St. Louis, MO, March 7, 2023 – Visionary Wealth Advisors is honored to be listed as the 17th St. Louis’ largest financial asset managers in 2023. Ranking for this list was based on the change in the value of discretionary client assets under management and assets under administration based on the calendar year 2021 Form ADV data as reported in 2022. All firms listed are based within the St. Louis area.
“We are extremely honored to be listed as one of the largest wealth management firms in the St.Louis Metropolitan region.” stated Tim Hammett, CFP ® , AEP, President and Co-Founder visionary. “This is made possible by the trust our clients place in us. Visionary is committed to growing values-based relationships through trust, respect, and humility.”
Brett Gilliland, Co-Founder and CEO of Visionary, added, “We are very excited for everyone at Visionary. We strive to do our best every day to serve our communities and to help them achieve a future greater than their past.”
Visionary Wealth Advisors is an independent Registered Investment Advisor founded in March2014 by Brett Gilliland and Tim Hammett. Visionary Wealth Advisors provides comprehensive financial planning and wealth management services, including retirement, college, estate planning, and small business retirement plans. Visionary Wealth Advisors has offices in Jackson, Springfield, St. Louis, MO, and Edwardsville, Collinsville, and O’Fallon, IL, and PalmBeach Gardens, FL, and Overland Park, KS.
Learn more on the St. Louis Business Journal website.
Disclosure: The St. Louis Business Journal’s 2023 list of Largest Financial Asset Managers (the “List”) is based on calendar year 2021 Form ADV data as reported in 2022. Rankings were based upon the change in value of discretionary client assets under management and assets under administration. The growth is not attributable in its entirety to investment performance. The primary source of the firm’s growth during the relevant period was net new assets related to merger and acquisition activity. Listed financial asset managers do not pay a fee to be considered or placed on the final list, although some firms may purchase advertising or a limited copyright license to promote the List. The St. Louis Business Journal did not evaluate the quality of services provided to clients; and selection for the List is not indicative of the asset manager’s performance. Working with a Firm named on the List is no guarantee as to future investment success. S&P Global Market Intelligence gathered data for firms located in major cities in the St. Louis metropolitan area. While all firms are locally based, figures listed are for each firm’s entire companywide operations. Data was reviewed for St. Louis-area financial asset managers and the top 25, ranked by percentage of asset growth, were listed. Financial asset managers with a “latest” Form ADV report prior to January 1, 2021 were excluded from the data.
