Registered investment advisers in Missouri

AUM: $1.0T
Per adviser: $50M
Advisers: 20,304

Wells Fargo Advisors

St. Louis, MO · Est. 1990

AUM: $671.4B
Per adviser: $84M
Advisers: 7,957

Nisa Investment Advisors, LLC

St. Louis, MO · Est. 1993

AUM: $343.9B
Per adviser: $1.6B
Advisers: 217

No reported disclosures

American Century Investment Management INC

Kansas City, MO · Est. 1971

AUM: $306.0B
Per adviser: $1.5B
Advisers: 211

No reported disclosures

Wells Fargo Advisors

St. Louis, MO · Est. 2000

AUM: $252.3B
Per adviser: $107M
Advisers: 2,366

Olive Street Investment Advisers, LLC

St. Louis, MO · Est. 2013

AUM: $203.8B
Per adviser: $878M
Advisers: 232

No reported disclosures

Stifel, Nicolaus & Company, Incorporated

St Louis, MO · Est. 1975

AUM: $197.5B
Per adviser: $64M
Advisers: 3,079

Focus Partners Wealth, LLC

St. Louis, MO · Est. 2011

AUM: $181.9B
Per adviser: $177M
Advisers: 1,025

No reported disclosures

Moneta Group Investment Advisors, LLC

St. Louis, MO · Est. 1989

AUM: $50.5B
Per adviser: $211M
Advisers: 239

No reported disclosures

Ascension Investment Management

St. Louis, MO · Est. 2012

AUM: $40.8B
Per adviser: $3.4B
Advisers: 12

No reported disclosures

Scout Investments, INC.

