouri fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 141 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 232 investment advisory firms with a principal office in Missouri that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Missouri: 232 firms from Form ADV filings as of October 2026.",
  "total_firms": 232,
  "page": 3,
  "total_pages": 5,
  "sort": "name",
  "registration_types": {
    "sec": 113,
    "state": 119,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 94
    },
    {
      "code": "percentage_of_aum",
      "count": 214
    },
    {
      "code": "hourly",
      "count": 137
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 232
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 14
    },
    {
      "code": "other",
      "count": 28
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 76
    },
    {
      "code": "5_to_9",
      "count": 59
    },
    {
      "code": "10_to_19",
      "count": 47
    },
    {
      "code": "20_plus",
      "count": 50
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 55
    },
    {
      "code": "25m_100m",
      "count": 53
    },
    {
      "code": "100m_500m",
      "count": 46
    },
    {
      "code": "500m_1b",
      "count": 24
    },
    {
      "code": "1b_5b",
      "count": 25
    },
    {
      "code": "over_5b",
      "count": 20
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "firms": [
    {
      "crd_number": 312326,
      "name": "Greystone Capital Partners Group LLC",
      "name_as_filed": "GREYSTONE CAPITAL PARTNERS GROUP LLC",
      "url": "https://advisorcensus.com/firm/greystone-capital-partners-group-llc-kansas-city-mo-312326",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330612,
      "name": "Guardian Investment Management, LLC",
      "name_as_filed": "GUARDIAN INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/guardian-investment-management-llc-st-louis-mo-330612",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311435,
      "name": "Harrison Financial Planning",
      "name_as_filed": "HARRISON FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/harrison-financial-planning-columbia-mo-311435",
      "city": "Columbia",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328258,
      "name": "Haven Wealth Planning",
      "name_as_filed": "HAVEN WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/haven-wealth-planning-saint-louis-mo-328258",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313427,
      "name": "HDQ Wealth",
      "name_as_filed": "HDQ WEALTH",
      "url": "https://advisorcensus.com/firm/hdq-wealth-kansas-city-mo-313427",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112989,
      "name": "Heisner Financial, LLC",
      "name_as_filed": "HEISNER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/heisner-financial-llc-st-louis-mo-112989",
      "city": "St.louis",
      "state": "MO",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323344,
      "name": "Heritage Asset Management, LLC",
      "name_as_filed": "HERITAGE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/heritage-asset-management-llc-belton-mo-323344",
      "city": "Belton",
      "state": "MO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342502,
      "name": "Heritage First Wealth Management, LLC",
      "name_as_filed": "HERITAGE FIRST WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/heritage-first-wealth-management-llc-kansas-city-mo-342502",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315574,
      "name": "HFP Investments",
      "name_as_filed": "HFP INVESTMENTS",
      "url": "https://advisorcensus.com/firm/hfp-investments-columbia-mo-315574",
      "city": "Columbia",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312052,
      "name": "Hill Investment Group",
      "name_as_filed": "HILL INVESTMENT GROUP",
      "url": "https://advisorcensus.com/firm/hill-investment-group-st-louis-mo-312052",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145731,
      "name": "Hynes Advisory Group LLC",
      "name_as_filed": "HYNES ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/hynes-advisory-group-llc-st-louis-mo-145731",
      "city": "St Louis",
      "state": "MO",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172329,
      "name": "IFG Advisors, LLC",
      "name_as_filed": "IFG ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ifg-advisors-llc-st-louis-mo-172329",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338934,
      "name": "In the Game Wealth Management",
      "name_as_filed": "IN THE GAME WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/in-the-game-wealth-management-north-kansas-city-mo-338934",
      "city": "North Kansas City",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159227,
      "name": "JAG Capital Management LLC",
      "name_as_filed": "JAG CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/jag-capital-management-llc-st-louis-mo-159227",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340392,
      "name": "JKD Financial",
      "name_as_filed": "JKD FINANCIAL",
      "url": "https://advisorcensus.com/firm/jkd-financial-springfield-mo-340392",
      "city": "Springfield",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322471,
      "name": "Jones & Co. Wealth Advisory",
      "name_as_filed": "JONES & CO. WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/jones-and-co-wealth-advisory-322471",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172528,
      "name": "Kansas City Private Wealth Management, LLC",
      "name_as_filed": "KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kansas-city-private-wealth-management-llc-kansas-city-mo-172528",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281362,
      "name": "Kilcullin Financial Life Planning, LLC",
      "name_as_filed": "KILCULLIN FINANCIAL LIFE PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/kilcullin-financial-life-planning-llc-o-fallon-mo-281362",
      "city": "O'Fallon",
      "state": "MO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149046,
      "name": "Krilogy",
      "name_as_filed": "KRILOGY",
      "url": "https://advisorcensus.com/firm/krilogy-st-louis-mo-149046",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331324,
      "name": "Lakeshore Wealth Management LLC",
      "name_as_filed": "LAKESHORE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lakeshore-wealth-management-llc-lake-lotawana-mo-331324",
