City
Wealth management firms in St. Louis, Missouri
As of October 2, 2026, 97 wealth management firms, including broker-dealer firms, with their main office in St. Louis, Missouri reported $2.5 trillion in regulatory assets under management; the largest by assets was Edward Jones, with $1.0 trillion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 97
- Regulatory assets under management
- $2.5 trillion
- Average per firm
- $25.7 billion
- SEC-registered, of those listed
- 62 of 97 (63.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Edward Jones 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 | $1.0 trillion | 5,630,517 |
| 2 | Wells Fargo Advisors 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 | $671.4 billion | 1,324,168 |
| 3 | Wells Fargo Advisors 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 | $252.3 billion | 466,575 |
| 4 | Stifel, Nicolaus & Company, Incorporated 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 | $197.5 billion | 394,160 |
| 5 | Focus Partners Wealth, LLC | SEC | $181.9 billion | 220,585 |
| 6 | Moneta Group Investment Advisors, LLC | SEC | $50.5 billion | 48,410 |
| 7 | Focus Advisor Solutions, LLC | SEC | $41.5 billion | 91,359 |
| 8 | Benjamin F. Edwards & Company, Incorporated 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 | $18.9 billion | 55,423 |
| 9 | Plancorp, LLC | SEC | $10.6 billion | 9,200 |
| 10 | Larson Financial Group, LLC 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 | $5.5 billion | 25,926 |
| 11 | Krilogy | SEC | $5.2 billion | 11,114 |
| 12 | Stifel Independent Advisors, LLC 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 | $5.0 billion | 12,216 |
| 13 | Rubinbrown Advisors LLC | SEC | $3.9 billion | 4,158 |
| 14 | Matter Family Office | SEC | $3.8 billion | 2,360 |
| 15 | Visionary Wealth Advisors, LLC | SEC | $3.5 billion | 11,041 |
| 16 | Zemenick & Walker Inc | SEC | $2.6 billion | 271 |
| 17 | Argos Capital Partners, LLC | SEC | $2.6 billion | 1,080 |
| 18 | Mosaic Wealth | SEC | $2.0 billion | 4,827 |
| 19 | Alpine Private Wealth | SEC | $1.5 billion | 295 |
| 20 | Anderson Hoagland & Co | SEC | $1.4 billion | 415 |
| 21 | Hill Investment Group | SEC | $1.3 billion | 1,481 |
| 22 | IFG Advisors, LLC | SEC | $1.0 billion | 2,700 |
| 23 | Terril & Company | SEC | $987.8 million | 1,140 |
| 24 | Cortland Associates Inc | SEC | $958.0 million | 387 |
| 25 | Claris Advisors, LLC | SEC | $911.1 million | 973 |
| 26 | Droms Strauss Wealth Management | SEC | $806.3 million | 1,260 |
| 27 | Clayton Financial Group, LLC | SEC | $793.8 million | 1,306 |
| 28 | Sunpointe Investments | SEC | $790.7 million | 1,085 |
| 29 | Huntleigh Advisors, Inc. 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 | $781.8 million | 1,838 |
| 30 | Adk Wealth Advisory Group | SEC | $768.5 million | 2,166 |
| 31 | TBG-Bedford Group LLC | SEC | $758.1 million | 2,540 |
| 32 | RBF Wealth Advisors | SEC | $716.1 million | 2,421 |
| 33 | Precision Wealth Strategies, LLC | SEC | $711.0 million | 1,697 |
| 34 | Duncker Streett & Co. | SEC | $707.3 million | 421 |
| 35 | Benjamin F. Edwards Wealth Management, LLC | SEC | $705.4 million | 2,336 |
| 36 | Monetary Management Group Inc | SEC | $583.8 million | 171 |
| 37 | 25 Financial | SEC | $545.0 million | 3,075 |
| 38 | Orion Investment Co | SEC | $515.4 million | 674 |
| 39 | Financial & Tax Architects, LLC | SEC | $506.2 million | 3,736 |
| 40 | Fefa Financial | SEC | $435.3 million | 3,837 |
| 41 | Wheelhouse Advisory Group, LLC | SEC | $388.1 million | 2,042 |
| 42 | Saxony Capital Management, LLC | SEC | $367.9 million | 1,488 |