Kansas City, MO · Est. 2001

AUM: $36.6B
Per adviser: $1.5B
Advisers: 24

No reported disclosures

Focus Partners Advisor Solutions, LLC

St. Louis, MO · Est. 2007

AUM: $36.4B
Per adviser: $792M
Advisers: 46

No reported disclosures

Benjamin F. Edwards & Company, Incorporated

St. Louis, MO · Est. 2010

AUM: $18.9B
Per adviser: $42M
Advisers: 450

Modern Wealth Management, LLC

Kansas City, MO · Est. 2023

AUM: $10.9B
Per adviser: $107M
Advisers: 102

No reported disclosures

Acr Alpine Capital Research, LLC

St. Louis, MO · Est. 2001

AUM: $10.8B
Per adviser: $981M
Advisers: 11

No reported disclosures

Plancorp, LLC

Saint Louis, MO · Est. 1984

AUM: $9.9B
Per adviser: $199M
Advisers: 50

No reported disclosures

Forvis Mazars Wealth Advisors, LLC

Springfield, MO · Est. 1999

AUM: $9.8B
Per adviser: $125M
Advisers: 78

No reported disclosures

Elmtree Funds, LLC

St. Louis, MO · Est. 2025

AUM: $7.8B
Per adviser: $432M
Advisers: 18

No reported disclosures

Prairie Capital Management Group, LLC

Kansas City, MO · Est. 2021

AUM: $7.1B
Per adviser: $274M
Advisers: 26

No reported disclosures

Confluence Investment Management LLC

Saint Louis, MO · Est. 2008

AUM: $6.7B
Per adviser: $269M
Advisers: 25

No reported disclosures

Larson Financial Group, LLC

Saint Louis, MO · Est. 2010

AUM: $5.5B
Per adviser: $81M
Advisers: 68

Pension Consultants INC

Springfield, MO · Est. 1999

AUM: $5.4B
Per adviser: $904M
Advisers: 6

No reported disclosures

Krilogy

St. Louis, MO · Est. 2009

AUM: $5.2B
Per adviser: $80M
Advisers: 65

No reported disclosures

Kennedy Capital Management

St Louis, MO · Est. 1980

AUM: $5.0B
Per adviser: $251M
Advisers: 20

No reported disclosures

Stifel Independent Advisors, LLC

St Louis, MO · Est. 1993

AUM: $5.0B
Per adviser: $38M
Advisers: 132

Cornerstone Wealth Management, LLC

Des Peres, MO · Est. 2012

AUM: $4.9B
Per adviser: $48M
Advisers: 102

No reported disclosures

Thompson Street Capital Manager LLC

St. Louis, MO · Est. 2012

AUM: $4.6B
Per adviser: $114M
Advisers: 40

No reported disclosures

Argent Capital Management LLC

Clayton, MO · Est. 1998

AUM: $4.0B
Per adviser: $173M
Advisers: 23

No reported disclosures

Matter Family Office

St Louis, MO · Est. 1990

AUM: $3.8B
Per adviser: $95M
Advisers: 40

No reported disclosures

Visionary Wealth Advisors, LLC

St. Louis, MO · Est. 2013

AUM: $3.5B
Per adviser: $69M
Advisers: 51

No reported disclosures

Rubinbrown Advisors LLC

St. Louis, MO · Est. 2003

AUM: $3.3B
Per adviser: $156M
Advisers: 21

No reported disclosures

Five Elms Capital

Kansas City, MO · Est. 2017

AUM: $3.1B
Per adviser: $54M
Advisers: 58

No reported disclosures

Zemenick & Walker INC

St Louis, MO · Est. 1998

AUM: $2.6B
Per adviser: $329M
Advisers: 8

No reported disclosures

Argos Capital Partners, LLC

St. Louis, MO · Est. 2009

AUM: $2.6B
Per adviser: $174M
Advisers: 15

No reported disclosures

Acropolis Investment Management

Chesterfield, MO · Est. 2002

AUM: $2.6B
Per adviser: $69M
Advisers: 38

No reported disclosures

Commerce Investment Advisors, INC.

Kansas City, MO · Est. 2001

AUM: $2.5B
Per adviser: $75M
Advisers: 34

No reported disclosures

Stonebridge Financial Group, LLC

St. Louis, MO · Est. 2025

AUM: $2.4B
Per adviser: $343M
Advisers: 7

No reported disclosures

Smith Moore & Co.

Clayton, MO · Est. 2007

AUM: $2.4B
Per adviser: $47M
Advisers: 50

American Century Investments Private Client Group, INC.

Kansas City, MO · Est. 2017

AUM: $2.3B
Per adviser: —
Advisers: —

No reported disclosures

Detalus Advisors, LLC

St. Louis, MO · Est. 2002

AUM: $2.2B
Per adviser: $222M
Advisers: 10

No reported disclosures

Fiduciary Advisors, INC.

St. Louis, MO · Est. 2000

AUM: $2.1B
Per adviser: $1.1B
Advisers: 2

No reported disclosures

First Heartland Consultants, INC.

Lake St. Louis, MO · Est. 1994

AUM: $2.1B
Per adviser: $24M
Advisers: 88

Mosaic Wealth

St. Louis, MO · Est. 2021

AUM: $2.0B
Per adviser: $107M
Advisers: 19

No reported disclosures

Atwood & Palmer, INC.

Kansas City, MO · Est. 1990

AUM: $2.0B
Per adviser: $340M
Advisers: 6

No reported disclosures

Jag Capital Management LLC

St. Louis, MO · Est. 2011

AUM: $1.9B
Per adviser: $146M
Advisers: 13

No reported disclosures

Parkwoods Wealth Partners, LLC

Clayton, MO · Est. 2024

AUM: $1.8B
Per adviser: $85M
Advisers: 21

No reported disclosures

Conway Investment Solutions

Saint Louis, MO · Est. 2017

AUM: $1.7B
Per adviser: $152M
Advisers: 11

No reported disclosures

Platform Investments, LLC

Kansas City, MO · Est. 2012

AUM: $1.7B
Per adviser: $207M
Advisers: 8

No reported disclosures

Alpine Private Wealth

Saint Louis, MO · Est. 2017

AUM: $1.5B
Per adviser: $363M
Advisers: 4

No reported disclosures

Anderson Hoagland & Co

St Louis, MO · Est. 1980

AUM: $1.4B
Per adviser: $204M
Advisers: 7

No reported disclosures

Larson Capital Management, LLC

Chesterfield, MO · Est. 2019

AUM: $1.4B
Per adviser: $1.4B
Advisers: 1

No reported disclosures

Syntegra Private Wealth Group LLC

Chesterfield, MO · Est. 2022

AUM: $1.4B
Per adviser: $107M
Advisers: 13

No reported disclosures

Pandi, LLC

Kansas City, MO · Est. 2024

AUM: $1.4B
Per adviser: $197M
Advisers: 7

No reported disclosures

Hill Investment Group

St. Louis, MO · Est. 2021

AUM: $1.3B
Per adviser: $168M
Advisers: 8

No reported disclosures

Fourthstone LLC

St. Louis, MO · Est. 2019

AUM: $1.2B
Per adviser: $174M
Advisers: 7

No reported disclosures

Brand Asset Management Group, INC.

