AdvisorGrade

Financial advisers in St. Louis, MO

74 registered investment adviser firms in St. Louis managing $3.1T in assets, based on public SEC Form ADV filings.

Edward Jones

St. Louis, MO · Est. 1963

NationalInternational
Fee-based
AUM
$1.0T
Per adviser
$50M
Advisers
20,304

Wells Fargo Advisors

St. Louis, MO · Est. 1990

NationalInternational
Fee-based
AUM
$671.4B
Per adviser
$84M
Advisers
7,957

Nisa Investment Advisors, LLC

St. Louis, MO · Est. 1993

NationalInternational
Fee-based
AUM
$343.9B
Per adviser
$1.6B
Advisers
217

No reported disclosures

Wells Fargo Advisors

St. Louis, MO · Est. 2000

NationalInternational
Fee-based
AUM
$252.3B
Per adviser
$107M
Advisers
2,366

Olive Street Investment Advisers, LLC

St. Louis, MO · Est. 2013

National
Fee-only
AUM
$203.8B
Per adviser
$878M
Advisers
232

No reported disclosures

Stifel, Nicolaus & Company, Incorporated

St Louis, MO · Est. 1975

NationalInternational
Fee-based
AUM
$197.5B
Per adviser
$64M
Advisers
3,079

Focus Partners Wealth, LLC

St. Louis, MO · Est. 2011

NationalInternational
Fee-based
AUM
$181.9B
Per adviser
$177M
Advisers
1,025

No reported disclosures

Moneta Group Investment Advisors, LLC

St. Louis, MO · Est. 1989

NationalInternational
Fee-based
AUM
$50.5B
Per adviser
$211M
Advisers
239

No reported disclosures

Ascension Investment Management

St. Louis, MO · Est. 2012

RegionalInternational
Fee-based
AUM
$40.8B
Per adviser
$3.4B
Advisers
12

No reported disclosures

Focus Partners Advisor Solutions, LLC

St. Louis, MO · Est. 2007

RegionalInternational
Fee-based
AUM
$36.4B
Per adviser
$792M
Advisers
46

No reported disclosures

Benjamin F. Edwards & Company, Incorporated

St. Louis, MO · Est. 2010

NationalInternational
Fee-based
AUM
$18.9B
Per adviser
$42M
Advisers
450

Acr Alpine Capital Research, LLC

St. Louis, MO · Est. 2001

RegionalInternational
Fee-only
AUM
$10.8B
Per adviser
$981M
Advisers
11

No reported disclosures

Elmtree Funds, LLC

St. Louis, MO · Est. 2025

Regional
Fee-only
AUM
$7.8B
Per adviser
$432M
Advisers
18

No reported disclosures

Krilogy

St. Louis, MO · Est. 2009

RegionalInternational
Fee-based
AUM
$5.2B
Per adviser
$80M
Advisers
65

No reported disclosures

Kennedy Capital Management

St Louis, MO · Est. 1980

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$251M
Advisers
20

No reported disclosures

Stifel Independent Advisors, LLC

St Louis, MO · Est. 1993

National
Fee-based
AUM
$5.0B
Per adviser
$38M
Advisers
132

Thompson Street Capital Manager LLC

St. Louis, MO · Est. 2012

Regional
Fee-only
AUM
$4.6B
Per adviser
$114M
Advisers
40

No reported disclosures

Matter Family Office

St Louis, MO · Est. 1990

Regional
Fee-based
AUM
$3.8B
Per adviser
$95M
Advisers
40

No reported disclosures

Visionary Wealth Advisors, LLC

St. Louis, MO · Est. 2013

RegionalInternational
Fee-based
AUM
$3.5B
Per adviser
$69M
Advisers
51

No reported disclosures

Rubinbrown Advisors LLC

St. Louis, MO · Est. 2003

Regional
Fee-based
AUM
$3.3B
Per adviser
$156M
Advisers
21

No reported disclosures

Zemenick & Walker INC

St Louis, MO · Est. 1998

Regional
Fee-only
AUM
$2.6B
Per adviser
$329M
Advisers
8

No reported disclosures

Argos Capital Partners, LLC

St. Louis, MO · Est. 2009

Regional
Fee-only
AUM
$2.6B
Per adviser
$174M
Advisers
15

No reported disclosures

Stonebridge Financial Group, LLC

St. Louis, MO · Est. 2025

Regional
Fee-based
AUM
$2.4B
Per adviser
$343M
Advisers
7

No reported disclosures

Detalus Advisors, LLC

St. Louis, MO · Est. 2002

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$222M
Advisers
10

No reported disclosures

Fiduciary Advisors, INC.

