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RIA directory Rankings Most CFP professionals Missouri
Ranking, Missouri
Independent RIAs with the most CFP professionals in Missouri
As of October 2, 2026, Focus Partners Wealth, LLC ranked #1 in Missouri in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 451.
Include wirehouses and broker-dealer firms
Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals in Missouri
Rank
Firm
City
Most CFP professionals
1
Focus Partners Wealth, LLC
St. Louis
451
2
Moneta Group Investment Advisors, LLC
St. Louis
178
3
Modern Wealth Management, LLC
Kansas City
61
4
Forvis Mazars Wealth Advisors, LLC
Springfield
48
5
Plancorp, LLC
St. Louis
37
6
Core Planning
Ofallon
35
7
Krilogy
St. Louis
26
8
Visionary Wealth Advisors, LLC
St. Louis
17
9
Acropolis Investment Management
Chesterfield
16
10
Parkwoods Wealth Partners, LLC
Clayton
14
11
Matter Family Office
St. Louis
12
12
Rubinbrown Advisors LLC
St. Louis
11
12
Cornerstone Wealth Management, LLC
Des Peres
11
14
Brand Asset Management Group, Inc.
Chesterfield
9
15
Zemenick & Walker Inc
St. Louis
8
15
Prosperity Planning
North Kansas City
8
17
Family Investment Center
St. Joseph
7
17
Focus Advisor Solutions, LLC
St. Louis
7
19
Southland Equity Partners, LLC.
Wildwood
6
19
Mosaic Wealth
St. Louis
6
21
RBF Wealth Advisors
St. Louis
5
21
Capital Investment Management, Inc
Lee's Summit
5
21
MBM Wealth Consultants, LLC
Chesterfield
5
21
Syntegra Private Wealth Group LLC
Chesterfield
5
25
Trinity Wealth Advisors LLC
St. Louis
4
25
Foundation Wealth Management, LLC
Clayton
4
25
IFG Advisors, LLC
St. Louis
4
25
Equity Wealth Partners, LLC
Independence
4
25
Wilkerson Advisory Group LLC
Columbia
4
30
St. Louis Financial Planners Inc.
Chesterfield
3
30
St. Louis Financial Planners Asset Management, LLC
Chesterfield
3
30
Buttonwood Financial Group, LLC
Kansas City
3
30
Clayton Financial Group, LLC
St. Louis
3
30
The Yanker Group
Manchester
3
30
Sunpointe Investments
St. Louis
3
30
Precision Wealth Strategies, LLC
St. Louis
3
30
White Sand Wealth Management
Liberty
3
30
Toberman Becker Wealth, LLC
St. Louis
3
30
Universal Financial Advisors, LLC
St. Louis
3
30
Craft & Sage Wealth
Kansas City
3
30
Truman Wealth Advisors
Columbia
3
30
Meramec Financial Planners, LLC
Clayton
3
43
Droms Strauss Wealth Management
St. Louis
2
43
Conway Financial Group, LLC
Chesterfield
2
43
Sonas Financial Group, Inc.
Kansas City
2
43
Saxony Capital Management, LLC
St. Louis
2
43
Cauble & Harre Wealth Management, Inc.
St. Louis
2
43
Pinnacle Family Advisors, LLC
Springfield
2
43
Signify Wealth LLC
St. Louis
2
43
Maxele Advisors, LLC
Webster Groves
2
43
Bridgewater Asset Management LLC
Chesterfield
2
43
Greater Than Financial
Savannah
2
43
Compass Wealth
St. Louis
2
43
Mindful Wealth
St. Louis
2
43
Sheller Wealth Management, Inc.
Troy
2
43
Convergence Financial
Columbia
2
43
Strongbox Wealth, LLC
Lee's Summit
2
43
Delta Wealth Solutions, LLC
North Kansas City
2
43
Greystone Capital Partners Group LLC
Kansas City
2
43
Moment Private Wealth
St. Louis
2
43
Brady Family Wealth, LLC
St. Louis
2
43
Divvi Wealth Management
Kansas City
2
43
Truenorth Wealth & Impact, LLC
Joplin
2
43
Next Bloom Wealth
Gladstone
2
43
Fefa Financial
St. Louis
2
43
Bison Financial Group, LLC
Creve Coeur
2
43
Belmont Private Wealth
Chesterfield
2
43
Coffman Wealth Advisors, LLC
Poplar Bluff
2
43
Hofman Wealth Management
Chesterfield
2
70
Heffernan & Associates, Inc.
St. Louis
1
70
Anderson Hoagland & Co
St. Louis
1
70
Nicholson Meyer Capital Management, Inc.
Kansas City
1
70
Sundvold Financial
Columbia
1
70
Clark Financial Services Group, Inc.
Chesterfield
1
70
Stewardship Capital
Independence
1
70
Money Consultants Advisory, Inc.
St. Louis
1
70
Sterneck Capital Management LLC
Kansas City
1
70
Heisner Financial, LLC
St.Louis
1
70
Wealth Management Advisors, Inc.
