Data / Investment advisers / $1 billion to $10 billion in AUM / Missouri
Investment advisers in Missouri with $1 billion to $10 billion in AUM: 42 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
42 SEC registered investment advisers in Missouri report between $1 billion and $10 billion in regulatory assets under management, $125 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Elmtree Funds, LLC with $7.8 billion.
The request: Every investment adviser in Missouri with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 42Advisers
- 42SEC registered
- $125 billionTotal AUM
- 42Advisers over $100 million
- 11Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Elmtree Funds, LLC | St. Louis | $7.77 billion | 16 | 37 | 15 | (314) 828-4200 | elmtreefunds.com | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | $7.13 billion | 1,732 | 47 | 41 | (860) 596-8126 | adviserinfo.sec.gov | |
| Confluence Investment Management LLC | Saint Louis | $6.72 billion | 14,862 | 55 | Not listed | (314) 743-5090 | vimeo.com | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | $5.48 billion | 25,926 | 131 | Not listed | (866) 569-2450 | adviserinfo.sec.gov | |
| Pension Consultants Inc | Springfield | $5.42 billion | 155 | 16 | Not listed | (417) 889-4918 | adviserinfo.sec.gov | |
| Krilogy | St. Louis | $5.20 billion | 11,114 | 103 | 1 | (314) 884-2800 | adviserinfo.sec.gov | |
| Kennedy Capital Management | St Louis | $5.02 billion | 213 | 43 | Not listed | (314) 432-0400 | kennedycapital.com | adviserinfo.sec.gov |
| Stifel Independent Advisors, LLC | St Louis | $5.01 billion | 12,216 | 198 | Not listed | (314) 342-4051 | columbiacrestfa.com | adviserinfo.sec.gov |
| Cornerstone Wealth Management, LLC | Des Peres | $4.93 billion | 20,602 | 103 | Not listed | (314) 394-1670 | adviserinfo.sec.gov | |
| Thompson Street Capital Manager LLC | St. Louis | $4.57 billion | 10 | 43 | 10 | (314) 727-2112 | tscp.com | adviserinfo.sec.gov |
| Argent Capital Management LLC | Clayton | $3.99 billion | 1,160 | 23 | Not listed | (314) 725-6000 | adviserinfo.sec.gov | |
| Rubinbrown Advisors LLC | St. Louis | $3.86 billion | 4,158 | 30 | Not listed | (314) 290-3300 | rubinbrownadvisors.com | adviserinfo.sec.gov |
| Matter Family Office | St Louis | $3.81 billion | 2,360 | 55 | 1 | (314) 862-5190 | matterfamilyoffice.com | adviserinfo.sec.gov |
| Visionary Wealth Advisors, LLC | St. Louis | $3.54 billion | 11,041 | 74 | Not listed | (314) 764-2727 | adviserinfo.sec.gov | |
| Five Elms Capital | Kansas City | $3.12 billion | 23 | 69 | 23 | (913) 953-8960 | fiveelms.com | adviserinfo.sec.gov |
| Zemenick & Walker Inc | St Louis | $2.63 billion | 271 | 11 | Not listed | (314) 862-5525 | zandw.com | adviserinfo.sec.gov |
| Argos Capital Partners, LLC | St. Louis | $2.61 billion | 1,080 | 15 | 5 | (314) 898-9893 | argoscapitalpartners.com | adviserinfo.sec.gov |
| Acropolis Investment Management | Chesterfield | $2.61 billion | 3,984 | 44 | Not listed | (888) 882-0072 | acropolisinvestment.biz | adviserinfo.sec.gov |
