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Ranking, Missouri

Fastest-growing independent RIAs over one year in Missouri

As of October 2, 2026, Moment Private Wealth ranked #1 in Missouri in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 127.9%, from a base of $156.7 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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.

Fastest-growing independent RIAs over one year in Missouri
Rank Firm City Growth Starting value
1 Moment Private Wealth St. Louis 127.9% $156.7 million
2 Focus Partners Wealth, LLC St. Louis 89.7% $95.9 billion
3 Precision Wealth Strategies, LLC St. Louis 84.1% $386.3 million
4 Modern Wealth Management, LLC Kansas City 77.3% $6.1 billion
5 Toberman Becker Wealth, LLC St. Louis 48.4% $115.1 million
6 Fefa Financial St. Louis 47.7% $294.8 million
7 Krilogy St. Louis 47.0% $3.5 billion
8 Plancorp, LLC St. Louis 45.8% $7.3 billion
9 Wheelhouse Advisory Group, LLC St. Louis 42.9% $271.6 million
10 Sunpointe Investments St. Louis 41.4% $559.2 million
11 Profusion Private Wealth St. Louis 40.7% $124.9 million
12 Focus Advisor Solutions, LLC St. Louis 38.9% $29.9 billion
13 Belmont Private Wealth Chesterfield 37.2% $140.1 million
14 Forvis Mazars Wealth Advisors, LLC Springfield 34.6% $8.9 billion
15 25 Financial St. Louis 31.3% $415.0 million
16 Wealthcare Asset Management, LLC Springfield 30.8% $161.2 million
17 Modern Dollar Planning, LLC St. Louis 30.5% $122.0 million
18 Aquilant Advisors St. Louis 29.3% $215.6 million
19 Hill Investment Group St. Louis 29.1% $1.0 billion
20 Conway Financial Group, LLC Chesterfield 28.6% $138.2 million
21 Convergence Financial Columbia 28.5% $703.4 million
22 Signify Wealth LLC St. Louis 28.5% $283.7 million
23 Eagle Bluffs Wealth Management LLC Columbia 27.4% $230.9 million
24 Brand Asset Management Group, Inc. Chesterfield 26.2% $930.4 million
25 IFG Advisors, LLC St. Louis 25.9% $818.0 million
26 MacKay Financial Planning, LLC Springfield 25.6% $140.1 million
27 Rubinbrown Advisors LLC St. Louis 24.8% $3.1 billion
28 Mosaic Wealth St. Louis 24.6% $1.6 billion
29 St. Louis Financial Planners Asset Management, LLC Chesterfield 24.2% $188.5 million
30 White Sand Wealth Management Liberty 24.1% $138.9 million
31 Visionary Wealth Advisors, LLC St. Louis 23.8% $2.9 billion
32 Saxony Capital Management, LLC St. Louis 23.5% $297.9 million
33 Strongbox Wealth, LLC Lee's Summit 23.2% $456.5 million
34 Maxele Advisors, LLC Webster Groves 22.0% $165.3 million
35 Mader & Shannon Wealth Management Kansas City 21.8% $221.3 million
36 Renaud & Company, LLC O'Fallon 21.2% $173.9 million
37 Cornerstone Wealth Management, LLC Des Peres 20.9% $4.1 billion
38 Wilkerson Advisory Group LLC Columbia 20.2% $271.9 million
39 Sterling Investment Advisors,llc Bolivar 19.2% $192.3 million
40 Heritage Asset Management, LLC Belton 19.2% $130.0 million
41 Stewardship Capital Independence 19.0% $141.5 million
42 Acropolis Investment Management Chesterfield 18.9% $2.2 billion
43 Monetary Management Group Inc St. Louis 18.6% $492.3 million
44 Mid-American Wealth Advisory Group Kansas City 18.5% $283.3 million
45 Alpine Private Wealth St. Louis 18.5% $1.2 billion
46 Atwood & Palmer, Inc. Kansas City 18.2% $1.7 billion
47 Moneta Group Investment Advisors, LLC St. Louis 18.1% $42.8 billion
48 Sterneck Capital Management LLC Kansas City 18.0% $277.9 million
