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UMB FINANCIAL SERVICES, INC.

KANSAS CITY, MO · CRD 17073 · IAPD ↗ · umb.com · 816-842-2222

$5.0MRegulatory AUM
54Advisory reps
55Employees
2110Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — UMB FINANCIAL SERVICES, INC. added office(s): 15 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — UMB FINANCIAL SERVICES, INC. shrank from 58 to 51 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
March 2025 — UMB FINANCIAL SERVICES, INC. added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.