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AdvisorIQ

Ranking, Missouri

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

As of October 2, 2026, Focus Partners Wealth, LLC ranked #1 in Missouri in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 69.4%, from a base of $13.1 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 five years between the SEC snapshots of October 4, 2021 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 Focus Partners Wealth, LLC St. Louis 69.4% $13.1 billion
2 Sunpointe Investments St. Louis 41.3% $140.3 million
3 Stifel Independent Advisors, LLC Broker-dealer affiliated St. Louis 35.2% $1.1 billion
4 Precision Wealth Strategies, LLC St. Louis 33.5% $167.9 million
5 Convergence Financial Columbia 33.2% $215.6 million
6 Larson Financial Group, LLC Broker-dealer affiliated St. Louis 29.9% $1.5 billion
7 IFG Advisors, LLC St. Louis 26.5% $318.0 million
8 Wells Fargo Advisors Broker-dealer affiliated St. Louis 25.9% $79.6 billion
9 Krilogy St. Louis 25.0% $1.7 billion
10 Eagle Bluffs Wealth Management LLC Columbia 23.3% $103.1 million
11 Financial & Tax Architects, LLC St. Louis 22.5% $183.8 million
12 Forvis Mazars Wealth Advisors, LLC Springfield 19.3% $5.0 billion
13 Alpine Private Wealth St. Louis 19.0% $610.0 million
14 Southland Equity Partners, LLC. Wildwood 17.7% $394.8 million
15 MBM Wealth Consultants, LLC Chesterfield 17.3% $214.6 million
16 Focus Advisor Solutions, LLC St. Louis 17.3% $18.7 billion
17 Hill Investment Group St. Louis 16.8% $619.9 million
18 Claris Advisors, LLC St. Louis 16.0% $433.0 million
19 Plancorp, LLC St. Louis 16.0% $5.1 billion
20 Signify Wealth LLC St. Louis 15.5% $177.2 million
21 Visionary Wealth Advisors, LLC St. Louis 15.4% $1.7 billion
22 McCartney Wealth Management LLC St. Louis 15.3% $108.2 million
23 Argos Capital Partners, LLC St. Louis 15.2% $1.3 billion
24 The Yanker Group Manchester 15.1% $146.6 million
25 Huntleigh Advisors, Inc. Broker-dealer affiliated St. Louis 14.7% $394.6 million
26 Edward Jones Broker-dealer affiliated St. Louis 14.3% $519.8 billion
27 Benjamin F. Edwards Wealth Management, LLC St. Louis 14.3% $362.0 million
28 Benjamin F. Edwards & Company, Incorporated Broker-dealer affiliated St. Louis 14.1% $9.8 billion
29 Alexander Labrunerie & Co., Inc. Columbia 13.9% $322.8 million
30 Smith Moore & Co. Broker-dealer affiliated Clayton 13.2% $1.3 billion
31 Prosperity Planning North Kansas City 13.0% $294.3 million
32 Moneta Group Investment Advisors, LLC St. Louis 13.0% $27.4 billion
33 American Century Investments Private Client Group, Inc. Broker-dealer affiliated Kansas City 13.0% $1.3 billion
34 Atwood & Palmer, Inc. Kansas City 12.9% $1.1 billion
35 Nicholson Meyer Capital Management, Inc. Kansas City 12.8% $185.3 million
36 St. Louis Financial Planners Asset Management, LLC Chesterfield 12.5% $130.0 million
37 Aquilant Advisors St. Louis 12.3% $156.3 million
38 Walker Asset Management, LLC Verona 12.2% $177.3 million
39 Adk Wealth Advisory Group St. Louis 12.2% $433.1 million
40 Strongbox Wealth, LLC Lee's Summit 12.1% $317.9 million
41 Mid-American Wealth Advisory Group Kansas City 11.9% $191.0 million
42 Cornerstone Wealth Management, LLC Des Peres 11.8% $2.8 billion
43 Sundvold Financial Columbia 11.5% $135.0 million
44 Family Investment Center St. Joseph 11.4% $402.1 million
45 Clark Financial Services Group, Inc. Chesterfield 11.4% $291.3 million
46 Stifel, Nicolaus & Company, Incorporated Broker-dealer affiliated St. Louis 10.9% $117.8 billion
47 Maxele Advisors, LLC Webster Groves 10.8% $120.7 million
48 Capital Investment Management, Inc Lee's Summit 10.7% $336.5 million
49 Brand Asset Management Group, Inc. Chesterfield 10.7% $707.6 million
50 RBF Wealth Advisors St. Louis 10.6% $431.9 million
51 Anderson Hoagland & Co St. Louis 9.8% $895.6 million
52 Acropolis Investment Management Chesterfield 9.6% $1.7 billion
53 JJP Capital Management, Inc. Columbia 9.5% $248.2 million
54 Bridgewater Asset Management LLC Chesterfield 9.0% $228.0 million
55 Rubinbrown Advisors LLC St. Louis 8.4% $2.6 billion
56 Vista Finance, LLC Clayton 8.4% $214.0 million
57 Foundation Wealth Management, LLC Clayton 7.7% $455.9 million
58 Sterneck Capital Management LLC Kansas City 7.1% $233.1 million
59 Correct Capital Wealth Management, LLC Clayton 7.0% $633.5 million
60 First Heartland Consultants, Inc. Broker-dealer affiliated Lake St. Louis 6.9% $1.5 billion
61 Terril & Company St. Louis 6.7% $714.7 million
62 Sterling Investment Advisors,llc Bolivar 6.4% $168.0 million
63 Droms Strauss Wealth Management St. Louis 6.4% $591.2 million
64 Pinnacle Family Advisors, LLC Springfield 6.4% $272.7 million
65 Orion Investment Co St. Louis 6.2% $382.3 million
66 Mader & Shannon Wealth Management Kansas City 5.8% $203.2 million
67 Philip Vongontard, CFA, LLC St.Louis 5.5% $221.1 million
68 Buttonwood Financial Group, LLC Kansas City 5.2% $510.7 million
69 Severin Investments LLC St. Louis 4.8% $112.4 million
70 Matter Family Office St. Louis 4.7% $3.0 billion
71 Monetary Management Group Inc St. Louis 4.6% $465.8 million
72 Cauble & Harre Wealth Management, Inc. St. Louis 4.5% $241.7 million
73 Duncker Streett & Co. St. Louis 3.7% $590.3 million
74 Zemenick & Walker Inc St. Louis 3.6% $2.2 billion
75 Trinity Wealth Advisors LLC St. Louis 3.4% $237.8 million
76 Wells Fargo Advisors Broker-dealer affiliated St. Louis 3.4% $568.8 billion
77 Saxony Capital Management, LLC St. Louis 3.2% $313.7 million
78 The Worley Banks Group, LLC Creve Coeur 2.9% $160.0 million
79 SFC Financial LLC Sunset Hills 2.6% $183.3 million
80 Black Capital Management, LLC Grain Valley 2.0% $108.5 million
81 Essex Ridge Capital Group, LLC St. Louis 1.4% $136.2 million
82 Cortland Associates Inc St. Louis 0.9% $917.0 million
83 Capital Management Services, Inc. Manchester -2.0% $160.6 million
84 Fortify Wealth, Inc. St. Louis -3.4% $136.5 million
85 Clayton Financial Group, LLC St. Louis -6.4% $1.1 billion
86 R.T. Jones Capital Equities Management Inc. St. Louis -7.8% $526.8 million
87 Marketriders Broker-dealer affiliated Chesterfield -16.9% $916.0 million

87 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing, 5 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.