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RIA directory Rankings Largest Missouri
Ranking, Missouri
Largest independent RIAs by assets under management in Missouri
As of October 2, 2026, Focus Partners Wealth, LLC ranked #1 in Missouri in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $181.9 billion.
Include wirehouses and broker-dealer firms
SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.
Largest independent RIAs by assets under management in Missouri
Rank
Firm
City
RAUM
1
Focus Partners Wealth, LLC
St. Louis
$181.9 billion
2
Moneta Group Investment Advisors, LLC
St. Louis
$50.5 billion
3
Focus Advisor Solutions, LLC
St. Louis
$41.5 billion
4
Forvis Mazars Wealth Advisors, LLC
Springfield
$12.0 billion
5
Modern Wealth Management, LLC
Kansas City
$10.9 billion
6
Plancorp, LLC
St. Louis
$10.6 billion
7
Krilogy
St. Louis
$5.2 billion
8
Cornerstone Wealth Management, LLC
Des Peres
$4.9 billion
9
Rubinbrown Advisors LLC
St. Louis
$3.9 billion
10
Matter Family Office
St. Louis
$3.8 billion
11
Visionary Wealth Advisors, LLC
St. Louis
$3.5 billion
12
Zemenick & Walker Inc
St. Louis
$2.6 billion
13
Argos Capital Partners, LLC
St. Louis
$2.6 billion
14
Acropolis Investment Management
Chesterfield
$2.6 billion
15
Mosaic Wealth
St. Louis
$2.0 billion
16
Atwood & Palmer, Inc.
Kansas City
$2.0 billion
17
Parkwoods Wealth Partners, LLC
Clayton
$1.8 billion
18
Alpine Private Wealth
St. Louis
$1.5 billion
19
Anderson Hoagland & Co
St. Louis
$1.4 billion
20
Syntegra Private Wealth Group LLC
Chesterfield
$1.4 billion
21
Hill Investment Group
St. Louis
$1.3 billion
22
Brand Asset Management Group, Inc.
Chesterfield
$1.2 billion
23
Meramec Financial Planners, LLC
Clayton
$1.1 billion
24
IFG Advisors, LLC
St. Louis
$1.0 billion
25
Terril & Company
St. Louis
$987.8 million
26
Cortland Associates Inc
St. Louis
$958.0 million
27
Claris Advisors, LLC
St. Louis
$911.1 million
28
Convergence Financial
Columbia
$904.0 million
29
Southland Equity Partners, LLC.
Wildwood
$891.5 million
30
Correct Capital Wealth Management, LLC
Clayton
$889.3 million
31
Droms Strauss Wealth Management
St. Louis
$806.3 million
32
Clayton Financial Group, LLC
St. Louis
$793.8 million
33
Sunpointe Investments
St. Louis
$790.7 million
34
Adk Wealth Advisory Group
St. Louis
$768.5 million
35
TBG-Bedford Group LLC
St. Louis
$758.1 million
36
RBF Wealth Advisors
St. Louis
$716.1 million
37
Precision Wealth Strategies, LLC
St. Louis
$711.0 million
38
Duncker Streett & Co.
St. Louis
$707.3 million
39
Benjamin F. Edwards Wealth Management, LLC
St. Louis
$705.4 million
40
Family Investment Center
St. Joseph
$689.3 million
41
Foundation Wealth Management, LLC
Clayton
$660.6 million
42
Buttonwood Financial Group, LLC
Kansas City
$659.5 million
43
Axius Advisors LLC
St. Charles
$623.8 million
44
Alexander Labrunerie & Co., Inc.
Columbia
$618.9 million
45
Monetary Management Group Inc
St. Louis
$583.8 million
46
Strongbox Wealth, LLC
Lee's Summit
$562.4 million
47
Capital Investment Management, Inc
Lee's Summit
$558.9 million
48
25 Financial
St. Louis
$545.0 million
49
Prosperity Planning
North Kansas City
$543.2 million
50
Core Planning
Ofallon
$525.0 million
51
Orion Investment Co
St. Louis
$515.4 million
52
Financial & Tax Architects, LLC
St. Louis
$506.2 million
53
Fyra Capital Management
St. Charles
$504.2 million
54
Clark Financial Services Group, Inc.
