Visionary Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 2,500 clients last fiscal year.
Visionary Wealth Advisors reports 4,262 clients. They include 3,288 individual clients, 898 high-net-worth individuals, and 76 corporations and other businesses. Of its assets, 99.0% ($3.5B across 11,030 accounts) are managed with discretion; $35.9M across 11 accounts are not. A wrap fee program the firm both sponsors and manages holds $218M. It advised 54 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 26% |
| High-net-worth individuals | 21% | 71% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,288 | $904M | 25.6% | $275K |
| High-net-worth individuals | 898 | $2.52B | 71.4% | $2.81M |
| Corporations and other businesses | 76 | $109M | 3.1% | $1.43M |
| Total | 4,262 | $3.54B | 100% | $830K |
- Clients
- 3,288
- Regulatory AUM
- $904M
- AUM share
- 25.6%
- Avg. per client
- $275K
- Clients
- 898
- Regulatory AUM
- $2.52B
- AUM share
- 71.4%
- Avg. per client
- $2.81M
- Clients
- 76
- Regulatory AUM
- $109M
- AUM share
- 3.1%
- Avg. per client
- $1.43M
Total
- Clients
- 4,262
- Regulatory AUM
- $3.54B
- AUM share
- 100%
- Avg. per client
- $830K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 54
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2500
Visionary Wealth Advisors charges 1.00%–1.25% a year for its Investment Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee, generally $500 to $15,000.
Gilliland Hammett Capital Management, LLC owns 75% or more of Visionary Wealth Advisors and is in turn owned by Timothy Hammett (50–75%) and Brett Gilliland (25–50%). Brett Gilliland is CEO; the leadership team includes President Timothy Hammett and Chief Compliance Officer Ryan Barke. It has 74 employees, 51 of them in advisory roles.
Leadership
- Brett GillilandChief Executive Officer
- Timothy HammettPresident
- Ryan BarkeChief Compliance Officer
Investment adviser representatives
48 representatives listed in the SEC register as of 9 October 2026.
- Jason Robert Baldus
- Christopher Edward Basch MR.
- Adam Joseph Basler
- Bryce J Beck
- Daniel Lynn Browne
- Daniel Ward Clinard
- Elizabeth Frances Connelly
- Tyler Mark Dumey
- Steven Michael Elefson
- Mitchell S Ellebrecht
- Matthew Joseph Fairbairn
- Nicholas E. Fenton
- Christopher Wayne Ferguson
- Nicholas R Fiala
- Timothy Flanagan
- Stacy Sloas Flanagin
- Andrew Jason Flick
- Clark Stevens Gay
- Drew Robert Geldbach
- Brett Gerald Gilliland
- Timothy Gerard Hammett
- Timothy Ford Hanser
- Sheldon Jay Harber
- Carter Kenneth Hayes
- Anthony Hill
- Ronald Gene Jones
- Bradley Alan Keene
- John Robert Kinkead
- Taylor Scott Knight
- Kent Thomas Kobernus
- William George Lauber
- William F. Lauber
- Daniel William Laure
- Roger Paul Lewis
- Katie Ann Lorberg
- Giacomo Mannino
- John S Martin
- Katrina Angelique Martin
- Selden Kent Martin
- Ted Patrick McNulty SR.
- Nicholas John Miskov
- Andrew G Mullican
- Gregory Lynn Mullican
- Geoff Colby Reed
- Joseph L Reiniger
- David A Sink
- Scott Andrew Vieregge
- Ryan Loye Young
Staff
- 74 employees
- 51 in advisory functions
- 48 state-registered reps
- 26 insurance agents
- 1 soliciting firm
- Owns 75% or more of Visionary Wealth Advisors, LLC
Gilliland Hammett Capital Management, LLC
Control person · since March 2014
- Owns 50% to 75% of Gilliland Hammett Capital Management, LLC
Timothy Hammett
Control person · since March 2014
- Owns 25% to 50% of Gilliland Hammett Capital Management, LLC
Brett Gilliland
Control person · since March 2014
- Owns 75% or more of Visionary Wealth Advisors, LLC
Gilliland Hammett Capital
Control person · since March 2014
Visionary Wealth Advisors’ regulatory assets grew 2.0× from $1.73B (June 2021) to $3.54B (March 2026); clients rose from 3,602 to 4,262 and employees from 51 to 74.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.54B | 4,262 | 74 | 9 |
| March 2025 | $2.86B | 3,953 | 59 | 9 |
| March 2024 | $2.43B | 35,022 | 52 | 8 |
| March 2023 | $2.02B | 3,805 | 52 | 8 |
| March 2022 | $2.13B | 3,919 | 63 | 8 |
| June 2021 | $1.73B | 3,602 | 51 | 8 |
Besides its headquarters, Visionary Wealth Advisors has 8 offices, with 9 listed addresses across 4 states.