      "city": "Lake Lotawana",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167867,
      "name": "Laminar Wealth LLC",
      "name_as_filed": "LAMINAR WEALTH LLC",
      "url": "https://advisorcensus.com/firm/laminar-wealth-llc-clayton-mo-167867",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140599,
      "name": "Larson Financial Group, LLC",
      "name_as_filed": "LARSON FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/larson-financial-group-llc-saint-louis-mo-140599",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325151,
      "name": "Lasting Mark Retirement Group LLC",
      "name_as_filed": "LASTING MARK RETIREMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/lasting-mark-retirement-group-llc-springfield-mo-325151",
      "city": "Springfield",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172461,
      "name": "Latour Asset Management LLC",
      "name_as_filed": "LATOUR ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/latour-asset-management-llc-springfield-mo-172461",
      "city": "Springfield",
      "state": "MO",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152749,
      "name": "Legatrust Financial Advisors, Inc.",
      "name_as_filed": "LEGATRUST FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/legatrust-financial-advisors-inc-saint-louis-mo-152749",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122011,
      "name": "Livingston & Associates, Ltd.",
      "name_as_filed": "LIVINGSTON & ASSOCIATES, LTD.",
      "url": "https://advisorcensus.com/firm/livingston-and-associates-ltd-122011",
      "city": null,
      "state": null,
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164417,
      "name": "Macro Trend, LLC",
      "name_as_filed": "MACRO TREND, LLC",
      "url": "https://advisorcensus.com/firm/macro-trend-llc-164417",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309150,
      "name": "Mainstreet RIA LLC",
      "name_as_filed": "MAINSTREET RIA LLC",
      "url": "https://advisorcensus.com/firm/mainstreet-ria-llc-o-fallon-mo-309150",
      "city": "O'Fallon",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106806,
      "name": "Matter Family Office",
      "name_as_filed": "MATTER FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/matter-family-office-st-louis-mo-106806",
      "city": "St Louis",
      "state": "MO",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165129,
      "name": "Maxele Advisors, LLC",
      "name_as_filed": "MAXELE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/maxele-advisors-llc-webster-groves-mo-165129",
      "city": "Webster Groves",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321824,
      "name": "Mayfair Financial, LLC",
      "name_as_filed": "MAYFAIR FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/mayfair-financial-llc-321824",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169091,
      "name": "MBM Wealth Consultants, LLC",
      "name_as_filed": "MBM WEALTH CONSULTANTS, LLC",
      "url": "https://advisorcensus.com/firm/mbm-wealth-consultants-llc-chesterfield-mo-169091",
      "city": "Chesterfield",
      "state": "MO",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154722,
      "name": "McCartney Wealth Management LLC",
      "name_as_filed": "MCCARTNEY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/mccartney-wealth-management-llc-saint-louis-mo-154722",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335112,
      "name": "Meramec Financial Planners, LLC",
      "name_as_filed": "MERAMEC FINANCIAL PLANNERS, LLC",
      "url": "https://advisorcensus.com/firm/meramec-financial-planners-llc-clayton-mo-335112",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322413,
      "name": "Michael Piper, LLC",
      "name_as_filed": "MICHAEL PIPER, LLC",
      "url": "https://advisorcensus.com/firm/michael-piper-llc-322413",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284177,
      "name": "Mindful Wealth",
      "name_as_filed": "MINDFUL WEALTH",
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    {
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    {
      "crd_number": 159689,
      "name": "MVK Financial Planning, LLC",
      "name_as_filed": "MVK FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/mvk-financial-planning-llc-159689",
      "city": null,
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    },
    {
      "crd_number": 322155,
      "name": "Next Bloom Wealth",
      "name_as_filed": "NEXT BLOOM WEALTH",
      "url": "https://advisorcensus.com/firm/next-bloom-wealth-gladstone-mo-322155",
      "city": "Gladstone",
      "state": "MO",
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    },
    {
      "crd_number": 105580,
      "name": "Nicholson Meyer Capital Management, Inc.",
      "name_as_filed": "NICHOLSON MEYER CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/nicholson-meyer-capital-management-inc-kansas-city-mo-105580",
      "city": "Kansas City",
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    },
    {
      "crd_number": 107313,
      "name": "Nisa Investment Advisors, LLC",
      "name_as_filed": "NISA INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nisa-investment-advisors-llc-st-louis-mo-107313",
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      "name": "Norvia Wealth Management LLC",
      "name_as_filed": "NORVIA WEALTH MANAGEMENT LLC",
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    {
      "crd_number": 284446,
      "name": "Oak Road Wealth Management",
      "name_as_filed": "OAK ROAD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oak-road-wealth-management-lee-s-summit-mo-284446",
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    {
      "crd_number": 297531,
      "name": "Oakview Wealth Solutions LLC",
      "name_as_filed": "OAKVIEW WEALTH SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/oakview-wealth-solutions-llc-saint-charles-mo-297531",
      "city": "Saint Charles",
      "state": "MO",
      "years_registered": 8,
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      },
      {
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      {
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      {
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        "firm_count": 1,
        "label": "Flat-fee financial advisors in St. Joseph, MO"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}