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Ranking, Missouri

Independent RIAs with the biggest asset gains over one year in Missouri

As of October 2, 2026, Focus Partners Wealth, LLC ranked #1 in Missouri in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $86.0 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Missouri
Rank Firm City Increase
1 Focus Partners Wealth, LLC St. Louis $86.0 billion
2 Focus Advisor Solutions, LLC St. Louis $11.6 billion
3 Moneta Group Investment Advisors, LLC St. Louis $7.7 billion
4 Modern Wealth Management, LLC Kansas City $4.8 billion
5 Plancorp, LLC St. Louis $3.3 billion
6 Forvis Mazars Wealth Advisors, LLC Springfield $3.1 billion
7 Krilogy St. Louis $1.7 billion
8 Parkwoods Wealth Partners, LLC Clayton $1.4 billion
9 Cornerstone Wealth Management, LLC Des Peres $851.5 million
10 Rubinbrown Advisors LLC St. Louis $767.7 million
11 Visionary Wealth Advisors, LLC St. Louis $678.7 million
12 Axius Advisors LLC St. Charles $623.8 million
13 Acropolis Investment Management Chesterfield $415.6 million
14 Core Planning Ofallon $403.6 million
15 Mosaic Wealth St. Louis $403.3 million
16 Precision Wealth Strategies, LLC St. Louis $324.8 million
17 Atwood & Palmer, Inc. Kansas City $313.7 million
18 Hill Investment Group St. Louis $303.4 million
19 Matter Family Office St. Louis $265.3 million
20 Private Wealth Consulting, LLC Kansas City $259.3 million
21 Brand Asset Management Group, Inc. Chesterfield $244.0 million
22 Sunpointe Investments St. Louis $231.5 million
23 Alpine Private Wealth St. Louis $226.6 million
24 IFG Advisors, LLC St. Louis $212.0 million
25 Syntegra Private Wealth Group LLC Chesterfield $202.1 million
26 Zemenick & Walker Inc St. Louis $200.6 million
27 Convergence Financial Columbia $200.5 million
28 Moment Private Wealth St. Louis $200.4 million
29 Anderson Hoagland & Co St. Louis $186.2 million
30 Fefa Financial St. Louis $140.5 million
31 25 Financial St. Louis $130.0 million
32 Terril & Company St. Louis $123.7 million
33 Wheelhouse Advisory Group, LLC St. Louis $116.5 million
34 Claris Advisors, LLC St. Louis $110.4 million
35 Southland Equity Partners, LLC. Wildwood $106.2 million
36 Strongbox Wealth, LLC Lee's Summit $105.9 million
37 Alexander Labrunerie & Co., Inc. Columbia $93.8 million
38 Family Investment Center St. Joseph $93.4 million
39 Monetary Management Group Inc St. Louis $91.5 million
40 Adk Wealth Advisory Group St. Louis $82.8 million
41 Capital Investment Management, Inc Lee's Summit $81.9 million
42 Signify Wealth LLC St. Louis $80.8 million
43 Prosperity Planning North Kansas City $78.2 million
44 Droms Strauss Wealth Management St. Louis $75.9 million
45 Orion Investment Co St. Louis $71.9 million
46 Saxony Capital Management, LLC St. Louis $69.9 million
47 RBF Wealth Advisors St. Louis $68.4 million
48 Foundation Wealth Management, LLC Clayton $67.4 million
49 Fyra Capital Management St. Charles $67.4 million
50 Eagle Bluffs Wealth Management LLC Columbia $63.3 million
51 Financial & Tax Architects, LLC St. Louis $63.2 million
52 Aquilant Advisors St. Louis $63.2 million
53 MBM Wealth Consultants, LLC Chesterfield $58.8 million
54 Toberman Becker Wealth, LLC St. Louis $55.7 million
55 Wilkerson Advisory Group LLC Columbia $55.0 million
56 Mid-American Wealth Advisory Group Kansas City $52.4 million
57 Bridgewater Asset Management LLC Chesterfield $52.1 million
58 Belmont Private Wealth Chesterfield $52.1 million
59 Profusion Private Wealth St. Louis $50.8 million
60 Sterneck Capital Management LLC Kansas City $50.1 million
61 Wealthcare Asset Management, LLC Springfield $49.6 million
62 Mader & Shannon Wealth Management Kansas City $48.2 million
63 Vista Finance, LLC Clayton $46.2 million
64 St. Louis Financial Planners Asset Management, LLC Chesterfield $45.5 million
65 Cauble & Harre Wealth Management, Inc. St. Louis $45.5 million
66 Nicholson Meyer Capital Management, Inc. Kansas City $45.2 million
67 Clark Financial Services Group, Inc. Chesterfield $42.6 million
68 Duncker Streett & Co. St. Louis $42.3 million
69 JJP Capital Management, Inc. Columbia $41.2 million
70 Conway Financial Group, LLC Chesterfield $39.5 million
71 Modern Dollar Planning, LLC St. Louis $37.2 million
72 Sterling Investment Advisors,llc Bolivar $37.0 million
73 Renaud & Company, LLC O'Fallon $36.8 million
74 Maxele Advisors, LLC Webster Groves $36.3 million
75 MacKay Financial Planning, LLC Springfield $35.9 million
76 Equity Wealth Partners, LLC Independence $35.8 million
77 White Sand Wealth Management Liberty $33.5 million
78 Archway Wealth Management, LLC Kirkwood $32.5 million
79 McCartney Wealth Management LLC St. Louis $32.3 million
80 The Yanker Group Manchester $31.4 million
81 Walker Asset Management, LLC Verona $31.1 million
82 Fama Fiduciary Wealth LLC Manchester $30.8 million
83 Pinnacle Family Advisors, LLC Springfield $30.4 million
84 Daytona Street Capital St. Louis $27.8 million
85 SFC Financial LLC Sunset Hills $27.4 million
86 Stewardship Capital Independence $26.9 million
87 Universal Financial Advisors, LLC St. Louis $26.4 million
88 Heritage Asset Management, LLC Belton $25.0 million
89 Sarver Vrooman Wealth Advisors LLC Kansas City $25.0 million
90 RLB Financial Springfield $24.5 million
91 Truenorth Wealth & Impact, LLC Joplin $24.1 million
92 Trinity Wealth Advisors LLC St. Louis $22.6 million
93 The Worley Banks Group, LLC Creve Coeur $19.7 million
94 Compass Wealth St. Louis $18.4 million
95 Floyd Financial Group LLC Springfield $18.2 million
96 Fidelis Financial Planning, LLC St. Charles $18.0 million
97 Craft & Sage Wealth Kansas City $17.1 million
98 Sonas Financial Group, Inc. Kansas City $15.2 million
99 Severin Investments LLC St. Louis $14.2 million
100 Clarity Financial Planners Clayton $13.9 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.