Chesterfield, MO · Est. 1992

AUM: $1.2B
Per adviser: $78M
Advisers: 15

No reported disclosures

Meramec Financial Planners, LLC

Clayton, MO · Est. 2025

AUM: $1.1B
Per adviser: $161M
Advisers: 7

No reported disclosures

Asset Consulting Group, LLC

Clayton, MO · Est. 1991

AUM: $1.1B
Per adviser: $34M
Advisers: 32

No reported disclosures

Ifg Advisors, LLC

St. Louis, MO · Est. 2014

AUM: $1.0B
Per adviser: $258M
Advisers: 4

No reported disclosures

Terril & Company

Saint Louis, MO · Est. 1980

AUM: $988M
Per adviser: $165M
Advisers: 6

No reported disclosures

Nuance Investments, LLC

Kansas City, MO · Est. 2008

AUM: $984M
Per adviser: $328M
Advisers: 3

No reported disclosures

Cortland Associates INC

St. Louis, MO · Est. 1989

AUM: $958M
Per adviser: $319M
Advisers: 3

No reported disclosures

Claris Advisors, LLC

St. Louis, MO · Est. 2006

AUM: $911M
Per adviser: $304M
Advisers: 3

No reported disclosures

Convergence Financial

Columbia, MO · Est. 2019

AUM: $904M
Per adviser: $70M
Advisers: 13

No reported disclosures

Correct Capital Wealth Management, LLC

Clayton, MO · Est. 2018

AUM: $889M
Per adviser: $111M
Advisers: 8

No reported disclosures

Droms Strauss Wealth Management

St. Louis, MO · Est. 1998

AUM: $806M
Per adviser: $161M
Advisers: 5

No reported disclosures

Compass Group Equity Partners

St. Louis, MO · Est. 2021

AUM: $801M
Per adviser: $33M
Advisers: 24

No reported disclosures

Clayton Financial Group, LLC

St. Louis, MO · Est. 2015

AUM: $794M
Per adviser: $265M
Advisers: 3

No reported disclosures

Sunpointe Investments

St. Louis, MO · Est. 2020

AUM: $791M
Per adviser: $72M
Advisers: 11

No reported disclosures

Huntleigh Advisors, INC.

St. Louis, MO · Est. 2004

AUM: $782M
Per adviser: $14M
Advisers: 55

Adk Wealth Advisory Group

St. Louis, MO · Est. 2015

AUM: $768M
Per adviser: $154M
Advisers: 5

No reported disclosures

Rbf Wealth Advisors

St. Louis, MO · Est. 1984

AUM: $716M
Per adviser: $45M
Advisers: 16

No reported disclosures

Precision Wealth Strategies, LLC

St. Louis, MO · Est. 2019

AUM: $711M
Per adviser: $89M
Advisers: 8

No reported disclosures

Duncker Streett & Co.

St. Louis, MO · Est. 2000

AUM: $707M
Per adviser: $354M
Advisers: 2

No reported disclosures

Benjamin F. Edwards Wealth Management, LLC

St. Louis, MO · Est. 2018

AUM: $705M
Per adviser: $118M
Advisers: 6

No reported disclosures

Family Investment Center

Saint Joseph, MO · Est. 2005

AUM: $689M
Per adviser: $57M
Advisers: 12

No reported disclosures

Foundation Wealth Management, LLC

Clayton, MO · Est. 2003

AUM: $661M
Per adviser: $165M
Advisers: 4

No reported disclosures

Buttonwood Financial Group, LLC

Kansas City, MO · Est. 2009

AUM: $659M
Per adviser: $94M
Advisers: 7

Axius Advisors LLC

Saint Charles, MO · Est. 2024

AUM: $624M
Per adviser: $78M
Advisers: 8

No reported disclosures

Alexander Labrunerie & Co., INC.

Columbia, MO · Est. 2016

AUM: $619M
Per adviser: $103M
Advisers: 6

No reported disclosures

Diversified Financial Advisors, LLC

Town And Country, MO · Est. 2009

AUM: $586M
Per adviser: $195M
Advisers: 3

No reported disclosures

Stieven Capital Advisors, L.P.

St. Louis, MO · Est. 2005

AUM: $563M
Per adviser: $80M
Advisers: 7

No reported disclosures

Strongbox Wealth, LLC

Lee'S Summit, MO · Est. 2019

AUM: $562M
Per adviser: $141M
Advisers: 4

No reported disclosures

Wedgewood Partners, INC.

St Louis, MO · Est. 1988

AUM: $561M
Per adviser: $187M
Advisers: 3

No reported disclosures

Capital Investment Management, INC

Lee'S Summit, MO · Est. 2012

AUM: $559M
Per adviser: $112M
Advisers: 5

No reported disclosures

Central Trust Bank

Jefferson City, MO · Est. 2009

AUM: $554M
Per adviser: $185M
Advisers: 3

No reported disclosures

25 Financial

Saint Louis, MO · Est. 2022

AUM: $545M
Per adviser: $68M
Advisers: 8

No reported disclosures

Prosperity Planning

North Kansas City, MO · Est. 2018

AUM: $543M
Per adviser: $54M
Advisers: 10

No reported disclosures

Ninth Avenue Capital, LP

Kansas City, MO · Est. 2025

AUM: $536M
Per adviser: $77M
Advisers: 7

No reported disclosures

Core Planning

Ofallon, MO · Est. 2025

AUM: $525M
Per adviser: $9M
Advisers: 61

No reported disclosures

Orion Investment Co

St Louis, MO · Est. 1988

AUM: $515M
Per adviser: $172M
Advisers: 3

No reported disclosures

Allocator Solutions, LLC

St Louis, MO · Est. 2025

AUM: $514M
Per adviser: $514M
Advisers: 1

No reported disclosures

Permanent Equity Management

Columbia, MO · Est. 2020

AUM: $509M
Per adviser: $39M
Advisers: 13

No reported disclosures

Agellus Capital, LLC

Clayton, MO · Est. 2024

AUM: $508M
Per adviser: $46M
Advisers: 11

No reported disclosures

Financial & Tax Architects, LLC

St. Louis, MO · Est. 2019

AUM: $506M
Per adviser: $13M
Advisers: 40

No reported disclosures

Fyra Capital Management

St. Charles, MO · Est. 2021

AUM: $504M
Per adviser: $72M
Advisers: 7

No reported disclosures

Clark Financial Services Group, INC.

Chesterfield, MO · Est. 1995

AUM: $499M
Per adviser: $100M
Advisers: 5

No reported disclosures

Monetary Management Group INC

St Louis, MO · Est. 1983

AUM: $492M
Per adviser: $123M
Advisers: 4

No reported disclosures

Mbm Wealth Consultants, LLC

Chesterfield, MO · Est. 2018

AUM: $477M
Per adviser: $68M
Advisers: 7

No reported disclosures

Truenorth Wealth & Impact, LLC

Joplin, MO · Est. 2022

AUM: $456M
Per adviser: $152M
Advisers: 3

No reported disclosures

Sarver Vrooman Wealth Advisors LLC

Kansas City, MO · Est. 2025

AUM: $452M
Per adviser: $113M
Advisers: 4

No reported disclosures

Waterequity LLC

Kansas City, MO · Est. 2021

AUM: $450M
Per adviser: $17M
Advisers: 27

No reported disclosures

Harbour Group Industries, INC.

St. Louis, MO · Est. 2012

AUM: $448M
Per adviser: $20M
Advisers: 22

No reported disclosures

Mainstreet Ria LLC

O'Fallon, MO · Est. 2021

AUM: $446M
Per adviser: $149M
Advisers: 3

No reported disclosures

Fefa Financial

Saint Louis, MO · Est. 2023

AUM: $435M
Per adviser: $19M
Advisers: 23

No reported disclosures

Cpc Management, LLC

Kansas City, MO · Est. 2021

AUM: $428M
Per adviser: $27M
Advisers: 16

No reported disclosures

Cultivation Capital, LLC

St. Louis, MO · Est. 2026

AUM: $416M
Per adviser: $416M
Advisers: 1

No reported disclosures

Jjp Capital Management, INC.

