Research Report · 2026-06-30
Largest Registered Investment Advisers in Missouri
Missouri SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
195
Total AUM
$3.57T
Median AUM
$508.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | PINERIDGE ADVISORS, LLC | ST. CHARLES | 315100 | $504.2M | 10 | 2026-05-31 | → |
| 102 | CLARK FINANCIAL SERVICES GROUP INC | CHESTERFIELD | 110650 | $498.7M | 6 | 2026-03-31 | → |
| 103 | MONETARY MANAGEMENT GROUP INC | ST LOUIS | 110284 | $492.3M | 6 | 2026-01-31 | → |
| 104 | MBM WEALTH CONSULTANTS, LLC | CHESTERFIELD | 169091 | $476.7M | 15 | 2026-05-31 | → |
| 105 | TRUENORTH WEALTH & IMPACT, LLC | JOPLIN | 321238 | $456.2M | 5 | 2026-03-31 | → |
| 106 | SARVER VROOMAN WEALTH ADVISORS LLC | KANSAS CITY | 332699 | $452.2M | 5 | 2026-04-30 | → |
| 107 | WATEREQUITY LLC | KANSAS CITY | 281955 | $450.2M | 44 | 2026-05-31 | → |
| 108 | HARBOUR GROUP INDUSTRIES, INC. | ST. LOUIS | 160634 | $448.3M | 25 | 2026-03-31 | → |
| 109 | MAINSTREET RIA LLC | O'FALLON | 309150 | $446.4M | 3 | 2026-02-28 | → |
| 110 | VCI WEALTH MANAGEMENT LLC | SAINT LOUIS | 324833 | $435.3M | 32 | 2026-05-31 | → |
| 111 | CPC MANAGEMENT, LLC | KANSAS CITY | 313413 | $428.0M | 16 | 2026-05-31 | → |
| 112 | CULTIVATION CAPITAL, LLC | ST. LOUIS | 168734 | $416.4M | 18 | 2026-06-30 | → |
| 113 | JJP CAPITAL MANAGEMENT, INC. | COLUMBIA | 105374 | $389.9M | 3 | 2026-03-31 | → |
| 114 | WHEELHOUSE ADVISORY GROUP, LLC | ST. LOUIS | 312806 | $388.1M | 28 | 2026-03-31 | → |
| 115 | PINNACLE FAMILY ADVISORS, LLC | SPRINGFIELD | 145628 | $371.7M | 13 | 2026-03-31 | → |
| 116 | SAXONY CAPITAL MANAGEMENT LLC. | SAINT LOUIS | 122692 | $367.9M | 6 | 2026-06-30 | → |
| 117 | SIGNIFY WEALTH LLC | ST. LOUIS | 160094 | $364.6M | 17 | 2026-06-30 | → |
| 118 | MARKETRIDERS, INC. | CHESTERFIELD | 147963 | $363.0M | 6 | 2026-03-31 | → |
| 119 | MOMENT PRIVATE WEALTH, LLC | SAINT LOUIS | 313223 | $357.2M | 7 | 2026-05-31 | → |
| 120 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | ST. LOUIS | 131804 | $351.8M | 7 | 2026-06-30 | → |
| 121 | BRIDGEWATER ASSET MANAGEMENT LLC | CHESTERFIELD | 169832 | $350.5M | 6 | 2026-03-31 | → |
| 122 | ARCHWAY WEALTH MANAGEMENT, LLC | KIRKWOOD | 326816 | $345.7M | 4 | 2026-03-31 | → |
| 123 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | KANSAS CITY | 105580 | $338.1M | 6 | 2026-02-28 | → |
| 124 | MID-AMERICAN WEALTH ADVISORY GROUP INC. | KANSAS CITY | 301621 | $335.6M | 21 | 2026-03-31 | → |
| 125 | STERNECK CAPITAL MANAGEMENT LLC | KANSAS CITY | 111463 | $327.9M | 5 | 2026-01-31 | → |
| 126 | WILKERSON ADVISORY GROUP LLC | COLUMBIA | 334668 | $326.9M | 10 | 2026-03-31 | → |
| 127 | 1248 PARTNERS, LLC | KANSAS CITY | 325304 | $323.4M | 4 | 2026-06-30 | → |
| 128 | VISTA FINANCE, LLC | CLAYTON | 312082 | $320.0M | 5 | 2026-03-31 | → |
| 129 | CORNERSTONE SELECT ADVISORS, LLC | ST. LOUIS | 144044 | $315.3M | 4 | 2026-04-30 | → |
| 130 | BRADY FAMILY WEALTH, LLC | SAINT LOUIS | 315635 | $312.7M | 5 | 2026-03-31 | → |
