{
  "path": "/advisors/mo",
  "url": "https://advisorcensus.com/advisors/mo/page/6",
  "page_type": "state",
  "title": "Financial advisors in Missouri",
  "filters": {},
  "scope_total": 430,
  "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 430 investment advisory firms with a principal office in Missouri, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Missouri: 430 firms from Form ADV filings as of October 2026.",
  "total_firms": 430,
  "page": 6,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 200,
    "state": 183,
    "exempt": 47
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 141
    },
    {
      "code": "percentage_of_aum",
      "count": 354
    },
    {
      "code": "hourly",
      "count": 167
    },
    {
      "code": "subscription",
      "count": 8
    },
    {
      "code": "fixed",
      "count": 232
    },
    {
      "code": "commissions",
      "count": 11
    },
    {
      "code": "performance_based",
      "count": 50
    },
    {
      "code": "other",
      "count": 50
    },
    {
      "code": "not_reported",
      "count": 47
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 162
    },
    {
      "code": "5_to_9",
      "count": 98
    },
    {
      "code": "10_to_19",
      "count": 85
    },
    {
      "code": "20_plus",
      "count": 85
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 85
    },
    {
      "code": "25m_100m",
      "count": 81
    },
    {
      "code": "100m_500m",
      "count": 101
    },
    {
      "code": "500m_1b",
      "count": 39
    },
    {
      "code": "1b_5b",
      "count": 34
    },
    {
      "code": "over_5b",
      "count": 25
    },
    {
      "code": "not_reported",
      "count": 65
    }
  ],
  "firms": [
    {
      "crd_number": 289239,
      "name": "Milohen Funds, LLC",
      "name_as_filed": "MILOHEN FUNDS, LLC",
      "url": "https://advisorcensus.com/firm/milohen-funds-llc-st-louis-mo-289239",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 284177,
      "name": "Mindful Wealth",
      "name_as_filed": "MINDFUL WEALTH",
      "url": "https://advisorcensus.com/firm/mindful-wealth-st-louis-mo-284177",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332162,
      "name": "Mitchell Kramer Advisors LLC",
      "name_as_filed": "MITCHELL KRAMER ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/mitchell-kramer-advisors-llc-332162",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174695,
      "name": "Modern Dollar Planning, LLC",
      "name_as_filed": "MODERN DOLLAR PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/modern-dollar-planning-llc-st-louis-mo-174695",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324624,
      "name": "Modern Wealth Management, LLC",
      "name_as_filed": "MODERN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/modern-wealth-management-llc-kansas-city-mo-324624",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 3,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327289,
      "name": "Moelis Asset Catalyst Partners",
      "name_as_filed": "MOELIS ASSET CATALYST PARTNERS",
      "url": "https://advisorcensus.com/firm/moelis-asset-catalyst-partners-st-louis-mo-327289",
      "city": "St Louis",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313223,
      "name": "Moment Private Wealth",
      "name_as_filed": "MOMENT PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/moment-private-wealth-saint-louis-mo-313223",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337645,
      "name": "Monarch Fiduciary, LLC",
      "name_as_filed": "MONARCH FIDUCIARY, LLC",
      "url": "https://advisorcensus.com/firm/monarch-fiduciary-llc-kansas-city-mo-337645",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104727,
      "name": "Moneta Group Investment Advisors, LLC",
      "name_as_filed": "MONETA GROUP INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/moneta-group-investment-advisors-llc-st-louis-mo-104727",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 37,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110284,
      "name": "Monetary Management Group Inc",
      "name_as_filed": "MONETARY MANAGEMENT GROUP INC",
      "url": "https://advisorcensus.com/firm/monetary-management-group-inc-st-louis-mo-110284",
      "city": "St Louis",
      "state": "MO",
      "years_registered": 43,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111158,
      "name": "Money Consultants Advisory, Inc.",
      "name_as_filed": "MONEY CONSULTANTS ADVISORY, INC.",
      "url": "https://advisorcensus.com/firm/money-consultants-advisory-inc-111158",
      "city": null,
      "state": null,
      "years_registered": 30,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317377,
      "name": "Mosaic Wealth",
      "name_as_filed": "MOSAIC WEALTH",
      "url": "https://advisorcensus.com/firm/mosaic-wealth-st-louis-mo-317377",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110898,
      "name": "MRM Group",
      "name_as_filed": "MRM GROUP",
      "url": "https://advisorcensus.com/firm/mrm-group-st-louis-mo-110898",
      "city": "St Louis",
      "state": "MO",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "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,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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",
      "state": "MO",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337730,
      "name": "Ninth Avenue Capital, LP",
      "name_as_filed": "NINTH AVENUE CAPITAL, LP",