| 43 | Signify Wealth LLC | SEC | $364.6 million | 311 |
| 44 | Moment Private Wealth | SEC | $357.2 million | 719 |
| 45 | R.T. Jones Capital Equities Management Inc. | SEC | $351.8 million | 4,108 |
| 46 | Brady Family Wealth, LLC | SEC | $312.7 million | 259 |
| 47 | Cauble & Harre Wealth Management, Inc. | SEC | $300.6 million | 432 |
| 48 | Trinity Wealth Advisors LLC | SEC | $281.5 million | 540 |
| 49 | Aquilant Advisors | SEC | $278.8 million | 798 |
| 50 | Universal Financial Advisors, LLC | SEC | $277.5 million | 709 |
| 51 | McCartney Wealth Management LLC | SEC | $220.7 million | 473 |
| 52 | Daytona Street Capital | SEC | $189.3 million | 107 |
| 53 | Profusion Private Wealth | SEC | $175.7 million | 390 |
| 54 | Toberman Becker Wealth, LLC | SEC | $170.8 million | 473 |
| 55 | Modern Dollar Planning, LLC | SEC | $159.1 million | 153 |
| 56 | Essex Ridge Capital Group, LLC | SEC | $146.3 million | 51 |
| 57 | Severin Investments LLC | SEC | $141.9 million | 564 |
| 58 | Metanoia Financial, LLC | SEC | $138.7 million | 554 |
| 59 | Arlington Securities, Inc 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 | $116.9 million | 320 |
| 60 | Fortify Wealth, Inc. | SEC | $115.0 million | 227 |
| 61 | Compass Wealth | SEC | $111.9 million | 939 |
| 62 | Vestech Asset Management Inc. 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 | $99.7 million | 278 |
| 63 | Terrance P Davis CPA/PFS | State | $91.0 million | 45 |
| 64 | The Private Family Advisors, LLC | State | $82.4 million | 258 |
| 65 | Long River Investment Management LLC | State | $81.8 million | 87 |
| 66 | Smart Steps Wealth Management LLC | State | $81.5 million | 280 |
| 67 | Breiter Wealth Management, LLC | SEC | $72.3 million | 220 |
| 68 | Baldwin Wealth Management, LLC | State | $71.3 million | 90 |
| 69 | Your Wealth Matters LLC | State | $71.0 million | 274 |
| 70 | Sigma Advisors, LLC | State | $65.0 million | 12 |
| 71 | B.E.S.T. Wealth Management LLC | State | $58.4 million | 322 |
| 72 | MRM Group | State | $56.1 million | 143 |
| 73 | Method Finance, LLC | State | $54.6 million | 169 |
| 74 | Herzog Financial Group, LLC | State | $48.3 million | 195 |
| 75 | Gateway Wealth Management, LLC | State | $48.2 million | 149 |
| 76 | Wealth Management Advisors, Inc. | State | $46.8 million | 558 |
| 77 | Cwos for Hire | State | $46.0 million | 170 |
| 78 | Mindful Wealth | State | $36.4 million | 145 |
| 79 | Halyard Financial, LLC | State | $32.8 million | 166 |
| 80 | Parke Investment Management, Inc. | State | $31.4 million | 83 |
| 81 | Wynne Capital Management, Incorporated | State | $26.1 million | 13 |
| 82 | Legatrust Financial Advisors, Inc. | State | $25.2 million | 48 |
| 83 | Parco Wealth Management LLC | SEC | $21.0 million | 191 |
| 84 | Rising Tide Wealth Advisory Solutions LLC | State | $19.2 million | 104 |
| 85 | Heffernan & Associates, Inc. | State | $18.7 million | 20 |
| 86 | Guardian Investment Management, LLC | State | $14.5 million | 165 |
| 87 | Hynes Advisory Group LLC | State | $12.8 million | 168 |
| 88 | Nidhi Capital, LLC | State | $10.0 million | 40 |
| 89 | Compton Advisors, LLC | State | $6.1 million | 2 |
| 90 | Armory Oak Wealth LLC | State | $4.6 million | 24 |
| 91 | Ais Financial | State | $2.9 million | 24 |
| 92 | Cratero Capital LLC | State | $2.7 million | 20 |
| 93 | Money Consultants Advisory, Inc. | State | $2.0 million | 1 |
| 94 | Vanda Advisers | State | $1.8 million | 6 |
| 95 | Bonifacio & Company, LLC | State | $0 | 0 |
| 96 | Gateway Advisors, LLC | State | $0 | 0 |
| 97 | Michael Piper, LLC | 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.