RIA Intel›Advisers›Missouri›SIGMA ADVISORS, LLC

SIGMA ADVISORS, LLC

Advisory

MO

Data as of Mar 31, 2025 · Source: SEC Form ADV

Rank in MO
#300
of 342 advisers by AUM
Average account
$5M
across 12 accounts
AUM per adviser
$65M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2025.

Total AUM
$65M
Discretionary %
0%
Clients
12
Employees
1

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$65M
Discretionary AUM$0
Non-Discretionary AUM$65M
Discretionary %0%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

OPTIMUM WEALTH MANAGEMENT, LLC
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+2.9% 1Y
BUILD ASSET MANAGEMENT, LLC
JEFFERSON CITY, MO
$65M
+3.8% 1Y
KILCULLIN FINANCIAL LIFE PLANNING, LLC
$66M
GREATER THAN FINANCIAL LLC
$64M
SNIDER TALBOT FINANCIAL PLANNING LLC
LIBERTY, MO
$63M
SCHNELL FINANCIAL GROUP, LLC
SEDALIA, MO
$67M

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