Investment advisers in Columbia, MO
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Convergence Financial | $904.0 million | 18 | 1 |
| Alexander Labrunerie & Co., Inc. | $618.9 million | 6 | 0 |
| Permanent Equity Management | $508.8 million | 15 | 0 |
| Jjp Capital Management, Inc. | $389.9 million | 3 | 0 |
| Wilkerson Advisory Group LLC | $326.9 million | 10 | 0 |
| Eagle Bluffs Wealth Management LLC | $294.2 million | 5 | 0 |
| Sundvold Financial | $232.9 million | 5 | 0 |
| Truman Wealth Advisors | $106.0 million | 3 | 0 |