Missouri · 2 advisers
Financial Advisors in Independence, Missouri
Looking for a financial advisor in Independence, Missouri? Falists indexes 2 SEC-registered and state-registered investment advisers in Independence — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $258.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$258.6M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Independence
Ranked by AUM · Fees, team & specialties at a glance
EQUITY WEALTH PARTNERS, LLC
Independence, MO
AUM
$258.6M
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
816-373-1068
STEWARDSHIP CAPITAL
Independence, MO
AUM
$168.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
816-833-6650
More cities in Missouri
Common questions
- How many financial advisors are in Independence, Missouri?
- 2 registered investment advisers are listed in our Independence directory, sourced from public SEC filings.
- What types of advisors are in Independence?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Independence?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.