Financial advisers in Springfield, MO

8 registered investment adviser firms in Springfield managing $16.4B in assets, based on public SEC Form ADV filings.

Forvis Mazars Wealth Advisors, LLC

Springfield, MO · Est. 1999

NationalInternational

Fee-based

AUM: $9.8B
Per adviser: $125M
Advisers: 78

No reported disclosures

Pension Consultants INC

Springfield, MO · Est. 1999

Regional

Fee-based

AUM: $5.4B
Per adviser: $904M
Advisers: 6

No reported disclosures

Pinnacle Family Advisors, LLC

Springfield, MO · Est. 2013

Local

Fee-based

AUM: $372M
Per adviser: $46M
Advisers: 8

No reported disclosures

Wealthcare Asset Management, LLC

Springfield, MO · Est. 2023

Local

Fee-only

AUM: $211M
Per adviser: $42M
Advisers: 5

No reported disclosures

Mackay Financial Planning, LLC

Springfield, MO · Est. 2025

Local

Fee-only

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

Rlb Financial

Springfield, MO · Est. 2023

Local

Fee-based

AUM: $174M
Per adviser: $58M
Advisers: 3

No reported disclosures

Floyd Financial Group LLC

Springfield, MO · Est. 2024

Local

Fee-only

AUM: $164M
Per adviser: $82M
Advisers: 2

No reported disclosures

Hickory Wealth Management, LLC

Springfield, MO · Est. 2025

Local

Fee-only

AUM: $127M
Per adviser: $63M
Advisers: 2

No reported disclosures