Top 7 financial advisor firms in Columbia

7 SEC-registered financial advisor firms are headquartered in Columbia, MO, with $2.87B in combined regulatory assets under management. The largest by assets are Convergence Financial ($904M), Alexander LaBrunerie & Co. ($619M) and JJP Capital Management ($390M).

7
Financial advisor firms: $2.87B
Their combined AUM: $327M
Median firm AUM: 5,292
Clients of the top 7

The 7 largest by assets

1
Convergence Financial
RIA
$904M
Up to 1.50% a year
2
Alexander LaBrunerie & Co.
RIA
$619M
0.50% to 1.00% a year
3
JJP Capital Management
RIA
$390M
0.25% to 1.00%
4
Wilkerson Advisory Group
RIA
$327M
Up to 1.50% a year
5
Eagle Bluffs Wealth Management
RIA
$294M
0.30% to 1.00% a year
6
Sundvold Capital Management
RIA
$233M
0.30% to 1.50% a year
7
Truman Wealth Advisors
RIA
$106M
Up to 2.00% a year

Profiles of the top 7

No. 1 · RIA

Convergence Financial

Convergence Financial is an investment adviser based in Columbia, MO, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $904 million, as filed on 30 September 2026.

Convergence Financial charges up to 1.50% a year for its Program Fee.

Regulatory AUM: $904M
Clients: 2,714
Advisory staff: 13
Fee schedule: Up to 1.50% a year
Custodians: LPL Financial
Headquarters: 3919 S. Providence Road, Columbia, MO 65203
Phone: 573-818-2264
Website: convergence-financial.com

No. 2 · RIA

Alexander LaBrunerie & Co.

Alexander LaBrunerie & Co. is an investment adviser based in Columbia, MO, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $619 million, as filed on 31 March 2026.

Alexander LaBrunerie & Co. charges 0.50%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $619M
Clients: 1,186
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 601 Nifong BLVD., Suite 3b, Columbia, MO 65203-6804
Phone: 573-449-5313
Website: labrunerie.com

No. 3 · RIA

JJP Capital Management

JJP Capital Management is an investment adviser based in Columbia, MO, registered with the SEC since 1984. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $390 million, as filed on 10 March 2026.

JJP Capital Management charges 0.25%–1.00% for its Fee Schedule and Billing Method. The brochure does not state whether the rate is annual.

Regulatory AUM: $390M
Clients: 67
Advisory staff: 3
Fee schedule: 0.25% to 1.00%
Custodians: Morgan Stanley, Oppenheimer & Co.
Headquarters: 112 South College Avenue, Columbia, MO 65201
Phone: 573-442-2763

No. 4 · RIA

Wilkerson Advisory Group

Wilkerson Advisory Group is an investment adviser based in Columbia, MO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $327 million, as filed on 18 September 2026.

Wilkerson Advisory Group charges up to 1.50% a year for its Discretionary Asset Management.

Regulatory AUM: $327M
Clients: 582
Advisory staff: 4
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 200 Southampton DR, Suite 101, Columbia, MO 65203
Phone: 573-400-6101
Website: wilkersonadvisorygroup.com

No. 5 · RIA

Eagle Bluffs Wealth Management

Eagle Bluffs Wealth Management is an investment adviser based in Columbia, MO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $294 million, as filed on 10 March 2026.

Eagle Bluffs Wealth Management charges 0.30%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $294M
Clients: 165
Advisory staff: 4
Founded: 2019
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2201 Old 63 South, Columbia, MO 65201
Phone: 573-507-9084
Website: eaglebluffs.com

No. 6 · RIA

Sundvold Capital Management

Sundvold Capital Management is an investment adviser based in Columbia, MO, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include individuals. Its regulatory assets under management total $233 million, as filed on 13 March 2026.

Sundvold Capital Management charges 0.30%–1.50% a year for its Advisory Service Agreement.

Regulatory AUM: $233M
Clients: 480
Advisory staff: 5
Fee schedule: 0.30% to 1.50% a year
Minimum account: $166,667
Headquarters: 1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203
Phone: 573-443-1000
Website: sundvold.com

No. 7 · RIA

Truman Wealth Advisors

Truman Wealth Advisors is an investment adviser based in Columbia, MO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $106 million, as filed on 27 March 2026.

Truman Wealth Advisors charges up to 2.00% a year for its Investment Management Fee.

Regulatory AUM: $106M
Clients: 98
Advisory staff: 3
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Vanguard Marketing
Headquarters: 411 N. College Avenue, Suite 201, Columbia, MO 65201
Phone: 573-540-4788
Website: trumanwealthadvisors.com

Questions about financial advisors in Columbia

How many financial advisor firms are headquartered in Columbia?

7 SEC-registered financial advisor firms report their principal office in Columbia, MO, managing $2.87B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Columbia?

Convergence Financial, with $904M in regulatory assets under management on its latest Form ADV. The next largest are Alexander LaBrunerie & Co. ($619M) and JJP Capital Management ($390M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Columbia?

The median firm manages $327M in regulatory assets. That is the midpoint of the 7 firms headquartered in Columbia.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Columbia charge?

Of the 7 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Columbia?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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