# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/missouri/

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Missouri
- firms_listed: 163
- rows: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, state: MO, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159289/; rank: 2, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, state: MO, value: 178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104727/; rank: 3, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, state: MO, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324624/; rank: 4, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, state: MO, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110905/; rank: 5, crd: 106599, firm: Plancorp, LLC, city: St. Louis, state: MO, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106599/; rank: 6, crd: 154660, firm: Core Planning, city: Ofallon, state: MO, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154660/; rank: 7, crd: 149046, firm: Krilogy, city: St. Louis, state: MO, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149046/; rank: 8, crd: 169610, firm: Visionary Wealth Advisors, LLC, city: St. Louis, state: MO, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169610/; rank: 9, crd: 121307, firm: Acropolis Investment Management, city: Chesterfield, state: MO, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121307/; rank: 10, crd: 331565, firm: Parkwoods Wealth Partners, LLC, city: Clayton, state: MO, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331565/; rank: 11, crd: 106806, firm: Matter Family Office, city: St. Louis, state: MO, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106806/; rank: 12, crd: 116909, firm: Rubinbrown Advisors LLC, city: St. Louis, state: MO, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116909/; rank: 12, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, state: MO, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164666/; rank: 14, crd: 106162, firm: Brand Asset Management Group, Inc., city: Chesterfield, state: MO, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106162/; rank: 15, crd: 108670, firm: Zemenick & Walker Inc, city: St. Louis, state: MO, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108670/; rank: 15, crd: 298268, firm: Prosperity Planning, city: North Kansas City, state: MO, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298268/; rank: 17, crd: 113799, firm: Family Investment Center, city: St. Joseph, state: MO, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113799/; rank: 17, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, state: MO, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143319/; rank: 19, crd: 154481, firm: Southland Equity Partners, LLC., city: Wildwood, state: MO, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154481/; rank: 19, crd: 317377, firm: Mosaic Wealth, city: St. Louis, state: MO, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317377/; rank: 21, crd: 104771, firm: RBF Wealth Advisors, city: St. Louis, state: MO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104771/; rank: 21, crd: 113917, firm: Capital Investment Management, Inc, city: Lee's Summit, state: MO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113917/; rank: 21, crd: 169091, firm: MBM Wealth Consultants, LLC, city: Chesterfield, state: MO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169091/; rank: 21, crd: 323180, firm: Syntegra Private Wealth Group LLC, city: Chesterfield, state: MO, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323180/; rank: 25, crd: 109452, firm: Trinity Wealth Advisors LLC, city: St. Louis, state: MO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109452/; rank: 25, crd: 127134, firm: Foundation Wealth Management, LLC, city: Clayton, state: MO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127134/; rank: 25, crd: 172329, firm: IFG Advisors, LLC, city: St. Louis, state: MO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172329/; rank: 25, crd: 317224, firm: Equity Wealth Partners, LLC, city: Independence, state: MO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317224/; rank: 25, crd: 334668, firm: Wilkerson Advisory Group LLC, city: Columbia, state: MO, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334668/; rank: 30, crd: 105511, firm: St. Louis Financial Planners Inc., city: Chesterfield, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105511/; rank: 30, crd: 106999, firm: St. Louis Financial Planners Asset Management, LLC, city: Chesterfield, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106999/; rank: 30, crd: 151164, firm: Buttonwood Financial Group, LLC, city: Kansas City, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151164/; rank: 30, crd: 226729, firm: Clayton Financial Group, LLC, city: St. Louis, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226729/; rank: 30, crd: 281364, firm: The Yanker Group, city: Manchester, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281364/; rank: 30, crd: 282505, firm: Sunpointe Investments, city: St. Louis, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282505/; rank: 30, crd: 299827, firm: Precision Wealth Strategies, LLC, city: St. Louis, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299827/; rank: 30, crd: 304614, firm: White Sand Wealth Management, city: Liberty, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304614/; rank: 30, crd: 310346, firm: Toberman Becker Wealth, LLC, city: St. Louis, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310346/; rank: 30, crd: 318392, firm: Universal Financial Advisors, LLC, city: St. Louis, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318392/; rank: 30, crd: 323565, firm: Craft & Sage Wealth, city: Kansas City, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323565/; rank: 30, crd: 334752, firm: Truman Wealth Advisors, city: Columbia, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334752/; rank: 30, crd: 335112, firm: Meramec Financial Planners, LLC, city: Clayton, state: MO, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335112/; rank: 43, crd: 108620, firm: Droms Strauss Wealth Management, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108620/; rank: 43, crd: 117608, firm: Conway Financial Group, LLC, city: Chesterfield, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117608/; rank: 43, crd: 122547, firm: Sonas Financial Group, Inc., city: Kansas City, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122547/; rank: 43, crd: 122692, firm: Saxony Capital Management, LLC, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122692/; rank: 43, crd: 143812, firm: Cauble & Harre Wealth Management, Inc., city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143812/; rank: 43, crd: 145628, firm: Pinnacle Family Advisors, LLC, city: Springfield, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145628/; rank: 43, crd: 160094, firm: Signify Wealth LLC, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160094/; rank: 43, crd: 165129, firm: Maxele Advisors, LLC, city: Webster Groves, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165129/; rank: 43, crd: 169832, firm: Bridgewater Asset Management LLC, city: Chesterfield, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169832/; rank: 43, crd: 281703, firm: Greater Than Financial, city: Savannah, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281703/; rank: 43, crd: 282420, firm: Compass Wealth, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282420/; rank: 43, crd: 284177, firm: Mindful Wealth, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284177/; rank: 43, crd: 289794, firm: Sheller Wealth Management, Inc., city: Troy, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289794/; rank: 43, crd: 304146, firm: Convergence Financial, city: Columbia, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304146/; rank: 43, crd: 304952, firm: Strongbox Wealth, LLC, city: Lee's Summit, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304952/; rank: 43, crd: 306199, firm: Delta Wealth Solutions, LLC, city: North Kansas City, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306199/; rank: 43, crd: 312326, firm: Greystone Capital Partners Group LLC, city: Kansas City, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312326/; rank: 43, crd: 313223, firm: Moment Private Wealth, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313223/; rank: 43, crd: 315635, firm: Brady Family Wealth, LLC, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315635/; rank: 43, crd: 318241, firm: Divvi Wealth Management, city: Kansas City, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318241/; rank: 43, crd: 321238, firm: Truenorth Wealth & Impact, LLC, city: Joplin, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321238/; rank: 43, crd: 322155, firm: Next Bloom Wealth, city: Gladstone, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322155/; rank: 43, crd: 324833, firm: Fefa Financial, city: St. Louis, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324833/; rank: 43, crd: 325190, firm: Bison Financial Group, LLC, city: Creve Coeur, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325190/; rank: 43, crd: 331436, firm: Belmont Private Wealth, city: Chesterfield, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331436/; rank: 43, crd: 339269, firm: Coffman Wealth Advisors, LLC, city: Poplar Bluff, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339269/; rank: 43, crd: 342340, firm: Hofman Wealth Management, city: Chesterfield, state: MO, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342340/; rank: 70, crd: 104934, firm: Heffernan & Associates, Inc., city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104934/; rank: 70, crd: 105157, firm: Anderson Hoagland & Co, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105157/; rank: 70, crd: 105580, firm: Nicholson Meyer Capital Management, Inc., city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105580/; rank: 70, crd: 108176, firm: Sundvold Financial, city: Columbia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108176/; rank: 70, crd: 110650, firm: Clark Financial Services Group, Inc., city: Chesterfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110650/; rank: 70, crd: 110944, firm: Stewardship Capital, city: Independence, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110944/; rank: 70, crd: 111158, firm: Money Consultants Advisory, Inc., city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111158/; rank: 70, crd: 111463, firm: Sterneck Capital Management LLC, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111463/; rank: 70, crd: 112989, firm: Heisner Financial, LLC, city: St.Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112989/; rank: 70, crd: 115433, firm: Wealth Management Advisors, Inc., city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115433/; rank: 70, crd: 115523, firm: Erickson Financial Solutions, LLC, city: Jefferson City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115523/; rank: 70, crd: 116295, firm: Freedom Financial Advisors, LLC, city: Independence, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116295/; rank: 70, crd: 117110, firm: Angell Capital Management, LLC, city: Centralia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117110/; rank: 70, crd: 117153, firm: Alexander Labrunerie & Co., Inc., city: Columbia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117153/; rank: 70, crd: 117400, firm: John C. Gower, CFP, EA, city: Fenton, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117400/; rank: 70, crd: 117734, firm: Claris Advisors, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117734/; rank: 70, crd: 117987, firm: Financial Planning Associates, Inc., city: Ellisville, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117987/; rank: 70, crd: 118996, firm: Dew Wealth Strategies, LLC, city: Clayton, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118996/; rank: 70, crd: 119169, firm: Financial & Tax Architects, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119169/; rank: 70, crd: 121502, firm: Beacon Financial Advisors, LLC, city: Independence, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121502/; rank: 70, crd: 123741, firm: Mader & Shannon Wealth Management, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123741/; rank: 70, crd: 128091, firm: Opine Financial Advisors, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128091/; rank: 70, crd: 137346, firm: Lang & Becker, Inc., city: Washington, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137346/; rank: 70, crd: 137969, firm: Schnell Financial Group, LLC, city: Sedalia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137969/; rank: 70, crd: 141698, firm: Fidelis Financial Planning, LLC, city: St. Charles, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141698/; rank: 70, crd: 141959, firm: ED Douglas, city: Chillicothe, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141959/; rank: 70, crd: 144026, firm: Snider Talbot Financial Planning LLC, city: Liberty, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144026/; rank: 70, crd: 152366, firm: Metanoia Financial, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152366/; rank: 70, crd: 153458, firm: Financial Avenues, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153458/; rank: 70, crd: 157271, firm: Risley Capital Management LLC, city: Ellisville, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157271/; rank: 70, crd: 157432, firm: Ryan Poage & Co., city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157432/; rank: 70, crd: 158541, firm: Clarity Financial, city: Columbia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158541/; rank: 70, crd: 159689, firm: MVK Financial Planning, LLC, city: Jefferson City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159689/; rank: 70, crd: 160920, firm: B.E.S.T. Wealth Management LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160920/; rank: 70, crd: 163270, firm: Wealth Ambassadors, LLC, city: Lake St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163270/; rank: 70, crd: 164265, firm: Main Street Investments, city: Gladstone, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164265/; rank: 70, crd: 167867, firm: Laminar Wealth LLC, city: Clayton, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167867/; rank: 70, crd: 169583, firm: MacKay Financial Planning, LLC, city: Springfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169583/; rank: 70, crd: 170898, firm: ASA Advisors, Inc., city: Eureka, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170898/; rank: 70, crd: 172128, firm: Nextgen Wealth, city: Lee's Summit, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172128/; rank: 70, crd: 172300, firm: J. Loyd Capital Management, LLC, city: Clayton, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172300/; rank: 70, crd: 174695, firm: Modern Dollar Planning, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174695/; rank: 70, crd: 175085, firm: Adk Wealth Advisory Group, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175085/; rank: 70, crd: 192517, firm: YU Financial Advice, LLC, city: Chesterfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/192517/; rank: 70, crd: 277114, firm: Clarity Financial Planners, city: Clayton, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277114/; rank: 70, crd: 281362, firm: Kilcullin Financial Life Planning, LLC, city: Moscow Mills, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281362/; rank: 70, crd: 282564, firm: Cwos for Hire, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282564/; rank: 70, crd: 282953, firm: Aquilant Advisors, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282953/; rank: 70, crd: 285617, firm: The Private Family Advisors, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285617/; rank: 70, crd: 286072, firm: Alpine Private Wealth, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286072/; rank: 70, crd: 286107, firm: Epoch Family Wealth, city: Weldon Spring, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286107/; rank: 70, crd: 291570, firm: Halyard Financial, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291570/; rank: 70, crd: 296862, firm: Hill-Top Financial Planning, LLC, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296862/; rank: 70, crd: 297089, firm: Your Financial