Firms by city
Registered investment advisers in Columbia, MO
8 SEC-registered advisers headquartered in Columbia, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Convergence Financial | Columbia, MO | $904M |
| Alexander LaBrunerie & Co. | Columbia, MO | $619M |
| Permanent Equity Management | Columbia, MO | $509M |
| JJP Capital Management | Columbia, MO | $390M |
| Wilkerson Advisory Group | Columbia, MO | $327M |
| Eagle Bluffs Wealth Management | Columbia, MO | $294M |
| Sundvold Capital Management | Columbia, MO | $233M |
| Truman Wealth Advisors | Columbia, MO | $106M |
- Headquarters
- Columbia, MO
- Regulatory AUM
- $904M
- Headquarters
- Columbia, MO
- Regulatory AUM
- $619M
- Headquarters
- Columbia, MO
- Regulatory AUM
- $509M
- Headquarters
- Columbia, MO
- Regulatory AUM
- $390M
- Headquarters
- Columbia, MO
- Regulatory AUM
- $327M
- Headquarters
- Columbia, MO
- Regulatory AUM
- $294M
- Headquarters
- Columbia, MO
- Regulatory AUM
- $233M
- Headquarters
- Columbia, MO
- Regulatory AUM
- $106M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Columbia on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Missouri.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.