Scout Investments, Inc. is a financial advisory firm based in Kansas City, Missouri. It currently has approximately $29,019,908,924 of assets under management and employs about 53 people. Scout Investments, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Buckingham Strategic Wealth, LLC is a financial advisory firm based in St Louis, Missouri. It currently has approximately $22,809,018,142 of assets under management and employs about 584 people. Buckingham Strategic Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Focus Partners Advisor Solutions is a financial advisor firm located in Clayton, MO, established on March 31, 2025. The firm specializes in providing personalized investment strategies and financial planning services. The team consists of experienced professionals with various designations, including Accredited Investment Fiduciary® (AIF®), Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Fund SpecialistTM (CFS™), Certified Private Wealth Advisor (CPWA®), Enrolled Agent (EA), and Behavioral Financial AdvisorTM (BFA). These designations ensure that the advisors meet specific education, experience, and examination requirements. Clients have the option to work with advisors who have expertise in fixed income, investment strategy, retirement solutions, and behavioral finance. The firm emphasizes client-centric service and adherence to ethical standards. Clients' accounts are regularly reviewed to ensure alignment with their investment policy statements. The firm operates under a structured supervision system, with the Executive Leadership Team overseeing day-to-day operations and compliance with policies. Clients can expect a high level of transparency and accountability in their advisory relationships.

Elmtree Funds, LLC is a financial advisory firm based in St. Louis, Missouri. It currently has approximately $6,622,201,903 of assets under management and employs about 32 people. Elmtree Funds, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Nuance Investments, LLC is a registered Investment Adviser based in Kansas City, MO, established in November 2008. The firm specializes in providing investment management services and products to various clients, including individuals, trusts, corporations, and retirement plans. Nuance offers separate account strategies such as the Nuance Mid Cap Value and Nuance Concentrated Value, focusing on long-term capital appreciation through U.S. equity securities. The firm also serves as the adviser to mutual funds like the Nuance Mid Cap Value Fund and Nuance Concentrated Value Fund. Nuance's investment philosophy revolves around value investing, focusing on companies with strong market positions and financial strength, priced below intrinsic value. For separate account strategies, the standard institutional fee schedules range from 0.55% to 0.85% based on assets under management. The firm may accept discretionary authority to manage client accounts, exercising investment discretion in line with client objectives and guidelines. Nuance engages in wrap or managed account programs, providing investment advisory services through various models, including Unified Managed Account Programs. The firm follows strict Code of Ethics, Proxy Voting Policies, and Procedures to ensure compliance and transparency in client dealings. As of December 31, 2024, Nuance Investments had $2.846 billion in discretionary assets under management and $656.4 million in UMA assets under advisement. The firm has no disciplinary information or financial commitments that impair its ability to meet client obligations.

Benjamin F. Edwards & Company, Incorporated is a financial advisory firm based in St. Louis, Missouri. It currently has approximately $5,276,544,739 of assets under management and employs about 702 people. Benjamin F. Edwards & Company, Incorporated uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Plancorp, LLC is a fee-only investment management firm based in St. Louis, Missouri, offering a range of services including asset management, comprehensive financial planning, family office services for ultra-high net worth individuals, retirement plan advisors, and institutional investment services. The firm was established in 1983 as FFG Plancorp, Inc., adopting its current name in 1985. Plancorp is a Delaware limited liability company with 26 direct owners, 23 of whom are employees. The firm is a registered investment adviser with the SEC and is certified by the Centre for Fiduciary Excellence, LLC for meeting fiduciary practices standards. Plancorp's investment philosophy is grounded in Modern Portfolio Theory, focusing on long-term asset allocation strategies tailored to each client's goals and risk tolerance. The firm provides ongoing financial planning and investment advisory services, including portfolio monitoring, rebalancing, performance reports, and client review meetings. Plancorp also offers family office services, retirement plan advisors and consulting services, and exit strategy planning for business owners. Clients have the option to direct brokerage arrangements and are encouraged to compare Plancorp's portfolio reports with custodian account statements. Plancorp does not vote proxies on behalf of clients and does not participate in class actions or legal proceedings on behalf of client accounts. The firm maintains strict privacy policies to protect client information and restricts access to personal data. Clients are informed of any material changes to the firm's privacy policies annually. For any questions regarding privacy policies or other information, clients can contact Plancorp directly.

Cornerstone Wealth Management, LLC is a financial advisory firm specializing in asset management, financial planning, retirement consulting, and referrals to third-party money managers. Established in 2005, the firm offers tailored investment strategies, including individual stock and bond portfolios, ETFs, mutual funds, and other securities. Clients have the option to place restrictions on investments and receive annual portfolio reviews. The firm also provides retirement consulting services for pension and profit-sharing plans, ensuring compliance with ERISA regulations. For asset management services, fees are based on a percentage of assets under management, varying with account size. Retirement consulting fees can be hourly, flat, or asset-based. The firm may recommend Visible National Trust for special needs trust services, with financial advisors receiving compensation for managing trust accounts. Cornerstone Wealth Management does not charge performance fees and does not have custody of client assets, with clients receiving account statements directly from custodians. The firm does not accept proxy authority but may provide investment discretion with client constraints. Clients are encouraged to conduct due diligence on trust providers and are informed of any referral compensation arrangements. The firm maintains a Code of Ethics and acts as a fiduciary, prioritizing client interests at all times.

Acr Alpine Capital Research, LLC is a financial advisory firm based in St. Louis, Missouri. It currently has approximately $3,033,348,821 of assets under management and employs about 29 people. Acr Alpine Capital Research, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.