# Fastest-growing independent RIAs over three years in Missouri

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/missouri/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: Missouri
- firms_listed: 88
- rows: rank: 1, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 0.922156954457921, base_value: 1535399313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 2, crd: 324833, firm: Fefa Financial, city: St. Louis, state: MO, value: 0.561412351194141, base_value: 114338890, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324833/; rank: 3, crd: 312806, firm: Wheelhouse Advisory Group, LLC, city: St. Louis, state: MO, value: 0.476908496869071, base_value: 120484082, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312806/; rank: 4, crd: 304146, firm: Convergence Financial, city: Columbia, state: MO, value: 0.447479527491333, base_value: 298064113, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304146/; rank: 5, crd: 149046, firm: Krilogy, city: St. Louis, state: MO, value: 0.412454521070151, base_value: 1843806481, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149046/; rank: 6, crd: 299827, firm: Precision Wealth Strategies, LLC, city: St. Louis, state: MO, value: 0.39243066204544, base_value: 263371495, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299827/; rank: 7, crd: 282505, firm: Sunpointe Investments, city: St. Louis, state: MO, value: 0.359772451288262, base_value: 314506325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282505/; rank: 8, crd: 172329, firm: IFG Advisors, LLC, city: St. Louis, state: MO, value: 0.315930430482142, base_value: 452000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172329/; rank: 9, crd: 122692, firm: Saxony Capital Management, LLC, city: St. Louis, state: MO, value: 0.311454294084104, base_value: 163089052, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122692/; rank: 10, crd: 160094, firm: Signify Wealth LLC, city: St. Louis, state: MO, value: 0.289689534539493, base_value: 169944907, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160094/; rank: 11, crd: 282953, firm: Aquilant Advisors, city: St. Louis, state: MO, value: 0.287215806508391, base_value: 130703464, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282953/; rank: 12, crd: 315100, firm: Fyra Capital Management, city: St. Charles, state: MO, value: 0.270258364341801, base_value: 246012857, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315100/; rank: 13, crd: 312082, firm: Vista Finance, LLC, city: Clayton, state: MO, value: 0.267424654029259, base_value: 157158891, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312082/; rank: 14, crd: 169091, firm: MBM Wealth Consultants, LLC, city: Chesterfield, state: MO, value: 0.257767436252208, base_value: 239558918, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169091/; rank: 15, crd: 286072, firm: Alpine Private Wealth, city: St. Louis, state: MO, value: 0.246931971352064, base_value: 749687814, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286072/; rank: 16, crd: 106599, firm: Plancorp, LLC, city: St. Louis, state: MO, value: 0.242399560129535, base_value: 5545417718, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106599/; rank: 17, crd: 116165, firm: Argos Capital Partners, LLC, city: St. Louis, state: MO, value: 0.234109883820694, base_value: 1390292576, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116165/; rank: 18, crd: 106999, firm: St. Louis Financial Planners Asset Management, LLC, city: Chesterfield, state: MO, value: 0.216804013623969, base_value: 129904284, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106999/; rank: 19, crd: 317916, firm: 25 Financial, city: St. Louis, state: MO, value: 0.213891107128607, base_value: 304689377, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317916/; rank: 20, crd: 154481, firm: Southland Equity Partners, LLC., city: Wildwood, state: MO, value: 0.208488081520236, base_value: 505105176, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154481/; rank: 21, crd: 169610, firm: Visionary Wealth Advisors, LLC, city: St. Louis, state: MO, value: 0.205294566810087, base_value: 2019625094, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169610/; rank: 22, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, state: MO, value: 0.200451413663198, base_value: 23979803151, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143319/; rank: 23, crd: 323180, firm: Syntegra Private Wealth Group LLC, city: Chesterfield, state: MO, value: 0.196246078032065, base_value: 813810000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323180/; rank: 24, crd: 306311, firm: Eagle Bluffs Wealth Management LLC, city: Columbia, state: MO, value: 0.192412750337513, base_value: 173521203, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306311/; rank: 25, crd: 304952, firm: Strongbox Wealth, LLC, city: Lee's Summit, state: MO, value: 0.189880194280899, base_value: 333863916, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304952/; rank: 26, crd: 281364, firm: The Yanker Group, city: Manchester, state: MO, value: 0.189718469210605, base_value: 176000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281364/; rank: 27, crd: 154722, firm: McCartney Wealth Management LLC, city: St. Louis, state: MO, value: 0.185871946489492, base_value: 132356979, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154722/; rank: 28, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, state: MO, value: 0.181365166364185, base_value: 30651380206, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104727/; rank: 29, crd: 104771, firm: RBF Wealth Advisors, city: St. Louis, state: MO, value: 0.180494479938469, base_value: 435316646, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104771/; rank: 30, crd: 116909, firm: Rubinbrown Advisors LLC, city: St. Louis, state: MO, value: 0.180483195784183, base_value: 