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Financial Advisors in Springfield, MO: 2026 rankings

76 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Springfield: Fervent Wealth Management, RFA Score 79/100; 5.0★ from 182 Google reviews.

  2. 2

    Most-reviewed: Prime Capital Financial, 138 Google reviews at 5.0★, the most of 76 ranked after Fervent Wealth Management; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

76 Springfield financial advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 76 rated firms.

Top 10 financial advisors in Springfield at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Springfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Fervent Wealth Management795.0★ (182)Springfield—Top score
2Prime Capital Financial785.0★ (138)Springfield—Most reviews
3Armstrong Group & Associates LLC, Primerica Financial Services / Primerica Advisors775.0★ (91)Springfield——
4Axios Financial Group765.0★ (71)Springfield——
51031X755.0★ (57)Springfield——
6Staggs Financial755.0★ (56)Springfield——
7LaTour Asset Management744.7★ (74)Springfield——
8Advantage Retirement Services744.9★ (46)Springfield——
9Compass Financial744.8★ (50)SpringfieldSat—
10Ozarks Retirement Group724.9★ (74)Ozark, 11 mi away——

All 76 financial advisors in Springfield, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Springfield

    Based in Springfield

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 182 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 182 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2730 E Sunshine St, Springfield, MO 65804
  2. Based in Springfield

    78/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 138 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 138 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2870 S Ingram Mill Rd Ste B, Springfield, MO 65804
  3. 77/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 91 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 91 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1911 S National Ave #303, Springfield, MO 65804
  4. Based in Springfield

    76/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 71 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4140 S Fairview Ave #104, Springfield, MO 65807
  5. Based in Springfield

    75/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    205 Park Central E #408, Springfield, MO 65806
  6. Based in Springfield

    75/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu 8 AM–5 PM · Fri–Sun closed
    Address
    1531 E Bradford Pkwy #202, Springfield, MO 65804
  7. Based in Springfield

    74/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 74 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2627 W Republic Rd, Springfield, MO 65807
  8. Based in Springfield

    74/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 50 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat 12 AM–12 AM · Sun closed
    Address
    3271 E Battlefield Rd Ste 260, Springfield, MO 65804
  9. Based in Ozark, 11 mi away

    72/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 74 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5511 N Farmer Branch Rd, Ozark, MO 65721
  10. Based in Springfield

    72/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2847 S Ingram Mill Rd # B100, Springfield, MO 65804
  11. Based in Springfield

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2711 S Meadowbrook Ave Ste 3, Springfield, MO 65807
  12. Based in Springfield

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 8 AM–5:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3809 S Greystone Ct Suite A, Springfield, MO 65804
  13. Based in Springfield

    70/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.7★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 80 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    730 N National Ave, Springfield, MO 65802
  14. Based in Springfield

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    2307 S Campbell Ave, Springfield, MO 65807
  15. Based in Springfield

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4730 S National Ave Ste B4, Springfield, MO 65810
  16. Based in Springfield

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3253 E Chestnut Expressway Ste 320, Springfield, MO 65802

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 76 ranked financial advisors here; the rest are on their profiles.

