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8 · JAN. 28, 2019
FINANCIAL
AREA'S LARGEST TRUST COMPANIES
Rank
Name
Address
Telephone•Fax
Website
AssetsAdministered
(Local)
20171
2016
Employees
(Local)
Officers
Accounts In
Southwest
Missouri
AverageAccount
Size OtherServices TopLocalExecutive(s),Title(s) HoldingCompany
Headquarters
YearFounded
Locally
1 (1)
Commerce Trust Co
1345 E Battlefield Road, Springfield 65804
(417) 837-5269 E (417) 837-5293
$1,568,000,000
$1,466,000,000
18
11 WND WND
Investment, estate management,
IRAs, employee benefit services, private
banking
Chris Sweet,
executive vice president
& trust market manager
Commerce
Bancshares Inc
Kansas City
1967
2 (2)
US Bank Wealth Management
1615 S Glenstone Ave, Springfield 65804
(417) 888-2200 E (417) 886-4828
$1,300,000,000
$1,250,000,000
14
13 1,200 $2,000,000 Wealth management, financial
planning, goals-based planning
Jim Johnson,
region managing director/
senior vice president
US Bancorp
Minneapolis 1913
3 (4)
Central Trust Co
3333 S National Ave, Springfield 65807
(417) 883-3838 E (417) 841-4281
$1,118,290,089
$1,002,804,514
25
16 618 2 $1,809,531
Wealth & retirement planning,
investment management,
trust & estate services
Diane Homan, executive vice
president & market executive;
Ken Homan, senior vice president
& senior portfolio manager
Central
Bancompany Inc
Jefferson City
2007
4 (3)
Simmons Wealth Management
4625 S National Ave, Springfield 65810
(417) 890-7770 E (417) 890-6655
$1,090,000,000
$1,050,000,000
17
12 1,385 $750,000
Investment management,
trust administration, IRAs,
employee benefit services
Rodger Gadd,
regional president;
Dwight Rahmeyer,
regional chairman
Simmons First
National Corp
Pine Bluff, AR
1998
5 (5)
UMB Private Wealth Management
1150 E Battlefield Road, Springfield 65807
(417) 891-2100 E (417) 887-6109
$152,503,679
$166,960,202
5
4 139 $1,097,149 Investment management, brokerageservices, insurance, private banking
Shelly Addington,
vice president of
private banking
UMB Financial Corp
Kansas City 1913
6 (6)
Arvest Wealth Management
4140 S Fremont Ave, Springfield 65804
(417) 885-7224 E (417) 885-7249
$103,065,000
$72,144,374
20
13 68 $1,515,000
Wealth management, private banking,
financial planning, insurance,
investment management
Tracy Barnas, executive vice
president, regional manager;
Brad Crain, president
Arvest Bank
Lowell, AR 2007
7
Missouri Trust and Investment Co
3100 S National Ave, Ste 200, Springfield 65807
(417) 450-4797
$55,391,000
$03
8
5 120 $500,000
Investment management, trust & estate
administration, IRAs & retirement
planning, financial, college,
trust & estate planning
Richard Russell, CEO;
Tim Parrish, president
Missouri Trust
Shares Inc
Springfield
2017
As of May 21, 2018. Ranked by 2017 assets administered within 50 miles of Springfield. The previous year's rankings are in parentheses. Springfield Business Journal relies on the individual businesses to be truthful and accurate in their representation of
information listed. WND = Would not disclose. To be considered for future lists, email 1 Includes custody assets. 2 Number of client relationships, each of which may hold multiple accounts. 3 Founded in 2017.
© Copyright 2018 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed. Researched by Matthew Henderson