St. Louis, MO · Est. 2000

Regional
Fee-based
AUM
$2.1B
Per adviser
$1.1B
Advisers
2

No reported disclosures

Mosaic Wealth

St. Louis, MO · Est. 2021

Regional
Fee-based
AUM
$2.0B
Per adviser
$107M
Advisers
19

No reported disclosures

Jag Capital Management LLC

St. Louis, MO · Est. 2011

RegionalInternational
Fee-based
AUM
$1.9B
Per adviser
$146M
Advisers
13

No reported disclosures

Anderson Hoagland & Co

St Louis, MO · Est. 1980

Local
Fee-based
AUM
$1.4B
Per adviser
$204M
Advisers
7

No reported disclosures

Hill Investment Group

St. Louis, MO · Est. 2021

Regional
Fee-based
AUM
$1.3B
Per adviser
$168M
Advisers
8

No reported disclosures

Fourthstone LLC

St. Louis, MO · Est. 2019

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$174M
Advisers
7

No reported disclosures

Ifg Advisors, LLC

St. Louis, MO · Est. 2014

Local
Fee-based
AUM
$1.0B
Per adviser
$258M
Advisers
4

No reported disclosures

Cortland Associates INC

St. Louis, MO · Est. 1989

Local
Fee-only
AUM
$958M
Per adviser
$319M
Advisers
3

No reported disclosures

Claris Advisors, LLC

St. Louis, MO · Est. 2006

Local
Fee-based
AUM
$911M
Per adviser
$304M
Advisers
3

No reported disclosures

Droms Strauss Wealth Management

St. Louis, MO · Est. 1998

LocalInternational
Fee-only
AUM
$806M
Per adviser
$161M
Advisers
5

No reported disclosures

Compass Group Equity Partners

St. Louis, MO · Est. 2021

LocalInternational
Fee-only
AUM
$801M
Per adviser
$33M
Advisers
24

No reported disclosures

Clayton Financial Group, LLC

St. Louis, MO · Est. 2015

Local
Fee-based
AUM
$794M
Per adviser
$265M
Advisers
3

No reported disclosures

Sunpointe Investments

St. Louis, MO · Est. 2020

Regional
Fee-based
AUM
$791M
Per adviser
$72M
Advisers
11

No reported disclosures

Huntleigh Advisors, INC.

St. Louis, MO · Est. 2004

RegionalInternational
Fee-only
AUM
$782M
Per adviser
$14M
Advisers
55

Adk Wealth Advisory Group

St. Louis, MO · Est. 2015

Local
Fee-based
AUM
$768M
Per adviser
$154M
Advisers
5

No reported disclosures

Rbf Wealth Advisors

St. Louis, MO · Est. 1984

Local
Fee-based
AUM
$716M
Per adviser
$45M
Advisers
16

No reported disclosures

Precision Wealth Strategies, LLC

St. Louis, MO · Est. 2019

Regional
Fee-based
AUM
$711M
Per adviser
$89M
Advisers
8

No reported disclosures

Duncker Streett & Co.

St. Louis, MO · Est. 2000

Local
Fee-based
AUM
$707M
Per adviser
$354M
Advisers
2

No reported disclosures

Benjamin F. Edwards Wealth Management, LLC

St. Louis, MO · Est. 2018

Regional
Fee-based
AUM
$705M
Per adviser
$118M
Advisers
6

No reported disclosures

Stieven Capital Advisors, L.P.

St. Louis, MO · Est. 2005

LocalInternational
Fee-only
AUM
$563M
Per adviser
$80M
Advisers
7

No reported disclosures

Wedgewood Partners, INC.

St Louis, MO · Est. 1988

LocalInternational
Fee-only
AUM
$561M
Per adviser
$187M
Advisers
3

No reported disclosures

Orion Investment Co

St Louis, MO · Est. 1988

LocalInternational
Fee-only
AUM
$515M
Per adviser
$172M
Advisers
3

No reported disclosures

Allocator Solutions, LLC

St Louis, MO · Est. 2025

Local
Fee-only
AUM
$514M
Per adviser
$514M
Advisers
1

No reported disclosures

Financial & Tax Architects, LLC

St. Louis, MO · Est. 2019

National
Fee-based
AUM
$506M
Per adviser
$13M
Advisers
40

No reported disclosures

Monetary Management Group INC

St Louis, MO · Est. 1983

LocalInternational
Fee-only
AUM
$492M
Per adviser
$123M
Advisers
4

No reported disclosures

Harbour Group Industries, INC.

