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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Clark Financial Services Group, Inc.Chesterfield$498.7 million1,8966Not listed(314) 469-5000clarkfin2.comadviserinfo.sec.gov
MBM Wealth Consultants, LLCChesterfield$476.7 million1,62415Not listed(636) 274-6262mbmadvisorservices.comadviserinfo.sec.gov
Mainstreet RIA LLCO'Fallon$471.8 million1413Not listed(888) 801-0325adviserinfo.sec.gov
Hofman Wealth ManagementChesterfield$464.1 million8896Not listed(636) 681-7566adviserinfo.sec.gov
Truenorth Wealth & Impact, LLCJoplin$456.2 million1,3515Not listed(417) 434-9400adviserinfo.sec.gov
Sarver Vrooman Wealth Advisors LLCKansas City$452.2 million9345Not listed(816) 601-1150svwealthadvisors.comadviserinfo.sec.gov
Waterequity LLCKansas City$450.2 million6445(816) 800-8100waterequity.comadviserinfo.sec.gov
Harbour Group Industries, Inc.St. Louis$448.3 million4253(314) 727-5550harbourgroup.comadviserinfo.sec.gov
Fefa FinancialSaint Louis$435.3 million3,83732Not listed(314) 530-0500adviserinfo.sec.gov
CPC Management, LLCKansas City$428 million1161(816) 756-2225cpc.llcadviserinfo.sec.gov
Cultivation Capital, LLCSt. Louis$416.4 million171817(314) 216-2051cultivationcapital.comadviserinfo.sec.gov
JJP Capital Management, Inc.Columbia$389.9 million1833Not listed(573) 442-2763adviserinfo.sec.gov
Wheelhouse Advisory Group, LLCSt. Louis$388.1 million2,04228Not listed(636) 400-7889wheelhouseretirement.comadviserinfo.sec.gov
Pinnacle Family Advisors, LLCSpringfield$371.7 million2,00713Not listed(417) 886-6590adviserinfo.sec.gov
Saxony Capital Management, LLCSaint Louis$367.9 million1,4886Not listed(314) 963-9336saxonycapitalmanagement.comadviserinfo.sec.gov
Signify Wealth LLCSt. Louis$364.6 million311171(314) 222-0295adviserinfo.sec.gov
MarketridersDes Peres$358.4 million4776Not listed(888) 709-7646adviserinfo.sec.gov
Moment Private WealthSaint Louis$357.2 million7197Not listed(636) 591-1050momentprivatewealth.comadviserinfo.sec.gov
R.T. Jones Capital Equities Management Inc.St. Louis$351.8 million4,1087Not listed(314) 783-5000artesysonline.comadviserinfo.sec.gov
Bridgewater Asset Management LLCChesterfield$350.5 million1,0926Not listed(636) 536-9936bwam.netadviserinfo.sec.gov
Archway Wealth Management, LLCKirkwood$345.7 million8954Not listed(573) 999-2248archwaywealthstl.comadviserinfo.sec.gov
Nicholson Meyer Capital Management, Inc.Kansas City$338.1 million6776Not listed(816) 931-5757nicholsoncap.comadviserinfo.sec.gov
Mid-American Wealth Advisory GroupKansas City$335.6 million2,19121Not listed(816) 640-5888adviserinfo.sec.gov
Broadview Management, LLCSt. Louis$330.4 million4314(314) 366-3240broadviewgroup.comadviserinfo.sec.gov
Sterneck Capital Management LLCKansas City$327.9 million6705Not listed(816) 531-2254sterneckcapital.comadviserinfo.sec.gov
Wilkerson Advisory Group LLCColumbia$326.9 million1,69710Not listed(573) 400-6101wilkersonadvisorygroup.comadviserinfo.sec.gov
1248 Partners, LLCKansas City$323.4 million747(913) 904-55001248partners.comadviserinfo.sec.gov
Vista Finance, LLCClayton$320 million45351(314) 518-5240adviserinfo.sec.gov
Cornerstone Select Advisors, LLCSt. Louis$315.3 million7904Not listed(314) 862-5155csastl.comadviserinfo.sec.gov
Brady Family Wealth, LLCSaint Louis$312.7 million2595Not listed(314) 919-9151adviserinfo.sec.gov
