Falists

Missouri · 23 advisers

Financial Advisors in Springfield, Missouri

Looking for a financial advisor in Springfield, Missouri? Falists indexes 23 SEC-registered and state-registered investment advisers in Springfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $9.75B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

23

With website

19

Largest AUM

$9.75B

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth20Planning13Trusts18Retirement9Institutional10

Top advisors in Springfield

Ranked by AUM · Fees, team & specialties at a glance

View all 23 →

DB ADVISORS

Springfield, MO

AUM

$48.9M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

(417) 763-3307

Full profileVisit site →

More cities in Missouri

St.. Louis (94)Kansas City (50)Saint Louis (27)Chesterfield (22)Clayton (22)Columbia (14)St. Louis (14)Lee'S Summit (7)Creve Coeur (5)St.. Charles (5)North Kansas City (4)Saint Charles (4)

Common questions

How many financial advisors are in Springfield, Missouri?
23 registered investment advisers are listed in our Springfield directory, sourced from public SEC filings.
What types of advisors are in Springfield?
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 Springfield?
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.