Columbia, MO · Est. 1984

AUM: $390M
Per adviser: $130M
Advisers: 3

No reported disclosures

Wheelhouse Advisory Group, LLC

St. Louis, MO · Est. 2022

AUM: $388M
Per adviser: $49M
Advisers: 8

No reported disclosures

Pinnacle Family Advisors, LLC

Springfield, MO · Est. 2013

AUM: $372M
Per adviser: $46M
Advisers: 8

No reported disclosures

Saxony Capital Management, LLC

Saint Louis, MO · Est. 2007

AUM: $368M
Per adviser: —
Advisers: —

No reported disclosures

Signify Wealth LLC

St. Louis, MO · Est. 2019

AUM: $365M
Per adviser: $91M
Advisers: 4

No reported disclosures

Marketriders

Chesterfield, MO · Est. 2008

AUM: $363M
Per adviser: $91M
Advisers: 4

No reported disclosures

Moment Private Wealth

Saint Louis, MO · Est. 2024

AUM: $357M
Per adviser: $60M
Advisers: 6

No reported disclosures

R.T. Jones Capital Equities Management INC.

St. Louis, MO · Est. 2004

AUM: $352M
Per adviser: $50M
Advisers: 7

Bridgewater Asset Management LLC

Chesterfield, MO · Est. 2016

AUM: $351M
Per adviser: $70M
Advisers: 5

No reported disclosures

Archway Wealth Management, LLC

Kirkwood, MO · Est. 2023

AUM: $346M
Per adviser: $115M
Advisers: 3

No reported disclosures

Nicholson Meyer Capital Management, INC.

Kansas City, MO · Est. 2018

AUM: $338M
Per adviser: $169M
Advisers: 2

No reported disclosures

Mid-American Wealth Advisory Group

Kansas City, MO · Est. 2021

AUM: $336M
Per adviser: $56M
Advisers: 6

No reported disclosures

Sterneck Capital Management LLC

Kansas City, MO · Est. 1993

AUM: $328M
Per adviser: $82M
Advisers: 4

No reported disclosures

Wilkerson Advisory Group LLC

Columbia, MO · Est. 2025

AUM: $327M
Per adviser: $82M
Advisers: 4

No reported disclosures

1248 Partners, LLC

Kansas City, MO · Est. 2024

AUM: $323M
Per adviser: $108M
Advisers: 3

No reported disclosures

Vista Finance, LLC

Clayton, MO · Est. 2021

AUM: $320M
Per adviser: $80M
Advisers: 4

No reported disclosures

Cornerstone Select Advisors, LLC

St. Louis, MO · Est. 2018

AUM: $315M
Per adviser: $79M
Advisers: 4

Brady Family Wealth, LLC

Saint Louis, MO · Est. 2021

AUM: $313M
Per adviser: $104M
Advisers: 3

No reported disclosures

Craft & Sage Wealth

Kansas City, MO · Est. 2023

AUM: $307M
Per adviser: $44M
Advisers: 7

No reported disclosures

Broadview Management, LLC

St. Louis, MO · Est. 2025

AUM: $303M
Per adviser: $23M
Advisers: 13

No reported disclosures

Cauble & Harre Wealth Management, INC.