49 Alexander Labrunerie & Co., Inc. Columbia 17.9% $525.1 million
50 Cauble & Harre Wealth Management, Inc. St. Louis 17.8% $255.1 million
51 Bridgewater Asset Management LLC Chesterfield 17.4% $298.5 million
52 Daytona Street Capital St. Louis 17.3% $161.4 million
53 Capital Investment Management, Inc Lee's Summit 17.2% $477.1 million
54 McCartney Wealth Management LLC St. Louis 17.1% $188.5 million
55 Syntegra Private Wealth Group LLC Chesterfield 17.0% $1.2 billion
56 Vista Finance, LLC Clayton 16.9% $273.8 million
57 Prosperity Planning North Kansas City 16.8% $465.0 million
58 RLB Financial Springfield 16.4% $149.1 million
59 Orion Investment Co St. Louis 16.2% $443.5 million
60 Equity Wealth Partners, LLC Independence 16.1% $222.7 million
61 Family Investment Center St. Joseph 15.7% $595.9 million
62 Fyra Capital Management St. Charles 15.4% $436.8 million
63 Nicholson Meyer Capital Management, Inc. Kansas City 15.4% $292.9 million
64 SFC Financial LLC Sunset Hills 15.2% $180.9 million
65 Anderson Hoagland & Co St. Louis 15.0% $1.2 billion
66 Terril & Company St. Louis 14.3% $864.1 million
67 Financial & Tax Architects, LLC St. Louis 14.3% $443.0 million
68 MBM Wealth Consultants, LLC Chesterfield 14.1% $417.9 million
69 Claris Advisors, LLC St. Louis 13.8% $800.7 million
70 Southland Equity Partners, LLC. Wildwood 13.5% $785.3 million
71 Fidelis Financial Planning, LLC St. Charles 12.7% $142.0 million
72 Floyd Financial Group LLC Springfield 12.4% $146.3 million
73 Adk Wealth Advisory Group St. Louis 12.1% $685.7 million
74 The Worley Banks Group, LLC Creve Coeur 12.0% $164.5 million
75 The Yanker Group Manchester 11.8% $265.0 million
76 JJP Capital Management, Inc. Columbia 11.8% $348.7 million
77 Clarity Financial Planners Clayton 11.7% $118.6 million
78 Foundation Wealth Management, LLC Clayton 11.4% $593.2 million
79 Sonas Financial Group, Inc. Kansas City 11.3% $134.6 million
80 Severin Investments LLC St. Louis 11.1% $127.6 million
81 Walker Asset Management, LLC Verona 11.0% $284.2 million
82 Metanoia Financial, LLC St. Louis 10.8% $125.2 million
83 RBF Wealth Advisors St. Louis 10.6% $647.7 million
84 Universal Financial Advisors, LLC St. Louis 10.5% $251.1 million
85 Droms Strauss Wealth Management St. Louis 10.4% $730.4 million
86 Archway Wealth Management, LLC Kirkwood 10.4% $313.1 million
87 Clark Financial Services Group, Inc. Chesterfield 9.3% $456.1 million
88 Pinnacle Family Advisors, LLC Springfield 8.9% $341.3 million
89 Trinity Wealth Advisors LLC St. Louis 8.7% $258.9 million
90 Zemenick & Walker Inc St. Louis 8.3% $2.4 billion
91 Matter Family Office St. Louis 7.5% $3.5 billion
92 Fortify Wealth, Inc. St. Louis 7.4% $107.1 million
93 Essex Ridge Capital Group, LLC St. Louis 6.5% $137.4 million
94 Duncker Streett & Co. St. Louis 6.4% $665.0 million
95 Craft & Sage Wealth Kansas City 5.9% $289.7 million
96 Sarver Vrooman Wealth Advisors LLC Kansas City 5.8% $427.2 million
97 Truenorth Wealth & Impact, LLC Joplin 5.6% $432.1 million
98 Risley Capital Management LLC Ellisville 4.8% $156.0 million
99 Capital Management Services, Inc. Manchester 2.5% $141.7 million
100 Brady Family Wealth, LLC St. Louis 2.1% $306.4 million

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

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Fastest growing 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.