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Ranking, Missouri

Independent RIAs with the most accounts in Missouri

As of October 2, 2026, First Class Capital ranked #1 in Missouri in AdvisorIQ's ranking of independent RIAs with the most accounts, with 1,000,000.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Missouri
Rank Firm City Most accounts
1 First Class Capital Liberty 1,000,000
2 Focus Partners Wealth, LLC St. Louis 220,585
3 Focus Advisor Solutions, LLC St. Louis 91,359
4 Moneta Group Investment Advisors, LLC St. Louis 48,410
5 Modern Wealth Management, LLC Kansas City 30,617
6 Cornerstone Wealth Management, LLC Des Peres 20,602
7 Forvis Mazars Wealth Advisors, LLC Springfield 14,044
8 Krilogy St. Louis 11,114
9 Visionary Wealth Advisors, LLC St. Louis 11,041
10 Plancorp, LLC St. Louis 9,200
11 Mosaic Wealth St. Louis 4,827
12 Convergence Financial Columbia 4,725
13 Rubinbrown Advisors LLC St. Louis 4,158
14 R.T. Jones Capital Equities Management Inc. St. Louis 4,108
15 Acropolis Investment Management Chesterfield 3,984
16 Fefa Financial St. Louis 3,837
17 Financial & Tax Architects, LLC St. Louis 3,736
18 Parkwoods Wealth Partners, LLC Clayton 3,583
19 25 Financial St. Louis 3,075
20 Alexander Labrunerie & Co., Inc. Columbia 3,005
21 Axius Advisors LLC St. Charles 2,827
22 Southland Equity Partners, LLC. Wildwood 2,754
23 IFG Advisors, LLC St. Louis 2,700
24 TBG-Bedford Group LLC St. Louis 2,540
25 RBF Wealth Advisors St. Louis 2,421
26 Matter Family Office St. Louis 2,360
27 Benjamin F. Edwards Wealth Management, LLC St. Louis 2,336
28 Fyra Capital Management St. Charles 2,280
29 Family Investment Center St. Joseph 2,200
30 Mid-American Wealth Advisory Group Kansas City 2,191
31 Adk Wealth Advisory Group St. Louis 2,166
32 Syntegra Private Wealth Group LLC Chesterfield 2,125
33 Wheelhouse Advisory Group, LLC St. Louis 2,042
34 Pinnacle Family Advisors, LLC Springfield 2,007
35 Meramec Financial Planners, LLC Clayton 1,926
36 Renaud & Company, LLC O'Fallon 1,916
37 Clark Financial Services Group, Inc. Chesterfield 1,896
38 Brand Asset Management Group, Inc. Chesterfield 1,795
39 Foundation Wealth Management, LLC Clayton 1,778
40 Correct Capital Wealth Management, LLC Clayton 1,769
41 Strongbox Wealth, LLC Lee's Summit 1,698
42 Precision Wealth Strategies, LLC St. Louis 1,697
42 Wilkerson Advisory Group LLC Columbia 1,697
44 MBM Wealth Consultants, LLC Chesterfield 1,624
45 Buttonwood Financial Group, LLC Kansas City 1,573
46 Equity Wealth Partners, LLC Independence 1,523
47 Saxony Capital Management, LLC St. Louis 1,488
48 Hill Investment Group St. Louis 1,481
49 Prosperity Planning North Kansas City 1,432
50 Craft & Sage Wealth Kansas City 1,408
51 Commercial Trust Financial Services Fayette 1,388
52 Atwood & Palmer, Inc. Kansas City 1,362
53 Truenorth Wealth & Impact, LLC Joplin 1,351
54 Clayton Financial Group, LLC St. Louis 1,306
55 Heritage Asset Management, LLC Belton 1,293
56 Droms Strauss Wealth Management St. Louis 1,260
57 St. Louis Financial Planners Asset Management, LLC Chesterfield 1,145
58 Terril & Company St. Louis 1,140
59 Wealthcare Asset Management, LLC Springfield 1,103
60 Bridgewater Asset Management LLC Chesterfield 1,092
61 Sunpointe Investments St. Louis 1,085
62 Argos Capital Partners, LLC St. Louis 1,080
63 Capital Investment Management, Inc Lee's Summit 1,072
64 Core Planning Ofallon 1,005
65 Claris Advisors, LLC St. Louis 973
66 Compass Wealth St. Louis 939
67 Sarver Vrooman Wealth Advisors LLC Kansas City 934
68 Archway Wealth Management, LLC Kirkwood 895
69 Auxan Capital Advisors, LLC Springfield 887
70 Lasting Mark Retirement Group LLC Springfield 864
71 Mader & Shannon Wealth Management Kansas City 863
72 Lakeshore Wealth Management LLC Lake Lotawana 825
73 Aquilant Advisors St. Louis 798
74 The Worley Banks Group, LLC Creve Coeur 768
75 The Yanker Group Manchester 732
76 Divvi Wealth Management Kansas City 725
77 Moment Private Wealth St. Louis 719
78 Universal Financial Advisors, LLC St. Louis 709
79 Diversified Wealth Advisors, LLC Kansas City 691
80 Bison Financial Group, LLC Creve Coeur 690
81 Floyd Financial Group LLC Springfield 689
82 Ryan Poage & Co. Kansas City 678
83 Nicholson Meyer Capital Management, Inc. Kansas City 677
84 Orion Investment Co St. Louis 674
85 Sterneck Capital Management LLC Kansas City 670
86 Virtus Financial Group Olivette 644
87 Maxele Advisors, LLC Webster Groves 624
88 RLB Financial Springfield 609
89 Wealth Ambassadors, LLC Lake St. Louis 588
90 Severin Investments LLC St. Louis 564
91 Wealth Management Advisors, Inc. St. Louis 558
92 Metanoia Financial, LLC St. Louis 554
93 Eagle Bluffs Wealth Management LLC Columbia 550
94 Trinity Wealth Advisors LLC St. Louis 540
95 Stackhouse Enterprises Sedalia 531
96 Greater Than Financial Savannah 525
97 Derks Financial, LLC Lees Summit 516
98 Sundvold Financial Columbia 480
99 Strategic Investment Advisors, Ltd. Cape Girardeau 477
100 McCartney Wealth Management LLC St. Louis 473
100 Toberman Becker Wealth, LLC St. Louis 473

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

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Most accounts 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.