Research Report · 2026-06-30
Institutional Registered Investment Advisers in Missouri
SEC-registered investment advisers in Missouri ranked by reported institutional client assets.
Firms
135
Total AUM
$3.33T
Median AUM
$705.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NISA INVESTMENT ADVISORS, LLC | ST. LOUIS | 107313 | $343.89B | 417 | 2026-03-31 | → |
| 2 | WELLS FARGO CLEARING SERVICES, LLC | ST. LOUIS | 19616 | $671.42B | 18,895 | 2026-06-30 | → |
| 3 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | KANSAS CITY | 105778 | $305.98B | 220 | 2026-03-31 | → |
| 4 | ASCENSION INVESTMENT MANAGEMENT, LLC | ST. LOUIS | 159767 | $40.83B | 27 | 2026-01-31 | → |
| 5 | SCOUT INVESTMENTS, INC. | KANSAS CITY | 111787 | $36.57B | 53 | 2026-05-31 | → |
| 6 | FOCUS PARTNERS WEALTH, LLC | ST. LOUIS | 159289 | $181.86B | 1,915 | 2026-04-30 | → |
| 7 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | ST LOUIS | 793 | $197.53B | 6,478 | 2026-06-30 | → |
| 8 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | ST. LOUIS | 11025 | $252.25B | 4,047 | 2026-06-30 | → |
| 9 | EDWARD D. JONES & CO., L.P. | ST. LOUIS | 250 | $1.01T | 36,317 | 2026-06-30 | → |
| 10 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | ST. LOUIS | 143319 | $36.41B | 309 | 2026-03-31 | → |
| 11 | PENSION CONSULTANTS INC | SPRINGFIELD | 113914 | $5.42B | 17 | 2026-03-31 | → |
| 12 | MONETA GROUP INVESTMENT ADVISORS, LLC | ST. LOUIS | 104727 | $50.54B | 585 | 2026-03-31 | → |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | ST LOUIS | 105834 | $5.02B | 43 | 2026-05-31 | → |
| 14 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | KANSAS CITY | 311623 | $7.13B | 47 | 2026-03-31 | → |
| 15 | FIDUCIARY ADVISORS, INC. | ST. LOUIS | 108239 | $2.10B | 4 | 2026-03-31 | → |
| 16 | STONEBRIDGE FINANCIAL GROUP, LLC | ST. LOUIS | 337972 | $2.40B | 10 | 2026-06-30 | → |
| 17 | DETALUS ADVISORS, LLC | ST. LOUIS | 117958 | $2.22B | 15 | 2026-03-31 | → |
| 18 | MODERN WEALTH MANAGEMENT, LLC | KANSAS CITY | 324624 | $10.90B | 253 | 2026-04-30 | → |
| 19 | PLANCORP, LLC | SAINT LOUIS | 106599 | $9.94B | 97 | 2026-05-31 | → |
| 20 | JAG CAPITAL MANAGEMENT LLC | ST. LOUIS | 159227 | $1.90B | 21 | 2026-05-31 | → |
| 21 | PANDI, LLC | KANSAS CITY | 330112 | $1.38B | 20 | 2026-03-31 | → |
| 22 | KRILOGY FINANCIAL LLC | ST. LOUIS | 149046 | $5.20B | 103 | 2026-03-31 | → |
| 23 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | ST. LOUIS | 146936 | $15.66B | 736 | 2026-03-31 | → |
| 24 | FORVIS MAZARS WEALTH ADVISORS, LLC | SPRINGFIELD | 110905 | $9.75B | 123 | 2026-03-31 | → |
| 25 | ASSET CONSULTING GROUP, LLC | CLAYTON | 107574 | $1.10B | 50 | 2026-03-31 | → |
| 26 | THE CENTRAL TRUST BANK | JEFFERSON CITY | 149262 | $554.1M | 4 | 2026-03-31 | → |
| 27 | ALLOCATOR SOLUTIONS, LLC | ST LOUIS | 337300 | $513.5M | 1 | 2026-03-31 | → |
| 28 | CONFLUENCE INVESTMENT MANAGEMENT LLC | SAINT LOUIS | 146019 | $6.72B | 55 | 2026-03-31 | → |
| 29 | ACR ALPINE CAPITAL RESEARCH, LLC | ST. LOUIS | 110933 | $10.79B | 35 | 2026-06-30 | → |
| 30 | ANDERSON HOAGLAND & CO | ST LOUIS | 105157 | $1.43B | 8 | 2026-02-28 | → |
| 31 | NUANCE INVESTMENTS, LLC | KANSAS CITY | 148534 | $984.3M | 11 | 2026-01-31 | → |
