Financial advisers in Columbia, MO

8 registered investment adviser firms in Columbia managing $3.4B in assets, based on public SEC Form ADV filings.

Convergence Financial

Columbia, MO · Est. 2019

Regional

Fee-based

AUM: $904M
Per adviser: $70M
Advisers: 13

No reported disclosures

Alexander Labrunerie & Co., INC.

Columbia, MO · Est. 2016

Local

Fee-based

AUM: $619M
Per adviser: $103M
Advisers: 6

No reported disclosures

Permanent Equity Management

Columbia, MO · Est. 2020

Local

Fee-based

AUM: $509M
Per adviser: $39M
Advisers: 13

No reported disclosures

Jjp Capital Management, INC.

Columbia, MO · Est. 1984

Local

Fee-only

AUM: $390M
Per adviser: $130M
Advisers: 3

No reported disclosures

Wilkerson Advisory Group LLC

Columbia, MO · Est. 2025

Local

Fee-based

AUM: $327M
Per adviser: $82M
Advisers: 4

No reported disclosures

Eagle Bluffs Wealth Management LLC

Columbia, MO · Est. 2021

Local

Fee-only

AUM: $294M
Per adviser: $74M
Advisers: 4

No reported disclosures

Sundvold Financial

Columbia, MO · Est. 1999

Local

Fee-based

AUM: $233M
Per adviser: $47M
Advisers: 5

No reported disclosures

Truman Wealth Advisors

Columbia, MO · Est. 2025

Local

Fee-based

AUM: $106M
Per adviser: $35M
Advisers: 3

No reported disclosures