SUMMIT WEALTH STRATEGIES is a CHESTERFIELD, Missouri based financial advisory firm with nearly $790,545,044 in assets under management and provides investment advisory services for 4790 clients. There are currently 19 financial advisors at the firm.
General Information |
| Firm CRD#: | 282502 | |
| SEC#: | 801-107111 | |
| Assets under Management: | $790,545,044 | |
| No. of Clients: | 4790 | |
| No. of Advisors: | 19 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | 801-68723 | 17208 | 54 | $7,200,932,108 |
| PLANCORP, LLC | 106599 | 801-20398 | 6627 | 81 | $6,479,677,393 |
| BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | 297750 | 801-113797 | 2958 | 24 | $740,402,470 |
| GENEX CONSULTING | 145772 | 801-112450 | 2465 | 20 | $605,481,331 |
| RBF WEALTH ADVISORS | 104771 | 801-20351 | 2255 | 18 | $647,718,410 |
| BUTTONWOOD FINANCIAL GROUP, LLC | 151164 | 801-70536 | 2005 | 15 | $625,489,432 |
| PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | 311623 | 801-119958 | 1765 | 48 | $6,506,508,831 |
| DETALUS ADVISORS, LLC | 117958 | 801-61481 | 1464 | 10 | $687,873,478 |
| DROMS STRAUSS WEALTH MANAGEMENT | 108620 | 801-55207 | 1242 | 9 | $676,158,376 |
| TERRIL & COMPANY | 110422 | 801-15619 | 1032 | 13 | $760,944,922 |
| CORE PLANNING | 154660 | 801-131950 | 756 | 32 | $62,250,274 |
| DUNCKER STREETT & CO. | 110828 | 801-58224 | 422 | 5 | $599,643,750 |
| SMART STEPS WEALTH MANAGEMENT LLC | 330411 | 801-129880 | 139 | 1 | $60,912,324 |
| ELMTREE FUNDS, LLC | 286094 | 801-116728 | 18 | 35 | $7,155,619,787 |
| FOURTHSTONE LLC | 169067 | 801-117051 | 5 | 10 | $768,789,037 |