Partnership, city: Lees Summit, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297089/; rank: 70, crd: 297416, firm: Java Wealth Planning, city: Lees Summit, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297416/; rank: 70, crd: 297433, firm: Fortify Wealth, Inc., city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297433/; rank: 70, crd: 297531, firm: Oakview Wealth Solutions LLC, city: St. Charles, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297531/; rank: 70, crd: 297750, firm: Benjamin F. Edwards Wealth Management, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297750/; rank: 70, crd: 298774, firm: Correct Capital Wealth Management, LLC, city: Clayton, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298774/; rank: 70, crd: 301103, firm: Porter Kickham, city: Ellisville, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301103/; rank: 70, crd: 306311, firm: Eagle Bluffs Wealth Management LLC, city: Columbia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306311/; rank: 70, crd: 306890, firm: The Worley Banks Group, LLC, city: Creve Coeur, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306890/; rank: 70, crd: 307249, firm: B1B Financial Solutions, city: Nixa, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307249/; rank: 70, crd: 307671, firm: Trek Wealth Planning, city: Columbia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307671/; rank: 70, crd: 311435, firm: Harrison Financial Planning, city: Columbia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311435/; rank: 70, crd: 311530, firm: Bluevine Advice, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311530/; rank: 70, crd: 311903, firm: Diversified Wealth Advisors, LLC, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311903/; rank: 70, crd: 313427, firm: HDQ Wealth, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313427/; rank: 70, crd: 315190, firm: Flattery Wealth Management LLC, city: North Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315190/; rank: 70, crd: 317496, firm: Cratero Capital LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317496/; rank: 70, crd: 317916, firm: 25 Financial, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317916/; rank: 70, crd: 318488, firm: Peakview Strategies, city: Cottleville, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318488/; rank: 70, crd: 319391, firm: Stackhouse Enterprises, city: Sedalia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319391/; rank: 70, crd: 319630, firm: Rising Tide Wealth Advisory Solutions LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319630/; rank: 70, crd: 321650, firm: Tenet Retirement Services LLC, city: Chesterfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321650/; rank: 70, crd: 323278, firm: Gateway Wealth Management, LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323278/; rank: 70, crd: 325151, firm: Lasting Mark Retirement Group LLC, city: Springfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325151/; rank: 70, crd: 326816, firm: Archway Wealth Management, LLC, city: Kirkwood, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326816/; rank: 70, crd: 327259, firm: Bridgewater Advisory Group LLC, city: Crystal City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327259/; rank: 70, crd: 329149, firm: Consolidated Asset Management, LLC, city: Columbia, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329149/; rank: 70, crd: 329414, firm: Generational Wealth Specialists, city: Des Peres, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329414/; rank: 70, crd: 329753, firm: The Wealth Collaborative, city: Lake Saint Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329753/; rank: 70, crd: 329990, firm: Twin Robins Capital, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329990/; rank: 70, crd: 330006, firm: Axius Advisors LLC, city: St. Charles, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330006/; rank: 70, crd: 330411, firm: Smart Steps Wealth Management LLC, city: St. Louis, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330411/; rank: 70, crd: 335140, firm: Sharp Wealth Management, city: Springfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335140/; rank: 70, crd: 335717, firm: Pillar Financial Planning, city: Raymore, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335717/; rank: 70, crd: 336091, firm: Prosperity Financial Group, city: Springfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336091/; rank: 70, crd: 336460, firm: Aech Financial, city: Fenton, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336460/; rank: 70, crd: 339416, firm: Vance Financial Planning, city: Springfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339416/; rank: 70, crd: 340392, firm: JKD Financial, city: Springfield, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340392/; rank: 70, crd: 342502, firm: Heritage First Wealth Management, LLC, city: Kansas City, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342502/; rank: 70, crd: 343160, firm: QP Financial, city: Lees Summit, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343160/; rank: 70, crd: 343974, firm: Pinkston Wealth, LLC, city: Nixa, state: MO, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343974/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [RIA market data for Missouri](https://advisoriq.com/ria/states/missouri/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/missouri/

License: https://advisoriq.com/license/