Chesterfield
$498.7 million
55
MBM Wealth Consultants, LLC
Chesterfield
$476.7 million
56
Truenorth Wealth & Impact, LLC
Joplin
$456.2 million
57
Sarver Vrooman Wealth Advisors LLC
Kansas City
$452.2 million
58
Fefa Financial
St. Louis
$435.3 million
59
JJP Capital Management, Inc.
Columbia
$389.9 million
60
Wheelhouse Advisory Group, LLC
St. Louis
$388.1 million
61
Pinnacle Family Advisors, LLC
Springfield
$371.7 million
62
Saxony Capital Management, LLC
St. Louis
$367.9 million
63
Signify Wealth LLC
St. Louis
$364.6 million
64
Moment Private Wealth
St. Louis
$357.2 million
65
R.T. Jones Capital Equities Management Inc.
St. Louis
$351.8 million
66
Bridgewater Asset Management LLC
Chesterfield
$350.5 million
67
Archway Wealth Management, LLC
Kirkwood
$345.7 million
68
Nicholson Meyer Capital Management, Inc.
Kansas City
$338.1 million
69
Mid-American Wealth Advisory Group
Kansas City
$335.6 million
70
Sterneck Capital Management LLC
Kansas City
$327.9 million
71
Wilkerson Advisory Group LLC
Columbia
$326.9 million
72
Vista Finance, LLC
Clayton
$320.0 million
73
Walker Asset Management, LLC
Verona
$315.3 million
74
Brady Family Wealth, LLC
St. Louis
$312.7 million
75
Craft & Sage Wealth
Kansas City
$306.8 million
76
Cauble & Harre Wealth Management, Inc.
St. Louis
$300.6 million
77
The Yanker Group
Manchester
$296.4 million
78
Eagle Bluffs Wealth Management LLC
Columbia
$294.2 million
79
Philip Vongontard, CFA, LLC
St.Louis
$288.5 million
80
Trinity Wealth Advisors LLC
St. Louis
$281.5 million
81
Aquilant Advisors
St. Louis
$278.8 million
82
Universal Financial Advisors, LLC
St. Louis
$277.5 million
83
Mader & Shannon Wealth Management
Kansas City
$269.4 million
84
Private Wealth Consulting, LLC
Kansas City
$259.3 million
85
Equity Wealth Partners, LLC
Independence
$258.6 million
86
St. Louis Financial Planners Asset Management, LLC
Chesterfield
$234.0 million
87
Sundvold Financial
Columbia
$232.9 million
88
Sterling Investment Advisors,llc
Bolivar
$229.3 million
89
McCartney Wealth Management LLC
St. Louis
$220.7 million
90
Wealthcare Asset Management, LLC
Springfield
$210.8 million
91
Renaud & Company, LLC
O'Fallon
$210.7 million
92
SFC Financial LLC
Sunset Hills
$208.3 million
93
Commercial Trust Financial Services
Fayette
$204.1 million
94
Maxele Advisors, LLC
Webster Groves
$201.6 million
95
Belmont Private Wealth
Chesterfield
$192.1 million
96
Daytona Street Capital
St. Louis
$189.3 million
97
The Worley Banks Group, LLC
Creve Coeur
$184.3 million
98
Conway Financial Group, LLC
Chesterfield
$177.7 million
99
MacKay Financial Planning, LLC
Springfield
$176.0 million
100
Profusion Private Wealth
St. Louis
$175.7 million
Showing the top 100. Figures are as firms reported them on Form ADV.
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Data as of October 2, 2026, from Form ADV.
Sources: SEC registered adviser data (ia100226.zip)
and IAPD compilation reports .
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