Data / Investment advisers / $100 million to $500 million in AUM / Missouri
Investment advisers in Missouri with $100 million to $500 million in AUM: 92 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
92 SEC registered investment advisers in Missouri report between $100 million and $500 million in regulatory assets under management, $23.1 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Clark Financial Services Group, Inc. with $499 million.
The request: Every investment adviser in Missouri with AUM in the range $100 million to $500 million, 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.
- 92Advisers
- 92SEC registered
- $23.1 billionTotal AUM
- 92Advisers over $100 million
- 16Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Clark Financial Services Group, Inc. | Chesterfield | $498.7 million | 1,896 | 6 | Not listed | (314) 469-5000 | clarkfin2.com | adviserinfo.sec.gov |
| MBM Wealth Consultants, LLC | Chesterfield | $476.7 million | 1,624 | 15 | Not listed | (636) 274-6262 | mbmadvisorservices.com | adviserinfo.sec.gov |
| Mainstreet RIA LLC | O'Fallon | $471.8 million | 141 | 3 | Not listed | (888) 801-0325 | adviserinfo.sec.gov | |
| Hofman Wealth Management | Chesterfield | $464.1 million | 889 | 6 | Not listed | (636) 681-7566 | adviserinfo.sec.gov | |
| Truenorth Wealth & Impact, LLC | Joplin | $456.2 million | 1,351 | 5 | Not listed | (417) 434-9400 | adviserinfo.sec.gov | |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | $452.2 million | 934 | 5 | Not listed | (816) 601-1150 | svwealthadvisors.com | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | $450.2 million | 6 | 44 | 5 | (816) 800-8100 | waterequity.com | adviserinfo.sec.gov |
| Harbour Group Industries, Inc. | St. Louis | $448.3 million | 4 | 25 | 3 | (314) 727-5550 | harbourgroup.com | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | $435.3 million | 3,837 | 32 | Not listed | (314) 530-0500 | adviserinfo.sec.gov | |
| CPC Management, LLC | Kansas City | $428 million | 1 | 16 | 1 | (816) 756-2225 | cpc.llc | adviserinfo.sec.gov |
| Cultivation Capital, LLC | St. Louis | $416.4 million | 17 | 18 | 17 | (314) 216-2051 | cultivationcapital.com | adviserinfo.sec.gov |
| JJP Capital Management, Inc. | Columbia | $389.9 million | 183 | 3 | Not listed | (573) 442-2763 | adviserinfo.sec.gov | |
| Wheelhouse Advisory Group, LLC | St. Louis | $388.1 million | 2,042 | 28 | Not listed | (636) 400-7889 | wheelhouseretirement.com | adviserinfo.sec.gov |
| Pinnacle Family Advisors, LLC | Springfield | $371.7 million | 2,007 | 13 | Not listed | (417) 886-6590 | adviserinfo.sec.gov | |
| Saxony Capital Management, LLC | Saint Louis | $367.9 million | 1,488 | 6 | Not listed | (314) 963-9336 | saxonycapitalmanagement.com | adviserinfo.sec.gov |
| Signify Wealth LLC | St. Louis | $364.6 million | 311 | 17 | 1 | (314) 222-0295 | adviserinfo.sec.gov | |
| Marketriders | Des Peres | $358.4 million | 477 | 6 | Not listed | (888) 709-7646 | adviserinfo.sec.gov | |
| Moment Private Wealth | Saint Louis | $357.2 million | 719 | 7 | Not listed | (636) 591-1050 | momentprivatewealth.com | adviserinfo.sec.gov |
| R.T. Jones Capital Equities Management Inc. | St. Louis | $351.8 million | 4,108 | 7 | Not listed | (314) 783-5000 | artesysonline.com | adviserinfo.sec.gov |
