Data / Investment advisers / Missouri / St. Louis

Investment advisers in St. Louis, MO: 80 firms, $3.1 trillion in AUM

Name: Investment advisers in St. Louis, MO: Form ADV data
Creator: SpecStream
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80 investment advisers have their main office in St. Louis, Missouri: 75 SEC registered and 5 exempt reporting. The registered advisers report $3.1 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Edward Jones with $1 trillion.

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.

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80Advisers
75SEC registered
5Exempt reporting
$3.1 trillionTotal AUM
74Advisers over $100 million
28Manage 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
Edward Jones	St. Louis	$1.01 trillion	5,630,517	36,317	Not listed	(314) 515-2000	bridgebuildermutualfunds.com	adviserinfo.sec.gov
Wells Fargo Advisors	St. Louis	$671.42 billion	1,324,168	18,895	Not listed	(314) 875-3000	wellsfargoadvisors.com	adviserinfo.sec.gov
Nisa Investment Advisors, LLC	St. Louis	$343.89 billion	440	417	3	(314) 721-1900	nisa.com	adviserinfo.sec.gov
Wells Fargo Advisors	St. Louis	$252.25 billion	466,575	4,047	Not listed	(314) 875-3000	wellsfargo.com	adviserinfo.sec.gov
Olive Street Investment Advisers, LLC	St. Louis	$203.76 billion	13	232	Not listed	(314) 515-2000		adviserinfo.sec.gov
Stifel, Nicolaus & Company, Incorporated	St Louis	$197.53 billion	394,160	6,478	22	(314) 342-2000	fitzgeraldrobertswmg.com	adviserinfo.sec.gov
Focus Partners Wealth, LLC	St. Louis	$181.86 billion	220,585	1,915	26	(314) 725-0455		adviserinfo.sec.gov
Moneta Group Investment Advisors, LLC	St. Louis	$50.54 billion	48,410	585	Not listed	(314) 726-2300		adviserinfo.sec.gov
Ascension Investment Management	St. Louis	$42.41 billion	12	27	2	(314) 733-7799	ascensioninvestmentmanagement.com	adviserinfo.sec.gov
Focus Advisor Solutions, LLC	St. Louis	$41.48 billion	91,359	309	Not listed	(314) 725-0455		adviserinfo.sec.gov
Benjamin F. Edwards & Company, Incorporated	St. Louis	$18.92 billion	55,423	755	Not listed	(314) 726-1600		adviserinfo.sec.gov
Acr Alpine Capital Research, LLC	St. Louis	$10.79 billion	7,168	35	2	(314) 932-7600		adviserinfo.sec.gov
Elmtree Funds, LLC	St. Louis	$7.77 billion	16	37	15	(314) 828-4200	elmtreefunds.com	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
Thompson Street Capital Manager LLC	St. Louis	$4.57 billion	10	43	10	(314) 727-2112	tscp.com	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
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
Stonebridge Financial Group, LLC	St. Louis	$2.40 billion	1,623	10	Not listed	(314) 729-9500	stonebridgefin.com	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
Mosaic Wealth	St. Louis	$2.04 billion	4,827	22	Not listed	(314) 627-5220		adviserinfo.sec.gov
Jag Capital Management LLC	St. Louis	$1.90 billion	1,675	21	Not listed	(314) 997-1277		adviserinfo.sec.gov
Anderson Hoagland & Co	St Louis	$1.43 billion	415	8	Not listed	(314) 726-2107	ahco.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
Ifg Advisors, LLC	St. Louis	$1.03 billion	2,700	5	Not listed	(314) 569-0500		adviserinfo.sec.gov
Cortland Associates Inc	St. Louis	$958 million	387	7	Not listed	(314) 726-6164	cortlandassociates.com	adviserinfo.sec.gov
Claris Advisors, LLC	St. Louis	$911.1 million	973	3	Not listed	(314) 655-5504	claris-advisors.com	adviserinfo.sec.gov
Droms Strauss Wealth Management	St. Louis	$806.3 million	1,260	8	Not listed	(314) 862-9100	droms-strauss.com	adviserinfo.sec.gov
Compass Group Equity Partners	St. Louis	$801.5 million	8	26	7	(314) 721-2800		adviserinfo.sec.gov
Clayton Financial Group, LLC	St. Louis	$793.8 million	1,306	7	Not listed	(314) 446-3250		adviserinfo.sec.gov
Sunpointe Investments	St. Louis	$790.7 million	1,085	17	Not listed	(314) 880-0821	sunpointeinvestments.com	adviserinfo.sec.gov
Huntleigh Advisors, Inc.	St. Louis	$781.8 million	1,838	55	Not listed	(314) 236-2400	huntleighadvisors.com	adviserinfo.sec.gov
Adk Wealth Advisory Group	St. Louis	$768.5 million	2,166	13	Not listed	(314) 878-1489		adviserinfo.sec.gov
RBF Wealth Advisors	St. Louis	$716.1 million	2,421	17	Not listed	(314) 997-1652	dentalwealthrx.com	adviserinfo.sec.gov
Precision Wealth Strategies, LLC	St. Louis	$711 million	1,697	15	Not listed	(314) 994-6460		adviserinfo.sec.gov
Duncker Streett & Co.	St. Louis	$707.3 million	421	5	Not listed	(314) 726-2600	dunckerstreett.com	adviserinfo.sec.gov
Benjamin F. Edwards Wealth Management, LLC	St. Louis	$705.4 million	2,336	12	Not listed	(314) 726-1600	bfewealth.com	adviserinfo.sec.gov
Monetary Management Group Inc	St Louis	$583.8 million	171	5	Not listed	(314) 909-0646	monetarymanagementgroup.com	adviserinfo.sec.gov
Stieven Capital Advisors, L.P.	St. Louis	$563.4 million	2	8	2	(314) 779-2420		adviserinfo.sec.gov
Wedgewood Partners, Inc.	St Louis	$560.7 million	389	10	Not listed	(314) 567-6407	wedgewoodpartners.com	adviserinfo.sec.gov
Orion Investment Co	St Louis	$515.4 million	674	6	Not listed	(314) 725-3800	orioninvestmentco.com	adviserinfo.sec.gov
Allocator Solutions, LLC	St Louis	$513.5 million	3	1	1	(314) 882-9442	missionmultiplierfund.com	adviserinfo.sec.gov
Financial & Tax Architects, LLC	St. Louis	$506.2 million	3,736	71	Not listed	(314) 858-1122	summitretirementplanning.com	adviserinfo.sec.gov
Harbour Group Industries, Inc.	St. Louis	$448.3 million	4	25	3	(314) 727-5550	harbourgroup.com	adviserinfo.sec.gov
Cultivation Capital, LLC	St. Louis	$416.4 million	17	18	17	(314) 216-2051	cultivationcapital.com	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
Signify Wealth LLC	St. Louis	$364.6 million	311	17	1	(314) 222-0295		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
Broadview Management, LLC	St. Louis	$330.4 million	4	31	4	(314) 366-3240	broadviewgroup.com	adviserinfo.sec.gov
Cornerstone Select Advisors, LLC	St. Louis	$315.3 million	790	4	Not listed	(314) 862-5155	csastl.com	adviserinfo.sec.gov
Cauble & Harre Wealth Management, Inc.	St. Louis	$300.6 million	432	4	Not listed	(314) 576-1112		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
Lewis & Clark Partners, LLC	St. Louis	$262.9 million	8	25	8	(314) 392-5264		adviserinfo.sec.gov
Ekon Advisors, LLC	St. Louis	$219.8 million	15	3	Not listed	(314) 367-6327	ekonadvisors.com	adviserinfo.sec.gov
Profusion Private Wealth	St. Louis	$175.7 million	390	3	1	(314) 441-6107	ppwadvisors.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
Modern Dollar Planning, LLC	St. Louis	$159.1 million	153	2	Not listed	(314) 827-5852	modern-dollar.com	adviserinfo.sec.gov
Essex Ridge Capital Group, LLC	St. Louis	$146.3 million	51	2	Not listed	(314) 961-9405		adviserinfo.sec.gov
Severin Investments LLC	St. Louis	$141.9 million	564	8	Not listed	(314) 983-2707		adviserinfo.sec.gov
Fortify Wealth, Inc.	St. Louis	$115 million	227	3	Not listed	(314) 726-0055	fortifywealth.com	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
Iselect Fund Management, LLC	St. Louis	Not listed	Not listed	Not listed	6	(800) 963-5099	iselectfund.com	adviserinfo.sec.gov
Rivervest Venture Partners	St. Louis	Not listed	Not listed	Not listed	5	(314) 726-6700	rivervest.com	adviserinfo.sec.gov
Alitus Partners, LLC	St. Louis	Not listed	Not listed	Not listed	3	(314) 862-3200	alituspartners.com	adviserinfo.sec.gov
Atropos Capital Management, LLC	St. Louis	Not listed	Not listed	Not listed	1	(314) 660-3076		adviserinfo.sec.gov
GX Ventures LLC	St. Louis	Not listed	Not listed	Not listed	1	(978) 886-1635		adviserinfo.sec.gov
Stifel Wealth Tracker	St. Louis	Not listed	0	4	Not listed	(314) 342-2000	tracker.stifel.com	adviserinfo.sec.gov

