Springfield Business Journal_2021-01-29

SPRINGFIELD BUSINESS JOURNAL · 27 WINTER 2021 1 . 4 1 7 . 4 5 0 . 6 0 0 0 | w w w . n a b h o l z . c o m From Wonders of Wildlife to Top of the Rock to Dogwood Canyon, we build spaces that inspire and add quality of life to the community. OF OUR HISTORY IN THE OZARKS WE ARE PROUD C O N S T R U C T I O N | I N D U S T R I A L | C I V I L | E N V I R O N M E N T A L | S P E C I A L T Y FINANCIAL AREA'S LARGEST TRUST COMPANIES Rank Name Address Telephone • Website Email Assets Administered (Local) 2019 2018 Local Employees Officers Accounts in Southwest Missouri Average Account Size Type of Business Top Local Executive(s), Title(s) Holding Company Headquarters Year Founded Locally 1 (1) COMMERCE TRUST CO 1345 E Battlefield Road, Springfield 65804 417-837-5269 • CommerceTrustCompany.com mymoney@commercebank.com $1,884,000,000 $1,565,000,000 17 10 WND WND Investment, estate management, individual retirement accounts, employee benefit services, private banking Chris Sweet, executive vice president & trust market manager Commerce Bancshares Inc St Louis & Kansas City 1967 2 (2) US BANK WEALTH MANAGEMENT 1615 S Glenstone Ave, Springfield 65804 417-888-2200 • USBank.com daniel.dechant@usbank.com $1,500,000,000 $1,200,000,000 19 10 WND WND Wealth management, financial planning & portfolio management, fiduciary & trust services, banking & lending options Dan Dechant, regional managing director US Bancorp Minneapolis 1913 3 (4) CENTRAL TRUST CO 3333 S National Ave, Springfield 65807 417-883-3838 • CentralTrust.net customer.service@centraltrust.net $1,245,000,000 $1,049,872,454 30 19 1,600 $780,000 Wealth & retirement planning, investment management, trust & estate services Ken Homan, SVP & senior portfolio manager; Diane Holman, executive VP & Springfield market executive Central Bancompany Inc Springfield 1970 4 (3) SIMMONS WEALTH MANAGEMENT 4625 S National Ave, Springfield 65810 417-890-7770 • SimmonsBank.com rodger.gadd@simmonsbank.com $1,187,000,000 $1,175,000,000 16 9 1,350 $850,000 Investment management, trust administration, IRAs, employee benefit services, corporate trusts Rodger Gadd, regional president Simmons First National Corp Pine Bluff, AR 1998 5 (5) UMB PRIVATE WEALTH MANAGEMENT 1150 E Battlefield Road, Springfield 65807 417-891-2100 • UMB.com shelly.addington@umb.com $327,000,000 $298,000,000 4 2 396 $825,000 Investment management, brokerage services, insurance, private banking, mortgages, asset loans David Compere, SVP; Shelly Addington, VP UMB Financial Corp Kansas City 1913 6 (6) ARVEST WEALTH MANAGEMENT 4140 S Fremont Ave, Springfield 65804 417-885-7224 • Arvest.com/wealth tbarnas@arvest.com $146,066,000 $120,988,000 21 16 109 $1,340,055 Wealth management, private banking, financial planning, insurance, investment management Kyle Hubbard, president; Tracy Barnas, executive VP & regional manager Arvest Bank Lowell, AR 2007 7 (7) MISSOURI TRUST AND INVESTMENT CO 3100 S National Ave, Ste 200, Springfield 65807 417-450-4797 • MissouriTrustAndInvestment.com info@missouritrustcompany.com $132,830,000 $99,374,000 7 6 200 $700,000 Investment management, trust & estate administration, IRAs & retirement plans Tim Parrish, president Missouri Trust Shares Inc Springfield 2017 As of June 8, 2020. Ranked by 2019 assets administered within a 50-mile radius of Springfield. The Springfield Business Journal relies on individual businesses to be truthful and accurate in their representation of the information listed. The previous year's rankings are in parenthesis. To be considered for future lists, email lists@sbj.net. WND: Would not disclose. Researched by Karen Bliss © Copyright 2021 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed.