City
Wealth management firms in Clayton, Missouri
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Clayton, Missouri reported $7.7 billion in regulatory assets under management; the largest by assets was Smith Moore & Co., with $2.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $7.7 billion
- Average per firm
- $552.9 million
- SEC-registered, of those listed
- 8 of 14 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Smith Moore & Co. 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 | $2.4 billion | 5,865 |
| 2 | Parkwoods Wealth Partners, LLC | SEC | $1.8 billion | 3,583 |
| 3 | Meramec Financial Planners, LLC | SEC | $1.1 billion | 1,926 |
| 4 | Correct Capital Wealth Management, LLC | SEC | $889.3 million | 1,769 |
| 5 | Foundation Wealth Management, LLC | SEC | $660.6 million | 1,778 |
| 6 | Vista Finance, LLC | SEC | $320.0 million | 453 |
| 7 | Clarity Financial Planners | SEC | $132.5 million | 213 |
| 8 | Laminar Wealth LLC | SEC | $131.8 million | 183 |
| 9 | Dew Wealth Strategies, LLC | State | $94.7 million | 132 |
| 10 | Bristol Financial LLC | State | $84.0 million | 187 |
| 11 | Consolidated Wealth Management 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 | $77.5 million | 35 |
| 12 | J. Loyd Capital Management, LLC | State | $40.1 million | 205 |
| 13 | Virtual Investment Planning LLC | State | $23.7 million | 122 |
| 14 | Elite Investment Advisors, LLC | State | $2.3 million | 6 |
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.