financial advisors in Springfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: John Parker674.8★ (6)In Springfield
2780/20 Financial Services675.0★ (15)11 mi
28Edward Jones - Financial Advisor: Nathan M Zoromski, CFP®675.0★ (5)In Springfield
29Commerce Trust673.4★ (12)In Springfield
30Wells Fargo Advisors673.0★ (26)In Springfield
31Edward Jones - Financial Advisor: Jeremy Melton, AAMS®665.0★ (4)In Springfield
32The Lusk Office665.0★ (4)In Springfield
33Auxan Capital Advisors, LLC665.0★ (4)In Springfield
34Jim MacKay Financial Planning665.0★ (4)In Springfield
35Affinity Wealth Partners664.8★ (4)In Springfield
36Merrill Lynch Wealth Management663.7★ (6)In Springfield
37Boehne Financial Group665.0★ (8)8 mi
38Educational Community Credit Union664.7★ (16)14 mi
39Bank of America (with Drive-thru ATM)662.9★ (73)In Springfield
40Central Trust Company664.0★ (4)In Springfield
41Edward Jones - Financial Advisor: Joey Sands, WMCP®665.0★ (3)In Springfield
42Mercer Advisors - Springfield662.9★ (7)In Springfield
43Pinnacle Family Advisors665.0★ (3)In Springfield
44Synergy Wealth Solutions664.0★ (4)In Springfield
45Penney, Murray & Associates - Ameriprise Financial Services, Inc.663.4★ (5)In Springfield
46Holmes & Griffeth Financial Planners665.0★ (3)In Springfield
47Edward Jones - Financial Advisor: Katie L Thieman, CFP®|ChFC®665.0★ (3)In Springfield
48Affordable Consulting LLC665.0★ (3)In Springfield
49Archer Financial LLC665.0★ (3)In Springfield
50Ameriprise Financial - Achieve Private Wealth665.0★ (3)In Springfield

Also serving Springfield

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Springfield
BusinessGoogle ratingDistance
Adam Kragskow, Bankers Life Securities Financial Representative5.0★ (2)In Springfield
Alex Rubin - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)In Springfield
Ameriprise Financial5.0★ (1)In Springfield
David Taylor, Bankers Life Securities Financial Representative5.0★ (1)In Springfield
Dixon Incorporated5.0★ (2)In Springfield
Edward Jones - Financial Advisor: Dave Bosso, AAMS®5.0★ (1)In Springfield
Edward Jones - Financial Advisor: David J Snodderly, CFP®5.0★ (1)In Springfield
Edward Jones - Financial Advisor: Jason Fetty, AAMS®|CRPC™5.0★ (1)In Springfield
Edward Jones - Financial Advisor: Justin Harper5.0★ (2)In Springfield
Edward Jones - Financial Advisor: Kevin Phillips, ChFC®5.0★ (2)In Springfield
Edward Jones - Financial Advisor: Todd E Mericle, AAMS®5.0★ (1)In Springfield
KFB Wealth Group5.0★ (2)In Springfield
Lincoln Financial Advisors1.0★ (2)In Springfield
Pension Consultants Inc5.0★ (1)In Springfield
Piatchek & Associates5.0★ (2)In Springfield
Prime Capital Financial5.0★ (2)In Springfield
Prosperity Partners LLC5.0★ (1)In Springfield
Seth Murray - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Springfield
Wealth Partners LLC4.0★ (2)In Springfield
Wise Wealth Asset Management5.0★ (1)In Springfield

How we ranked Springfield financial advisors

We scored 76 Springfield financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Springfield data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Springfield: frequently asked questions

Which financial advisor has the highest RFA Score in Springfield?

By RFA Score, the highest-ranked financial advisor in Springfield, MO is Fervent Wealth Management with an RFA Score of 79/100. It has 5.0★ from 182 Google reviews. Prime Capital Financial (#2) and Armstrong Group & Associates LLC, Primerica Financial Services / Primerica Advisors (#3) follow. We ranked 76 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Springfield?

RankedFinancialAdvisors ranks 76 financial advisors serving Springfield, MO. 46 of them are based in Springfield; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Springfield work on weekends?

6 of 76 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Compass Financial (#9), Strategic Financial - Gage Smart (#16) and Western Shamrock Finance (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Springfield financial advisors have?

The median Google rating among 76 rated financial advisors in Springfield is 5.0★, with a median of 8 reviews. Fervent Wealth Management has the most, 182 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Springfield count in this ranking?

Yes, if they are within 25 mi of the Springfield city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Springfield ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Springfield a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Springfield

  1. November 2026: RFA Scores recalculated for 76 financial advisors serving Springfield.