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AdvisorIQ

Ranking, Missouri

Independent RIAs with the fastest client growth over one year in Missouri

As of October 2, 2026, The Worley Banks Group, LLC ranked #1 in Missouri in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 160.1%, from a base of 288.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 The Worley Banks Group, LLC Creve Coeur 160.1% 288
2 Core Planning Ofallon 141.5% 359
3 Parkwoods Wealth Partners, LLC Clayton 133.6% 614
4 Focus Partners Wealth, LLC St. Louis 78.7% 35,799
5 Modern Wealth Management, LLC Kansas City 77.6% 6,721
6 Capital Management Services, Inc. Manchester 66.9% 145
7 RLB Financial Springfield 59.3% 381
8 Equity Wealth Partners, LLC Independence 58.3% 593
9 Plancorp, LLC St. Louis 50.1% 1,604
10 Financial & Tax Architects, LLC St. Louis 48.4% 1,061
11 Precision Wealth Strategies, LLC St. Louis 38.0% 342
12 Wealthcare Asset Management, LLC Springfield 36.4% 442
13 Sunpointe Investments St. Louis 29.5% 244
14 Convergence Financial Columbia 22.1% 2,222
15 Moneta Group Investment Advisors, LLC St. Louis 16.6% 8,404
16 RBF Wealth Advisors St. Louis 15.1% 1,120
17 Compass Wealth St. Louis 13.6% 674
18 Krilogy St. Louis 13.2% 2,831
19 Fefa Financial St. Louis 13.0% 1,494
20 Wheelhouse Advisory Group, LLC St. Louis 12.3% 976
21 Mosaic Wealth St. Louis 11.8% 722
22 Floyd Financial Group LLC Springfield 11.5% 618
23 Maxele Advisors, LLC Webster Groves 11.4% 210
24 White Sand Wealth Management Liberty 11.4% 184
25 Brand Asset Management Group, Inc. Chesterfield 11.3% 319
26 IFG Advisors, LLC St. Louis 10.9% 512
27 Modern Dollar Planning, LLC St. Louis 10.8% 139
28 Saxony Capital Management, LLC St. Louis 10.1% 692
29 Prosperity Planning North Kansas City 10.0% 369
30 Eagle Bluffs Wealth Management LLC Columbia 10.0% 150
31 Parco Wealth Management LLC St. Louis 9.8% 174
32 JJP Capital Management, Inc. Columbia 9.5% 126
33 Renaud & Company, LLC O'Fallon 9.3% 872
34 Strongbox Wealth, LLC Lee's Summit 9.1% 460
35 Universal Financial Advisors, LLC St. Louis 8.9% 304
36 Visionary Wealth Advisors, LLC St. Louis 8.3% 3,984
37 Sundvold Financial Columbia 8.2% 485
38 Conway Financial Group, LLC Chesterfield 7.8% 103
39 Nicholson Meyer Capital Management, Inc. Kansas City 7.6% 250
40 Truenorth Wealth & Impact, LLC Joplin 7.0% 384
41 MBM Wealth Consultants, LLC Chesterfield 6.6% 602
42 Aquilant Advisors St. Louis 6.4% 295
43 Orion Investment Co St. Louis 6.3% 633
44 Heritage Asset Management, LLC Belton 6.0% 711
45 Brady Family Wealth, LLC St. Louis 5.9% 102
46 Zemenick & Walker Inc St. Louis 5.9% 256
47 Alpine Private Wealth St. Louis 5.7% 279
48 Sterneck Capital Management LLC Kansas City 5.7% 262
49 Alexander Labrunerie & Co., Inc. Columbia 5.3% 1,127
50 Family Investment Center St. Joseph 5.2% 907
51 Focus Advisor Solutions, LLC St. Louis 5.1% 35,021
52 St. Louis Financial Planners Asset Management, LLC Chesterfield 4.4% 427
53 Clark Financial Services Group, Inc. Chesterfield 4.1% 415
54 Foundation Wealth Management, LLC Clayton 4.1% 345
55 Terril & Company St. Louis 3.8% 470
56 Craft & Sage Wealth Kansas City 3.5% 513
57 Claris Advisors, LLC St. Louis 3.1% 321
58 Duncker Streett & Co. St. Louis 3.0% 169
59 Anderson Hoagland & Co St. Louis 2.7% 146
60 Risley Capital Management LLC Ellisville 2.6% 156
61 Mid-American Wealth Advisory Group Kansas City 2.4% 936
62 Trinity Wealth Advisors LLC St. Louis 2.3% 129
63 Sarver Vrooman Wealth Advisors LLC Kansas City 2.1% 290
64 Fyra Capital Management St. Charles 1.8% 843
65 Droms Strauss Wealth Management St. Louis 1.7% 413
66 Walker Asset Management, LLC Verona 1.6% 192
67 Adk Wealth Advisory Group St. Louis 1.5% 1,190
68 Rubinbrown Advisors LLC St. Louis 1.5% 1,143
69 Atwood & Palmer, Inc. Kansas City 1.4% 518
70 Correct Capital Wealth Management, LLC Clayton 1.3% 460
71 Wilkerson Advisory Group LLC Columbia 1.2% 575
72 Forvis Mazars Wealth Advisors, LLC Springfield 0.8% 4,659
73 Acropolis Investment Management Chesterfield 0.6% 1,232
74 Sonas Financial Group, Inc. Kansas City 0.0% 106
74 Fidelis Financial Planning, LLC St. Charles 0.0% 151
74 Severin Investments LLC St. Louis 0.0% 237
74 Archway Wealth Management, LLC Kirkwood 0.0% 200
78 Bridgewater Asset Management LLC Chesterfield -0.5% 403
79 Capital Investment Management, Inc Lee's Summit -0.6% 1,159
80 Cortland Associates Inc St. Louis -0.8% 390
81 Signify Wealth LLC St. Louis -0.9% 115
82 Metanoia Financial, LLC St. Louis -1.9% 158
83 McCartney Wealth Management LLC St. Louis -2.5% 158
84 Pinnacle Family Advisors, LLC Springfield -3.7% 954
85 Mader & Shannon Wealth Management Kansas City -3.8% 390
86 Hill Investment Group St. Louis -8.6% 418
87 Matter Family Office St. Louis -8.8% 251
88 Meramec Financial Planners, LLC Clayton -9.8% 530
89 Stewardship Capital Independence -11.1% 441
90 R.T. Jones Capital Equities Management Inc. St. Louis -11.8% 4,658
91 Syntegra Private Wealth Group LLC Chesterfield -13.1% 2,444
92 Cauble & Harre Wealth Management, Inc. St. Louis -18.3% 131
93 Buttonwood Financial Group, LLC Kansas City -21.7% 549
94 The Yanker Group Manchester -26.5% 652
95 Monetary Management Group Inc St. Louis -27.3% 161
96 Cornerstone Wealth Management, LLC Des Peres -32.5% 18,817
97 Southland Equity Partners, LLC. Wildwood -34.3% 2,708
98 Benjamin F. Edwards Wealth Management, LLC St. Louis -39.2% 1,817
99 25 Financial St. Louis -47.3% 1,005
100 Sterling Investment Advisors,llc Bolivar -51.1% 550

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

More rankings

Client growth 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.