2347032722, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116909/; rank: 31, crd: 317377, firm: Mosaic Wealth, city: St. Louis, state: MO, value: 0.179611437623792, base_value: 1243834700, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317377/; rank: 32, crd: 165129, firm: Maxele Advisors, LLC, city: Webster Groves, state: MO, value: 0.179419874108762, base_value: 122860000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165129/; rank: 33, crd: 106162, firm: Brand Asset Management Group, Inc., city: Chesterfield, state: MO, value: 0.178262500501968, base_value: 717939960, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106162/; rank: 34, crd: 104995, firm: Atwood & Palmer, Inc., city: Kansas City, state: MO, value: 0.178048815174714, base_value: 1245986269, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104995/; rank: 35, crd: 117153, firm: Alexander Labrunerie & Co., Inc., city: Columbia, state: MO, value: 0.17533203794149, base_value: 381164037, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117153/; rank: 36, crd: 312052, firm: Hill Investment Group, city: St. Louis, state: MO, value: 0.170648735806746, base_value: 838909352, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312052/; rank: 37, crd: 284951, firm: Walker Asset Management, LLC, city: Verona, state: MO, value: 0.169170989117375, base_value: 197312900, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284951/; rank: 38, crd: 113799, firm: Family Investment Center, city: St. Joseph, state: MO, value: 0.168824928436361, base_value: 431690738, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113799/; rank: 39, crd: 119169, firm: Financial & Tax Architects, LLC, city: St. Louis, state: MO, value: 0.168676602518959, base_value: 317160000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119169/; rank: 40, crd: 298268, firm: Prosperity Planning, city: North Kansas City, state: MO, value: 0.166671870504639, base_value: 342073314, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298268/; rank: 41, crd: 174695, firm: Modern Dollar Planning, LLC, city: St. Louis, state: MO, value: 0.165815186021181, base_value: 100436058, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174695/; rank: 42, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, state: MO, value: 0.165105538184834, base_value: 3119640218, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164666/; rank: 43, crd: 110650, firm: Clark Financial Services Group, Inc., city: Chesterfield, state: MO, value: 0.162115777368821, base_value: 317738269, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110650/; rank: 44, crd: 117734, firm: Claris Advisors, LLC, city: St. Louis, state: MO, value: 0.161225502315436, base_value: 581875045, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117734/; rank: 45, crd: 323344, firm: Heritage Asset Management, LLC, city: Belton, state: MO, value: 0.157294527262938, base_value: 100000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323344/; rank: 46, crd: 105157, firm: Anderson Hoagland & Co, city: St. Louis, state: MO, value: 0.157015827374424, base_value: 921514996, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105157/; rank: 47, crd: 105580, firm: Nicholson Meyer Capital Management, Inc., city: Kansas City, state: MO, value: 0.156696030792985, base_value: 218470188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105580/; rank: 48, crd: 318392, firm: Universal Financial Advisors, LLC, city: St. Louis, state: MO, value: 0.150349790338963, base_value: 182292155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318392/; rank: 49, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, state: MO, value: 0.150291179240264, base_value: 7888121845, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110905/; rank: 50, crd: 121307, firm: Acropolis Investment Management, city: Chesterfield, state: MO, value: 0.145716134211772, base_value: 1736978809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121307/; rank: 51, crd: 317224, firm: Equity Wealth Partners, LLC, city: Independence, state: MO, value: 0.145295824312252, base_value: 172125000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317224/; rank: 52, crd: 145628, firm: Pinnacle Family Advisors, LLC, city: Springfield, state: MO, value: 0.138277422853405, base_value: 252030050, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145628/; rank: 53, crd: 110422, firm: Terril & Company, city: St. Louis, state: MO, value: 0.133981237370902, base_value: 677417623, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110422/; rank: 54, crd: 175085, firm: Adk Wealth Advisory Group, city: St. Louis, state: MO, value: 0.132523823627706, base_value: 529047829, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175085/; rank: 55, crd: 169832, firm: Bridgewater Asset Management LLC, city: Chesterfield, state: MO, value: 0.130485840573201, base_value: 242616745, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169832/; rank: 56, crd: 117287, firm: Sterling Investment Advisors,llc, city: Bolivar, state: MO, value: 0.127882708977827, base_value: 159779557, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117287/; rank: 57, crd: 108176, firm: Sundvold Financial, city: Columbia, state: MO, value: 0.126316971167075, base_value: 163000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108176/; rank: 58, crd: 301621, firm: Mid-American Wealth Advisory Group, city: Kansas City, state: MO, value: 0.121857501274954, base_value: 237711152, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301621/; rank: 59, crd: 157271, firm: Risley Capital Management LLC, city: Ellisville, state: MO, value: 0.120786702539358, base_value: 116088069, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157271/; rank: 60, crd: 127134, firm: Foundation Wealth Management, LLC, city: Clayton, state: MO, value: 0.113898339630564, base_value: 