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As of June 2026, RatingsNearMe ranks 20 financial advisors in Springfield, MO by verified customer ratings and review volume. The highest-rated is Fervent Wealth Management with a 5.0-star rating from 168 verified reviews. Also in the top tier: Prime Capital Financial and Storehouse Financial Group. The average rating across all listed financial advisors in Springfield is 5 stars from 30 reviews per business on average.
Financial advisors in Springfield typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
30
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Fervent Wealth Management
2760 E Sunshine St, Springfield, MO 65804, USA
Prime Capital Financial
2870 S Ingram Mill Rd Ste B, Springfield, MO 65804, USA
Storehouse Financial Group
4140 S Fairview Ave #104, Springfield, MO 65807, USA
Financial Advisors Rankings in Springfield, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Fervent Wealth Management2760 E Sunshine St, Springfield, MO 65804, USA | 5.0★ | 168 |
| #2 | Prime Capital Financial2870 S Ingram Mill Rd Ste B, Springfield, MO 65804, USA | 5.0★ | 116 |
| #3 | Storehouse Financial Group4140 S Fairview Ave #104, Springfield, MO 65807, USA | 5.0★ | 68 |
| #4 | Peterson Wealth Advisors1334 E Kingsley St B, Springfield, MO 65804, USA | 5.0★ | 3 |
| #5 | Ameriprise Financial - Achieve Private Wealth1525 E Republic Rd Ste B-115, Springfield, MO 65804, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Chris Marshall, AAMS®304 E Republic Rd, Springfield, MO 65807, USA | 5.0★ | 25 |
| #7 | Pinnacle Family Advisors620 W Republic Rd #104, Springfield, MO 65807, USA | 5.0★ | 3 |
| #8 | Baron Financial Group, LLC2833 E Battlefield Rd, Springfield, MO 65804, USA | 5.0★ | 12 |
| #9 | Compass Financial3271 E Battlefield Rd Ste 260, Springfield, MO 65804, USA | 4.8★ | 46 |
| #10 | Evans Wealth Planning4730 S National Ave Suite B4, Springfield, MO 65810, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Springfield
Peterson Wealth Advisors
1334 E Kingsley St B, Springfield, MO 65804, USA
Ameriprise Financial - Achieve Private Wealth
1525 E Republic Rd Ste B-115, Springfield, MO 65804, USA
Edward Jones - Financial Advisor: Chris Marshall, AAMS®
304 E Republic Rd, Springfield, MO 65807, USA
Pinnacle Family Advisors
620 W Republic Rd #104, Springfield, MO 65807, USA
Baron Financial Group, LLC
2833 E Battlefield Rd, Springfield, MO 65804, USA
Evans Wealth Planning
4730 S National Ave Suite B4, Springfield, MO 65810, USA
Staggs Financial Services
1531 E Bradford Pkwy # 202, Springfield, MO 65804, USA
James Financial Partners
909 E Republic Rd Building F, Suite 200, Springfield, MO 65807, USA
Piatchek & Associates
1355 E Bradford Pkwy F, Springfield, MO 65804, USA
Starkel Wealth Advisors
901 E St Louis St Suite 1002, Springfield, MO 65806, USA
Floyd Financial Group, LLC
1304 W Battlefield Rd, Springfield, MO 65807, USA
Affinity Wealth Partners
2664 E Kearney St, Springfield, MO 65803, USA
Advantage Retirement Services
4650 S National Ave STE D4, Springfield, MO 65810, USA
Jim MacKay Financial Planning
2142 W Chesterfield St e201, Springfield, MO 65807, USA
Strategic Financial
3809 S Greystone Ct Suite A, Springfield, MO 65804, USA
Edward Jones - Financial Advisor: Katie L Thieman, CFP®|ChFC®
3068 S Fremont Ave, Springfield, MO 65804, USA
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Frequently Asked Questions — Financial Advisors in Springfield
What is a fiduciary financial advisor and why does it matter in Springfield?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Springfield, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Springfield?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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