City
Wealth management firms in Springfield, Missouri
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Springfield, Missouri reported $13.8 billion in regulatory assets under management; the largest by assets was Forvis Mazars Wealth Advisors, LLC, with $12.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $13.8 billion
- Average per firm
- $655.2 million
- SEC-registered, of those listed
- 6 of 21 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Forvis Mazars Wealth Advisors, LLC | SEC | $12.0 billion | 14,044 |
| 2 | Pinnacle Family Advisors, LLC | SEC | $371.7 million | 2,007 |
| 3 | Wealthcare Asset Management, LLC | SEC | $210.8 million | 1,103 |
| 4 | MacKay Financial Planning, LLC | SEC | $176.0 million | 384 |
| 5 | RLB Financial | SEC | $173.6 million | 609 |
| 6 | Floyd Financial Group LLC | SEC | $164.5 million | 689 |
| 7 | Prosperity Financial Group | State | $98.0 million | 373 |
| 8 | Iti Financial Management | State | $96.0 million | 239 |
| 9 | Trend Management, Inc. | State | $95.0 million | 170 |
| 10 | Auxan Capital Advisors, LLC | State | $89.6 million | 887 |
| 11 | Lasting Mark Retirement Group LLC | State | $86.3 million | 864 |
| 12 | DB Advisors | State | $48.9 million | 367 |
| 13 | Sharp Wealth Management | State | $35.2 million | 58 |
| 14 | JKD Financial | State | $25.8 million | 31 |
| 15 | Greystone Investment Advisors, Inc. | State | $23.6 million | 60 |
| 16 | Vance Financial Planning | State | $23.1 million | 11 |
| 17 | Fiduciary Trust Private Wealth Counsel LLC | State | $18.7 million | 67 |
| 18 | Dittrich Financial Group LLC | State | $9.8 million | 33 |
| 19 | Advisor One, LLC | State | $4.6 million | 10 |
| 20 | CAPITAL360FINANCIAL | State | $1.8 million | 14 |
| 21 | Latour Asset Management LLC | 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.