St. Louis
1
70
Erickson Financial Solutions, LLC
Jefferson City
1
70
Freedom Financial Advisors, LLC
Independence
1
70
Angell Capital Management, LLC
Centralia
1
70
Alexander Labrunerie & Co., Inc.
Columbia
1
70
John C. Gower, CFP, EA
Fenton
1
70
Claris Advisors, LLC
St. Louis
1
70
Financial Planning Associates, Inc.
Ellisville
1
70
Dew Wealth Strategies, LLC
Clayton
1
70
Financial & Tax Architects, LLC
St. Louis
1
70
Beacon Financial Advisors, LLC
Independence
1
70
Mader & Shannon Wealth Management
Kansas City
1
70
Opine Financial Advisors
Kansas City
1
70
Lang & Becker, Inc.
Washington
1
70
Schnell Financial Group, LLC
Sedalia
1
70
Fidelis Financial Planning, LLC
St. Charles
1
70
ED Douglas
Chillicothe
1
70
Snider Talbot Financial Planning LLC
Liberty
1
70
Metanoia Financial, LLC
St. Louis
1
70
Financial Avenues
Kansas City
1
70
Risley Capital Management LLC
Ellisville
1
70
Ryan Poage & Co.
Kansas City
1
70
Clarity Financial
Columbia
1
70
MVK Financial Planning, LLC
Jefferson City
1
70
B.E.S.T. Wealth Management LLC
St. Louis
1
70
Wealth Ambassadors, LLC
Lake St. Louis
1
70
Main Street Investments
Gladstone
1
70
Laminar Wealth LLC
Clayton
1
70
MacKay Financial Planning, LLC
Springfield
1
70
ASA Advisors, Inc.
Eureka
1
70
Nextgen Wealth
Lee's Summit
1
70
J. Loyd Capital Management, LLC
Clayton
1
70
Modern Dollar Planning, LLC
St. Louis
1
70
Adk Wealth Advisory Group
St. Louis
1
70
YU Financial Advice, LLC
Chesterfield
1
70
Clarity Financial Planners
Clayton
1
70
Kilcullin Financial Life Planning, LLC
Moscow Mills
1
70
Cwos for Hire
St. Louis
1
70
Aquilant Advisors
St. Louis
1
70
The Private Family Advisors, LLC
St. Louis
1
70
Alpine Private Wealth
St. Louis
1
70
Epoch Family Wealth
Weldon Spring
1
70
Halyard Financial, LLC
St. Louis
1
70
Hill-Top Financial Planning, LLC
Kansas City
1
70
Your Financial Partnership
Lees Summit
1
70
Java Wealth Planning
Lees Summit
1
70
Fortify Wealth, Inc.
St. Louis
1
70
Oakview Wealth Solutions LLC
St. Charles
1
70
Benjamin F. Edwards Wealth Management, LLC
St. Louis
1
70
Correct Capital Wealth Management, LLC
Clayton
1
70
Porter Kickham
Ellisville
1
70
Eagle Bluffs Wealth Management LLC
Columbia
1
70
The Worley Banks Group, LLC
Creve Coeur
1
70
B1B Financial Solutions
Nixa
1
70
Trek Wealth Planning
Columbia
1
70
Harrison Financial Planning
Columbia
1
70
Bluevine Advice
Kansas City
1
70
Diversified Wealth Advisors, LLC
Kansas City
1
70
HDQ Wealth
Kansas City
1
70
Flattery Wealth Management LLC
North Kansas City
1
70
Cratero Capital LLC
St. Louis
1
70
25 Financial
St. Louis
1
70
Peakview Strategies
Cottleville
1
70
Stackhouse Enterprises
Sedalia
1
70
Rising Tide Wealth Advisory Solutions LLC
St. Louis
1
70
Tenet Retirement Services LLC
Chesterfield
1
70
Gateway Wealth Management, LLC
St. Louis
1
70
Lasting Mark Retirement Group LLC
Springfield
1
70
Archway Wealth Management, LLC
Kirkwood
1
70
Bridgewater Advisory Group LLC
Crystal City
1
70
Consolidated Asset Management, LLC
Columbia
1
70
Generational Wealth Specialists
Des Peres
1
70
The Wealth Collaborative
Lake Saint Louis
1
70
Twin Robins Capital
Kansas City
1
70
Axius Advisors LLC
St. Charles
1
70
Smart Steps Wealth Management LLC
St. Louis
1
70
Sharp Wealth Management
Springfield
1
70
Pillar Financial Planning
Raymore
1
70
Prosperity Financial Group
Springfield
1
70
Aech Financial
Fenton
1
70
Vance Financial Planning
Springfield
1
70
JKD Financial
Springfield
1
70
Heritage First Wealth Management, LLC
Kansas City
1
70
QP Financial
Lees Summit
1
70
Pinkston Wealth, LLC
Nixa
1
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most CFP professionals 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 .