| Commerce Investment Advisors, Inc. | Kansas City | $2.54 billion | 9 | 34 | Not listed | (816) 234-2000 | adviserinfo.sec.gov | |
| Stonebridge Financial Group, LLC | St. Louis | $2.40 billion | 1,623 | 10 | Not listed | (314) 729-9500 | stonebridgefin.com | adviserinfo.sec.gov |
| Smith Moore & Co. | Clayton | $2.37 billion | 5,865 | 65 | Not listed | (314) 727-5225 | adviserinfo.sec.gov | |
| American Century Investments Private Client Group, Inc. | Kansas City | $2.33 billion | 6,678 | 105 | Not listed | (816) 531-5575 | adviserinfo.sec.gov | |
| Detalus Advisors, LLC | St. Louis | $2.22 billion | 1,959 | 15 | Not listed | (314) 997-3191 | detalus.com | adviserinfo.sec.gov |
| Fiduciary Advisors, Inc. | St. Louis | $2.10 billion | 431 | 4 | Not listed | (314) 726-5150 | fiduciaryadv.com | adviserinfo.sec.gov |
| First Heartland Consultants, Inc. | Lake St. Louis | $2.09 billion | 9,610 | 96 | Not listed | (636) 625-0900 | firstheartland.com | adviserinfo.sec.gov |
| Mosaic Wealth | St. Louis | $2.04 billion | 4,827 | 22 | Not listed | (314) 627-5220 | adviserinfo.sec.gov | |
| Atwood & Palmer, Inc. | Kansas City | $2.04 billion | 1,362 | 9 | Not listed | (816) 931-2266 | atwoodpalmer.com | adviserinfo.sec.gov |
| Jag Capital Management LLC | St. Louis | $1.90 billion | 1,675 | 21 | Not listed | (314) 997-1277 | adviserinfo.sec.gov | |
| Parkwoods Wealth Partners, LLC | Clayton | $1.79 billion | 3,583 | 49 | Not listed | (877) 278-2716 | parkwoods.com | adviserinfo.sec.gov |
| Conway Investment Solutions | Saint Louis | $1.67 billion | 14 | 20 | 6 | (314) 721-9696 | conwayis.com | adviserinfo.sec.gov |
| Platform Investments, LLC | Kansas City | $1.66 billion | 28 | 38 | 28 | (816) 285-3872 | adviserinfo.sec.gov | |
| Alpine Private Wealth | Saint Louis | $1.45 billion | 295 | 20 | Not listed | (314) 932-1010 | adviserinfo.sec.gov | |
| Anderson Hoagland & Co | St Louis | $1.43 billion | 415 | 8 | Not listed | (314) 726-2107 | ahco.com | adviserinfo.sec.gov |
| Larson Capital Management, LLC | Chesterfield | $1.43 billion | 66 | 13 | 27 | (314) 787-7436 | adviserinfo.sec.gov | |
| Syntegra Private Wealth Group LLC | Chesterfield | $1.39 billion | 2,125 | 20 | Not listed | (314) 802-7232 | adviserinfo.sec.gov | |
| Pandi, LLC | Kansas City | $1.38 billion | 115 | 20 | Not listed | (913) 437-9900 | pandikc.com | adviserinfo.sec.gov |
| Hill Investment Group | St. Louis | $1.35 billion | 1,481 | 12 | Not listed | (314) 448-4023 | adviserinfo.sec.gov | |
| Fourthstone LLC | St. Louis | $1.22 billion | 5 | 12 | 3 | (800) 771-8071 | adviserinfo.sec.gov | |
| Brand Asset Management Group, Inc. | Chesterfield | $1.17 billion | 1,795 | 22 | Not listed | (636) 532-7333 | adviserinfo.sec.gov | |
| Meramec Financial Planners, LLC | Clayton | $1.13 billion | 1,926 | 16 | Not listed | (314) 579-3295 | adviserinfo.sec.gov | |
| Asset Consulting Group, LLC | Clayton | $1.10 billion | 25 | 50 | Not listed | (314) 862-4848 | guggenheimpartners.com | adviserinfo.sec.gov |
| Ifg Advisors, LLC | St. Louis | $1.03 billion | 2,700 | 5 | Not listed | (314) 569-0500 | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.