478007412, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127134/; rank: 61, crd: 113917, firm: Capital Investment Management, Inc, city: Lee's Summit, state: MO, value: 0.11335179994892, base_value: 405018799, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113917/; rank: 62, crd: 143812, firm: Cauble & Harre Wealth Management, Inc., city: St. Louis, state: MO, value: 0.113127644377396, base_value: 217966207, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143812/; rank: 63, crd: 298774, firm: Correct Capital Wealth Management, LLC, city: Clayton, state: MO, value: 0.112191666954696, base_value: 646448163, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298774/; rank: 64, crd: 323565, firm: Craft & Sage Wealth, city: Kansas City, state: MO, value: 0.110929766756267, base_value: 223748080, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323565/; rank: 65, crd: 111463, firm: Sterneck Capital Management LLC, city: Kansas City, state: MO, value: 0.110813126275387, base_value: 239259698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111463/; rank: 66, crd: 108620, firm: Droms Strauss Wealth Management, city: St. Louis, state: MO, value: 0.108075910109164, base_value: 592630242, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108620/; rank: 67, crd: 105374, firm: JJP Capital Management, Inc., city: Columbia, state: MO, value: 0.10772585316227, base_value: 286833634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105374/; rank: 68, crd: 108670, firm: Zemenick & Walker Inc, city: St. Louis, state: MO, value: 0.103175774627121, base_value: 1959089038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108670/; rank: 69, crd: 315635, firm: Brady Family Wealth, LLC, city: St. Louis, state: MO, value: 0.0993643152074839, base_value: 235357091, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315635/; rank: 70, crd: 104681, firm: Cortland Associates Inc, city: St. Louis, state: MO, value: 0.0953325494843471, base_value: 729000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104681/; rank: 71, crd: 110828, firm: Duncker Streett & Co., city: St. Louis, state: MO, value: 0.0951372196386824, base_value: 538521622, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110828/; rank: 72, crd: 110867, firm: Orion Investment Co, city: St. Louis, state: MO, value: 0.0884769486423822, base_value: 399670137, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110867/; rank: 73, crd: 110284, firm: Monetary Management Group Inc, city: St. Louis, state: MO, value: 0.0865634999851408, base_value: 455077155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110284/; rank: 74, crd: 123741, firm: Mader & Shannon Wealth Management, city: Kansas City, state: MO, value: 0.078164211714868, base_value: 214990417, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123741/; rank: 75, crd: 151164, firm: Buttonwood Financial Group, LLC, city: Kansas City, state: MO, value: 0.0739826407304665, base_value: 532353343, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151164/; rank: 76, crd: 106806, firm: Matter Family Office, city: St. Louis, state: MO, value: 0.0586484924542485, base_value: 3212104878, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106806/; rank: 77, crd: 127938, firm: Philip Vongontard, CFA, LLC, city: St.Louis, state: MO, value: 0.0536158876909429, base_value: 246702481, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127938/; rank: 78, crd: 321238, firm: Truenorth Wealth & Impact, LLC, city: Joplin, state: MO, value: 0.0512935196965225, base_value: 392594379, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321238/; rank: 79, crd: 297750, firm: Benjamin F. Edwards Wealth Management, LLC, city: St. Louis, state: MO, value: 0.0488742694294526, base_value: 611275981, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297750/; rank: 80, crd: 145795, firm: Essex Ridge Capital Group, LLC, city: St. Louis, state: MO, value: 0.0432020644497728, base_value: 128834835, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145795/; rank: 81, crd: 297433, firm: Fortify Wealth, Inc., city: St. Louis, state: MO, value: 0.0427709385133785, base_value: 101394401, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297433/; rank: 82, crd: 118260, firm: Capital Management Services, Inc., city: Manchester, state: MO, value: 0.0127664479884337, base_value: 139777961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118260/; rank: 83, crd: 109452, firm: Trinity Wealth Advisors LLC, city: St. Louis, state: MO, value: 0.00169341569639703, base_value: 280123726, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109452/; rank: 84, crd: 105622, firm: Black Capital Management, LLC, city: Grain Valley, state: MO, value: -0.00335454335842733, base_value: 120800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105622/; rank: 85, crd: 306890, firm: The Worley Banks Group, LLC, city: Creve Coeur, state: MO, value: -0.00699246047010527, base_value: 188218833, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306890/; rank: 86, crd: 129817, firm: SFC Financial LLC, city: Sunset Hills, state: MO, value: -0.0173985190888474, base_value: 219531538, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129817/; rank: 87, crd: 131804, firm: R.T. Jones Capital Equities Management Inc., city: St. Louis, state: MO, value: -0.0895497218295627, base_value: 466106452, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131804/; rank: 88, crd: 226729, firm: Clayton Financial Group, LLC, city: St. Louis, state: MO, value: -0.128082330044315, base_value: 1197461948, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226729/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [RIA market data for Missouri](https://advisoriq.com/ria/states/missouri/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/missouri/

License: https://advisoriq.com/license/