Top financial advisors in Columbia, MO
We’ve curated a list of the best financial advisors in Columbia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$455,415,859
Number of advisors
23 advisors
| $455,415,859 | 23 advisors | |
| 2 |
Assets under management
$347,756,550
Number of advisors
8 advisors
| $347,756,550 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Columbia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Columbia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Wr Wealth Planners LLC
Wr Wealth Planners LLC is a financial advisory firm based in Columbia, Missouri. It currently has approximately $455,415,859 of assets under management and employs about 23 people. Wr Wealth Planners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$455,415,859 under management
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersAlexander Labrunerie & Co., Inc.
Alexander LaBrunerie & Co., Inc. is a Registered Investment Adviser based in Columbia, Missouri, specializing in investment advisory services for individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm was founded in 1995 and is committed to helping clients build, manage, and preserve their wealth to achieve financial goals. They offer discretionary and non-discretionary investment management services, including managing accounts with various investments such as stocks, bonds, mutual funds, annuities, and alternative assets. Clients' investment allocation and strategy are based on their goals, risk tolerance, and preferences, including socially responsible investing options. The firm charges an annual tiered advisory fee based on assets under management, with a maximum fee of 1.0%. Fees are billed quarterly in advance or arrears based on the account's market value. Financial planning services are also offered, with fees negotiated based on the complexity of the plan. Alexander LaBrunerie & Co., Inc. does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information and provides investment advice to various types of clients without a minimum account size requirement. Clients' accounts are reviewed regularly, and statements are provided by the custodian at least quarterly. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Alexander LaBrunerie & Co., Inc. does not have financial conditions that would impair its ability to meet commitments to clients.
$347,756,550 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Columbia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Columbia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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