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Top Financial Advisors in Springfield, MO

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Springfield, Missouri

The search for a financial advisor in Springfield, Missouri - or anywhere - can be daunting. How do you know that someone is qualified? How do you know if they have faced any disciplinary action from regulators? We did some of the initial hard work for you and narrowed the field to the top financial advisor firms in Springfield. Use our advisor matching tool to connect with up to three vetted advisors who serve your area. 

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Forvis Wealth Advisors, LLC Forvis Wealth Advisors, LLC logo Find an Advisor

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$7,399,111,171 $5,000 minimum annual fee
  • Financial planning
  • Investment management
  • Pension consulting

Minimum Assets

$5,000 minimum annual fee

Financial Services

  • Financial planning
  • Investment management
  • Pension consulting
2 Pinnacle Family Advisors, LLC Pinnacle Family Advisors, LLC logo Find an Advisor

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$252,030,050 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Financial and business consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Financial and business consulting

What We Use in Our Methodology

To find the top financial advisors in Springfield,, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

Forvis Wealth Advisors

Forvis Wealth Advisors, formerly BKD Wealth Advisors, is a fee-based firm that provides portfolio management and financial planning services, as well as tax advisory. As a fee-based operation, Forvis receives commissions for the sale of insurance products made by its related entities. While this presents a potential conflict of interest, the firm's advisors abide by fiduciary duty.

The firm’s advisors also offer accounting services that are separate from their advisory functions. In these cases, they charge additional fees. BKD does not impose a minimum account size requirement, though it does set a minimum annual fee of $5,000 for portfolio management services.

Forvis Wealth Advisors Background

Forvis Wealth Advisors was formed in 2022. However, its beginning actually stems from the merger of two large firms: BKD CPAs & Advisors and Dixon Hughes Goodman. Each of these firms had long histories prior to the merger. Today the firm is owned by Forvis, LLP, which is its parent company.

Forvis Wealth Advisors Investing Strategy

Forvis utilizes an investment philosophy that's based on clients' individual needs, including their tolerance for risk, time horizon, overall goals, income needs and other factors. Based on these preferences, the firm will build an asset allocation plan that takes into account taxes as well.

Generally speaking, investments are made by Forvis advisors based on the above. However, the general areas where the firm tends to focus its investments include ETFs, stocks, alternative investments and bonds.

Pinnacle Family Advisors

Pinnacle Family Advisors is a fee-based firm with a staff that includes a certified financial planner (CFP). The firm doesn’t impose a minimum account size to receive investment management services. Its advisors primarily work with clients who do not have a high net worth. Other clients of the firm include high-net-worth individuals, businesses, investment companies, charities as well as those with pension and profit-sharing plans.

Some representatives are also members of other financial services firms and earn commissions from these firms when they sell their products. These non-advisor roles may create potential conflicts of interest. That said, as an SEC-registered firm, fee-based Pinnacle Family Advisors has a fiduciary duty to work in the best interests of its clients. 

Pinnacle Family Advisors Background

Pinnacle Family Advisors was founded in 2007. Sean McCurry is the firm’s president, founder and primary shareholder. The team collectively has decades of experience in the financial services industry. They can provide the following services: 

  • Asset management services
  • Family office and wealth planning services
  • Mutual fund advisory services
  • Sub-advisory services
  • Selection of other advisors
  • Pension consulting services
  • Financial planning and consulting services 

Pinnacle Family Advisors Investment Strategy

Pinnacle Family Advisors designs portfolios based on the risk tolerance of the client. They consider several factors such as the client’s financial situation and long-term goals before setting up an asset allocation strategy. When evaluating securities, the firm engages in a mix of fundamental and technical analyses.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research