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AdvisorIQ

Ranking, Missouri

Fastest-growing wealth firms over three years, including broker-dealer firms in Missouri

As of October 2, 2026, Modern Wealth Management, LLC ranked #1 in Missouri in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 92.2%, from a base of $1.5 billion.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Modern Wealth Management, LLC Kansas City 92.2% $1.5 billion
2 Fefa Financial St. Louis 56.1% $114.3 million
3 Wheelhouse Advisory Group, LLC St. Louis 47.7% $120.5 million
4 Convergence Financial Columbia 44.7% $298.1 million
5 Krilogy St. Louis 41.2% $1.8 billion
6 Precision Wealth Strategies, LLC St. Louis 39.2% $263.4 million
7 Sunpointe Investments St. Louis 36.0% $314.5 million
8 Wells Fargo Advisors Broker-dealer affiliated St. Louis 34.7% $103.1 billion
9 Larson Financial Group, LLC Broker-dealer affiliated St. Louis 32.9% $2.3 billion
10 IFG Advisors, LLC St. Louis 31.6% $452.0 million
11 Saxony Capital Management, LLC St. Louis 31.1% $163.1 million
12 Signify Wealth LLC St. Louis 29.0% $169.9 million
13 Huntleigh Advisors, Inc. Broker-dealer affiliated St. Louis 28.8% $366.0 million
14 Aquilant Advisors St. Louis 28.7% $130.7 million
15 Fyra Capital Management St. Charles 27.0% $246.0 million
16 Vista Finance, LLC Clayton 26.7% $157.2 million
17 Stifel Independent Advisors, LLC Broker-dealer affiliated St. Louis 25.8% $2.5 billion
18 MBM Wealth Consultants, LLC Chesterfield 25.8% $239.6 million
19 Alpine Private Wealth St. Louis 24.7% $749.7 million
20 Plancorp, LLC St. Louis 24.2% $5.5 billion
21 Argos Capital Partners, LLC St. Louis 23.4% $1.4 billion
22 St. Louis Financial Planners Asset Management, LLC Chesterfield 21.7% $129.9 million
23 25 Financial St. Louis 21.4% $304.7 million
24 Southland Equity Partners, LLC. Wildwood 20.8% $505.1 million
25 Visionary Wealth Advisors, LLC St. Louis 20.5% $2.0 billion
26 Focus Advisor Solutions, LLC St. Louis 20.0% $24.0 billion
27 Syntegra Private Wealth Group LLC Chesterfield 19.6% $813.8 million
28 Edward Jones Broker-dealer affiliated St. Louis 19.6% $593.1 billion
29 Eagle Bluffs Wealth Management LLC Columbia 19.2% $173.5 million
30 Strongbox Wealth, LLC Lee's Summit 19.0% $333.9 million
31 The Yanker Group Manchester 19.0% $176.0 million
32 Benjamin F. Edwards & Company, Incorporated Broker-dealer affiliated St. Louis 18.9% $11.3 billion
33 McCartney Wealth Management LLC St. Louis 18.6% $132.4 million
34 Moneta Group Investment Advisors, LLC St. Louis 18.1% $30.7 billion
35 RBF Wealth Advisors St. Louis 18.0% $435.3 million
36 Rubinbrown Advisors LLC St. Louis 18.0% $2.3 billion
37 Mosaic Wealth St. Louis 18.0% $1.2 billion
38 Maxele Advisors, LLC Webster Groves 17.9% $122.9 million
39 Brand Asset Management Group, Inc. Chesterfield 17.8% $717.9 million
40 Atwood & Palmer, Inc. Kansas City 17.8% $1.2 billion
41 Smith Moore & Co. Broker-dealer affiliated Clayton 17.8% $1.5 billion
42 Alexander Labrunerie & Co., Inc. Columbia 17.5% $381.2 million
43 Hill Investment Group St. Louis 17.1% $838.9 million
44 Walker Asset Management, LLC Verona 16.9% $197.3 million
45 Family Investment Center St. Joseph 16.9% $431.7 million
46 Financial & Tax Architects, LLC St. Louis 16.9% $317.2 million
47 Prosperity Planning North Kansas City 16.7% $342.1 million
48 Modern Dollar Planning, LLC St. Louis 16.6% $100.4 million
49 Cornerstone Wealth Management, LLC Des Peres 16.5% $3.1 billion