St. Louis, MO · Est. 2009

AUM: $301M
Per adviser: $75M
Advisers: 4

No reported disclosures

The Yanker Group

Manchester, MO · Est. 2020

AUM: $296M
Per adviser: $99M
Advisers: 3

No reported disclosures

Eagle Bluffs Wealth Management LLC

Columbia, MO · Est. 2021

AUM: $294M
Per adviser: $74M
Advisers: 4

No reported disclosures

Philip Vongontard, Cfa, LLC

St.Louis, MO · Est. 2006

AUM: $289M
Per adviser: $289M
Advisers: 1

No reported disclosures

Moelis Asset Catalyst Partners

St Louis, MO · Est. 2025

AUM: $288M
Per adviser: $72M
Advisers: 4

No reported disclosures

Trinity Wealth Advisors LLC

St. Louis, MO · Est. 1998

AUM: $282M
Per adviser: $70M
Advisers: 4

Aquilant Advisors

St. Louis, MO · Est. 2019

AUM: $279M
Per adviser: $139M
Advisers: 2

No reported disclosures

Universal Financial Advisors, LLC

St. Louis, MO · Est. 2022

AUM: $277M
Per adviser: $35M
Advisers: 8

No reported disclosures

Mader & Shannon Wealth Management

Kansas City, MO · Est. 2007

AUM: $269M
Per adviser: $30M
Advisers: 9

No reported disclosures

Lewis & Clark Partners, LLC

St. Louis, MO · Est. 2019

AUM: $263M
Per adviser: $14M
Advisers: 19

No reported disclosures

Equity Wealth Partners, LLC

Independence, MO · Est. 2022

AUM: $259M
Per adviser: $43M
Advisers: 6

No reported disclosures

Baum Capital Partners Management, LLC

Kansas City, MO · Est. 2025

AUM: $247M
Per adviser: $31M
Advisers: 8

No reported disclosures

St. Louis Financial Planners Asset Management, LLC

Chesterfield, MO · Est. 2018

AUM: $234M
Per adviser: $117M
Advisers: 2

No reported disclosures

Sundvold Financial

Columbia, MO · Est. 1999

AUM: $233M
Per adviser: $47M
Advisers: 5

No reported disclosures

Sterling Investment Advisors,LLC

Bolivar, MO · Est. 2005

AUM: $229M
Per adviser: $76M
Advisers: 3

No reported disclosures

Mccartney Wealth Management LLC

Saint Louis, MO · Est. 2018

AUM: $221M
Per adviser: $110M
Advisers: 2

No reported disclosures

Ekon Advisors, LLC

St. Louis, MO · Est. 2015

AUM: $220M
Per adviser: $73M
Advisers: 3

No reported disclosures

Wealthcare Asset Management, LLC

Springfield, MO · Est. 2023

AUM: $211M
Per adviser: $42M
Advisers: 5

No reported disclosures

Renaud & Company, LLC

Ofallon, MO · Est. 2022

AUM: $211M
Per adviser: $105M
Advisers: 2

Sfc Financial LLC

Sunset Hills, MO · Est. 2016

AUM: $208M
Per adviser: $104M
Advisers: 2

No reported disclosures

Maxele Advisors, LLC

Webster Groves, MO · Est. 2021

AUM: $202M
Per adviser: $202M
Advisers: 1

No reported disclosures

Daytona Street Capital

Saint Louis, MO · Est. 2024

AUM: $189M
Per adviser: $47M
Advisers: 4

No reported disclosures

The Worley Banks Group, LLC

Creve Coeur, MO · Est. 2020

AUM: $184M
Per adviser: $92M
Advisers: 2

No reported disclosures

Conway Financial Group, LLC

Chesterfield, MO · Est. 2024

AUM: $178M
Per adviser: $89M
Advisers: 2

No reported disclosures

Mackay Financial Planning, LLC

Springfield, MO · Est. 2025

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

Profusion Private Wealth

St. Louis, MO · Est. 2025

AUM: $176M
Per adviser: $59M
Advisers: 3

No reported disclosures

Rlb Financial

Springfield, MO · Est. 2023

AUM: $174M
Per adviser: $58M
Advisers: 3

No reported disclosures

White Sand Wealth Management

Liberty, MO · Est. 2024

AUM: $172M
Per adviser: $43M
Advisers: 4

No reported disclosures

Wilsquare Capital LLC

St. Louis, MO · Est. 2020

AUM: $171M
Per adviser: $17M
Advisers: 10

No reported disclosures

Toberman Becker Wealth, LLC

St. Louis, MO · Est. 2024

AUM: $171M
Per adviser: $57M
Advisers: 3

No reported disclosures

Stewardship Capital

Independence, MO · Est. 2024

AUM: $168M
Per adviser: $42M
Advisers: 4

No reported disclosures

Floyd Financial Group LLC

Springfield, MO · Est. 2024

AUM: $164M
Per adviser: $82M
Advisers: 2

No reported disclosures

Risley Capital Management LLC

Ellisville, MO · Est. 2022

AUM: $163M
Per adviser: $163M
Advisers: 1

No reported disclosures

Fidelis Financial Planning, LLC

Saint Charles, MO · Est. 2025

AUM: $160M
Per adviser: $160M
Advisers: 1

No reported disclosures

Modern Dollar Planning, LLC

St. Louis, MO · Est. 2023

AUM: $159M
Per adviser: $159M
Advisers: 1

No reported disclosures

Heritage Asset Management, LLC

Belton, MO · Est. 2022

AUM: $155M
Per adviser: $78M
Advisers: 2

No reported disclosures

Sonas Financial Group, INC.

