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AdvisorIQ

Ranking, Missouri

Fastest-growing wealth firms over one year, including broker-dealer firms in Missouri

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

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

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.

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 Larson Financial Group, LLC Broker-dealer affiliated St. Louis 35.9% $4.0 billion
15 Forvis Mazars Wealth Advisors, LLC Springfield 34.6% $8.9 billion
16 25 Financial St. Louis 31.3% $415.0 million
17 Wealthcare Asset Management, LLC Springfield 30.8% $161.2 million
18 Modern Dollar Planning, LLC St. Louis 30.5% $122.0 million
19 Aquilant Advisors St. Louis 29.3% $215.6 million
20 Hill Investment Group St. Louis 29.1% $1.0 billion
21 Conway Financial Group, LLC Chesterfield 28.6% $138.2 million
22 Convergence Financial Columbia 28.5% $703.4 million
23 Signify Wealth LLC St. Louis 28.5% $283.7 million
24 Wells Fargo Advisors Broker-dealer affiliated St. Louis 27.8% $197.4 billion
25 Eagle Bluffs Wealth Management LLC Columbia 27.4% $230.9 million
26 Brand Asset Management Group, Inc. Chesterfield 26.2% $930.4 million
27 IFG Advisors, LLC St. Louis 25.9% $818.0 million
28 MacKay Financial Planning, LLC Springfield 25.6% $140.1 million
29 Rubinbrown Advisors LLC St. Louis 24.8% $3.1 billion
30 Huntleigh Advisors, Inc. Broker-dealer affiliated St. Louis 24.8% $626.5 million
31 Mosaic Wealth St. Louis 24.6% $1.6 billion
32 St. Louis Financial Planners Asset Management, LLC Chesterfield 24.2% $188.5 million
33 White Sand Wealth Management Liberty 24.1% $138.9 million
34 Visionary Wealth Advisors, LLC St. Louis 23.8% $2.9 billion
35 Saxony Capital Management, LLC St. Louis 23.5% $297.9 million
36 Strongbox Wealth, LLC Lee's Summit 23.2% $456.5 million
37 Edward Jones Broker-dealer affiliated St. Louis 22.9% $825.0 billion
38 Maxele Advisors, LLC Webster Groves 22.0% $165.3 million
39 Mader & Shannon Wealth Management Kansas City 21.8% $221.3 million
40 Renaud & Company, LLC O'Fallon 21.2% $173.9 million
41 Cornerstone Wealth Management, LLC Des Peres 20.9% $4.1 billion
42 Benjamin F. Edwards & Company, Incorporated Broker-dealer affiliated St. Louis 20.8% $15.7 billion
43 Wilkerson Advisory Group LLC Columbia 20.2% $271.9 million
44 Sterling Investment Advisors,llc Bolivar 19.2% $192.3 million
45 Heritage Asset Management, LLC Belton 19.2% $130.0 million
46 Stewardship Capital Independence 19.0% $141.5 million
47 Acropolis Investment Management Chesterfield 18.9% $2.2 billion
48 Monetary Management Group Inc St. Louis 18.6% $492.3 million
49 Mid-American Wealth Advisory Group Kansas City 18.5% $283.3 million
50 Alpine Private Wealth St. Louis 18.5% $1.2 billion
51 Atwood & Palmer, Inc. Kansas City 18.2% $1.7 billion
52 Smith Moore & Co. Broker-dealer affiliated Clayton 18.1% $2.0 billion
53 Moneta Group Investment Advisors, LLC St. Louis 18.1% $42.8 billion
54 Sterneck Capital Management LLC Kansas City 18.0% $277.9 million
55 Alexander Labrunerie & Co., Inc. Columbia 17.9% $525.1 million
56 Cauble & Harre Wealth Management, Inc. St. Louis 17.8% $255.1 million
57 First Heartland Consultants, Inc. Broker-dealer affiliated Lake St. Louis 17.8% $1.8 billion
58 Bridgewater Asset Management LLC Chesterfield 17.4% $298.5 million
59 American Century Investments Private Client Group, Inc. Broker-dealer affiliated Kansas City 17.4% $2.0 billion
60 Daytona Street Capital St. Louis 17.3% $161.4 million
61 Capital Investment Management, Inc Lee's Summit 17.2% $477.1 million
62 McCartney Wealth Management LLC St. Louis 17.1% $188.5 million
63 Syntegra Private Wealth Group LLC Chesterfield 17.0% $1.2 billion
64 Vista Finance, LLC Clayton 16.9% $273.8 million
65 Prosperity Planning North Kansas City 16.8% $465.0 million
66 RLB Financial Springfield 16.4% $149.1 million
67 Orion Investment Co St. Louis 16.2% $443.5 million
68 Equity Wealth Partners, LLC Independence 16.1% $222.7 million
69 Family Investment Center St. Joseph 15.7% $595.9 million
70 Fyra Capital Management St. Charles 15.4% $436.8 million
71 Nicholson Meyer Capital Management, Inc. Kansas City 15.4% $292.9 million
72 Stifel, Nicolaus & Company, Incorporated Broker-dealer affiliated St. Louis 15.4% $171.2 billion
73 SFC Financial LLC Sunset Hills 15.2% $180.9 million
74 Anderson Hoagland & Co St. Louis 15.0% $1.2 billion
75 Stifel Independent Advisors, LLC Broker-dealer affiliated St. Louis 14.3% $4.4 billion
76 Terril & Company St. Louis 14.3% $864.1 million
77 Financial & Tax Architects, LLC St. Louis 14.3% $443.0 million
78 MBM Wealth Consultants, LLC Chesterfield 14.1% $417.9 million
79 Claris Advisors, LLC St. Louis 13.8% $800.7 million
80 Southland Equity Partners, LLC. Wildwood 13.5% $785.3 million
81 Fidelis Financial Planning, LLC St. Charles 12.7% $142.0 million
82 Floyd Financial Group LLC Springfield 12.4% $146.3 million
83 Adk Wealth Advisory Group St. Louis 12.1% $685.7 million
84 The Worley Banks Group, LLC Creve Coeur 12.0% $164.5 million
85 The Yanker Group Manchester 11.8% $265.0 million
86 JJP Capital Management, Inc. Columbia 11.8% $348.7 million
87 Clarity Financial Planners Clayton 11.7% $118.6 million
88 Foundation Wealth Management, LLC Clayton 11.4% $593.2 million
89 Sonas Financial Group, Inc. Kansas City 11.3% $134.6 million
90 Severin Investments LLC St. Louis 11.1% $127.6 million
91 Walker Asset Management, LLC Verona 11.0% $284.2 million
92 Wells Fargo Advisors Broker-dealer affiliated St. Louis 10.8% $606.0 billion
93 Metanoia Financial, LLC St. Louis 10.8% $125.2 million
94 RBF Wealth Advisors St. Louis 10.6% $647.7 million
95 Universal Financial Advisors, LLC St. Louis 10.5% $251.1 million
96 Droms Strauss Wealth Management St. Louis 10.4% $730.4 million
97 Archway Wealth Management, LLC Kirkwood 10.4% $313.1 million
98 Clark Financial Services Group, Inc. Chesterfield 9.3% $456.1 million
99 Pinnacle Family Advisors, LLC Springfield 8.9% $341.3 million
100 Trinity Wealth Advisors LLC St. Louis 8.7% $258.9 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.