      "url": "https://advisorcensus.com/firm/ninth-avenue-capital-lp-kansas-city-mo-337730",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "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",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343554,
      "name": "Norvia Wealth Management LLC",
      "name_as_filed": "NORVIA WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/norvia-wealth-management-llc-343554",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148534,
      "name": "Nuance Investments, LLC",
      "name_as_filed": "NUANCE INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/nuance-investments-llc-kansas-city-mo-148534",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "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",
      "city": "Lee'S Summit",
      "state": "MO",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166710,
      "name": "Olive Street Investment Advisers, LLC",
      "name_as_filed": "OLIVE STREET INVESTMENT ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/olive-street-investment-advisers-llc-st-louis-mo-166710",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 13,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128091,
      "name": "Opine Financial Advisors",
      "name_as_filed": "OPINE FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/opine-financial-advisors-kansas-city-mo-128091",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110867,
      "name": "Orion Investment Co",
      "name_as_filed": "ORION INVESTMENT CO",
      "url": "https://advisorcensus.com/firm/orion-investment-co-st-louis-mo-110867",
      "city": "St Louis",
      "state": "MO",
      "years_registered": 38,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129128,
      "name": "Osborne Global Investors, Inc.",
      "name_as_filed": "OSBORNE GLOBAL INVESTORS, INC.",
      "url": "https://advisorcensus.com/firm/osborne-global-investors-inc-lee-s-summit-mo-129128",
      "city": "Lee'S Summit",
      "state": "MO",
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330112,
      "name": "Pandi, LLC",
      "name_as_filed": "PANDI, LLC",
      "url": "https://advisorcensus.com/firm/pandi-llc-kansas-city-mo-330112",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330407,
      "name": "Paradigm Wealth Holdings, LLC",
      "name_as_filed": "PARADIGM WEALTH HOLDINGS, LLC",
      "url": "https://advisorcensus.com/firm/paradigm-wealth-holdings-llc-kearney-mo-330407",
      "city": "Kearney",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 292833,
      "name": "PARADIGM4 Capital, LLC",
      "name_as_filed": "PARADIGM4 CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/paradigm4-capital-llc-st-louis-mo-292833",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 117986,
      "name": "Parke Investment Management, Inc.",
      "name_as_filed": "PARKE INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/parke-investment-management-inc-117986",
      "city": null,
      "state": null,
      "years_registered": 32,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327115,
      "name": "Parkside Advisors LLC",
      "name_as_filed": "PARKSIDE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/parkside-advisors-llc-clayton-mo-327115",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331565,
      "name": "Parkwoods Wealth Partners, LLC",
      "name_as_filed": "PARKWOODS WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/parkwoods-wealth-partners-llc-clayton-mo-331565",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318488,
      "name": "Peakview Strategies",
      "name_as_filed": "PEAKVIEW STRATEGIES",
      "url": "https://advisorcensus.com/firm/peakview-strategies-318488",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113914,
      "name": "Pension Consultants Inc",
      "name_as_filed": "PENSION CONSULTANTS INC",
      "url": "https://advisorcensus.com/firm/pension-consultants-inc-springfield-mo-113914",
      "city": "Springfield",
      "state": "MO",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328711,
      "name": "Peoples Savings Wealth Management LLC",
      "name_as_filed": "PEOPLES SAVINGS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/peoples-savings-wealth-management-llc-hermann-mo-328711",
      "city": "Hermann",
      "state": "MO",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343567,
      "name": "Percipient Advisors LLC",
      "name_as_filed": "PERCIPIENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/percipient-advisors-llc-343567",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309530,
      "name": "Permanent Equity Management",
      "name_as_filed": "PERMANENT EQUITY MANAGEMENT",
      "url": "https://advisorcensus.com/firm/permanent-equity-management-columbia-mo-309530",
      "city": "Columbia",
      "state": "MO",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147352,
      "name": "Pettibone Wealth Management, LLC",
      "name_as_filed": "PETTIBONE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pettibone-wealth-management-llc-hannibal-mo-147352",
      "city": "Hannibal",
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      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 127938,
      "name": "Philip Vongontard, CFA, LLC",
      "name_as_filed": "PHILIP VONGONTARD, CFA, LLC",
      "url": "https://advisorcensus.com/firm/philip-vongontard-cfa-llc-st-louis-mo-127938",
      "city": "St.louis",
