Rialytix insights

Top RIA Firms in Springfield, Missouri

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Springfield, Missouri. This hub covers 8 matching firms with $16.4B in total reported AUM and median AUM of $193.4M.

Firms

Matching current profiles

Total AUM

$16.4B

Reported regulatory AUM

Median AUM

$193.4M

Across firms with AUM

Largest firm

$9.8B

Forvis Mazars Wealth Advisors, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Forvis Mazars Wealth Advisors, LLC CRD 110905 · Limited Liability Company	SPRINGFIELD, MO	$9.8B Mar 2026	+$830.0M+9.3%	+$2.4B+31.8%	+$6.0B+163.3%	+$7.9B+416.4%	+3 employees+2.5% over 3Y	+1,334 accounts+11.2% over 3Y
2. Pension Consultants INC CRD 113914 · Corporation	SPRINGFIELD, MO	$5.4B Mar 2026	+$502.1M+10.2%	+$1.2B+27.0%	+$1.0B+23.7%	—	-1 employees-5.6% over 3Y	+8 accounts+5.4% over 3Y
3. Pinnacle Family Advisors, LLC CRD 145628 · Limited Liability Company	SPRINGFIELD, MO	$371.7M Mar 2026	+$30.4M+8.9%	+$119.7M+47.5%	+$99.1M+36.3%	+$318.0M+592.0%	0 employees+0.0% over 3Y	+231 accounts+13.0% over 3Y
4. Wealthcare Asset Management, LLC CRD 170382 · Limited Liability Company	SPRINGFIELD, MO	$210.8M Apr 2026	+$49.6M+30.8%	—	—	+$110.7M+110.6%	+2 employees+50.0% over 1Y	+271 accounts+32.6% over 1Y
5. Mackay Financial Planning, LLC CRD 169583 · Limited Liability Company	SPRINGFIELD, MO	$176.0M Mar 2026	+$35.9M+25.6%	—	—	+$35.9M+25.6%	0 employees+0.0% over 1Y	+71 accounts+22.7% over 1Y
6. Rlb Financial CRD 151778 · Limited Liability Company	SPRINGFIELD, MO	$173.6M Mar 2026	+$24.5M+16.4%	—	—	+$68.5M+65.1%	0 employees+0.0% over 1Y	+228 accounts+59.8% over 1Y
7. Floyd Financial Group LLC CRD 226773 · Limited Liability Company	SPRINGFIELD, MO	$164.5M Mar 2026	+$46.2M+39.0%	—	—	+$46.2M+39.0%	0 employees+0.0% over 1Y	-311 accounts-31.1% over 1Y
8. Hickory Wealth Management, LLC CRD 298475 · Limited Liability Company	SPRINGFIELD, MO	$126.5M Mar 2026	+$111.5M+739.3%	+$111.5M+739.3%	+$111.5M+739.3%	—	+2 employees+100.0% over 3Y	+425 accounts+494.2% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.