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.

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.

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.

Visionary Wealth Advisors, LLC (VWA) is a registered investment adviser based in St. Louis, Missouri, established in March 2014. The firm is principally owned by Timothy Hammett and Brett Gilliland. As of December 31, 2024, VWA managed approximately $2.86 billion in client assets, with 99% managed on a discretionary basis. The firm offers financial planning, consulting, and investment management services. Clients are required to enter into written agreements outlining the terms of the advisory relationship. VWA's investment philosophy integrates fundamental, technical, and cyclical analysis, with an asset allocation strategy based on Modern Portfolio Theory. The firm offers various model portfolios tailored to different risk profiles, from conservative to aggressive strategies. Clients have the option to impose restrictions on the management of their accounts. Fees for financial planning and consulting services range from $500 to $15,000, while investment management fees are up to 1.25% annually based on assets under management. VWA may receive economic benefits from Charles Schwab, Raymond James, and Fidelity, the recommended custodians. The firm does not provide performance-based fees and generally does not vote on client securities. VWA does not have custody of client assets and does not accept proxy voting authority. The firm has no material disciplinary events and does not disclose financial information due to its financial stability.

Acropolis Investment Management, LLC is a fee-only wealth management firm established in 2002. They offer financial advisory and investment management services to individuals, institutional clients, company-sponsored retirement plans, and more. Acropolis primarily uses individual stocks, bonds, ETFs, and third-party managed products for client portfolios. They may also assist in selecting sub-advisors for specific strategies. The firm is owned by six management employees, with Christopher B. Lissner and David B. Ott as principal owners. For individual clients, fees range from 0.40% to 1.25% based on tiered assets under management. Institutional clients pay fees ranging from 0.25% to 0.80%. Company-sponsored retirement plan fees are based on a percentage of plan assets, with a minimum fee of $9,000. Acropolis may recommend IRA rollovers, potentially resulting in a conflict of interest, but they are required to act in the client's best interest. Acropolis employs a portfolio decision-making process based on asset allocation, focusing on tax-efficient strategies and low turnover. They provide regular portfolio reviews and have a minimum account size of $1,000,000. The firm has custody of client funds with qualified custodians and offers full trading discretion for clients. Acropolis engages in proxy voting for clients who grant them discretionary authority. The firm has no disciplinary events and maintains financial stability.

Krilogy is a financial advisory firm based in St. Louis, Missouri. It currently has approximately $1,705,192,736 of assets under management and employs about 56 people. Krilogy uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Mosaic Family Wealth is a financial advisory firm based in St. Louis, Missouri. It currently has approximately $1,187,078,387 of assets under management and employs about 17 people. Mosaic Family Wealth uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates, frs and ftcs..