Investment adviser firms in COLUMBIA, Missouri
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- ALEXANDER LABRUNERIE & CO., INC.CRD 117153 · COLUMBIA, MO$618,861,751.00Regulatory AUM · August 2026
- CONVERGENCE FINANCIAL, LLCCRD 304146 · COLUMBIA, MO$903,955,351.00Regulatory AUM · August 2026
- EAGLE BLUFFS WEALTH MANAGEMENT LLCCRD 306311 · COLUMBIA, MO$294,193,033.00Regulatory AUM · August 2026
- JJP CAPITAL MANAGEMENT, INC.CRD 105374 · COLUMBIA, MO$389,876,403.00Regulatory AUM · August 2026
- PERMANENT EQUITY MANAGEMENT, LLCCRD 309530 · COLUMBIA, MO$508,750,700.00Regulatory AUM · August 2026
- SUNDVOLD CAPITAL MANAGEMENT LLCCRD 108176 · COLUMBIA, MO$232,900,000.00Regulatory AUM · August 2026
- TRUMAN WEALTH ADVISORS LLCCRD 334752 · COLUMBIA, MO$105,980,250.00Regulatory AUM · August 2026
- WILKERSON ADVISORY GROUP LLCCRD 334668 · COLUMBIA, MO$326,936,574.00Regulatory AUM · August 2026