| 32 | DIVERSIFIED FINANCIAL ADVISORS, LLC | TOWN AND COUNTRY | 118261 | $585.9M | 3 | 2026-03-31 | → |
| 33 | MAINSTREET RIA LLC | O'FALLON | 309150 | $446.4M | 3 | 2026-02-28 | → |
| 34 | EKON ADVISORS, LLC | ST. LOUIS | 281039 | $219.8M | 3 | 2026-03-31 | → |
| 35 | ARGENT CAPITAL MANAGEMENT LLC | CLAYTON | 107930 | $3.99B | 23 | 2026-03-31 | → |
| 36 | FIRST HEARTLAND CONSULTANTS, INC. | LAKE ST. LOUIS | 110377 | $2.09B | 96 | 2026-03-31 | → |
| 37 | SMITH MOORE & CO. | CLAYTON | 3441 | $2.37B | 65 | 2026-03-31 | → |
| 38 | DUNCKER, STREETT & CO., LLC | ST. LOUIS | 110828 | $707.3M | 5 | 2026-05-31 | → |
| 39 | MONETARY MANAGEMENT GROUP INC | ST LOUIS | 110284 | $492.3M | 6 | 2026-01-31 | → |
| 40 | MERAMEC FINANCIAL PLANNERS, LLC | CLAYTON | 335112 | $1.13B | 16 | 2026-02-28 | → |
| 41 | CORNERSTONE SELECT ADVISORS, LLC | ST. LOUIS | 144044 | $315.3M | 4 | 2026-04-30 | → |
| 42 | STIFEL INDEPENDENT ADVISORS, LLC | ST LOUIS | 28218 | $5.01B | 198 | 2026-03-31 | → |
| 43 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC | CLAYTON | 298774 | $889.3M | 12 | 2026-02-28 | → |
| 44 | BUTTONWOOD FINANCIAL GROUP, LLC | KANSAS CITY | 151164 | $659.5M | 12 | 2026-03-31 | → |
| 45 | MOSAIC FAMILY WEALTH PARTNERS, LLC | ST. LOUIS | 317377 | $2.04B | 22 | 2026-03-31 | → |
| 46 | CONWAY INVESTMENT RESEARCH, LLC | SAINT LOUIS | 154659 | $1.67B | 20 | 2026-03-31 | → |
| 47 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | CHESTERFIELD | 121307 | $2.61B | 44 | 2026-03-31 | → |
| 48 | PRECISION WEALTH STRATEGIES, LLC | ST. LOUIS | 299827 | $711.0M | 15 | 2026-05-31 | → |
| 49 | FINANCIAL & TAX ARCHITECTS, LLC | ST. LOUIS | 119169 | $506.2M | 71 | 2026-06-30 | → |
| 50 | INVESTMENT OFFICE RESOURCES, LLC | CLAYTON | 311647 | $126.5M | 11 | 2026-02-28 | → |
| 51 | CORNERSTONE WEALTH MANAGEMENT, LLC | DES PERES | 164666 | $4.93B | 103 | 2026-05-31 | → |
| 52 | ZEMENICK & WALKER INC | ST LOUIS | 108670 | $2.63B | 11 | 2026-03-31 | → |
| 53 | WEDGEWOOD PARTNERS, INC. | ST LOUIS | 21923 | $560.7M | 10 | 2026-03-31 | → |
| 54 | TAP CONSULTING, LLC | KIRKWOOD | 145772 | $635.0M | 20 | 2025-03-31 | → |
| 55 | VISIONARY WEALTH ADVISORS, LLC | ST. LOUIS | 169610 | $3.54B | 74 | 2026-03-31 | → |
| 56 | TERRIL BROTHERS INC | SAINT LOUIS | 110422 | $987.8M | 16 | 2026-03-31 | → |
| 57 | TEN PEAKS PARTNERS L.L.C. | CLAYTON | 169364 | $108.6M | 1 | 2026-05-31 | → |
| 58 | ATWOOD & PALMER, INC. | KANSAS CITY | 104995 | $2.04B | 9 | 2026-02-28 | → |
| 59 | ALPINE PRIVATE CAPITAL, LLC | SAINT LOUIS | 286072 | $1.45B | 20 | 2026-03-31 | → |
| 60 | FOUNDATION WEALTH MANAGEMENT, LLC | CLAYTON | 127134 | $660.6M | 6 | 2026-04-30 | → |
| 61 | MOLONEY SECURITIES ASSET MANAGEMENT LLC | MANCHESTER | 282448 | $1.39B | 77 | 2025-03-31 | → |
| 62 | SUMMIT X | CHESTERFIELD | 282502 | $978.7M | 22 | 2025-03-31 | → |
| 63 | VISTA FINANCE, LLC | CLAYTON | 312082 | $320.0M | 5 | 2026-03-31 | → |
| 64 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | ST. LOUIS | 131804 | $351.8M | 7 | 2026-06-30 | → |
| 65 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | KANSAS CITY | 105580 | $338.1M | 6 | 2026-02-28 | → |
| 66 | ROMAN BUTLER FULLERTON & CO | ST. LOUIS | 104771 | $716.1M | 17 | 2026-04-30 | → |