| Bridgewater Asset Management LLC | Chesterfield | $350.5 million | 1,092 | 6 | Not listed | (636) 536-9936 | bwam.net | adviserinfo.sec.gov |
| Archway Wealth Management, LLC | Kirkwood | $345.7 million | 895 | 4 | Not listed | (573) 999-2248 | archwaywealthstl.com | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | $338.1 million | 677 | 6 | Not listed | (816) 931-5757 | nicholsoncap.com | adviserinfo.sec.gov |
| Mid-American Wealth Advisory Group | Kansas City | $335.6 million | 2,191 | 21 | Not listed | (816) 640-5888 | adviserinfo.sec.gov | |
| Broadview Management, LLC | St. Louis | $330.4 million | 4 | 31 | 4 | (314) 366-3240 | broadviewgroup.com | adviserinfo.sec.gov |
| Sterneck Capital Management LLC | Kansas City | $327.9 million | 670 | 5 | Not listed | (816) 531-2254 | sterneckcapital.com | adviserinfo.sec.gov |
| Wilkerson Advisory Group LLC | Columbia | $326.9 million | 1,697 | 10 | Not listed | (573) 400-6101 | wilkersonadvisorygroup.com | adviserinfo.sec.gov |
| 1248 Partners, LLC | Kansas City | $323.4 million | 7 | 4 | 7 | (913) 904-5500 | 1248partners.com | adviserinfo.sec.gov |
| Vista Finance, LLC | Clayton | $320 million | 453 | 5 | 1 | (314) 518-5240 | adviserinfo.sec.gov | |
| Cornerstone Select Advisors, LLC | St. Louis | $315.3 million | 790 | 4 | Not listed | (314) 862-5155 | csastl.com | adviserinfo.sec.gov |
| Brady Family Wealth, LLC | Saint Louis | $312.7 million | 259 | 5 | Not listed | (314) 919-9151 | adviserinfo.sec.gov | |
| Craft & Sage Wealth | Kansas City | $306.8 million | 1,408 | 11 | Not listed | (816) 436-9939 | adviserinfo.sec.gov | |
| Cauble & Harre Wealth Management, Inc. | St. Louis | $300.6 million | 432 | 4 | Not listed | (314) 576-1112 | adviserinfo.sec.gov | |
| The Yanker Group | Manchester | $296.4 million | 732 | 4 | Not listed | (314) 962-5600 | theyankergroup.com | adviserinfo.sec.gov |
| Eagle Bluffs Wealth Management LLC | Columbia | $294.2 million | 550 | 5 | Not listed | (573) 507-9084 | eaglebluffs.com | adviserinfo.sec.gov |
| Philip Vongontard, Cfa, LLC | St.Louis | $288.5 million | 201 | 1 | Not listed | (314) 569-2677 | adviserinfo.sec.gov | |
| Moelis Asset Catalyst Partners | St Louis | $288.2 million | 2 | 4 | 1 | (917) 719-5778 | moelisassetmanagement.com | adviserinfo.sec.gov |
| Trinity Wealth Advisors LLC | St. Louis | $281.5 million | 540 | 8 | Not listed | (314) 966-0033 | trinitywealth.com | adviserinfo.sec.gov |
| Aquilant Advisors | St. Louis | $278.8 million | 798 | 5 | Not listed | (314) 309-2078 | adviserinfo.sec.gov | |
| Universal Financial Advisors, LLC | St. Louis | $277.5 million | 709 | 8 | Not listed | (314) 721-5522 | universaladvisorsgroup.com | adviserinfo.sec.gov |
| Mader & Shannon Wealth Management | Kansas City | $269.4 million | 863 | 10 | Not listed | (816) 751-0585 | adviserinfo.sec.gov | |
| Lewis & Clark Partners, LLC | St. Louis | $262.9 million | 8 | 25 | 8 | (314) 392-5264 | adviserinfo.sec.gov | |
| Equity Wealth Partners, LLC | Independence | $258.6 million | 1,523 | 8 | Not listed | (816) 373-1068 | equitywp.com | adviserinfo.sec.gov |
| Baum Capital Partners Management, LLC | Kansas City | $247 million | 2 | 10 | 2 | (816) 283-5200 | baumpartners.com | adviserinfo.sec.gov |
| St. Louis Financial Planners Asset Management, LLC | Chesterfield | $234 million | 1,145 | 2 | Not listed | (636) 532-3900 | adviserinfo.sec.gov | |
| Sundvold Financial | Columbia | $232.9 million | 480 | 5 | Not listed | (573) 443-1000 | sundvold.com | adviserinfo.sec.gov |
| Sterling Investment Advisors,Llc | Bolivar | $229.3 million | 269 | 5 | Not listed | (417) 777-7677 | investwithsterling.com | adviserinfo.sec.gov |
| McCartney Wealth Management LLC | Saint Louis | $220.7 million | 473 | 2 | Not listed | (314) 246-0595 | mccwm.com | adviserinfo.sec.gov |
| Ekon Advisors, LLC | St. Louis | $219.8 million | 15 | 3 | Not listed | (314) 367-6327 | ekonadvisors.com | adviserinfo.sec.gov |
| Wealthcare Asset Management, LLC | Springfield | $210.8 million | 1,103 | 6 | Not listed | (417) 865-0936 | wealthcarecorp.com | adviserinfo.sec.gov |
| Renaud & Company, LLC | O'Fallon | $210.7 million | 1,916 | 5 | Not listed | (636) 240-5055 | adviserinfo.sec.gov | |
| SFC Financial LLC | Sunset Hills | $208.3 million | 251 | 4 | Not listed | (314) 842-2001 | sfcfin.com | adviserinfo.sec.gov |
| Commercial Trust Financial Services | Fayette | $204.1 million | 1,388 | 5 | Not listed | (660) 248-2223 | commercialtrustfs.com | adviserinfo.sec.gov |
| Maxele Advisors, LLC | Webster Groves | $201.6 million | 624 | 4 | Not listed | (314) 961-1850 | maxeleadvisors.com | adviserinfo.sec.gov |
| Belmont Private Wealth | Chesterfield | $192.1 million | 142 | 3 | Not listed | (314) 566-9887 | belmontpw.com | adviserinfo.sec.gov |
| Daytona Street Capital | Saint Louis | $189.3 million | 107 | 6 | 1 | (314) 727-9479 | adviserinfo.sec.gov | |
| The Worley Banks Group, LLC | Creve Coeur | $184.3 million | 768 | 3 | Not listed | (314) 530-2700 | adviserinfo.sec.gov | |
| Conway Financial Group, LLC | Chesterfield | $177.7 million | 259 | 3 | Not listed | (314) 579-9157 | conwayfinancialgroup.com | adviserinfo.sec.gov |
| Mackay Financial Planning, LLC | Springfield | $176 million | 384 | 2 | Not listed | (417) 268-9191 | mackayfinancialplanning.com | adviserinfo.sec.gov |
| Profusion Private Wealth | St. Louis | $175.7 million | 390 | 3 | 1 | (314) 441-6107 | ppwadvisors.com | adviserinfo.sec.gov |
| RLB Financial | Springfield | $173.6 million | 609 | 4 | Not listed | (866) 686-8097 | adviserinfo.sec.gov | |
| White Sand Wealth Management | Liberty | $172.4 million | 197 | 7 | Not listed | (816) 429-6743 | whitesandwealth.com | adviserinfo.sec.gov |
| Wilsquare Capital LLC | St. Louis | $171.2 million | 2 | 10 | 2 | (314) 925-7650 | wilsquare.com | adviserinfo.sec.gov |
| Toberman Becker Wealth, LLC | St. Louis | $170.8 million | 473 | 3 | Not listed | (314) 900-1404 | adviserinfo.sec.gov | |
| Stewardship Capital | Independence | $168.4 million | 392 | 5 | Not listed | (816) 833-6650 | getyourmoneymoving.com | adviserinfo.sec.gov |
| Floyd Financial Group LLC | Springfield | $164.5 million | 689 | 5 | Not listed | (417) 889-7233 | adviserinfo.sec.gov | |
| Risley Capital Management LLC | Ellisville | $163.4 million | 415 | 1 | Not listed | (636) 405-0432 | risleycm.com | adviserinfo.sec.gov |
| Fidelis Financial Planning, LLC | Saint Charles | $160 million | 458 | 2 | Not listed | (636) 922-9252 | adviserinfo.sec.gov | |
| Modern Dollar Planning, LLC | St. Louis | $159.1 million | 153 | 2 | Not listed | (314) 827-5852 | modern-dollar.com | adviserinfo.sec.gov |