Craft & Sage WealthKansas City$306.8 million1,40811Not listed(816) 436-9939adviserinfo.sec.gov
Cauble & Harre Wealth Management, Inc.St. Louis$300.6 million4324Not listed(314) 576-1112adviserinfo.sec.gov
The Yanker GroupManchester$296.4 million7324Not listed(314) 962-5600theyankergroup.comadviserinfo.sec.gov
Eagle Bluffs Wealth Management LLCColumbia$294.2 million5505Not listed(573) 507-9084eaglebluffs.comadviserinfo.sec.gov
Philip Vongontard, Cfa, LLCSt.Louis$288.5 million2011Not listed(314) 569-2677adviserinfo.sec.gov
Moelis Asset Catalyst PartnersSt Louis$288.2 million241(917) 719-5778moelisassetmanagement.comadviserinfo.sec.gov
Trinity Wealth Advisors LLCSt. Louis$281.5 million5408Not listed(314) 966-0033trinitywealth.comadviserinfo.sec.gov
Aquilant AdvisorsSt. Louis$278.8 million7985Not listed(314) 309-2078adviserinfo.sec.gov
Universal Financial Advisors, LLCSt. Louis$277.5 million7098Not listed(314) 721-5522universaladvisorsgroup.comadviserinfo.sec.gov
Mader & Shannon Wealth ManagementKansas City$269.4 million86310Not listed(816) 751-0585adviserinfo.sec.gov
Lewis & Clark Partners, LLCSt. Louis$262.9 million8258(314) 392-5264adviserinfo.sec.gov
Equity Wealth Partners, LLCIndependence$258.6 million1,5238Not listed(816) 373-1068equitywp.comadviserinfo.sec.gov
Baum Capital Partners Management, LLCKansas City$247 million2102(816) 283-5200baumpartners.comadviserinfo.sec.gov
St. Louis Financial Planners Asset Management, LLCChesterfield$234 million1,1452Not listed(636) 532-3900adviserinfo.sec.gov
Sundvold FinancialColumbia$232.9 million4805Not listed(573) 443-1000sundvold.comadviserinfo.sec.gov
Sterling Investment Advisors,LlcBolivar$229.3 million2695Not listed(417) 777-7677investwithsterling.comadviserinfo.sec.gov
McCartney Wealth Management LLCSaint Louis$220.7 million4732Not listed(314) 246-0595mccwm.comadviserinfo.sec.gov
Ekon Advisors, LLCSt. Louis$219.8 million153Not listed(314) 367-6327ekonadvisors.comadviserinfo.sec.gov
Wealthcare Asset Management, LLCSpringfield$210.8 million1,1036Not listed(417) 865-0936wealthcarecorp.comadviserinfo.sec.gov
Renaud & Company, LLCO'Fallon$210.7 million1,9165Not listed(636) 240-5055adviserinfo.sec.gov
SFC Financial LLCSunset Hills$208.3 million2514Not listed(314) 842-2001sfcfin.comadviserinfo.sec.gov
Commercial Trust Financial ServicesFayette$204.1 million1,3885Not listed(660) 248-2223commercialtrustfs.comadviserinfo.sec.gov
Maxele Advisors, LLCWebster Groves$201.6 million6244Not listed(314) 961-1850maxeleadvisors.comadviserinfo.sec.gov
Belmont Private WealthChesterfield$192.1 million1423Not listed(314) 566-9887belmontpw.comadviserinfo.sec.gov
Daytona Street CapitalSaint Louis$189.3 million10761(314) 727-9479adviserinfo.sec.gov
The Worley Banks Group, LLCCreve Coeur$184.3 million7683Not listed(314) 530-2700adviserinfo.sec.gov
Conway Financial Group, LLCChesterfield$177.7 million2593Not listed(314) 579-9157conwayfinancialgroup.comadviserinfo.sec.gov
Mackay Financial Planning, LLCSpringfield$176 million3842Not listed(417) 268-9191mackayfinancialplanning.comadviserinfo.sec.gov
Profusion Private WealthSt. Louis$175.7 million39031(314) 441-6107ppwadvisors.comadviserinfo.sec.gov
RLB FinancialSpringfield$173.6 million6094Not listed(866) 686-8097adviserinfo.sec.gov
White Sand Wealth ManagementLiberty$172.4 million1977Not listed(816) 429-6743whitesandwealth.comadviserinfo.sec.gov
