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For asset managers

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. How the directory is built.