12 · SBJ.NET MARCH 4-10, 2024 FOCUS BANKING & FINANCE AREA'S LARGEST CERTIFIED FINANCIAL PLANNERS Rank Name Address Telephone • Website Email Certified Financial Planners (Local) Financial Planning Staff (Local) Assets Under Management (Companywide) Services Top Local Executive(s), Title(s) Year Founded Locally 1 (2) FORVIS WEALTH ADVISORS LLC1 910 St Louis St, Ste 200, Springfield 65806 417-865-8701 • ForvisPrivateClient.com privateclient.wealth@forvis.com 8 15 $7,888,121,845 Financial & retirement planning, investment management, estate planning, benefit plan consulting Steve Toomey, managing partner & Jeff Layman, partner/chief investment officer 1998 2 (1) MERCER GLOBAL ADVISORS INC 1256 E Kingsley St, Springfield 65804 417-882-7283 • MercerAdvisors.com plan@heimyoung.com 7 14 $50,000,000,000 Financial & retirement planning, education & estate planning, investment & portfolio management Holly Gray, Mike Sharp, Jeff Bilberry & Brent Singleton, senior wealth advisers 1995 3 (3) NEW YORK LIFE INSURANCE CO 3250 E Sunshine St, Ste 300, Springfield 65804 417-831-5230 dcangell@newyorklife.com 6 9 $716,000,000,0002 Mutual funds, annuities, stocks & bonds, feebased planning, life & health insurance, long-term care insurance Don Angell, senior partner 1942 4 (6) CENTRAL TRUST CO. 3333 S National Ave, Springfield 65807 417-883-3838 • CentralTrust.net customer.service@centraltrust.net 6 33 $8,900,000,000 Wealth & retirement planning, investment management, trust & estate services Diane Homan, executive vice president/Springfield market executive & Jason Flores, chief investment officer 1970 5 (5) CENTRAL INVESTMENT ADVISORS 3212 S Glenstone Ave, Springfield 65804 417-841-4386 • CentralInvestment.net jwerner@centralinvestment.net 5 7 $3,619,000,000 Financial planning & investment services Jeff Werner, senior vice president 1991 6 (4) PENNEY, MURRAY & ASSOCIATES3 1342 E Kingsley St, Ste E, Springfield 65802 417-881-9200 • AmeripriseAdvisors.com ron.c.penney@ampf.com 5 36 $2,616,858,810 Financial planning, investment management, retirement & business planning Seth Murray & Ron Penney, owners/partners 1998 7 (7) EDWARD JONES Various offices, Southwest Missouri 800-335-6637 • EdwardJones.com 4 67 $1,760,000,000,0004 Investment banking & management, individual & business retirement plans, education savings plans, life insurance, annuities, long-term care insurance, estate & trust services Varies 5 1984 8 (8) MORGAN STANLEY WEALTH MANAGEMENT 1535 E Primrose St, Springfield 65804 417-882-7150 • MorganStanleyBranch.com/springfield.mo anita.oplotnik@morganstanley.com 4 20 $2,300,000,000 Investment management, financial planning, IRA rollovers, corporate pensions, 401(k) plans, trust services, foundation investment management, life insurance Anita Oplotnik, SVP/branch manager 1952 9 (9) COMMERCE TRUST 1345 E Battlefield Road, Springfield 65804 417-837-5269 • CommerceTrustCompany.com chris.sweet@commercebank.com 2 16 $41,200,000,000 Investment management, financial planning, trust & private banking Chris Sweet, executive vice president/trust market manager 1967 10 (10) PRIME CAPITAL INVESTMENT ADVISORS LLC 1835 E Republic Road, Ste 104, Springfield 65804 417-720-4255 • PCIAOzarks.com tconner@pciawealth.com 2 6 $23,000,000,000 Financial planning, tax strategies, estate planning review, social security maximization, private equity, wealth management, investments Terry Conner, managing director & Christian Conner, partner 1994 11 SIMMONS BANK PRIVATE WEALTH 4625 S National Ave, Springfield 65810 417-890-7770 • SimmonsBank.com steven.kamienski@simmonsbank.com 2 2 $1,357,400,000 Investment management, financial planning Steven Kamienski, SVP/market director & Christian Lewis, regional community president 1998 12 (13) VINEYARD ASSET MANAGEMENT LLC 3812 S Fremont Ave, Springfield 65804 417-881-7100 • VineyardAsset.com info@vineyardasset.com 2 4 $500,000,000 Investment advisory & wealth management, estate & tax planning, investment risk management, asset protection & Section 1031 tax-deferred exchanges Benjamin Newhouse, CEO 2007 13 ACHIEVE PRIVATE WEALTH3 1525 W Republic Road, Ste B115, Springfield 65804 417-877-0252 • AmeripriseAdvisors.com paula.j.dougherty.ampf.com 2 5 WND Financial planning, investment management, retirement & business planning, long-term care, life & disability insurance Paula Dougherty, CEO/owner 2007 14 KFB WEALTH GROUP LLC 3828 S Fremont Ave, Springfield 65804 417-882-0020 • KFBWealthGroup.com contact@kfbwealth.com 1 4 $300,000,000 Wealth management, retirement, education, insurance, tax & estate planning, corporate pension Austin Kurth, CFP/partner; Eric Kurth; Tim Franck & Bryan Bowles, partners 2019 15 (11) MCCULLOUGH AND ASSOCIATES LLC 820 E Primrose St, Springfield 65807 417-883-1212 • McCulloughAndAssociatesInv.com mccullough@ceterafs.com 1 5 WND Wealth management, financial planning, estate & insurance planning, tax planning Terry McCullough, financial adviser/managing partner & Karla McCullough, financial adviser 1992 16 (12) KPM WEALTH ADVISORS6 1445 E Republic Road, Springfield 65804 417-882-4300 • KPMWealthAdvisors.com info@kpmwealthadvisors.com 1 5 WND Investment, insurance, income tax, retirement & estate planning planning Jay McIntyre & Skylar Smith, partners/wealth advisers 2001 17 STRATEGIC FINANCIAL 3809 S Greystone Court, Ste A, Springfield 65804 417-823-3810 • TheStrategicFinancial.com cwright@thestrategicfinancial.com 1 5 WND Investments, financial planning, insurance, business planning, tax management, estate planning, capital accumulation Craig Wright, financial adviser 2009 Ranked by the number of local certified financial planners, then by assets under management, then by year founded locally. Local is defined as Springfield and its 50-mile radius. The previous year's rankings are in parenthesis. Springfield Business Journal relies on individual businesses to be truthful and accurate in their representation of the information listed. To be considered for future lists, email lists@sbj.net. WND: Would not disclose. 1 FORVIS formed a global partnership with Paris, France-based company, Mazars Group, and will be renamed Forvis Mazars on June 1, 2024. 2As of Dec. 31, 2023, according to company investor reports. 3A financial advisory practice of Ameriprise Financial Services. 4As of third-quarter 2023, per Securities and Exchange Commission filings. 5Offices are managed individually. 6Registered representatives offering securities through Cetera Financials Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Researched by Karen Bliss Karen Bliss © Copyright 2024 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed.
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