{"type":"ria_state","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs in Missouri","lead":"As of October 2, 2026, 326 independent wealth management RIAs based in Missouri reported $395.5 billion in regulatory assets under management; the largest by assets was Focus Partners Wealth, LLC, with $181.9 billion.","as_of":"2026-10-02","facts":{"state":"Missouri","code":"MO","population":"Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.","latest":{"independent":{"accounts":1626129,"firms":326,"median_raum":81659085.5,"raum":395514333566,"advisory_employees":2893,"avg_account":243224.451175768,"band_100m_250m":50,"band_100m_250m_raum":7725856799,"band_10b_plus":6,"band_10b_plus_raum":307426612697,"band_1b_5b":17,"band_1b_5b_raum":38812853022,"band_250m_500m":32,"band_250m_500m_raum":10994505872,"band_500m_1b":29,"band_500m_1b_raum":20395375935,"band_5b_10b":1,"band_5b_10b_raum":5195636468,"band_lt100m":157,"band_lt100m_raum":4963492773,"bd_affiliated_share":0.0306748466257669,"cfp_professionals":1195,"clients":228412,"custody_share":0.303680981595092,"employees":5165,"fee_aum_pct_share":0.923312883435583,"fee_commissions_share":0.0184049079754601,"fee_fixed_share":0.665644171779141,"fee_hourly_share":0.493865030674847,"fee_other_share":0.0889570552147239,"fee_performance_share":0.0429447852760736,"fee_subscription_share":0.0214723926380368,"financial_planning_share":0.797546012269939,"firms_with_raum":292,"iars":3054,"mean_raum":1354501142.34932,"new_firms":34,"p25_raum":23655011.75,"p75_raum":313375037.75,"p90_raum":881044027.900003,"raum_discretionary":316532783617,"top100_share":0.975621910576368,"top10_share":0.822292082900527},"independent_sec":{"accounts":601965,"firms":133,"median_raum":351144333,"raum":389905195231,"advisory_employees":2595,"avg_account":647720.706737103,"band_100m_250m":43,"band_100m_250m_raum":6986899609,"band_10b_plus":6,"band_10b_plus_raum":307426612697,"band_1b_5b":17,"band_1b_5b_raum":38812853022,"band_250m_500m":32,"band_250m_500m_raum":10994505872,"band_500m_1b":29,"band_500m_1b_raum":20395375935,"band_5b_10b":1,"band_5b_10b_raum":5195636468,"band_lt100m":2,"band_lt100m_raum":93311628,"bd_affiliated_share":0.075187969924812,"cfp_professionals":1117,"clients":212532,"custody_share":0.526315789473684,"employees":4822,"fee_aum_pct_share":0.962406015037594,"fee_commissions_share":0.0225563909774436,"fee_fixed_share":0.684210526315789,"fee_hourly_share":0.443609022556391,"fee_other_share":0.0977443609022556,"fee_performance_share":0.037593984962406,"fee_subscription_share":0.0075187969924812,"financial_planning_share":0.857142857142857,"firms_with_raum":130,"iars":2755,"mean_raum":2999270732.54615,"new_firms":13,"p25_raum":179365671.5,"p75_raum":785169289,"p90_raum":2612400859.2,"raum_discretionary":311898873971,"raum_growth_1y":0.567030770652521,"successions":0,"top100_share":0.98965711278966,"top10_share":0.834121497079099},"state":{"accounts":1024164,"firms":193,"median_raum":26029233,"raum":5609138335,"advisory_employees":298,"avg_account":5476.79701200198,"band_100m_250m":7,"band_100m_250m_raum":738957190,"band_10b_plus":0,"band_10b_plus_raum":0,"band_1b_5b":0,"band_1b_5b_raum":0,"band_250m_500m":0,"band_250m_500m_raum":0,"band_500m_1b":0,"band_500m_1b_raum":0,"band_5b_10b":0,"band_5b_10b_raum":0,"band_lt100m":155,"band_lt100m_raum":4870181145,"bd_affiliated_share":0,"cfp_professionals":78,"clients":15880,"custody_share":0.150259067357513,"employees":343,"fee_aum_pct_share":0.896373056994819,"fee_commissions_share":0.0155440414507772,"fee_fixed_share":0.652849740932642,"fee_hourly_share":0.528497409326425,"fee_other_share":0.0829015544041451,"fee_performance_share":0.0466321243523316,"fee_subscription_share":0.0310880829015544,"financial_planning_share":0.756476683937824,"firms_with_raum":162,"iars":299,"mean_raum":34624310.7098765,"new_firms":21,"p25_raum":9484000,"p75_raum":51494306,"p90_raum":82334049.7,"raum_discretionary":4633909646,"top100_share":0.920489161371343,"top10_share":0.183513042382471}},"broker_dealer_affiliated_not_included":{"firms":20,"raum":2172624674337},"series":{"firms":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":70},{"as_of":"2019-10-01","value":76},{"as_of":"2020-10-01","value":82},{"as_of":"2021-10-04","value":89},{"as_of":"2022-10-03","value":99},{"as_of":"2023-10-05","value":98},{"as_of":"2024-10-01","value":108},{"as_of":"2025-09-02","value":114},{"as_of":"2026-10-02","value":133}]},"raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":74009047835},{"as_of":"2019-10-01","value":95534436739},{"as_of":"2020-10-01","value":105923321037},{"as_of":"2021-10-04","value":125352408698},{"as_of":"2022-10-03","value":139179522697},{"as_of":"2023-10-05","value":139105653125},{"as_of":"2024-10-01","value":165265641966},{"as_of":"2025-09-02","value":248817829575},{"as_of":"2026-10-02","value":389905195231}]},"accounts":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":135807},{"as_of":"2019-10-01","value":214191},{"as_of":"2020-10-01","value":232468},{"as_of":"2021-10-04","value":239364},{"as_of":"2022-10-03","value":276261},{"as_of":"2023-10-05","value":310802},{"as_of":"2024-10-01","value":350911},{"as_of":"2025-09-02","value":432689},{"as_of":"2026-10-02","value":601965}]},"median_raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":3580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https://advisoriq.com/ria/states/missouri/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}