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Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services firm. Goldline Research’s mission is to empower consumer choice by researching and identifying leading professional services providers. Goldline Research has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information about Goldline Research, please visit www.leadingproviders.com. Goldline Research is not affiliated with Forbes Magazine.


 

2009 Leading Providers
Wealth Managers of the Central United States
Based upon proprietary research conducted by Goldline Research, there are more than 1,300 Securities and Exchange Commission (SEC)-registered investment advisors in the Central United States. Goldline Research undertook an in-depth, multi-month research process to identify leading firms in the region.

Stone Carlie Wealth Advisors, LLC
101 South Hanley Road, Suite 800
St. Louis, MO 63105
314.889.1100
www.scwealthadvisors.com


Retirement Investment Advisors, Inc.**
3001 United Founders Boulevard
Suite A
Oklahoma City, OK 73112
800.725.4530 | www.wealthtrac.com


Financial Counseling Services, LLC
DM Wealth Management, Inc.**
3750 West Main Street
Norman, OK 73072
405.447.6676 | www.dmwealth.com


James W. Tausz, CFP®, CEA
The Bradford Financial Center
215 North Main Street
Clarion, IA 50525
800.348.4419
www.BradfordFinancialCenter.com


Archer Wealth Management, LLC
8860 Ladue Road, Suite 230
St. Louis, MO 63124
314.726.2208 | www.archerwealth.com

Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with Archer Wealth Management, LLC.

Schwan Financial Group, LLC**
320 6th Avenue SE
Aberdeen, SD 57401
605.225.1047 | www.schwanfg.com

Securities offered through Cambridge Investment Research Inc. a Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Schwan Financial Advisors, LLC a registered Investment Advisor. Cambridge Investment Research, Inc. and Schwan Financial Group, LLC are not affiliated.


Capital Advisors, Inc.
2200 South Utica Place, Suite 150
Tulsa, OK 74114
918.599.0045 | www.capitaladv.com


Everest Financial Group, LLC
701 Xenia Avenue South, Suite 250
Golden Valley, MN 55416
800.565.2176 | www.everestfg.us


Adams Hall Asset Management LLC
4200 East Skelly Drive, Suite 950
Tulsa, OK 74135
918.665.2446 | www.AdamsHall.com


Prosser Financial Group, LLC
14500 S Outer 40 Drive, Suite 100
Chesterfield, MO 63017
314.878.1845
Dan@ProsserFinancial.com

Securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A registered investment advisor. Cambridge and Prosser Financial Group are not affiliated.


** Second Year Selected


To download a pdf of the printed list that ran in the May 25, 2009 issue of Forbes, please click here.

To download a pdf of the entire list of all qualifying companies, please click here.

To download a market overview for this region and category, please click here.



 
 


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