Top financial advisors in Town And Country, MO
We've curated a list of the best financial advisors in Town And Country, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $359,557,950 Number of advisors 5 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.
Get matched with an advisorMethodology
To find the top financial advisors in Town And Country, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Diversified Financial Advisors, LLC
Diversified Financial Advisors, LLC is a registered investment adviser based in Town & Country, Missouri, providing services since 1995. The firm offers tailored investment advice on mutual funds, ETFs, equity securities, fixed income, and more. Services include asset management, asset allocation, financial planning, financial consulting, and retirement plan advisory services. Clients can opt for discretionary or non-discretionary portfolio management, with the firm requiring written authorization for discretionary accounts. Investment strategies include technical and fundamental analysis, cyclical analysis, and long-term/short-term purchases. The firm charges an annual fee of 0.25% to 1.50% for asset management services, negotiable based on complexity. Retirement plan advisory services have an asset-based fee not exceeding 1.25% annually. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high-net-worth individuals, pension plans, trusts, and corporations. The firm does not have any disciplinary history and does not vote client securities. Clients are responsible for proxy voting. The firm does not have custody of client funds and securities, and clients receive account statements from the custodian. Investment discretion is granted with written authorization, and the firm does not vote proxies unless engaged for discretionary services. The firm does not have any financial impairments and does not require prepayment of fees exceeding $1,200.
$359,557,950 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Town And Country, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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