50 Clark Financial Services Group, Inc. Chesterfield 16.2% $317.7 million
51 American Century Investments Private Client Group, Inc. Broker-dealer affiliated Kansas City 16.2% $1.5 billion
52 Claris Advisors, LLC St. Louis 16.1% $581.9 million
53 Heritage Asset Management, LLC Belton 15.7% $100.0 million
54 Anderson Hoagland & Co St. Louis 15.7% $921.5 million
55 Nicholson Meyer Capital Management, Inc. Kansas City 15.7% $218.5 million
56 Universal Financial Advisors, LLC St. Louis 15.0% $182.3 million
57 Forvis Mazars Wealth Advisors, LLC Springfield 15.0% $7.9 billion
58 Acropolis Investment Management Chesterfield 14.6% $1.7 billion
59 Equity Wealth Partners, LLC Independence 14.5% $172.1 million
60 Stifel, Nicolaus & Company, Incorporated Broker-dealer affiliated St. Louis 14.2% $132.6 billion
61 Pinnacle Family Advisors, LLC Springfield 13.8% $252.0 million
62 Terril & Company St. Louis 13.4% $677.4 million
63 Adk Wealth Advisory Group St. Louis 13.3% $529.0 million
64 Bridgewater Asset Management LLC Chesterfield 13.0% $242.6 million
65 Sterling Investment Advisors,llc Bolivar 12.8% $159.8 million
66 Sundvold Financial Columbia 12.6% $163.0 million
67 First Heartland Consultants, Inc. Broker-dealer affiliated Lake St. Louis 12.5% $1.5 billion
68 Mid-American Wealth Advisory Group Kansas City 12.2% $237.7 million
69 Risley Capital Management LLC Ellisville 12.1% $116.1 million
70 Foundation Wealth Management, LLC Clayton 11.4% $478.0 million
71 Capital Investment Management, Inc Lee's Summit 11.3% $405.0 million
72 Cauble & Harre Wealth Management, Inc. St. Louis 11.3% $218.0 million
73 Correct Capital Wealth Management, LLC Clayton 11.2% $646.4 million
74 Craft & Sage Wealth Kansas City 11.1% $223.7 million
75 Sterneck Capital Management LLC Kansas City 11.1% $239.3 million
76 Droms Strauss Wealth Management St. Louis 10.8% $592.6 million
77 JJP Capital Management, Inc. Columbia 10.8% $286.8 million
78 Zemenick & Walker Inc St. Louis 10.3% $2.0 billion
79 Brady Family Wealth, LLC St. Louis 9.9% $235.4 million
80 Cortland Associates Inc St. Louis 9.5% $729.0 million
81 Duncker Streett & Co. St. Louis 9.5% $538.5 million
82 Orion Investment Co St. Louis 8.8% $399.7 million
83 Monetary Management Group Inc St. Louis 8.7% $455.1 million
84 Wells Fargo Advisors Broker-dealer affiliated St. Louis 8.5% $524.9 billion
85 Mader & Shannon Wealth Management Kansas City 7.8% $215.0 million
86 Buttonwood Financial Group, LLC Kansas City 7.4% $532.4 million
87 Matter Family Office St. Louis 5.9% $3.2 billion
88 Philip Vongontard, CFA, LLC St.Louis 5.4% $246.7 million
89 Truenorth Wealth & Impact, LLC Joplin 5.1% $392.6 million
90 Benjamin F. Edwards Wealth Management, LLC St. Louis 4.9% $611.3 million
91 Essex Ridge Capital Group, LLC St. Louis 4.3% $128.8 million
92 Fortify Wealth, Inc. St. Louis 4.3% $101.4 million
93 Capital Management Services, Inc. Manchester 1.3% $139.8 million
94 Trinity Wealth Advisors LLC St. Louis 0.2% $280.1 million
95 Black Capital Management, LLC Grain Valley -0.3% $120.8 million
96 The Worley Banks Group, LLC Creve Coeur -0.7% $188.2 million
97 SFC Financial LLC Sunset Hills -1.7% $219.5 million
98 R.T. Jones Capital Equities Management Inc. St. Louis -9.0% $466.1 million
99 Clayton Financial Group, LLC St. Louis -12.8% $1.2 billion
100 Marketriders Broker-dealer affiliated Chesterfield -15.7% $604.9 million

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

More rankings

Fastest growing, 3 years 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.