Top financial advisors in Kirkwood, MO
We’ve curated a list of the best financial advisors in Kirkwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$439,918,123
Number of advisors
19 advisors
| $439,918,123 | 19 advisors | |
| 2 |
Assets under management
$106,238,435
Number of advisors
3 advisors
| $106,238,435 | 3 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 Kirkwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kirkwood. 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.
Genex Consulting
Panoptic Wealth Advocates, formerly known as TAP Consulting, LLC, is a financial advisory firm based in Kirkwood, Missouri. The firm was established in 2007 and is owned by Michael J. Sluhan, CFP®, Brian A. Redders, and Chad M. Hemphill. Panoptic Wealth Advocates specializes in providing a wide array of investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities. The firm's investment philosophy focuses on creating customized allocations for clients based on their specific needs, investment objectives, risk tolerance, and time horizons. Panoptic Wealth Advocates uses a combination of fundamental and technical analysis to formulate investment advice and manage client assets. The firm offers services such as asset management, financial planning, and financial independence planning. Panoptic Wealth Advocates charges a maximum annual fee of 1.50% for asset management services, which are billed quarterly in advance based on all assets under management. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients are encouraged to review their financial plans and investment objectives with their advisor on an annual basis. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Panoptic Wealth Advocates prioritizes acting in the best interests of clients and maintaining transparency in its business practices.
$439,918,123 under management
19 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 ServicesArchway Wealth Management, LLC
Archway Wealth Management, LLC is a registered investment adviser based in Kirkwood, MO, established in June 2023. The firm specializes in financial planning, consulting, and investment management services. As of December 31, 2024, the firm manages $313,134,834 in assets, with $256,930,121 under discretionary management and $56,204,713 under non-discretionary management. Clients can engage the firm for services such as investment planning, estate planning, retirement planning, and tax planning. AWM primarily allocates client assets among mutual funds, ETFs, and independent investment managers based on individual client needs and objectives. The firm charges fees ranging from 0.25% to 2.00% annually based on assets under management. Clients have the discretion to impose restrictions on account management. AWM recommends Trade-PMR, Inc. for brokerage services and receives economic benefits from them. The firm has a Code of Ethics in place and accepts proxy voting authority for client securities. Clients are provided with regular account statements and reports. AWM has not been involved in any material legal or disciplinary events.
$106,238,435 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio 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)Selection 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 Kirkwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kirkwood. 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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