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42
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SBJ.NETJAN. 29, 2018
FINANCIAL
AREA'S LARGEST TRUST COMPANIES
Rank
Name
Address
Telephone•Fax
Website
AssetsAdministered
2016
1
2015
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
CommerceTrustCompany.com$1,466,000,000
$1,358,000,000
13
8
WND
WND
Investment management, 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 Wealth Management
1615 S Glenstone Ave, Springfield 65804
(417) 888-2200 • (417) 886-4828
USBank.com$1,250,000,000
$1,190,000,000
18
13
550
$2,250,000
Wealth management, comprehensive
financial planning, goals based
planning
James Johnson, region
managing director
US Bancorp
Minneapolis
1913
3
(3)
Simmons Wealth Management
4625 S National Ave, Springfield 65810
(417) 890-7770 • (417) 890-6655
SimmonsBank.com$1,050,000,000
$1,000,000,000
17
12
1,370
$800,000
Investment management, trust
administration, IRAs, employee benefit
services
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) 569-1605 • (417) 841-4281
CentralTrust.net$1,011,000,000
$851,840,000
26
19
WND
WND
Wealth & financial planning,
investment management,
trust & estate administration
Diane Homan, executive vice
president & market executive
Central
Bancompany Inc
Jefferson City
1956
5
(5)
UMB Private Wealth Management
3828 S Fremont Ave, Springfield 65804
(417) 891-2100 • (417) 887-6109
UMB.com$169,048,277
$144,984,868
5
4
WND
WND
Investment management, brokerage
services, insurance, private banking
Shelly Addington, vice president
of private banking
UMB Financial Corp
Kansas City
1985
6
(6)
Arvest Wealth Management
4140 S Fremont Ave, Springfield 65804
(417) 885-7224 • (417) 885-7249
Arvest.com/wealth$72,144,374
$58,842,277
17
9
45
$1,288,293
Wealth management, private banking,
financial planning, investment
management
Tracy Barnas, executive vice
president, regional manager;
Brad Crain, president
Arvest Bank
Lowell, AR
2007
As of Aug. 7, 2017.
Ranked by value of 2016 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 list
s, email mhenderson@sbj.net. 1 Includes custody assets.
© Copyright 2017 SBJ. All rights reserved.
This material may not be republished, rebroadcast, rewritten or redistributed.
Researched by
Sydni Moore