# Independent RIAs in Missouri

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
Address: https://advisoriq.com/ria/states/missouri/

## 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: 358000000; as_of: 2019-10-01, value: 332547853.5; as_of: 2020-10-01, value: 334600896; as_of: 2021-10-04, value: 333482727; as_of: 2022-10-03, value: 344543541.5; as_of: 2023-10-05, value: 309597851; as_of: 2024-10-01, value: 326194407; as_of: 2025-09-02, value: 341342744; as_of: 2026-10-02, value: 351144333
- top_10: largest: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 181862000000; rank: 2, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, value: 50536192552; rank: 3, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, value: 41483880621; rank: 4, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 12005962400; rank: 5, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 10904051242; rank: 6, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 10634525882; rank: 7, crd: 149046, firm: Krilogy, city: St. Louis, value: 5195636468; rank: 8, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, value: 4934013239; rank: 9, crd: 116909, firm: Rubinbrown Advisors LLC, city: St. Louis, value: 3860989071; rank: 10, crd: 106806, firm: Matter Family Office, city: St. Louis, value: 3811053690, fastest-growing: rank: 1, crd: 313223, firm: Moment Private Wealth, city: St. Louis, value: 1.27857074640448; rank: 2, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 0.896571192074608; rank: 3, crd: 299827, firm: Precision Wealth Strategies, LLC, city: St. Louis, value: 0.840770547794838; rank: 4, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 0.773329090805452; rank: 5, crd: 310346, firm: Toberman Becker Wealth, LLC, city: St. Louis, value: 0.483942300031392; rank: 6, crd: 324833, firm: Fefa Financial, city: St. Louis, value: 0.47668406769429; rank: 7, crd: 149046, firm: Krilogy, city: St. Louis, value: 0.469627457372207; rank: 8, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 0.457776894796082; rank: 9, crd: 312806, firm: Wheelhouse Advisory Group, LLC, city: St. Louis, value: 0.428906085895753; rank: 10, crd: 282505, firm: Sunpointe Investments, city: St. Louis, value: 0.414030463517319, fastest-growing-3-year: rank: 1, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 0.922156954457921; rank: 2, crd: 324833, firm: Fefa Financial, city: St. Louis, value: 0.561412351194141; rank: 3, crd: 312806, firm: Wheelhouse Advisory Group, LLC, city: St. Louis, value: 0.476908496869071; rank: 4, crd: 304146, firm: Convergence Financial, city: Columbia, value: 0.447479527491333; rank: 5, crd: 149046, firm: Krilogy, city: St. Louis, value: 0.412454521070151; rank: 6, crd: 299827, firm: Precision Wealth Strategies, LLC, city: St. Louis, value: 0.39243066204544; rank: 7, crd: 282505, firm: Sunpointe Investments, city: St. Louis, value: 0.359772451288262; rank: 8, crd: 172329, firm: IFG Advisors, LLC, city: St. Louis, value: 0.315930430482142; rank: 9, crd: 122692, firm: Saxony Capital Management, LLC, city: St. Louis, value: 0.311454294084104; rank: 10, crd: 160094, firm: Signify Wealth LLC, city: St. Louis, value: 0.289689534539493, fastest-growing-5-year: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 0.693555265473627; rank: 2, crd: 282505, firm: Sunpointe Investments, city: St. Louis, value: 0.413199762194589; rank: 3, crd: 299827, firm: Precision Wealth Strategies, LLC, city: St. Louis, value: 0.334663053425302; rank: 4, crd: 304146, firm: Convergence Financial, city: Columbia, value: 0.331971749686371; rank: 5, crd: 172329, firm: IFG Advisors, LLC, city: St. Louis, value: 0.264975228391706; rank: 6, crd: 149046, firm: Krilogy, city: St. Louis, value: 0.250473749068219; rank: 7, crd: 306311, firm: Eagle Bluffs Wealth Management LLC, city: Columbia, value: 0.233210052660531; rank: 8, crd: 119169, firm: Financial & Tax Architects, LLC, city: St. Louis, value: 0.224573405674529; rank: 9, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 0.192536498974269; rank: 10, crd: 286072, firm: Alpine Private Wealth, city: St. Louis, value: 