Ways to browse Independent advisors serving Missouri

Pick a specialty to browse more Independent advisors serving Missouri.

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	1,319
Wealth management	997
Retirement plans for business owners (SEP, solo 401k)	749
Executive	724
Retired	610
Options & derivatives strategies	600
Active portfolio management	588
General retirement planning	580
Retirement income strategy	565
Tax-loss harvesting	485
Private / alternative investments	464
College savings (529s, UTMA, etc.)	382
Income planning	356
Annuities	338
Charitable giving & philanthropy	310
Concentrated stock management	310
Cash flow / budgeting	245
Passive / index investing	244
General tax planning	202
Business exit / sale strategy	198
Real estate investing	184
ESG / Sustainable investing	176
General estate planning guidance	168
Long-term care insurance	139
Equity compensation tax strategy	129
Business ownership considerations	105
Business succession planning	104
Tax strategies for small businesses	93
Retirement withdrawal strategies	84
Approaching retirement	72
Debt management	62
Self-Employed	53
Social Security optimization	51
Mid-Career Professionals	50
Life insurance needs analysis	48
Doctor or Medical Professional	40
Educators, Teachers, and Academics	27
Multi-generational wealth transfer	24
Divorce financial planning	23
Attorney	20
Family Business	20
Factor investing / smart beta	18
HENRY (High Earners, Not Rich Yet)	18
Medicare planning	17
Women Professionals	16
Military & Veterans	15
Business sale tax planning	14
Equity Recipients (RS/RSU, SOP, ESPP)	13
Retired	12
Religious/faith focused	10
Charitable giving tax strategies	9
Roth conversion strategy	9
Christian Faith Based	6
Disability insurance	6
Established Professionals	6
Financial Professional	5
Young Professionals	5

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