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.
| 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
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms, nationally
- RIA market data for Missouri
- Largest wealth firms by assets under management, including broker-dealer firms in Missouri
- Fastest-growing wealth firms over one year, including broker-dealer firms in Missouri
- Fastest-growing wealth firms over three years, including broker-dealer firms in Missouri
- Fastest-growing wealth firms over five years, including broker-dealer firms in Missouri
- Wealth firms with the most clients, including broker-dealer firms in Missouri
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Missouri
- Wealth firms with the most accounts, including broker-dealer firms in Missouri
- Wealth firms with the most advisory staff, including broker-dealer firms in Missouri
- Wealth firms with the most high net worth clients, including broker-dealer firms in Missouri
- Wealth firms with the most CFP professionals, including broker-dealer firms in Missouri
- Newest wealth firms, including broker-dealer firms in Missouri
Biggest asset gains by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.