YOUR BUSINESS AUTHORITY

Springfield, MO

Log in Subscribe

BKD Wealth Advisors has roughly $4.9 billion in assets under management.
SBJ file
BKD Wealth Advisors has roughly $4.9 billion in assets under management.

CNBC list: BKD among top financial advisory firms

Posted online

Springfield-based BKD Wealth Advisors LLC ranked among the Top 100 financial advisory firms on a list published by CNBC.

BKD moved up to No. 56 on CNBC's FA 100, released late last week. That's up from No. 60 in 2020.

“We are privileged to be recognized for the second year in a row," said Steve Toomey, managing partner of BKD Wealth Advisors, in a news release. “This recognition is a testament to our advisers’ commitment to providing our clients unmatched client service.”

Working with data provider AccuPoint Solutions, CNBC analyzed data including assets under management, compliance record, years in business and number of employees.

BKD Wealth Advisors' FA 100 profile lists roughly $4.9 billion in assets under management, with 5,547 accounts under management. The advisory firm has been in business for 23 years.

No. 1 on the FA 100 list is Waukesha, Wisconsin-based Dana Investment Advisors. No other Springfield-area firm ranked.

Comments

No comments on this story |
Please log in to add your comment
Editors' Pick
Open for Business: Bosky’s Vegan Grill

A career pivot for a former human resources professional resulted in Bosky’s Vegan Grill; Neverending Game Store LLC made its second move in as many years; and Mercy Springfield Communities added a second Queen City clinic focused on sports rehabilitation and performance improvement.

Most Read