| 131 | CRAFT & SAGE WEALTH, LLC | KANSAS CITY | 323565 | $306.8M | 11 | 2026-03-31 | → |
| 132 | WISE WEALTH, LLC | LEE'S SUMMIT | 143421 | $304.2M | 10 | 2025-08-31 | → |
| 133 | BROADVIEW MANAGEMENT, LLC | ST. LOUIS | 334073 | $302.8M | 30 | 2026-03-31 | → |
| 134 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | ST. LOUIS | 143812 | $300.6M | 4 | 2026-03-31 | → |
| 135 | THE YANKER GROUP, INC. | MANCHESTER | 281364 | $296.4M | 4 | 2026-03-31 | → |
| 136 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | COLUMBIA | 306311 | $294.2M | 5 | 2026-03-31 | → |
| 137 | PHILIP VONGONTARD, CFA, LLC | ST.LOUIS | 127938 | $288.5M | 1 | 2026-05-31 | → |
| 138 | MOELIS ASSET CATALYST PARTNERS LLC | ST LOUIS | 327289 | $288.2M | 4 | 2026-03-31 | → |
| 139 | TRINITY WEALTH ADVISORS, L.L.C. | ST. LOUIS | 109452 | $281.5M | 8 | 2026-03-31 | → |
| 140 | LOBSCOUSER II, LLC | ST. LOUIS | 282953 | $278.8M | 5 | 2026-04-30 | → |
| 141 | UNIVERSAL FINANCIAL ADVISORS, LLC | ST. LOUIS | 318392 | $277.5M | 8 | 2026-05-31 | → |
| 142 | MADER & SHANNON WEALTH MANAGEMENT, INC. | KANSAS CITY | 123741 | $269.4M | 10 | 2026-02-28 | → |
| 143 | LEWIS & CLARK EQUITY PARTNERS, LLC | ST. LOUIS | 299686 | $262.9M | 25 | 2026-05-31 | → |
| 144 | EQUITY WEALTH PARTNERS, LLC | INDEPENDENCE | 317224 | $258.6M | 8 | 2026-06-30 | → |
| 145 | BAUM CAPITAL PARTNERS MANAGEMENT, LLC | KANSAS CITY | 288225 | $247.0M | 10 | 2026-03-31 | → |
| 146 | ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC | CHESTERFIELD | 106999 | $234.0M | 2 | 2026-01-31 | → |
| 147 | SUNDVOLD CAPITAL MANAGEMENT LLC | COLUMBIA | 108176 | $232.9M | 5 | 2026-03-31 | → |
| 148 | STERLING INVESTMENT ADVISORS,LLC | BOLIVAR | 117287 | $229.3M | 5 | 2026-03-31 | → |
| 149 | MCCARTNEY WEALTH MANAGEMENT LLC | SAINT LOUIS | 154722 | $220.7M | 2 | 2026-03-31 | → |
| 150 | EKON ADVISORS, LLC | ST. LOUIS | 281039 | $219.8M | 3 | 2026-03-31 | → |
| 151 | WEALTHCARE ASSET MANAGEMENT, LLC | SPRINGFIELD | 170382 | $210.8M | 6 | 2026-04-30 | → |
| 152 | RENAUD & COMPANY, LLC | OFALLON | 115337 | $210.7M | 5 | 2026-04-30 | → |
| 153 | SFC FINANCIAL LLC | SUNSET HILLS | 129817 | $208.3M | 4 | 2026-03-31 | → |
| 154 | MAXELE ADVISORS, LLC | WEBSTER GROVES | 165129 | $201.6M | 3 | 2026-04-30 | → |
| 155 | DAYTONA STREET CAPITAL LLC | SAINT LOUIS | 316666 | $189.3M | 6 | 2026-03-31 | → |
| 156 | THE WORLEY BANKS GROUP, LLC | CREVE COEUR | 306890 | $184.3M | 3 | 2026-02-28 | → |
| 157 | CONWAY FINANCIAL GROUP, LLC | CHESTERFIELD | 117608 | $177.7M | 3 | 2026-01-31 | → |
| 158 | JIM MACKAY FINANCIAL PLANNING, LLC | SPRINGFIELD | 169583 | $176.0M | 2 | 2026-03-31 | → |
| 159 | PROFUSION FINANCIAL, INC. | ST. LOUIS | 167003 | $175.7M | 3 | 2026-03-31 | → |
| 160 | RLB FINANCIAL LLC | SPRINGFIELD | 151778 | $173.6M | 4 | 2026-03-31 | → |
| 161 | WHITE SAND WEALTH MANAGEMENT, LLC | LIBERTY | 304614 | $172.4M | 7 | 2026-02-28 | → |
| 162 | WILSQUARE CAPITAL LLC | ST. LOUIS | 296504 | $171.2M | 10 | 2026-03-31 | → |
