AdvisorGrade

Financial advisers in Saint Louis, MO

14 registered investment adviser firms in Saint Louis managing $28.7B in assets, based on public SEC Form ADV filings.

Plancorp, LLC

Saint Louis, MO · Est. 1984

Regional
Fee-based
AUM
$9.9B
Per adviser
$199M
Advisers
50

No reported disclosures

Confluence Investment Management LLC

Saint Louis, MO · Est. 2008

RegionalInternational
Fee-only
AUM
$6.7B
Per adviser
$269M
Advisers
25

No reported disclosures

Larson Financial Group, LLC

Saint Louis, MO · Est. 2010

NationalInternational
Fee-based
AUM
$5.5B
Per adviser
$81M
Advisers
68

Conway Investment Solutions

Saint Louis, MO · Est. 2017

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$152M
Advisers
11

No reported disclosures

Alpine Private Wealth

Saint Louis, MO · Est. 2017

Local
Fee-based
AUM
$1.5B
Per adviser
$363M
Advisers
4

No reported disclosures

Terril & Company

Saint Louis, MO · Est. 1980

Local
Fee-only
AUM
$988M
Per adviser
$165M
Advisers
6

No reported disclosures

25 Financial

Saint Louis, MO · Est. 2022

Local
Fee-based
AUM
$545M
Per adviser
$68M
Advisers
8

No reported disclosures

Fefa Financial

Saint Louis, MO · Est. 2023

Local
Fee-only
AUM
$435M
Per adviser
$19M
Advisers
23

No reported disclosures

Saxony Capital Management, LLC

Saint Louis, MO · Est. 2007

RegionalInternational
Fee-based
AUM
$368M
Per adviser
Advisers

No reported disclosures

Moment Private Wealth

Saint Louis, MO · Est. 2024

Local
Fee-based
AUM
$357M
Per adviser
$60M
Advisers
6

No reported disclosures

Brady Family Wealth, LLC

Saint Louis, MO · Est. 2021

Local
Fee-based
AUM
$313M
Per adviser
$104M
Advisers
3

No reported disclosures

Mccartney Wealth Management LLC

Saint Louis, MO · Est. 2018

Local
Fee-based
AUM
$221M
Per adviser
$110M
Advisers
2

No reported disclosures

Daytona Street Capital

Saint Louis, MO · Est. 2024

LocalInternational
Fee-only
AUM
$189M
Per adviser
$47M
Advisers
4

No reported disclosures

Tbg-Bedford Group LLC

Saint Louis, MO · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
9

No reported disclosures