0.189632281438536, biggest-asset-gains: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 85972111574; rank: 2, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, value: 11622085474; rank: 3, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, value: 7740615437; rank: 4, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 4755135455; rank: 5, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 3339496087; rank: 6, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 3083959553; rank: 7, crd: 149046, firm: Krilogy, city: St. Louis, value: 1660293928; rank: 8, crd: 331565, firm: Parkwoods Wealth Partners, LLC, city: Clayton, value: 1376468031; rank: 9, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, value: 851499682; rank: 10, crd: 116909, firm: Rubinbrown Advisors LLC, city: St. Louis, value: 767746416, most-clients: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 63966; rank: 2, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, value: 36817; rank: 3, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, value: 12695; rank: 4, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 11939; rank: 5, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, value: 9801; rank: 6, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 4697; rank: 7, crd: 169610, firm: Visionary Wealth Advisors, LLC, city: St. Louis, value: 4316; rank: 8, crd: 131804, firm: R.T. Jones Capital Equities Management Inc., city: St. Louis, value: 4108; rank: 9, crd: 149046, firm: Krilogy, city: St. Louis, value: 3204; rank: 10, crd: 304146, firm: Convergence Financial, city: Columbia, value: 2714, client-growth: rank: 1, crd: 306890, firm: The Worley Banks Group, LLC, city: Creve Coeur, value: 1.60069444444444; rank: 2, crd: 154660, firm: Core Planning, city: Ofallon, value: 1.4150417827298; rank: 3, crd: 331565, firm: Parkwoods Wealth Partners, LLC, city: Clayton, value: 1.33550488599349; rank: 4, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 0.786809687421436; rank: 5, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 0.776372563606606; rank: 6, crd: 118260, firm: Capital Management Services, Inc., city: Manchester, value: 0.668965517241379; rank: 7, crd: 151778, firm: RLB Financial, city: Springfield, value: 0.593175853018373; rank: 8, crd: 317224, firm: Equity Wealth Partners, LLC, city: Independence, value: 0.583473861720067; rank: 9, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 0.501246882793017; rank: 10, crd: 119169, firm: Financial & Tax Architects, LLC, city: St. Louis, value: 0.483506126295947, most-accounts: rank: 1, crd: 329109, firm: First Class Capital, city: Liberty, value: 1000000; rank: 2, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 220585; rank: 3, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, value: 91359; rank: 4, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, value: 48410; rank: 5, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 30617; rank: 6, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, value: 20602; rank: 7, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 14044; rank: 8, crd: 149046, firm: Krilogy, city: St. Louis, value: 11114; rank: 9, crd: 169610, firm: Visionary Wealth Advisors, LLC, city: St. Louis, value: 11041; rank: 10, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 9200, most-advisory-staff: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 1025; rank: 2, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, value: 239; rank: 3, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, value: 102; rank: 3, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 102; rank: 5, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 82; rank: 6, crd: 149046, firm: Krilogy, city: St. Louis, value: 65; rank: 7, crd: 154660, firm: Core Planning, city: Ofallon, value: 61; rank: 8, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 52; rank: 9, crd: 169610, firm: Visionary Wealth Advisors, LLC, city: St. Louis, value: 51; rank: 10, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, value: 46, most-hnw-clients: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 30177; rank: 2, crd: 143319, firm: Focus Advisor Solutions, LLC, city: