City
Wealth management firms in St. Charles, Missouri
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in St. Charles, Missouri reported $1.3 billion in regulatory assets under management; the largest by assets was Axius Advisors LLC, with $623.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $166.6 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Axius Advisors LLC | SEC | $623.8 million | 2,827 |
| 2 | Fyra Capital Management | SEC | $504.2 million | 2,280 |
| 3 | Fidelis Financial Planning, LLC | SEC | $160.0 million | 458 |
| 4 | Oakview Wealth Solutions LLC | State | $28.4 million | 223 |
| 5 | Wheeler Financial Planning LLC | State | $9.4 million | 44 |
| 6 | Quantumleap Wealth Management, LLC | State | $7.3 million | 28 |
| 7 | 360 IRA | State | $0 | 0 |
| 8 | Simplexus Wealth Management | 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.