Top financial advisors in Ellisville, MO
We’ve curated a list of the best financial advisors in Ellisville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$108,164,256
Number of advisors
1 advisors
| $108,164,256 | 1 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 Ellisville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ellisville. 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.
Risley Capital Management LLC
Risley Capital Management LLC is a registered investment adviser based in Ellisville, Missouri, established in 2011. The firm offers individual portfolio management services, providing continuous advice tailored to clients' needs. Risley Capital Management manages discretionary and non-discretionary accounts, guided by clients' objectives, risk tolerance, and tax considerations. The firm's investment recommendations cover various securities, including exchange-listed securities, mutual fund shares, and government securities. For individual portfolio management, fees range from 0.25% to 1.25% of assets under management, with a minimum initial investment of $50,000. Consulting services are also available at an hourly rate of $125. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and state or municipal government entities, with a minimum account size of $50,000. Risley Capital Management employs fundamental and technical analysis, asset allocation strategies, and long-term and short-term purchase approaches. The firm does not have any disciplinary events to disclose and does not engage in solicitation or accept compensation for client referrals. Clients' funds and securities are held with independent custodians, and the firm exercises limited custody over client assets. Clients may grant discretionary authority for asset management, and the firm does not vote proxies on behalf of clients. As an SEC-registered adviser, Risley Capital Management does not have financial issues that would impair its services.
$108,164,256 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Consulting
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 Ellisville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ellisville. 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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