City
Independent RIAs in Clayton, Missouri
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Clayton, Missouri reported $5.3 billion in regulatory assets under management; the largest by assets was Parkwoods Wealth Partners, LLC, with $1.8 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $5.3 billion
- Average per firm
- $440.9 million
- SEC-registered, of those listed
- 7 of 12 (58.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Parkwoods Wealth Partners, LLC | SEC | $1.8 billion | 3,583 |
| 2 | Meramec Financial Planners, LLC | SEC | $1.1 billion | 1,926 |
| 3 | Correct Capital Wealth Management, LLC | SEC | $889.3 million | 1,769 |
| 4 | Foundation Wealth Management, LLC | SEC | $660.6 million | 1,778 |
| 5 | Vista Finance, LLC | SEC | $320.0 million | 453 |
| 6 | Clarity Financial Planners | SEC | $132.5 million | 213 |
| 7 | Laminar Wealth LLC | SEC | $131.8 million | 183 |
| 8 | Dew Wealth Strategies, LLC | State | $94.7 million | 132 |
| 9 | Bristol Financial LLC | State | $84.0 million | 187 |
| 10 | J. Loyd Capital Management, LLC | State | $40.1 million | 205 |
| 11 | Virtual Investment Planning LLC | State | $23.7 million | 122 |
| 12 | Elite Investment Advisors, LLC | State | $2.3 million | 6 |
Independent RIAs 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.