| 163 | TOBERMAN BECKER WEALTH, LLC | ST. LOUIS | 310346 | $170.8M | 3 | 2026-05-31 | → |
| 164 | STEWARDSHIP CAPITAL, LTD. | INDEPENDENCE | 110944 | $168.4M | 5 | 2026-03-31 | → |
| 165 | FLOYD FINANCIAL GROUP LLC | SPRINGFIELD | 226773 | $164.5M | 5 | 2026-03-31 | → |
| 166 | RISLEY CAPITAL MANAGEMENT LLC | ELLISVILLE | 157271 | $163.4M | 1 | 2026-01-31 | → |
| 167 | FIDELIS FINANCIAL PLANNING, LLC | SAINT CHARLES | 141698 | $160.0M | 2 | 2026-04-30 | → |
| 168 | MODERN DOLLAR PLANNING, LLC | ST. LOUIS | 174695 | $159.1M | 2 | 2026-01-31 | → |
| 169 | HERITAGE ASSET MANAGEMENT, LLC | BELTON | 323344 | $155.0M | 2 | 2026-01-31 | → |
| 170 | SONAS FINANCIAL GROUP, INC. | KANSAS CITY | 122547 | $149.8M | 3 | 2026-03-31 | → |
| 171 | FLYOVER CAPITAL PARTNERS, LLC | KANSAS CITY | 173709 | $147.6M | 8 | 2026-06-30 | → |
| 172 | ESSEX RIDGE CAPITAL GROUP, LLC | ST. LOUIS | 145795 | $146.3M | 2 | 2026-02-28 | → |
| 173 | CAPITAL MANAGEMENT SERVICES, INC. | MANCHESTER | 118260 | $145.2M | 6 | 2026-03-31 | → |
| 174 | SEVERIN INVESTMENTS LLC | ST. LOUIS | 166567 | $141.9M | 8 | 2026-03-31 | → |
| 175 | ANCHOR POINTE WEALTH MANAGEMENT,LLC | CAPE GIRARDEAU | 226643 | $140.2M | 2 | 2025-03-31 | → |
| 176 | BRIGHT PORTFOLIOS, LLC | LEE'S SUMMIT | 288605 | $135.7M | 4 | 2026-03-31 | → |
| 177 | CLARITY FINANCIAL PLANNERS, LLC | CLAYTON | 277114 | $132.5M | 2 | 2026-03-31 | → |
| 178 | LAMINAR WEALTH LLC | CLAYTON | 167867 | $131.8M | 2 | 2026-06-30 | → |
| 179 | DIVVI WEALTH MANAGEMENT LLC | KANSAS CITY | 318241 | $127.4M | 4 | 2026-03-31 | → |
| 180 | HICKORY WEALTH MANAGEMENT, LLC | SPRINGFIELD | 298475 | $126.5M | 4 | 2026-03-31 | → |
| 181 | INVESTMENT OFFICE RESOURCES, LLC | CLAYTON | 311647 | $126.5M | 11 | 2026-02-28 | → |
| 182 | LANG & BECKER, INC. | WASHINGTON | 137346 | $123.2M | 2 | 2026-04-30 | → |
| 183 | VIRTUS WEALTH MANAGEMENT LLC | OLIVETTE | 317832 | $119.4M | 14 | 2026-04-30 | → |
| 184 | FORTIFY WEALTH, INC. | ST. LOUIS | 297433 | $115.0M | 3 | 2026-03-31 | → |
| 185 | RYAN POAGE & CO., LLC | KANSAS CITY | 157432 | $114.2M | 3 | 2026-06-30 | → |
| 186 | SPARROW CAPITAL MANAGEMENT INC | ST. LOUIS | 106616 | $113.3M | 2 | 2026-03-31 | → |
| 187 | COMPASS RETIREMENT GROUP LLC | ST. LOUIS | 282420 | $111.9M | 9 | 2026-05-31 | → |
| 188 | TEN PEAKS PARTNERS L.L.C. | CLAYTON | 169364 | $108.6M | 1 | 2026-05-31 | → |
| 189 | TRUMAN WEALTH ADVISORS LLC | COLUMBIA | 334752 | $106.0M | 3 | 2026-03-31 | → |
| 190 | UMB PRIVATE WEALTH MANAGEMENT, LLC | KANSAS CITY | 306374 | $68.4M | 94 | 2026-05-31 | → |
| 191 | BUILD ASSET MANAGEMENT, LLC | JEFFERSON CITY | 298354 | $64.6M | 6 | 2026-03-31 | → |
| 192 | SMART STEPS WEALTH MANAGEMENT LLC | ST. LOUIS | 330411 | $60.9M | 1 | 2025-06-30 | → |
| 193 | CQL CAPITAL MANAGEMENT | CHESTERFIELD | 319557 | $27.4M | 4 | 2026-03-31 | → |
| 194 | ST. LOUIS FINANCIAL PLANNERS INC. | CHESTERFIELD | 105511 | $5.7M | 9 | 2025-11-30 | → |
| 195 | UMB FINANCIAL SERVICES, INC. | KANSAS CITY | 17073 | $5.0M | 55 | 2026-04-30 | → |
Related Lists
Sleeve195 firms · 2026-06-30