St. Louis, MO · Est. 2012

Local
Fee-only
AUM
$448M
Per adviser
$20M
Advisers
22

No reported disclosures

Cultivation Capital, LLC

St. Louis, MO · Est. 2026

Regional
Fee-only
AUM
$416M
Per adviser
$416M
Advisers
1

No reported disclosures

Wheelhouse Advisory Group, LLC

St. Louis, MO · Est. 2022

Local
Fee-only
AUM
$388M
Per adviser
$49M
Advisers
8

No reported disclosures

Signify Wealth LLC

St. Louis, MO · Est. 2019

Local
Fee-only
AUM
$365M
Per adviser
$91M
Advisers
4

No reported disclosures

R.T. Jones Capital Equities Management INC.

St. Louis, MO · Est. 2004

Local
Fee-only
AUM
$352M
Per adviser
$50M
Advisers
7

Cornerstone Select Advisors, LLC

St. Louis, MO · Est. 2018

Local
Fee-only
AUM
$315M
Per adviser
$79M
Advisers
4

Broadview Management, LLC

St. Louis, MO · Est. 2025

Local
Fee-only
AUM
$303M
Per adviser
$23M
Advisers
13

No reported disclosures

Cauble & Harre Wealth Management, INC.

St. Louis, MO · Est. 2009

Local
Fee-based
AUM
$301M
Per adviser
$75M
Advisers
4

No reported disclosures

Philip Vongontard, Cfa, LLC

St.Louis, MO · Est. 2006

Local
Fee-only
AUM
$289M
Per adviser
$289M
Advisers
1

No reported disclosures

Moelis Asset Catalyst Partners

St Louis, MO · Est. 2025

LocalInternational
Fee-only
AUM
$288M
Per adviser
$72M
Advisers
4

No reported disclosures

Trinity Wealth Advisors LLC

St. Louis, MO · Est. 1998

Local
Fee-based
AUM
$282M
Per adviser
$70M
Advisers
4

Aquilant Advisors

St. Louis, MO · Est. 2019

Local
Fee-only
AUM
$279M
Per adviser
$139M
Advisers
2

No reported disclosures

Universal Financial Advisors, LLC

St. Louis, MO · Est. 2022

Local
Fee-only
AUM
$277M
Per adviser
$35M
Advisers
8

No reported disclosures

Lewis & Clark Partners, LLC

St. Louis, MO · Est. 2019

Local
Fee-only
AUM
$263M
Per adviser
$14M
Advisers
19

No reported disclosures

Ekon Advisors, LLC

St. Louis, MO · Est. 2015

Local
Fee-based
AUM
$220M
Per adviser
$73M
Advisers
3

No reported disclosures

Profusion Private Wealth

St. Louis, MO · Est. 2025

Local
Fee-based
AUM
$176M
Per adviser
$59M
Advisers
3

No reported disclosures

Wilsquare Capital LLC

St. Louis, MO · Est. 2020

Local
Fee-only
AUM
$171M
Per adviser
$17M
Advisers
10

No reported disclosures

Toberman Becker Wealth, LLC

St. Louis, MO · Est. 2024

Local
Fee-only
AUM
$171M
Per adviser
$57M
Advisers
3

No reported disclosures

Modern Dollar Planning, LLC

St. Louis, MO · Est. 2023

Local
Fee-based
AUM
$159M
Per adviser
$159M
Advisers
1

No reported disclosures

Essex Ridge Capital Group, LLC

St. Louis, MO · Est. 2008

Local
Fee-only
AUM
$146M
Per adviser
$73M
Advisers
2

No reported disclosures

Severin Investments LLC

St. Louis, MO · Est. 2020

Local
Fee-based
AUM
$142M
Per adviser
$28M
Advisers
5

No reported disclosures

Fortify Wealth, INC.

St. Louis, MO · Est. 2021

Local
Fee-based
AUM
$115M
Per adviser
$38M
Advisers
3

No reported disclosures

Sparrow Capital Management INC

St. Louis, MO · Est. 1992

Local
Fee-only
AUM
$113M
Per adviser
$113M
Advisers
1

No reported disclosures

Compass Retirement Group LLC

St. Louis, MO · Est. 2022

Local
Fee-only
AUM
$112M
Per adviser
$16M
Advisers
7

No reported disclosures

Stifel Wealth Tracker

St. Louis, MO · Est. 2018

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures