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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Elmtree Funds, LLCSt. Louis$7.77 billion163715(314) 828-4200elmtreefunds.comadviserinfo.sec.gov
Prairie Capital Management Group, LLCKansas City$7.13 billion1,7324741(860) 596-8126adviserinfo.sec.gov
Confluence Investment Management LLCSaint Louis$6.72 billion14,86255Not listed(314) 743-5090vimeo.comadviserinfo.sec.gov
Larson Financial Group, LLCSaint Louis$5.48 billion25,926131Not listed(866) 569-2450adviserinfo.sec.gov
Pension Consultants IncSpringfield$5.42 billion15516Not listed(417) 889-4918adviserinfo.sec.gov
KrilogySt. Louis$5.20 billion11,1141031(314) 884-2800adviserinfo.sec.gov
Kennedy Capital ManagementSt Louis$5.02 billion21343Not listed(314) 432-0400kennedycapital.comadviserinfo.sec.gov
Stifel Independent Advisors, LLCSt Louis$5.01 billion12,216198Not listed(314) 342-4051columbiacrestfa.comadviserinfo.sec.gov
Cornerstone Wealth Management, LLCDes Peres$4.93 billion20,602103Not listed(314) 394-1670adviserinfo.sec.gov
Thompson Street Capital Manager LLCSt. Louis$4.57 billion104310(314) 727-2112tscp.comadviserinfo.sec.gov
Argent Capital Management LLCClayton$3.99 billion1,16023Not listed(314) 725-6000adviserinfo.sec.gov
Rubinbrown Advisors LLCSt. Louis$3.86 billion4,15830Not listed(314) 290-3300rubinbrownadvisors.comadviserinfo.sec.gov
Matter Family OfficeSt Louis$3.81 billion2,360551(314) 862-5190matterfamilyoffice.comadviserinfo.sec.gov
Visionary Wealth Advisors, LLCSt. Louis$3.54 billion11,04174Not listed(314) 764-2727adviserinfo.sec.gov
Five Elms CapitalKansas City$3.12 billion236923(913) 953-8960fiveelms.comadviserinfo.sec.gov
Zemenick & Walker IncSt Louis$2.63 billion27111Not listed(314) 862-5525zandw.comadviserinfo.sec.gov
Argos Capital Partners, LLCSt. Louis$2.61 billion1,080155(314) 898-9893argoscapitalpartners.comadviserinfo.sec.gov
Acropolis Investment ManagementChesterfield$2.61 billion3,98444Not listed(888) 882-0072acropolisinvestment.bizadviserinfo.sec.gov
Commerce Investment Advisors, Inc.Kansas City$2.54 billion934Not listed(816) 234-2000adviserinfo.sec.gov
Stonebridge Financial Group, LLCSt. Louis$2.40 billion1,62310Not listed(314) 729-9500stonebridgefin.comadviserinfo.sec.gov
Smith Moore & Co.Clayton$2.37 billion5,86565Not listed(314) 727-5225adviserinfo.sec.gov
American Century Investments Private Client Group, Inc.Kansas City$2.33 billion6,678105Not listed(816) 531-5575adviserinfo.sec.gov
Detalus Advisors, LLCSt. Louis$2.22 billion1,95915Not listed(314) 997-3191detalus.comadviserinfo.sec.gov
Fiduciary Advisors, Inc.St. Louis$2.10 billion4314Not listed(314) 726-5150fiduciaryadv.comadviserinfo.sec.gov
First Heartland Consultants, Inc.Lake St. Louis$2.09 billion9,61096Not listed(636) 625-0900firstheartland.comadviserinfo.sec.gov
Mosaic WealthSt. Louis$2.04 billion4,82722Not listed(314) 627-5220adviserinfo.sec.gov
Atwood & Palmer, Inc.Kansas City$2.04 billion1,3629Not listed(816) 931-2266atwoodpalmer.comadviserinfo.sec.gov
Jag Capital Management LLCSt. Louis$1.90 billion1,67521Not listed(314) 997-1277adviserinfo.sec.gov
Parkwoods Wealth Partners, LLCClayton$1.79 billion3,58349Not listed(877) 278-2716parkwoods.comadviserinfo.sec.gov
Conway Investment SolutionsSaint Louis$1.67 billion14206(314) 721-9696conwayis.comadviserinfo.sec.gov
Platform Investments, LLCKansas City$1.66 billion283828(816) 285-3872adviserinfo.sec.gov
Alpine Private WealthSaint Louis$1.45 billion29520Not listed(314) 932-1010adviserinfo.sec.gov
Anderson Hoagland & CoSt Louis$1.43 billion4158Not listed(314) 726-2107ahco.comadviserinfo.sec.gov
Larson Capital Management, LLCChesterfield$1.43 billion661327(314) 787-7436adviserinfo.sec.gov
Syntegra Private Wealth Group LLCChesterfield$1.39 billion2,12520Not listed(314) 802-7232adviserinfo.sec.gov
Pandi, LLCKansas City$1.38 billion11520Not listed(913) 437-9900pandikc.comadviserinfo.sec.gov
Hill Investment GroupSt. Louis$1.35 billion1,48112Not listed(314) 448-4023adviserinfo.sec.gov
Fourthstone LLCSt. Louis$1.22 billion5123(800) 771-8071adviserinfo.sec.gov
Brand Asset Management Group, Inc.Chesterfield$1.17 billion1,79522Not listed(636) 532-7333adviserinfo.sec.gov
Meramec Financial Planners, LLCClayton$1.13 billion1,92616Not listed(314) 579-3295adviserinfo.sec.gov
Asset Consulting Group, LLCClayton$1.10 billion2550Not listed(314) 862-4848guggenheimpartners.comadviserinfo.sec.gov
Ifg Advisors, LLCSt. Louis$1.03 billion2,7005Not listed(314) 569-0500adviserinfo.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.