City
Wealth management firms in Wildwood, Missouri
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Wildwood, Missouri reported $1.1 billion in regulatory assets under management; the largest by assets was Southland Equity Partners, LLC., with $891.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $186.5 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Southland Equity Partners, LLC. | SEC | $891.5 million | 2,754 |
| 2 | Sawyer Capital Management | SEC | $124.9 million | 106 |
| 3 | Pathfinder Financial Services | State | $44.6 million | 286 |
| 4 | W. Swartz & Co., LLC | State | $38.8 million | 291 |
| 5 | Livingston & Associates, Ltd. | State | $19.0 million | 44 |
| 6 | Aperture Financial | 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.