Ways to browse advisors serving Missouri

Pick a specialty or descriptor to browse more advisors serving Missouri.

By how they work

Type	Advisors
Large-firm	9,276
Flat-fee	5,678
Seasoned	3,716
Independent	2,953
CFP®-certified	2,129

By who they serve

Type	Advisors
High-net-worth	2,068
Baby Boomer	63
Gen X	13
Millennial	8

Browse by city

Find advisors near a specific metro area in Missouri.

City	Advisors
St. Louis, MO	6,486
St. Charles, MO	6,259
Kansas City, MO	3,577
Springfield, MO	419
Marshall, MO	240
Columbia, MO	190
Kennett, MO	147
Jefferson City, MO	128
Maryville, MO	107
Hannibal, MO	103
Joplin, MO	90
Cape Girardeau, MO	89
St. Joseph, MO	79
Farmington, MO	39
Rolla, MO	39
Branson, MO	35
Warrensburg, MO	35
Fort Leonard Wood, MO	33
Moberly, MO	29
Mexico, MO	28
Poplar Bluff, MO	27
Sedalia, MO	24
Sikeston, MO	23
Lebanon, MO	21
Kirksville, MO	14
West Plains, MO	13

Browse by specialty

Find advisors serving Missouri who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	8,686
Retired	5,863
Wealth management	5,677
Executive	5,644
Tax-loss harvesting	5,000
Retirement plans for business owners (SEP, solo 401k)	2,749
Multi-generational wealth transfer	2,451
Retirement income strategy	1,990
General retirement planning	1,950
College savings (529s, UTMA, etc.)	1,559
Active portfolio management	1,405
Business exit / sale strategy	1,288
Charitable giving & philanthropy	1,177
Income planning	1,096
Private / alternative investments	1,050
General estate planning guidance	940
Options & derivatives strategies	887
Approaching retirement	856
Cash flow / budgeting	841
Annuities	719
ESG / Sustainable investing	710
HENRY (High Earners, Not Rich Yet)	696
Passive / index investing	578
Mid-Career Professionals	493
Business ownership considerations	486
Self-Employed	454
Divorce financial planning	446
Concentrated stock management	420
Social Security optimization	392
Retirement withdrawal strategies	384
Real estate investing	369
Business succession planning	302
Planning for children with special needs	274
Equity compensation tax strategy	244
General tax planning	210
Established Professionals	170
Attorney	144
Long-term care insurance	144
Dentist	123
Debt management	103
Tax strategies for small businesses	102
Women Professionals	100
Married/Couples/Partners	91
Divorced	89
Doctor or Medical Professional	82
Financial Professional	82
Values-based investing	67
Military & Veterans	65
Intergenerational Families	63
Educators, Teachers, and Academics	52
Life insurance needs analysis	52
Parents	48
Technology Professional	48
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	44
Family Business	41
Factor investing / smart beta	38
Religious/faith focused	35
Inheritance planning	32
Equity Recipients (RS/RSU, SOP, ESPP)	29
Medicare planning	22
Women's Finance	21
Retired	18
Business sale tax planning	17
Liquidity event planning	17
Widow/Widower	17
Young Families	17
Public Service Employee	16
Charitable giving tax strategies	12
Roth conversion strategy	12
Business Financial Management	10
Young Professionals	10
Elder care planning	9
Christian Faith Based	6
Disability insurance	6
Engineering Professional	6
Government Employee	6
Cross-border / expatriate tax planning	3
Divorced Women	3

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