| 67 | PARKWOODS WEALTH PARTNERS, LLC | CLAYTON | 331565 | $1.79B | 46 | 2026-06-30 | → |
| 68 | LARSON FINANCIAL GROUP, LLC | SAINT LOUIS | 140599 | $5.48B | 131 | 2026-03-31 | → |
| 69 | CUTTER AND COMPANY BROKERAGE, INC. | BALLWIN | 22449 | $937.0M | 48 | 2025-04-30 | → |
| 70 | STRONGBOX WEALTH, LLC | LEE'S SUMMIT | 304952 | $562.4M | 7 | 2026-03-31 | → |
| 71 | FAMILY INVESTMENT CENTER, INC. | SAINT JOSEPH | 113799 | $689.3M | 20 | 2026-01-31 | → |
| 72 | HUNTLEIGH ADVISORS, INC. | ST. LOUIS | 113412 | $781.8M | 55 | 2026-03-31 | → |
| 73 | STERLING INVESTMENT ADVISORS,LLC | BOLIVAR | 117287 | $229.3M | 5 | 2026-03-31 | → |
| 74 | BRAND ASSET MANAGEMENT GROUP, INC. | CHESTERFIELD | 106162 | $1.17B | 22 | 2026-02-28 | → |
| 75 | CORTLAND ASSOCIATES INC | ST. LOUIS | 104681 | $958.0M | 7 | 2026-03-31 | → |
| 76 | MADER & SHANNON WEALTH MANAGEMENT, INC. | KANSAS CITY | 123741 | $269.4M | 10 | 2026-02-28 | → |
| 77 | CQL CAPITAL MANAGEMENT | CHESTERFIELD | 319557 | $27.4M | 4 | 2026-03-31 | → |
| 78 | CONVERGENCE FINANCIAL, LLC | COLUMBIA | 304146 | $904.0M | 18 | 2026-06-30 | → |
| 79 | CLARIS ADVISORS, LLC | ST. LOUIS | 117734 | $911.1M | 3 | 2026-03-31 | → |
| 80 | MATTER, LLC | ST LOUIS | 106806 | $3.81B | 55 | 2026-03-31 | → |
| 81 | JIM MACKAY FINANCIAL PLANNING, LLC | SPRINGFIELD | 169583 | $176.0M | 2 | 2026-03-31 | → |
| 82 | MBM WEALTH CONSULTANTS, LLC | CHESTERFIELD | 169091 | $476.7M | 15 | 2026-05-31 | → |
| 83 | SUNPOINTE, LLC | ST. LOUIS | 282505 | $790.7M | 17 | 2026-02-28 | → |
| 84 | TRUENORTH WEALTH & IMPACT, LLC | JOPLIN | 321238 | $456.2M | 5 | 2026-03-31 | → |
| 85 | BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | ST. LOUIS | 297750 | $705.4M | 12 | 2026-03-31 | → |
| 86 | HILL INVESTMENT GROUP PARTNERS, LLC | ST. LOUIS | 312052 | $1.35B | 12 | 2026-03-31 | → |
| 87 | CRAFT & SAGE WEALTH, LLC | KANSAS CITY | 323565 | $306.8M | 11 | 2026-03-31 | → |
| 88 | PROSPERITY PLANNING, INC. | NORTH KANSAS CITY | 298268 | $543.2M | 13 | 2026-05-31 | → |
| 89 | RUBINBROWN ADVISORS LLC | ST. LOUIS | 116909 | $3.27B | 23 | 2025-11-30 | → |
| 90 | BUILD ASSET MANAGEMENT, LLC | JEFFERSON CITY | 298354 | $64.6M | 6 | 2026-03-31 | → |
| 91 | DROMS STRAUSS ADVISORS, INC. | ST. LOUIS | 108620 | $806.3M | 8 | 2026-03-31 | → |
| 92 | CLAYTON FINANCIAL GROUP, LLC | ST. LOUIS | 226729 | $793.8M | 7 | 2026-02-28 | → |
| 93 | TRUMAN WEALTH ADVISORS LLC | COLUMBIA | 334752 | $106.0M | 3 | 2026-03-31 | → |
| 94 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | COLUMBIA | 306311 | $294.2M | 5 | 2026-03-31 | → |
| 95 | JJP CAPITAL MANAGEMENT, INC. | COLUMBIA | 105374 | $389.9M | 3 | 2026-03-31 | → |
| 96 | ARGOS CAPITAL PARTNERS, LLC | ST. LOUIS | 116165 | $2.61B | 15 | 2026-04-30 | → |
| 97 | CLARK FINANCIAL SERVICES GROUP INC | CHESTERFIELD | 110650 | $498.7M | 6 | 2026-03-31 | → |
| 98 | SONAS FINANCIAL GROUP, INC. | KANSAS CITY | 122547 | $149.8M | 3 | 2026-03-31 | → |
| 99 | ORION INVESTMENT CO | ST LOUIS | 110867 | $515.4M | 6 | 2026-06-30 | → |
| 100 | WEALTHCARE ASSET MANAGEMENT, LLC | SPRINGFIELD | 170382 | $210.8M | 6 | 2026-04-30 | → |
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