City
Wealth management firms in Columbia, Missouri
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Columbia, Missouri reported $3.1 billion in regulatory assets under management; the largest by assets was Convergence Financial, with $904.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $3.1 billion
- Average per firm
- $171.8 million
- SEC-registered, of those listed
- 7 of 18 (38.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Convergence Financial | SEC | $904.0 million | 4,725 |
| 2 | Alexander Labrunerie & Co., Inc. | SEC | $618.9 million | 3,005 |
| 3 | JJP Capital Management, Inc. | SEC | $389.9 million | 183 |
| 4 | Wilkerson Advisory Group LLC | SEC | $326.9 million | 1,697 |
| 5 | Eagle Bluffs Wealth Management LLC | SEC | $294.2 million | 550 |
| 6 | Sundvold Financial | SEC | $232.9 million | 480 |
| 7 | Truman Wealth Advisors | SEC | $106.0 million | 424 |
| 8 | Propartners Wealth | State | $74.4 million | 347 |
| 9 | Harrison Financial Planning | State | $32.0 million | 162 |
| 10 | Clarity Financial | State | $28.8 million | 96 |
| 11 | Consolidated Asset Management, LLC | State | $26.7 million | 27 |
| 12 | Macro Trend, LLC | State | $24.7 million | 22 |
| 13 | Trek Wealth Planning | State | $23.9 million | 185 |
| 14 | Prism Capital | State | $6.0 million | 10 |
| 15 | HFP Investments | State | $3.6 million | 23 |
| 16 | Fee-Only Financial Services LLC | State | $0 | 0 |
| 17 | Robert A. Almony, Jr. LLC | State | $0 | 0 |
| 18 | Steven Hermann Advisory | State | $0 | 0 |
Wealth management firms in Missouri, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.