Smith Moore & Co.

About Smith Moore & Co.

<p>Founded in 1913, Smith Moore &amp; Co. is a financial advisory firm with roots in the St. Louis metro area and offices across Missouri, Kansas, Illinois, and Mississippi. The headquarters is in Clayton, Missouri, with additional locations in Chesterfield, Columbia, Jefferson City, Kirksville, Fulton, and Moberly, plus offices in Overland Park and Topeka, Kansas; Effingham, Illinois; and Brandon, Mississippi.</p> <p>The firm has 75 employees and manages $3.8B in assets (2026). It works with individuals, families, and institutions on wealth management, investment management, estate planning strategies, and retirement planning, including acting as a 3(21) fiduciary advisor for employer-sponsored plans.</p> <p>Smith Moore &amp; Co. organizes planning around life stages—Accumulation, Distribution, and Legacy—so advice can change as goals shift. A practical differentiator is the combination of long operating history with a broad office footprint for clients who prefer in-person meetings across the region.</p> <p>Key services include:</p> <ul> <li>3(21) fiduciary guidance for retirement plans</li> <li>Investment and asset management</li> <li>Wealth management for individuals and families</li> <li>Estate planning strategies and legacy planning support</li> <li>Retirement planning with ongoing advisor access</li> </ul>

Website: https://smithmoore.com/

Founded: 1913

Employees: 75