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AdvisorIQ

Ranking, Missouri

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Missouri

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

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

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 UMB Financial Services, Inc. Broker-dealer affiliated Kansas City 51.4% 1,394
10 Plancorp, LLC St. Louis 50.1% 1,604
11 Financial & Tax Architects, LLC St. Louis 48.4% 1,061
12 Marketriders Broker-dealer affiliated Chesterfield 42.7% 365
13 Precision Wealth Strategies, LLC St. Louis 38.0% 342
14 Wealthcare Asset Management, LLC Springfield 36.4% 442
15 Sunpointe Investments St. Louis 29.5% 244
16 Convergence Financial Columbia 22.1% 2,222
17 Moneta Group Investment Advisors, LLC St. Louis 16.6% 8,404
18 Wells Fargo Advisors Broker-dealer affiliated St. Louis 16.0% 404,933
19 RBF Wealth Advisors St. Louis 15.1% 1,120
20 Compass Wealth St. Louis 13.6% 674
21 Krilogy St. Louis 13.2% 2,831
22 Fefa Financial St. Louis 13.0% 1,494
23 Huntleigh Advisors, Inc. Broker-dealer affiliated St. Louis 12.9% 1,628
24 Wheelhouse Advisory Group, LLC St. Louis 12.3% 976
25 Mosaic Wealth St. Louis 11.8% 722
26 Floyd Financial Group LLC Springfield 11.5% 618
27 Maxele Advisors, LLC Webster Groves 11.4% 210
28 White Sand Wealth Management Liberty 11.4% 184
29 Brand Asset Management Group, Inc. Chesterfield 11.3% 319
30 IFG Advisors, LLC St. Louis 10.9% 512
31 Modern Dollar Planning, LLC St. Louis 10.8% 139
32 Saxony Capital Management, LLC St. Louis 10.1% 692
33 Prosperity Planning North Kansas City 10.0% 369
34 Eagle Bluffs Wealth Management LLC Columbia 10.0% 150
35 Parco Wealth Management LLC St. Louis 9.8% 174
36 Benjamin F. Edwards & Company, Incorporated Broker-dealer affiliated St. Louis 9.7% 30,147
37 JJP Capital Management, Inc. Columbia 9.5% 126
38 Renaud & Company, LLC O'Fallon 9.3% 872
39 Strongbox Wealth, LLC Lee's Summit 9.1% 460
40 Universal Financial Advisors, LLC St. Louis 8.9% 304
41 Edward Jones Broker-dealer affiliated St. Louis 8.7% 3,771,690
42 Visionary Wealth Advisors, LLC St. Louis 8.3% 3,984
43 Sundvold Financial Columbia 8.2% 485
44 Conway Financial Group, LLC Chesterfield 7.8% 103
45 Nicholson Meyer Capital Management, Inc. Kansas City 7.6% 250
46 Truenorth Wealth & Impact, LLC Joplin 7.0% 384
47 Larson Financial Group, LLC Broker-dealer affiliated St. Louis 6.9% 4,640
48 American Century Investments Private Client Group, Inc. Broker-dealer affiliated Kansas City 6.8% 3,847
49 MBM Wealth Consultants, LLC Chesterfield 6.6% 602
50 Aquilant Advisors St. Louis 6.4% 295
51 Orion Investment Co St. Louis 6.3% 633
52 Stifel, Nicolaus & Company, Incorporated Broker-dealer affiliated St. Louis 6.2% 222,322
53 Smith Moore & Co. Broker-dealer affiliated Clayton 6.2% 3,902
54 Heritage Asset Management, LLC Belton 6.0% 711
55 Brady Family Wealth, LLC St. Louis 5.9% 102
56 Zemenick & Walker Inc St. Louis 5.9% 256
57 Alpine Private Wealth St. Louis 5.7% 279
58 Sterneck Capital Management LLC Kansas City 5.7% 262
59 Alexander Labrunerie & Co., Inc. Columbia 5.3% 1,127
60 Family Investment Center St. Joseph 5.2% 907
61 Focus Advisor Solutions, LLC St. Louis 5.1% 35,021
62 St. Louis Financial Planners Asset Management, LLC Chesterfield 4.4% 427
63 Stifel Independent Advisors, LLC Broker-dealer affiliated St. Louis 4.2% 7,580
64 Clark Financial Services Group, Inc. Chesterfield 4.1% 415
65 Foundation Wealth Management, LLC Clayton 4.1% 345
66 Terril & Company St. Louis 3.8% 470
67 Craft & Sage Wealth Kansas City 3.5% 513
68 Claris Advisors, LLC St. Louis 3.1% 321
69 Duncker Streett & Co. St. Louis 3.0% 169
70 Anderson Hoagland & Co St. Louis 2.7% 146
71 Risley Capital Management LLC Ellisville 2.6% 156
72 Mid-American Wealth Advisory Group Kansas City 2.4% 936
73 Trinity Wealth Advisors LLC St. Louis 2.3% 129
74 Sarver Vrooman Wealth Advisors LLC Kansas City 2.1% 290
75 Fyra Capital Management St. Charles 1.8% 843
76 Droms Strauss Wealth Management St. Louis 1.7% 413
77 Walker Asset Management, LLC Verona 1.6% 192
78 Adk Wealth Advisory Group St. Louis 1.5% 1,190
79 Rubinbrown Advisors LLC St. Louis 1.5% 1,143
80 Atwood & Palmer, Inc. Kansas City 1.4% 518
81 Correct Capital Wealth Management, LLC Clayton 1.3% 460
82 Wilkerson Advisory Group LLC Columbia 1.2% 575
83 Forvis Mazars Wealth Advisors, LLC Springfield 0.8% 4,659
84 Acropolis Investment Management Chesterfield 0.6% 1,232
85 Sonas Financial Group, Inc. Kansas City 0.0% 106
85 Fidelis Financial Planning, LLC St. Charles 0.0% 151
85 Severin Investments LLC St. Louis 0.0% 237
85 Archway Wealth Management, LLC Kirkwood 0.0% 200
89 Wells Fargo Advisors Broker-dealer affiliated St. Louis -0.3% 1,333,595
90 Bridgewater Asset Management LLC Chesterfield -0.5% 403
91 Capital Investment Management, Inc Lee's Summit -0.6% 1,159
92 Cortland Associates Inc St. Louis -0.8% 390
93 Signify Wealth LLC St. Louis -0.9% 115
94 Metanoia Financial, LLC St. Louis -1.9% 158
95 McCartney Wealth Management LLC St. Louis -2.5% 158
96 Pinnacle Family Advisors, LLC Springfield -3.7% 954
97 Mader & Shannon Wealth Management Kansas City -3.8% 390
98 First Heartland Consultants, Inc. Broker-dealer affiliated Lake St. Louis -4.5% 6,812
99 Hill Investment Group St. Louis -8.6% 418
100 Matter Family Office St. Louis -8.8% 251

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.