Kansas City, MO · Est. 2024

AUM: $150M
Per adviser: $75M
Advisers: 2

No reported disclosures

Flyover Capital Partners, LLC

Kansas City, MO · Est. 2023

AUM: $148M
Per adviser: $18M
Advisers: 8

No reported disclosures

Essex Ridge Capital Group, LLC

St. Louis, MO · Est. 2008

AUM: $146M
Per adviser: $73M
Advisers: 2

No reported disclosures

Capital Management Services, INC.

Manchester, MO · Est. 2020

AUM: $145M
Per adviser: $29M
Advisers: 5

Severin Investments LLC

St. Louis, MO · Est. 2020

AUM: $142M
Per adviser: $28M
Advisers: 5

No reported disclosures

Bright Portfolios, LLC

Lee'S Summit, MO · Est. 2024

AUM: $136M
Per adviser: $68M
Advisers: 2

No reported disclosures

Clarity Financial Planners

Clayton, MO · Est. 2024

AUM: $132M
Per adviser: $132M
Advisers: 1

No reported disclosures

Laminar Wealth LLC

Clayton, MO · Est. 2026

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Divvi Wealth Management

Kansas City, MO · Est. 2025

AUM: $127M
Per adviser: $32M
Advisers: 4

No reported disclosures

Hickory Wealth Management, LLC

Springfield, MO · Est. 2025

AUM: $127M
Per adviser: $63M
Advisers: 2

No reported disclosures

Ior

Clayton, MO · Est. 2024

AUM: $127M
Per adviser: $127M
Advisers: 1

No reported disclosures

Lang & Becker, INC.

Washington, MO · Est. 2026

AUM: $123M
Per adviser: $62M
Advisers: 2

No reported disclosures

Virtus Financial Group

Olivette, MO · Est. 2026

AUM: $119M
Per adviser: $24M
Advisers: 5

No reported disclosures

Fortify Wealth, INC.

St. Louis, MO · Est. 2021

AUM: $115M
Per adviser: $38M
Advisers: 3

No reported disclosures

Ryan Poage & Co.

Kansas City, MO · Est. 2026

AUM: $114M
Per adviser: $38M
Advisers: 3

No reported disclosures

Sparrow Capital Management INC

St. Louis, MO · Est. 1992

AUM: $113M
Per adviser: $113M
Advisers: 1

No reported disclosures

Compass Retirement Group LLC

St. Louis, MO · Est. 2022

AUM: $112M
Per adviser: $16M
Advisers: 7

No reported disclosures

Ten Peaks Partners L.L.C.

Clayton, MO · Est. 2026

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures

Truman Wealth Advisors

Columbia, MO · Est. 2025

AUM: $106M
Per adviser: $35M
Advisers: 3

No reported disclosures

Umb Private Wealth Management, LLC

Kansas City, MO · Est. 2019

AUM: $68M
Per adviser: $2M
Advisers: 41

No reported disclosures

Build Asset Management

Jefferson City, MO · Est. 2021

AUM: $65M
Per adviser: $22M
Advisers: 3

No reported disclosures

Cql Capital Management

Chesterfield, MO · Est. 2023

AUM: $27M
Per adviser: $9M
Advisers: 3

No reported disclosures

St. Louis Financial Planners INC.

Chesterfield, MO · Est. 2018

AUM: $6M
Per adviser: $1M
Advisers: 4

No reported disclosures

Umb Financial Services, INC.

Kansas City, MO · Est. 2004

AUM: $5M
Per adviser: $93,395.167
Advisers: 54

No reported disclosures

U.S. Institutional Corporation

Chesterfield, MO · Est. 2005

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Hofman Wealth Management

Chesterfield, MO · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Commercial Trust Financial Services

Fayette, MO · Est. 2026

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

Lockton Investment Advisors, LLC

Kansas City, MO · Est. 2007

AUM: —
Per adviser: —
Advisers: 24

No reported disclosures

Tbg-Bedford Group LLC

Saint Louis, MO · Est. 2026

AUM: —
Per adviser: —
Advisers: 9

No reported disclosures

Stifel Wealth Tracker

St. Louis, MO · Est. 2018