RIA IntelAdvisersMissouriSCHNELL FINANCIAL GROUP, LLC

SCHNELL FINANCIAL GROUP, LLC

Advisory

SEDALIA, MO

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in MO
#298
of 342 advisers by AUM
Average account
$248K
across 271 accounts
AUM per adviser
$22M
3 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM
$67M
Discretionary %
100%
Clients
92
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients92
Team
Total Employees5
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

SHELLER WEALTH MANAGEMENT, INC.
TROY, MO
$68M
KILCULLIN FINANCIAL LIFE PLANNING, LLC
$66M
SIGMA ADVISORS, LLC
$65M
OPTIMUM WEALTH MANAGEMENT, LLC
ST. LOUIS, MO
$65M
+2.9% 1Y
BUILD ASSET MANAGEMENT, LLC
JEFFERSON CITY, MO
$65M
+3.8% 1Y
GREATER THAN FINANCIAL LLC
$64M

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