# UMB Financial Services, Inc.
Source: https://planprovider.pro/provider/umb-financial-services-inc

> From its long-running base in Kansas City, UMB Financial Services, Inc. supports retirement plan work as part of UMB Financial Corporation’s broader banking…

Retirement Plan Advisor

Kansas City, MO

## About UMB Financial Services, Inc.

<p>From its long-running base in Kansas City, UMB Financial Services, Inc. supports retirement plan work as part of UMB Financial Corporation’s broader banking and wealth platform across the Kansas City metro and surrounding regions.</p>

<p>Founded in 1913, UMB has grown into a financial services holding company with more than 200 domestic locations in 14 states. The organization has expanded its footprint through acquisitions while keeping its headquarters in Kansas City, Missouri.</p>

<p>UMB Financial Services, Inc. is a registered investment advisor and is listed in this directory among <a href="/plan-advisors">plan advisors</a>. The firm works alongside UMB’s commercial and consumer banking, wealth management, institutional banking, and retirement plan services teams.</p>

<p>A key differentiator is the ability to pair plan advisory work with in-house banking, institutional, and wealth resources under the same corporate umbrella. UMB reported $543.0B in assets under management (2026).</p>

<ul>
<li>Plan advisory services from a registered investment advisor</li>
<li>Retirement plan services within a broader financial institution</li>
<li>Commercial and consumer banking support</li>
<li>Wealth management and institutional banking resources</li>
<li>Multi-state reach with 200+ domestic locations in 14 states</li>
</ul>

Website: [https://www.umb.com/](https://www.umb.com/)

Founded: 1913

## Office Locations

- Kansas City, MO (Headquarters)

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $543.0B

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