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RIA directory Rankings Most accounts Missouri
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 .
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