Illinois · 3 listed addresses
- 106 N. Clinton Street, Collinsville
- 1254 University Drive, Edwardsville
- 1405 N. Green Mount Road, O'Fallon
Missouri · 3 listed addresses
- 1401 South Brentwood Boulevard, Suite 700, St. LouisHQ
- 1531 East Bradford Pkwy, Springfield
- 620 W. Jackson BLVD., Jackson
Florida · 2 listed addresses
- 4440 Pga BLVD, Palm Beach Gardens
- 5625 Strand BLVD, Naples
Kansas · 1 listed address
- 7600 W. 110th Street, Overland Park
Contact and registration details
- Legal name
- Visionary Wealth Advisors, LLC
- Headquarters
- 1401 South Brentwood Boulevard, Suite 700, St. Louis, MO 63144
- Website
- visionarywealthadvisors.com
- Phone
- 314-764-2727
- @visionary-wealth-advisors
- SEC file
- 801-78788
- Founded
- 2014
- Structure
- Delaware LLC
- Fiscal year end
- December
Visionary Wealth Advisors uses Charles Schwab ($1.42B, 87%) and Raymond James ($210M, 13%) as custodians for its separately managed accounts. Visionary Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.42B87%
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $210M13%
At year end, Visionary Wealth Advisors’ separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.53B across 666 positions; the largest are Apple Inc. (4.6%), iShares TR (3.4%) and Quanta Svcs Inc. (2.6%).
What the accounts hold
- Stocks87%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash8%
Reported 13F holdings
- $2.53B
- Reported 13F value
- 666
- Positions
- 23.2%
- In the 10 largest
- +12.1%
- Value vs. prior quarter
- Apple Inc.4.6%
- iShares TR · Core S&P500 ETF3.4%
- Quanta Svcs Inc.2.6%
- Schwab Strategic TR · US Lrg Cap ETF2.1%
- Schwab Strategic TR · Intl Eqty ETF2.0%
- Schwab Strategic TR · US Lcap GR ETF1.9%
- American Centy ETF TR · US Large Cap Vlu1.8%
- Microsoft Corp.1.7%
- iShares TR · Core US Aggbd ET1.5%
- Cisco Sys Inc.1.5%
Together, the ten largest are 23.2% of reported value.
How many clients does Visionary Wealth Advisors have?
Visionary Wealth Advisors has 4,262 clients and manages $3.54 billion for them, as of March 2026. They include 3,288 individual clients, 898 high-net-worth individuals, and 76 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Visionary Wealth Advisors offer?
Visionary Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Visionary Wealth Advisors charge?
Visionary Wealth Advisors charges 1.00%–1.25% a year for its Investment Management. The fee is billed in advance and is negotiable.
Which custodians does Visionary Wealth Advisors use?
Visionary Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.42B and Raymond James & Associates, Inc. (St. Petersburg, FL), with $210M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Visionary Wealth Advisors have?
Visionary Wealth Advisors has 48 investment adviser representatives registered with state securities authorities, out of 74 employees, and 51 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 26 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Visionary Wealth Advisors invest in?
At the end of its last fiscal year, Visionary Wealth Advisors’ separately managed accounts held 87% exchange-traded equities, 8% cash and equivalents, 4% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Visionary Wealth Advisors?
Visionary Wealth Advisors is owned through a holding company by Timothy Hammett and Brett Gilliland. Its direct owners are Gilliland Hammett Capital Management, LLC (75% or more) and Gilliland Hammett Capital (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Visionary Wealth Advisors get paid?
Visionary Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Visionary Wealth Advisors registered with the SEC?
Yes, Visionary Wealth Advisors has been registered with the SEC as an investment adviser since 12 November 2013. Its CRD number is 169610 and its SEC file number is 801-78788.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Visionary Wealth Advisors?
Visionary Wealth Advisors’ main office is at 1401 South Brentwood Boulevard, Suite 700, St. Louis, MO 63144. Its phone number is 314-764-2727. Its website is visionarywealthadvisors.com.