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Ranking, Missouri

Independent RIAs with the most high net worth 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 high net worth clients, with 30,177.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) 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 high net worth clients in Missouri
Rank Firm City Most high net worth clients
1 Focus Partners Wealth, LLC St. Louis 30,177
2 Focus Advisor Solutions, LLC St. Louis 9,302
3 Moneta Group Investment Advisors, LLC St. Louis 5,460
4 Cornerstone Wealth Management, LLC Des Peres 3,511
5 Modern Wealth Management, LLC Kansas City 2,529
6 Forvis Mazars Wealth Advisors, LLC Springfield 1,898
7 Plancorp, LLC St. Louis 1,284
8 Krilogy St. Louis 1,121
9 Visionary Wealth Advisors, LLC St. Louis 898
10 Rubinbrown Advisors LLC St. Louis 860
11 Convergence Financial Columbia 647
12 Acropolis Investment Management Chesterfield 636
13 Adk Wealth Advisory Group St. Louis 540
14 Parkwoods Wealth Partners, LLC Clayton 517
15 Orion Investment Co St. Louis 390
16 Atwood & Palmer, Inc. Kansas City 358
17 MRM Group St. Louis 354
17 Syntegra Private Wealth Group LLC Chesterfield 354
19 Mosaic Wealth St. Louis 321
20 Alexander Labrunerie & Co., Inc. Columbia 304
21 IFG Advisors, LLC St. Louis 298
22 Precision Wealth Strategies, LLC St. Louis 282
23 RBF Wealth Advisors St. Louis 273
24 Family Investment Center St. Joseph 265
25 25 Financial St. Louis 250
26 Meramec Financial Planners, LLC Clayton 248
27 Zemenick & Walker Inc St. Louis 229
28 Cortland Associates Inc St. Louis 217
29 Terril & Company St. Louis 214
30 The Yanker Group Manchester 209
31 Alpine Private Wealth St. Louis 208
31 Hill Investment Group St. Louis 208
33 Foundation Wealth Management, LLC Clayton 194
34 Droms Strauss Wealth Management St. Louis 192
35 Strongbox Wealth, LLC Lee's Summit 189
36 Prosperity Planning North Kansas City 177
37 Correct Capital Wealth Management, LLC Clayton 174
38 Sunpointe Investments St. Louis 169
39 Clayton Financial Group, LLC St. Louis 167
40 Bridgewater Asset Management LLC Chesterfield 165
41 Truenorth Wealth & Impact, LLC Joplin 153
42 TBG-Bedford Group LLC St. Louis 151
43 Financial & Tax Architects, LLC St. Louis 149
44 Craft & Sage Wealth Kansas City 144
45 Capital Investment Management, Inc Lee's Summit 140
45 Claris Advisors, LLC St. Louis 140
47 The Worley Banks Group, LLC Creve Coeur 135
48 Fyra Capital Management St. Charles 132
49 MBM Wealth Consultants, LLC Chesterfield 131
50 Sterneck Capital Management LLC Kansas City 129
51 Matter Family Office St. Louis 128
52 Clark Financial Services Group, Inc. Chesterfield 125
53 Core Planning Ofallon 122
53 Sarver Vrooman Wealth Advisors LLC Kansas City 122
55 Wheelhouse Advisory Group, LLC St. Louis 121
56 Axius Advisors LLC St. Charles 118
57 Diversified Wealth Advisors, LLC Kansas City 113
58 Anderson Hoagland & Co St. Louis 112
59 Pinnacle Family Advisors, LLC Springfield 105
60 Saxony Capital Management, LLC St. Louis 97
60 Macrovex Capital St. Peters 97
62 Wilkerson Advisory Group LLC Columbia 96
63 Duncker Streett & Co. St. Louis 94
64 Monetary Management Group Inc St. Louis 90
64 Archway Wealth Management, LLC Kirkwood 90
66 Brand Asset Management Group, Inc. Chesterfield 89
67 Lang & Becker, Inc. Washington 88
68 Nicholson Meyer Capital Management, Inc. Kansas City 87
69 Mader & Shannon Wealth Management Kansas City 84
70 Aquilant Advisors St. Louis 82
71 Trinity Wealth Advisors LLC St. Louis 81
72 Eagle Bluffs Wealth Management LLC Columbia 76
73 Maxele Advisors, LLC Webster Groves 73
74 Universal Financial Advisors, LLC St. Louis 69
75 Brady Family Wealth, LLC St. Louis 66
76 Cauble & Harre Wealth Management, Inc. St. Louis 65
76 McCartney Wealth Management LLC St. Louis 65
76 Toberman Becker Wealth, LLC St. Louis 65
76 Moment Private Wealth St. Louis 65
80 Walker Asset Management, LLC Verona 64
81 Kilcullin Financial Life Planning, LLC Moscow Mills 61
82 Argos Capital Partners, LLC St. Louis 60
82 Fidelis Financial Planning, LLC St. Charles 60
84 Vista Finance, LLC Clayton 58
85 Stewardship Capital Independence 57
86 White Sand Wealth Management Liberty 55
86 Heritage Asset Management, LLC Belton 55
86 Breiter Wealth Management, LLC St. Louis 55
89 Conway Financial Group, LLC Chesterfield 52
89 Severin Investments LLC St. Louis 52
91 Sterling Investment Advisors,llc Bolivar 50
91 Financial Avenues Kansas City 50
93 Profusion Private Wealth St. Louis 49
93 Modern Dollar Planning, LLC St. Louis 49
95 Risley Capital Management LLC Ellisville 48
96 Angell Capital Management, LLC Centralia 47
97 Mid-American Wealth Advisory Group Kansas City 46
97 Virtus Financial Group Olivette 46
97 Commercial Trust Financial Services Fayette 46
100 Sonas Financial Group, Inc. Kansas City 45
100 Private Wealth Consulting, LLC Kansas City 45

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

More rankings

Most high net worth 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.