Investment adviser firms in SPRINGFIELD, 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
- FLOYD FINANCIAL GROUP LLCCRD 226773 · SPRINGFIELD, MO$164,475,000.00Regulatory AUM · August 2026
- FORVIS MAZARS WEALTH ADVISORS, LLCCRD 110905 · SPRINGFIELD, MO$9,751,986,659.00Regulatory AUM · August 2026
- HICKORY WEALTH MANAGEMENT, LLCCRD 298475 · SPRINGFIELD, MO$126,543,180.00Regulatory AUM · August 2026
- JIM MACKAY FINANCIAL PLANNING, LLCCRD 169583 · SPRINGFIELD, MO$176,042,555.00Regulatory AUM · August 2026
- PENSION CONSULTANTS INCCRD 113914 · SPRINGFIELD, MO$5,423,950,320.00Regulatory AUM · August 2026
- PINNACLE FAMILY ADVISORS, LLCCRD 145628 · SPRINGFIELD, MO$371,703,535.00Regulatory AUM · August 2026
- RLB FINANCIAL LLCCRD 151778 · SPRINGFIELD, MO$173,597,197.00Regulatory AUM · August 2026
- WEALTHCARE ASSET MANAGEMENT, LLCCRD 170382 · SPRINGFIELD, MO$210,769,606.00Regulatory AUM · August 2026