IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Missouri

Independent RIAs with the most clients 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 clients, with 63,966.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients in Missouri
Rank Firm City Most clients
1 Focus Partners Wealth, LLC St. Louis 63,966
2 Focus Advisor Solutions, LLC St. Louis 36,817
3 Cornerstone Wealth Management, LLC Des Peres 12,695
4 Modern Wealth Management, LLC Kansas City 11,939
5 Moneta Group Investment Advisors, LLC St. Louis 9,801
6 Forvis Mazars Wealth Advisors, LLC Springfield 4,697
7 Visionary Wealth Advisors, LLC St. Louis 4,316
8 R.T. Jones Capital Equities Management Inc. St. Louis 4,108
9 Krilogy St. Louis 3,204
10 Convergence Financial Columbia 2,714
11 Plancorp, LLC St. Louis 2,408
12 Syntegra Private Wealth Group LLC Chesterfield 2,125
13 Southland Equity Partners, LLC. Wildwood 1,778
14 Fefa Financial St. Louis 1,688
15 Financial & Tax Architects, LLC St. Louis 1,574
16 Parkwoods Wealth Partners, LLC Clayton 1,434
17 RBF Wealth Advisors St. Louis 1,289
18 Acropolis Investment Management Chesterfield 1,240
19 Axius Advisors LLC St. Charles 1,231
20 Adk Wealth Advisory Group St. Louis 1,208
21 Alexander Labrunerie & Co., Inc. Columbia 1,187
22 Rubinbrown Advisors LLC St. Louis 1,160
23 Capital Investment Management, Inc Lee's Summit 1,152
24 Benjamin F. Edwards Wealth Management, LLC St. Louis 1,104
25 Wheelhouse Advisory Group, LLC St. Louis 1,096
26 TBG-Bedford Group LLC St. Louis 960
27 Mid-American Wealth Advisory Group Kansas City 958
28 Family Investment Center St. Joseph 954
29 Renaud & Company, LLC O'Fallon 953
30 Equity Wealth Partners, LLC Independence 939
31 Commercial Trust Financial Services Fayette 927
32 Pinnacle Family Advisors, LLC Springfield 919
33 Core Planning Ofallon 867
34 Lasting Mark Retirement Group LLC Springfield 864
35 Fyra Capital Management St. Charles 858
36 Mosaic Wealth St. Louis 807
37 Compass Wealth St. Louis 766
38 Saxony Capital Management, LLC St. Louis 762
39 Heritage Asset Management, LLC Belton 754
40 The Worley Banks Group, LLC Creve Coeur 749
41 Latour Asset Management LLC Springfield 710
42 Floyd Financial Group LLC Springfield 689
43 Orion Investment Co St. Louis 673
44 MBM Wealth Consultants, LLC Chesterfield 642
45 RLB Financial Springfield 607
46 Wealthcare Asset Management, LLC Springfield 603
47 Wilkerson Advisory Group LLC Columbia 582
48 Auxan Capital Advisors, LLC Springfield 573
49 IFG Advisors, LLC St. Louis 568
50 Craft & Sage Wealth Kansas City 531
51 25 Financial St. Louis 530
52 Atwood & Palmer, Inc. Kansas City 525
52 Sundvold Financial Columbia 525
54 Strongbox Wealth, LLC Lee's Summit 502
55 Terril & Company St. Louis 488
56 The Yanker Group Manchester 479
57 Meramec Financial Planners, LLC Clayton 478
58 Precision Wealth Strategies, LLC St. Louis 472
59 Correct Capital Wealth Management, LLC Clayton 466
60 MRM Group St. Louis 456
61 Wealth Management Advisors, Inc. St. Louis 450
62 St. Louis Financial Planners Asset Management, LLC Chesterfield 446
63 Clark Financial Services Group, Inc. Chesterfield 432
64 Buttonwood Financial Group, LLC Kansas City 430
65 Droms Strauss Wealth Management St. Louis 420
66 Truenorth Wealth & Impact, LLC Joplin 411
67 Diversified Wealth Advisors, LLC Kansas City 408
67 Lakeshore Wealth Management LLC Lake Lotawana 408
69 Prosperity Planning North Kansas City 406
70 Bridgewater Asset Management LLC Chesterfield 401
71 Stewardship Capital Independence 392
72 Cortland Associates Inc St. Louis 387
73 Hill Investment Group St. Louis 382
74 Mader & Shannon Wealth Management Kansas City 375
74 Duncan Financial Management, Inc. Sunset Hills 375
76 Foundation Wealth Management, LLC Clayton 359
77 Brand Asset Management Group, Inc. Chesterfield 355
78 Alspaugh Wealth Management Cape Girardeau 350
79 Claris Advisors, LLC St. Louis 331
79 Universal Financial Advisors, LLC St. Louis 331
81 Trend Management, Inc. Springfield 320
82 Sunpointe Investments St. Louis 316
83 Aquilant Advisors St. Louis 314
84 Strategic Investment Advisors, Ltd. Cape Girardeau 301
85 Sarver Vrooman Wealth Advisors LLC Kansas City 296
86 Alpine Private Wealth St. Louis 295
87 Derks Financial, LLC Lees Summit 285
88 Smart Steps Wealth Management LLC St. Louis 282
89 Freedom Wealth Advisors, LLC Lee's Summit 278
90 Sterneck Capital Management LLC Kansas City 277
91 Bison Financial Group, LLC Creve Coeur 275
92 Zemenick & Walker Inc St. Louis 271
93 Nicholson Meyer Capital Management, Inc. Kansas City 269
93 Sterling Investment Advisors,llc Bolivar 269
95 Clayton Financial Group, LLC St. Louis 248
96 Mottet Wealth Parkville 244
97 Capital Management Services, Inc. Manchester 242
98 Severin Investments LLC St. Louis 237
99 Maxele Advisors, LLC Webster Groves 234
100 Virtus Financial Group Olivette 230

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

More rankings

Most clients 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.