      "state": "MO",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 343974,
      "name": "Pinkston Wealth, LLC",
      "name_as_filed": "PINKSTON WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/pinkston-wealth-llc-343974",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 145628,
      "name": "Pinnacle Family Advisors, LLC",
      "name_as_filed": "PINNACLE FAMILY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pinnacle-family-advisors-llc-springfield-mo-145628",
      "city": "Springfield",
      "state": "MO",
      "years_registered": 13,
      "raum_band": "100m_500m",
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        "hourly",
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        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106599,
      "name": "Plancorp, LLC",
      "name_as_filed": "PLANCORP, LLC",
      "url": "https://advisorcensus.com/firm/plancorp-llc-saint-louis-mo-106599",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 42,
      "raum_band": "over_5b",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 159261,
      "name": "Platform Investments, LLC",
      "name_as_filed": "PLATFORM INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/platform-investments-llc-kansas-city-mo-159261",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
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        "fixed",
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301103,
      "name": "Porter Kickham",
      "name_as_filed": "PORTER KICKHAM",
      "url": "https://advisorcensus.com/firm/porter-kickham-ellisville-mo-301103",
      "city": "Ellisville",
      "state": "MO",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337318,
      "name": "Portfolio Guide",
      "name_as_filed": "PORTFOLIO GUIDE",
      "url": "https://advisorcensus.com/firm/portfolio-guide-337318",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311623,
      "name": "Prairie Capital Management Group, LLC",
      "name_as_filed": "PRAIRIE CAPITAL MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/prairie-capital-management-group-llc-kansas-city-mo-311623",
      "city": "Kansas City",
      "state": "MO",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
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        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299827,
      "name": "Precision Wealth Strategies, LLC",
      "name_as_filed": "PRECISION WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/precision-wealth-strategies-llc-st-louis-mo-299827",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 7,
      "raum_band": "500m_1b",
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122078,
      "name": "Premier Wealth Advisory Services, Inc.",
      "name_as_filed": "PREMIER WEALTH ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/premier-wealth-advisory-services-inc-chesterfield-mo-122078",
      "city": "Chesterfield",
      "state": "MO",
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 144989,
      "name": "Prism Capital",
      "name_as_filed": "PRISM CAPITAL",
      "url": "https://advisorcensus.com/firm/prism-capital-144989",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 167003,
      "name": "Profusion Private Wealth",
      "name_as_filed": "PROFUSION PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/profusion-private-wealth-st-louis-mo-167003",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "fixed",
        "performance_based"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/mo/st-louis",
      "name": "St. Louis",
      "msa_name": "St. Louis, MO-IL",
      "state_code": "MO",
      "firm_count": 260
    },
    {
      "path": "/advisors/mo/kansas-city",
      "name": "Kansas City",
      "msa_name": "Kansas City, MO-KS",
      "state_code": "MO",
      "firm_count": 252
    },
    {
      "path": "/advisors/mo/springfield",
      "name": "Springfield",
      "msa_name": "Springfield, MO",
      "state_code": "MO",
      "firm_count": 26
    },
    {
      "path": "/advisors/mo/columbia",
      "name": "Columbia",
      "msa_name": "Columbia, MO",
      "state_code": "MO",
      "firm_count": 16
    },
    {
      "path": "/advisors/mo/jefferson-city",
      "name": "Jefferson City",
      "msa_name": "Jefferson City, MO",
      "state_code": "MO",
      "firm_count": 3
    },
    {
      "path": "/advisors/mo/joplin",
      "name": "Joplin",
      "msa_name": "Joplin, MO-KS",
      "state_code": "MO",
      "firm_count": 3
    },
    {
      "path": "/advisors/mo/cape-girardeau",
      "name": "Cape Girardeau",
      "msa_name": "Cape Girardeau, MO-IL",
      "state_code": "MO",
      "firm_count": 2
    },
    {
      "path": "/advisors/mo/st-joseph",
      "name": "St. Joseph",
      "msa_name": "St. Joseph, MO-KS",
      "state_code": "MO",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/mo",
      "label": "Financial advisors in Missouri"
    },
    "fee_pages": [
      {
        "path": "/advisors/mo/fee-only",
        "label": "Fee-only financial advisors in Missouri",
        "firm_count": 141
      },
      {
        "path": "/advisors/mo/flat-fee",
        "label": "Flat-fee financial advisors in Missouri",
        "firm_count": 232
      },
      {
        "path": "/advisors/mo/hourly",
        "label": "Hourly financial advisors in Missouri",
        "firm_count": 167
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/mo.csv",
  "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"
  }
}
