IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Missouri

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Missouri

As of October 2, 2026, Edward Jones ranked #1 in Missouri in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $188.6 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Missouri
Rank Firm City Increase
1 Edward Jones Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $188.6 billion
2 Focus Partners Wealth, LLC St. Louis $86.0 billion
3 Wells Fargo Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $65.4 billion
4 Wells Fargo Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $54.9 billion
5 Stifel, Nicolaus & Company, Incorporated Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $26.3 billion
6 Focus Advisor Solutions, LLC St. Louis $11.6 billion
7 Moneta Group Investment Advisors, LLC St. Louis $7.7 billion
8 Modern Wealth Management, LLC Kansas City $4.8 billion
9 Plancorp, LLC St. Louis $3.3 billion
10 Benjamin F. Edwards & Company, Incorporated Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $3.3 billion
11 Forvis Mazars Wealth Advisors, LLC Springfield $3.1 billion
12 Krilogy St. Louis $1.7 billion
13 Larson Financial Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $1.4 billion
14 Parkwoods Wealth Partners, LLC Clayton $1.4 billion
15 Cornerstone Wealth Management, LLC Des Peres $851.5 million
16 Rubinbrown Advisors LLC St. Louis $767.7 million
17 Visionary Wealth Advisors, LLC St. Louis $678.7 million
18 Stifel Independent Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $627.8 million
19 Axius Advisors LLC St. Charles $623.8 million
20 Acropolis Investment Management Chesterfield $415.6 million
21 Core Planning Ofallon $403.6 million
22 Mosaic Wealth St. Louis $403.3 million
23 Smith Moore & Co. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Clayton $363.5 million
24 American Century Investments Private Client Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Kansas City $345.4 million
25 Precision Wealth Strategies, LLC St. Louis $324.8 million
26 First Heartland Consultants, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Lake St. Louis $314.9 million
27 Atwood & Palmer, Inc. Kansas City $313.7 million
28 Hill Investment Group St. Louis $303.4 million
29 Matter Family Office St. Louis $265.3 million
30 Private Wealth Consulting, LLC Kansas City $259.3 million
31 Brand Asset Management Group, Inc. Chesterfield $244.0 million
32 Sunpointe Investments St. Louis $231.5 million
33 Alpine Private Wealth St. Louis $226.6 million
34 IFG Advisors, LLC St. Louis $212.0 million
35 Syntegra Private Wealth Group LLC Chesterfield $202.1 million
36 Zemenick & Walker Inc St. Louis $200.6 million
37 Convergence Financial Columbia $200.5 million
38 Moment Private Wealth St. Louis $200.4 million
39 Anderson Hoagland & Co St. Louis $186.2 million
40 Huntleigh Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. St. Louis $155.3 million
41 Fefa Financial St. Louis $140.5 million
42 25 Financial St. Louis $130.0 million
43 Terril & Company St. Louis $123.7 million
44 Wheelhouse Advisory Group, LLC St. Louis $116.5 million
45 Claris Advisors, LLC St. Louis $110.4 million
46 Southland Equity Partners, LLC. Wildwood $106.2 million
47 Strongbox Wealth, LLC Lee's Summit $105.9 million
48 Alexander Labrunerie & Co., Inc. Columbia $93.8 million
49 Family Investment Center St. Joseph $93.4 million
50 Monetary Management Group Inc St. Louis $91.5 million
51 Adk Wealth Advisory Group St. Louis $82.8 million
52 Capital Investment Management, Inc Lee's Summit $81.9 million
53 Signify Wealth LLC St. Louis $80.8 million
54 Prosperity Planning North Kansas City $78.2 million
55 Droms Strauss Wealth Management St. Louis $75.9 million
56 Orion Investment Co St. Louis $71.9 million
57 Saxony Capital Management, LLC St. Louis $69.9 million
58 RBF Wealth Advisors St. Louis $68.4 million
59 Foundation Wealth Management, LLC Clayton $67.4 million
60 Fyra Capital Management St. Charles $67.4 million
61 Eagle Bluffs Wealth Management LLC Columbia $63.3 million
62 Financial & Tax Architects, LLC St. Louis $63.2 million
63 Aquilant Advisors St. Louis $63.2 million
64 MBM Wealth Consultants, LLC Chesterfield $58.8 million
65 Toberman Becker Wealth, LLC St. Louis $55.7 million
66 Wilkerson Advisory Group LLC Columbia $55.0 million
67 Mid-American Wealth Advisory Group Kansas City $52.4 million
68 Bridgewater Asset Management LLC Chesterfield $52.1 million
69 Belmont Private Wealth Chesterfield $52.1 million
70 Profusion Private Wealth St. Louis $50.8 million
71 Sterneck Capital Management LLC Kansas City $50.1 million
72 Wealthcare Asset Management, LLC Springfield $49.6 million
73 Mader & Shannon Wealth Management Kansas City $48.2 million
74 Vista Finance, LLC Clayton $46.2 million
75 St. Louis Financial Planners Asset Management, LLC Chesterfield $45.5 million
76 Cauble & Harre Wealth Management, Inc. St. Louis $45.5 million
77 Nicholson Meyer Capital Management, Inc. Kansas City $45.2 million
78 Clark Financial Services Group, Inc. Chesterfield $42.6 million
79 Duncker Streett & Co. St. Louis $42.3 million
80 JJP Capital Management, Inc. Columbia $41.2 million
81 Conway Financial Group, LLC Chesterfield $39.5 million
82 Modern Dollar Planning, LLC St. Louis $37.2 million
83 Sterling Investment Advisors,llc Bolivar $37.0 million
84 Renaud & Company, LLC O'Fallon $36.8 million
85 Maxele Advisors, LLC Webster Groves $36.3 million
86 MacKay Financial Planning, LLC Springfield $35.9 million
87 Equity Wealth Partners, LLC Independence $35.8 million
88 White Sand Wealth Management Liberty $33.5 million
89 Archway Wealth Management, LLC Kirkwood $32.5 million
90 McCartney Wealth Management LLC St. Louis $32.3 million
91 The Yanker Group Manchester $31.4 million
92 Walker Asset Management, LLC Verona $31.1 million
93 Fama Fiduciary Wealth LLC Manchester $30.8 million
94 Pinnacle Family Advisors, LLC Springfield $30.4 million
95 Daytona Street Capital St. Louis $27.8 million
96 SFC Financial LLC Sunset Hills $27.4 million
97 Stewardship Capital Independence $26.9 million
98 Universal Financial Advisors, LLC St. Louis $26.4 million
99 Heritage Asset Management, LLC Belton $25.0 million
100 Sarver Vrooman Wealth Advisors LLC Kansas City $25.0 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.