Wilsquare Capital LLCSt. Louis$171.2 million2102(314) 925-7650wilsquare.comadviserinfo.sec.gov
Toberman Becker Wealth, LLCSt. Louis$170.8 million4733Not listed(314) 900-1404adviserinfo.sec.gov
Stewardship CapitalIndependence$168.4 million3925Not listed(816) 833-6650getyourmoneymoving.comadviserinfo.sec.gov
Floyd Financial Group LLCSpringfield$164.5 million6895Not listed(417) 889-7233adviserinfo.sec.gov
Risley Capital Management LLCEllisville$163.4 million4151Not listed(636) 405-0432risleycm.comadviserinfo.sec.gov
Fidelis Financial Planning, LLCSaint Charles$160 million4582Not listed(636) 922-9252adviserinfo.sec.gov
Modern Dollar Planning, LLCSt. Louis$159.1 million1532Not listed(314) 827-5852modern-dollar.comadviserinfo.sec.gov
Heritage Asset Management, LLCBelton$155 million1,2932Not listed(816) 348-2060heritage-kc.comadviserinfo.sec.gov
Sonas Financial Group, Inc.Kansas City$149.8 million3393Not listed(816) 753-2210sonasfinancial.comadviserinfo.sec.gov
Flyover Capital Partners, LLCKansas City$147.6 million787(913) 904-5500flyovercapital.comadviserinfo.sec.gov
Essex Ridge Capital Group, LLCSt. Louis$146.3 million512Not listed(314) 961-9405adviserinfo.sec.gov
Capital Management Services, Inc.Manchester$145.2 million2426Not listed(636) 207-5829foutsretirementplanning.comadviserinfo.sec.gov
Severin Investments LLCSt. Louis$141.9 million5648Not listed(314) 983-2707adviserinfo.sec.gov
Diversified Wealth Advisors, LLCKansas City$138 million6915Not listed(816) 984-8620diversifiedsolutionsllc.comadviserinfo.sec.gov
Bright Portfolios, LLCLee's Summit$135.7 million14Not listed(877) 274-7678brightportfolios.comadviserinfo.sec.gov
Clarity Financial PlannersClayton$132.5 million2132Not listed(314) 548-2260adviserinfo.sec.gov
Laminar Wealth LLCClayton$131.8 million1832Not listed(800) 929-6530adviserinfo.sec.gov
Divvi Wealth ManagementKansas City$127.4 million7254Not listed(816) 237-8137adviserinfo.sec.gov
Hickory Wealth Management, LLCSpringfield$126.5 million5114Not listed(417) 306-9891adviserinfo.sec.gov
IorClayton$126.5 million411Not listedinvestmentofficeresources.comadviserinfo.sec.gov
Lang & Becker, Inc.Washington$123.2 million1692Not listed(636) 390-8339adviserinfo.sec.gov
Virtus Financial GroupOlivette$119.4 million64414Not listed(314) 395-6133thevirtusfg.comadviserinfo.sec.gov
Fama Fiduciary Wealth LLCManchester$119 million2171Not listed(314) 584-5550adviserinfo.sec.gov
Fortify Wealth, Inc.St. Louis$115 million2273Not listed(314) 726-0055fortifywealth.comadviserinfo.sec.gov
Ryan Poage & Co.Kansas City$114.2 million6783Not listed(816) 531-4555adviserinfo.sec.gov
Sparrow Capital Management IncSt. Louis$113.3 million6121(314) 725-6161sparrowcapital.comadviserinfo.sec.gov
Breiter Wealth Management, LLCSt. Louis$113 million2213Not listed(636) 373-9300breiterwealth.comadviserinfo.sec.gov
Compass WealthSt. Louis$111.9 million9399Not listed(314) 373-1598compasswealth.comadviserinfo.sec.gov
4-C Personal Wealth Management Consultants, LLCCreve Coeur$109 million3653Not listed(314) 626-06774-cwealth.comadviserinfo.sec.gov
Ten Peaks Partners L.L.C.Clayton$108.6 million271Not listed(888) 762-7145tenpeakspartners.comadviserinfo.sec.gov
Truman Wealth AdvisorsColumbia$106 million4243Not listed(573) 540-4788trumanwealthadvisors.comadviserinfo.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.