Top 3 financial advisor firms in Manchester

3 SEC-registered financial advisor firms are headquartered in Manchester, MO, with $561M in combined regulatory assets under management. The largest by assets are The Yanker Group ($296M), Capital Management Services ($145M) and Fama Fiduciary Wealth ($119M).

3
Financial advisor firms: $561M
Their combined AUM: $145M
Median firm AUM: 782
Clients of the top 3

The 3 largest by assets

1
The Yanker Group
RIA
$296M
Regulatory AUM
2
Capital Management Services
RIA
$145M
Up to 2.00% a year
3
Fama Fiduciary Wealth
RIA
$119M
0.55% to 0.95% a year

Profiles of the top 3

No. 1 · RIA

The Yanker Group

The Yanker Group is an investment adviser based in Manchester, MO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $296 million, as filed on 9 March 2026.

Regulatory AUM: $296M
Clients: 479
Advisory staff: 3
Custodians: LPL Financial
Headquarters: 13611 Barrett Office DR., Ste. 100, Manchester, MO 63021
Phone: 314-962-5600

No. 2 · RIA

Capital Management Services

Capital Management Services is an investment adviser based in Manchester, MO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $145 million, as filed on 19 March 2026.

Capital Management Services charges up to 2.00% a year for its Portfolio management services.

Regulatory AUM: $145M
Clients: 242
Advisory staff: 5
Fee schedule: Up to 2.00% a year
Minimum account: $25,000
Custodians: Charles Schwab
Headquarters: 410 Sovereign CT., Suite 13, Manchester, MO 63011
Phone: 636-207-5829
Website: foutsretirementplanning.com

No. 3 · RIA

Fama Fiduciary Wealth

Fama Fiduciary Wealth is an investment adviser based in Manchester, MO, registered with the SEC since 2013. 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 $119 million, as filed on 28 September 2026.

Fama Fiduciary Wealth charges 0.55%–0.95% a year for its Assets under management fee.

Regulatory AUM: $119M
Clients: 61
Advisory staff: 1
Fee schedule: 0.55% to 0.95% a year
Custodians: Fidelity
Headquarters: 13610 Barrett Office Drive, Suite 203, Manchester, MO 63021
Phone: 314-584-5550
Website: famawealth.com

Questions about financial advisors in Manchester

How many financial advisor firms are headquartered in Manchester?

3 SEC-registered financial advisor firms report their principal office in Manchester, MO, managing $561M in regulatory assets between them.

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

What is the largest financial advisor firm in Manchester?

The Yanker Group, with $296M in regulatory assets under management on its latest Form ADV. The next largest are Capital Management Services ($145M) and Fama Fiduciary Wealth ($119M).

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

How large is a typical financial advisor firm in Manchester?

The median firm manages $145M in regulatory assets. That is the midpoint of the 3 firms headquartered in Manchester.

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

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

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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