St. Louis, value: 9302; rank: 3, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, value: 5460; rank: 4, crd: 164666, firm: Cornerstone Wealth Management, LLC, city: Des Peres, value: 3511; rank: 5, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 2529; rank: 6, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 1898; rank: 7, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 1284; rank: 8, crd: 149046, firm: Krilogy, city: St. Louis, value: 1121; rank: 9, crd: 169610, firm: Visionary Wealth Advisors, LLC, city: St. Louis, value: 898; rank: 10, crd: 116909, firm: Rubinbrown Advisors LLC, city: St. Louis, value: 860, most-cfp-professionals: rank: 1, crd: 159289, firm: Focus Partners Wealth, LLC, city: St. Louis, value: 451; rank: 2, crd: 104727, firm: Moneta Group Investment Advisors, LLC, city: St. Louis, value: 178; rank: 3, crd: 324624, firm: Modern Wealth Management, LLC, city: Kansas City, value: 61; rank: 4, crd: 110905, firm: Forvis Mazars Wealth Advisors, LLC, city: Springfield, value: 48; rank: 5, crd: 106599, firm: Plancorp, LLC, city: St. Louis, value: 37; rank: 6, crd: 154660, firm: Core Planning, city: Ofallon, value: 35; rank: 7, crd: 149046, firm: Krilogy, city: St. Louis, value: 26; rank: 8, crd: 169610, firm: Visionary Wealth Advisors, LLC, city: St. Louis, value: 17; rank: 9, crd: 121307, firm: Acropolis Investment Management, city: Chesterfield, value: 16; rank: 10, crd: 331565, firm: Parkwoods Wealth Partners, LLC, city: Clayton, value: 14, newest: rank: 1, crd: 341573, firm: TBG-Bedford Group LLC, city: St. Louis, value: 758104476; rank: 2, crd: 336590, firm: Private Wealth Consulting, LLC, city: Kansas City, value: 259339738; rank: 3, crd: 337704, firm: Commercial Trust Financial Services, city: Fayette, value: 204060790; rank: 4, crd: 153458, firm: Financial Avenues, city: Kansas City, value: 147618248; rank: 5, crd: 311903, firm: Diversified Wealth Advisors, LLC, city: Kansas City, value: 138000000; rank: 6, crd: 167867, firm: Laminar Wealth LLC, city: Clayton, value: 131802391; rank: 7, crd: 161054, firm: Sawyer Capital Management, city: Wildwood, value: 124876998; rank: 8, crd: 137346, firm: Lang & Becker, Inc., city: Washington, value: 123184004; rank: 9, crd: 317832, firm: Virtus Financial Group, city: Olivette, value: 119364407; rank: 10, crd: 157432, firm: Ryan Poage & Co., city: Kansas City, value: 114196904
- cities: name: St. Louis, independent_rias: 87, raum: 331754836975, url: https://advisoriq.com/ria/states/missouri/st-louis/; name: Kansas City, independent_rias: 37, raum: 17033415210, url: https://advisoriq.com/ria/states/missouri/kansas-city/; name: Springfield, independent_rias: 21, raum: 13759059000, url: https://advisoriq.com/ria/states/missouri/springfield/; name: Chesterfield, independent_rias: 21, raum: 7333500791, url: https://advisoriq.com/ria/states/missouri/chesterfield/; name: Clayton, independent_rias: 12, raum: 5291023906, url: https://advisoriq.com/ria/states/missouri/clayton/; name: Columbia, independent_rias: 18, raum: 3092818826, url: https://advisoriq.com/ria/states/missouri/columbia/; name: Lee's Summit, independent_rias: 9, raum: 1410070882, url: https://advisoriq.com/ria/states/missouri/lees-summit/; name: St. Charles, independent_rias: 8, raum: 1333150360, url: https://advisoriq.com/ria/states/missouri/st-charles/; name: Wildwood, independent_rias: 6, raum: 1118733296, url: https://advisoriq.com/ria/states/missouri/wildwood/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Missouri](https://advisoriq.com/ria/rankings/largest/missouri/)
- [Fastest-growing independent RIAs over one year in Missouri](https://advisoriq.com/ria/rankings/fastest-growing/missouri/)
- [Fastest-growing independent RIAs over three years in Missouri](https://advisoriq.com/ria/rankings/fastest-growing-3-year/missouri/)
- [Fastest-growing independent RIAs over five years in Missouri](https://advisoriq.com/ria/rankings/fastest-growing-5-year/missouri/)
- [IAR CE in Missouri](https://advisoriq.com/ce/iar/missouri/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/missouri/

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