Best Financial Advisors in SPRINGFIELD, Missouri
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SPRINGFIELD
PENSION CONSULTANTS INC
SPRINGFIELD, MO · Since 1999
RLB FINANCIAL
SPRINGFIELD, MO · Since 2023
WEALTHCARE ASSET MANAGEMENT, LLC
SPRINGFIELD, MO · Since 2023
FLOYD FINANCIAL GROUP LLC
SPRINGFIELD, MO · Since 2024
FORVIS MAZARS WEALTH ADVISORS, LLC
SPRINGFIELD, MO · Since 1999
PINNACLE FAMILY ADVISORS, LLC
SPRINGFIELD, MO · Since 2013
MACKAY FINANCIAL PLANNING, LLC
SPRINGFIELD, MO · Since 2025
HICKORY WEALTH MANAGEMENT, LLC
SPRINGFIELD, MO · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SPRINGFIELD?
The median advisory fee in SPRINGFIELD, MO is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.