# Newest independent RIAs in Missouri

As of October 2, 2026, TBG-Bedford Group LLC ranked #1 in Missouri in AdvisorIQ's ranking of newest independent RIAs, with $758.1 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Missouri
- firms_listed: 34
- rows: rank: 1, crd: 341573, firm: TBG-Bedford Group LLC, city: St. Louis, state: MO, value: 758104476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341573/; rank: 2, crd: 336590, firm: Private Wealth Consulting, LLC, city: Kansas City, state: MO, value: 259339738, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336590/; rank: 3, crd: 337704, firm: Commercial Trust Financial Services, city: Fayette, state: MO, value: 204060790, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337704/; rank: 4, crd: 153458, firm: Financial Avenues, city: Kansas City, state: MO, value: 147618248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153458/; rank: 5, crd: 311903, firm: Diversified Wealth Advisors, LLC, city: Kansas City, state: MO, value: 138000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311903/; rank: 6, crd: 167867, firm: Laminar Wealth LLC, city: Clayton, state: MO, value: 131802391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167867/; rank: 7, crd: 161054, firm: Sawyer Capital Management, city: Wildwood, state: MO, value: 124876998, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161054/; rank: 8, crd: 137346, firm: Lang & Becker, Inc., city: Washington, state: MO, value: 123184004, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137346/; rank: 9, crd: 317832, firm: Virtus Financial Group, city: Olivette, state: MO, value: 119364407, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317832/; rank: 10, crd: 157432, firm: Ryan Poage & Co., city: Kansas City, state: MO, value: 114196904, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157432/; rank: 11, crd: 342447, firm: Breiter Wealth Management, LLC, city: St. Louis, state: MO, value: 72296151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342447/; rank: 12, crd: 335140, firm: Sharp Wealth Management, city: Springfield, state: MO, value: 35178354, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335140/; rank: 13, crd: 340392, firm: JKD Financial, city: Springfield, state: MO, value: 25818885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340392/; rank: 14, crd: 339416, firm: Vance Financial Planning, city: Springfield, state: MO, value: 23144240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339416/; rank: 15, crd: 338934, firm: In the Game Wealth Management, city: North Kansas City, state: MO, value: 10588904, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338934/; rank: 16, crd: 338871, firm: Biy Financial, LLC, city: Jefferson City, state: MO, value: 7723000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338871/; rank: 17, crd: 339269, firm: Coffman Wealth Advisors, LLC, city: Poplar Bluff, state: MO, value: 477027, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339269/; rank: 18, crd: 339733, firm: Transcendent Investment Advisors, LLC, city: Ofallon, state: MO, value: 55580, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339733/; rank: 19, crd: 331466, firm: Tiburon Capital Advisors LLC, city: Lake St Louis, state: MO, value: 25000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331466/; rank: 20, crd: 337645, firm: Monarch Fiduciary, LLC, city: Kansas City, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337645/; rank: 20, crd: 339948, firm: Building Wealth Financial Advisory LLC, city: Paris, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339948/; rank: 20, crd: 340674, firm: Steven Hermann Advisory, city: Columbia, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340674/; rank: 20, crd: 340808, firm: Chase Wealth Management, city: Kansas City, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340808/; rank: 20, crd: 340868, firm: Simplexus Wealth Management, city: St. Charles, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340868/; rank: 20, crd: 342340, firm: Hofman Wealth Management, city: Chesterfield, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342340/; rank: 20, crd: 342502, firm: Heritage First Wealth Management, LLC, city: Kansas City, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342502/; rank: 20, crd: 342795, firm: Crosspath Capital, city: Kansas City, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342795/; rank: 20, crd: 342967, firm: Bockhorst Wealth Stratagies LLC, city: Troy, Lincoln, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342967/; rank: 20, crd: 343160, firm: QP Financial, city: Lees Summit, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343160/; rank: 20, crd: 343286, firm: Working Class Wealth Solutions LLC, city: Poplar Bluff, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343286/; rank: 20, crd: 343554, firm: Norvia Wealth Management LLC, city: Maryland Heights, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343554/; rank: 20, crd: 343567, firm: Percipient Advisors LLC, city: Fenton, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343567/; rank: 20, crd: 343923, firm: AI Portfolios, city: Ballwin, state: MO, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343923/; rank: 20, crd: 343974, firm: Pinkston Wealth, LLC, city: Nixa, state: MO, value: 0, 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/missouri/

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