2017-03-03

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24 · FEB. 27, 2017
FINANCIAL
AREA'S LARGEST TRUST COMPANIES
Rank
Name
Address
Telephone•Fax
Website
AssetsAdministered
20151
2014
Employees
(Local)
Officers
Accounts In
Southwest
Missouri
AverageAccount
Size OtherServices TopLocalExecutive(s),Title(s) HoldingCompany
Headquarters
YearFounded
Locally
1 (1)
The Commerce Trust Co
1345 E Battlefield Road, Springfield 65804
(417) 837-5261 • (417) 837-5293
$1,358,000,000
$1,320,000,000
13
8 WND WND
Investment management, trust & estate
management, IRAs, employee benefits
services, private banking
Chris Sweet, executive vice
president & market manager
Commerce
Bancshares Inc
Kansas City
1967
2 (2)
US Bank The Private Client Group
1615 S Glenstone Ave, Springfield 65804
(417) 888-2200 • (417) 886-4828
$1,190,000,000
$1,260,000,000
19
13
1,200 $1,000,000
Wealth management, comprehensive
financial planning, retirement income
strategies
James Johnson, senior
managing director
US Bancorp
Minneapolis
1913
3 (3)
Simmons Wealth Management
4625 S National Ave, Springfield 65810
(417) 890-7770 • (417) 890-6655
$1,000,000,000
$1,035,145,000
18
13 1,300 $750,000 Investment management, trust
administration, IRAs
Rodger Gadd, regional president;
Dwight Rahmeyer, regional
chairman
Simmons First
National Corp
Pine Bluff, AR
1998
4 (4)
Central Trust Co
3333 S National Ave, Springfield 65807
(417) 883-3838 • (417) 841-4281
$945,000,000
$879,000,000
30
19 595 $1,588,000
Investment management, estate
administration, financial planning &
insurance planning
Jami Peebles,
executive vice president &
market executive
Central Bancompany
Jefferson City 1956
5 (5)
UMB Private Wealth Management
3828 S Fremont Ave, Springfield 65804
(417) 891-2100 • (417) 887-6109
$232,000,000
$232,000,000
5
4 WND WND Investment management, brokerage
services, insurance, private banking
Shelly Addington, vice president
of private banking
UMB Financial Corp
Kansas City 1913
6
Arvest Wealth Management
4140 S Fremont Ave, Springfield 65804
(417) 885-7224 • (417) 885-7249
$58,842,277
WND
12
7 45 WND
Planning for retirement & education,
investing, insurance & trust & estate
services
Tracy Barnas, executive vice
president, regional manager;
Brad Crain, president
Arvest Bank
Lowell, AR 2007
As of Sept. 19, 2016. Ranked by value of 2015 local assets administered. The previous year's rankings are in parentheses. Springfield Business Journal relies on the individual businesses to be truthful and accurate in their representation of information
listed. WND = Would not disclose. To be considered for future lis Includes custody assets.
© Copyright 2016 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed. Researched by Eric Olson