City
Wealth management firms in Chesterfield, Missouri
As of October 2, 2026, 23 wealth management firms, including broker-dealer firms, with their main office in Chesterfield, Missouri reported $7.7 billion in regulatory assets under management; the largest by assets was Acropolis Investment Management, with $2.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 23
- Regulatory assets under management
- $7.7 billion
- Average per firm
- $334.7 million
- SEC-registered, of those listed
- 12 of 23 (52.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Acropolis Investment Management | SEC | $2.6 billion | 3,984 |
| 2 | Syntegra Private Wealth Group LLC | SEC | $1.4 billion | 2,125 |
| 3 | Brand Asset Management Group, Inc. | SEC | $1.2 billion | 1,795 |
| 4 | Clark Financial Services Group, Inc. | SEC | $498.7 million | 1,896 |
| 5 | MBM Wealth Consultants, LLC | SEC | $476.7 million | 1,624 |
| 6 | Marketriders Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $363.0 million | 477 |
| 7 | Bridgewater Asset Management LLC | SEC | $350.5 million | 1,092 |
| 8 | St. Louis Financial Planners Asset Management, LLC | SEC | $234.0 million | 1,145 |
| 9 | Belmont Private Wealth | SEC | $192.1 million | 142 |
| 10 | Conway Financial Group, LLC | SEC | $177.7 million | 259 |
| 11 | S.P. Parkin & Co | State | $107.7 million | 209 |
| 12 | Tenet Retirement Services LLC | State | $32.0 million | 132 |
| 13 | Freund & Co Investment Advisors, L.C. | State | $26.0 million | 19 |
| 14 | Thousand Wealth Management | State | $15.3 million | 72 |
| 15 | Mills Barrington Advisors, LLC. | State | $13.9 million | 49 |
| 16 | Premier Wealth Advisory Services, Inc. | State | $13.7 million | 59 |
| 17 | Fiduciary Tactical Strategies, Inc. | State | $13.4 million | 132 |
| 18 | Carroll Wealth Management Inc. | State | $1.9 million | 13 |
| 19 | Adaptive Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $1.2 million | 10 |
| 20 | Cedarmill Financial | State | $0 | 0 |
| 21 | Hofman Wealth Management | SEC | $0 | 0 |
| 22 | St. Louis Financial Planners Inc. | SEC | $0 | 0 |
| 23 | YU Financial Advice, LLC | State | $0 | 0 |
Wealth management firms in Missouri, including every city.
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.