| Heritage Asset Management, LLC | Belton | $155 million | 1,293 | 2 | Not listed | (816) 348-2060 | heritage-kc.com | adviserinfo.sec.gov |
| Sonas Financial Group, Inc. | Kansas City | $149.8 million | 339 | 3 | Not listed | (816) 753-2210 | sonasfinancial.com | adviserinfo.sec.gov |
| Flyover Capital Partners, LLC | Kansas City | $147.6 million | 7 | 8 | 7 | (913) 904-5500 | flyovercapital.com | adviserinfo.sec.gov |
| Essex Ridge Capital Group, LLC | St. Louis | $146.3 million | 51 | 2 | Not listed | (314) 961-9405 | adviserinfo.sec.gov | |
| Capital Management Services, Inc. | Manchester | $145.2 million | 242 | 6 | Not listed | (636) 207-5829 | foutsretirementplanning.com | adviserinfo.sec.gov |
| Severin Investments LLC | St. Louis | $141.9 million | 564 | 8 | Not listed | (314) 983-2707 | adviserinfo.sec.gov | |
| Diversified Wealth Advisors, LLC | Kansas City | $138 million | 691 | 5 | Not listed | (816) 984-8620 | diversifiedsolutionsllc.com | adviserinfo.sec.gov |
| Bright Portfolios, LLC | Lee's Summit | $135.7 million | 1 | 4 | Not listed | (877) 274-7678 | brightportfolios.com | adviserinfo.sec.gov |
| Clarity Financial Planners | Clayton | $132.5 million | 213 | 2 | Not listed | (314) 548-2260 | adviserinfo.sec.gov | |
| Laminar Wealth LLC | Clayton | $131.8 million | 183 | 2 | Not listed | (800) 929-6530 | adviserinfo.sec.gov | |
| Divvi Wealth Management | Kansas City | $127.4 million | 725 | 4 | Not listed | (816) 237-8137 | adviserinfo.sec.gov | |
| Hickory Wealth Management, LLC | Springfield | $126.5 million | 511 | 4 | Not listed | (417) 306-9891 | adviserinfo.sec.gov | |
| Ior | Clayton | $126.5 million | 4 | 11 | Not listed | investmentofficeresources.com | adviserinfo.sec.gov | |
| Lang & Becker, Inc. | Washington | $123.2 million | 169 | 2 | Not listed | (636) 390-8339 | adviserinfo.sec.gov | |
| Virtus Financial Group | Olivette | $119.4 million | 644 | 14 | Not listed | (314) 395-6133 | thevirtusfg.com | adviserinfo.sec.gov |
| Fama Fiduciary Wealth LLC | Manchester | $119 million | 217 | 1 | Not listed | (314) 584-5550 | adviserinfo.sec.gov | |
| Fortify Wealth, Inc. | St. Louis | $115 million | 227 | 3 | Not listed | (314) 726-0055 | fortifywealth.com | adviserinfo.sec.gov |
| Ryan Poage & Co. | Kansas City | $114.2 million | 678 | 3 | Not listed | (816) 531-4555 | adviserinfo.sec.gov | |
| Sparrow Capital Management Inc | St. Louis | $113.3 million | 61 | 2 | 1 | (314) 725-6161 | sparrowcapital.com | adviserinfo.sec.gov |
| Breiter Wealth Management, LLC | St. Louis | $113 million | 221 | 3 | Not listed | (636) 373-9300 | breiterwealth.com | adviserinfo.sec.gov |
| Compass Wealth | St. Louis | $111.9 million | 939 | 9 | Not listed | (314) 373-1598 | compasswealth.com | adviserinfo.sec.gov |
| 4-C Personal Wealth Management Consultants, LLC | Creve Coeur | $109 million | 365 | 3 | Not listed | (314) 626-0677 | 4-cwealth.com | adviserinfo.sec.gov |
| Ten Peaks Partners L.L.C. | Clayton | $108.6 million | 27 | 1 | Not listed | (888) 762-7145 | tenpeakspartners.com | adviserinfo.sec.gov |
| Truman Wealth Advisors | Columbia | $106 million | 424 | 3 | Not listed | (573) 540-4788 | trumanwealthadvisors.com | 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.