Adviser Record

Investment advisers in Springfield, MO

8 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MO

FirmAssetsEmployeesDisclosures
Forvis Mazars Wealth Advisors, LLC$12.01 billion1240
Pension Consultants Inc$5.42 billion170
Pinnacle Family Advisors, LLC$371.7 million130
Wealthcare Asset Management, LLC$210.8 million60
Mackay Financial Planning, LLC$176.0 million20
Rlb Financial$173.6 million40
Floyd Financial Group LLC$164.5 million50
Hickory Wealth Management, LLC$126.5 million40