Advisers in St. Louis that manage private funds

28 advisers report private funds. The 30 with the most funds.

Adviser	City	State	Private funds	Hedge	Private equity	Venture capital	Real estate	Fund gross assets	AUM	Source
Focus Partners Wealth, LLC	St. Louis	MO	26	7	6	1	1	$2.97 billion	$181.86 billion	adviserinfo.sec.gov
Stifel, Nicolaus & Company, Incorporated	St Louis	MO	22	Not listed	Not listed	1	Not listed	$367.3 million	$197.53 billion	adviserinfo.sec.gov
Cultivation Capital, LLC	St. Louis	MO	17	Not listed	Not listed	17	Not listed	$416.4 million	$416.4 million	adviserinfo.sec.gov
Elmtree Funds, LLC	St. Louis	MO	15	Not listed	Not listed	Not listed	14	$7.75 billion	$7.77 billion	adviserinfo.sec.gov
Thompson Street Capital Manager LLC	St. Louis	MO	10	Not listed	10	Not listed	Not listed	$4.57 billion	$4.57 billion	adviserinfo.sec.gov
Lewis & Clark Partners, LLC	St. Louis	MO	8	Not listed	Not listed	8	Not listed	$396.6 million	$262.9 million	adviserinfo.sec.gov
Compass Group Equity Partners	St. Louis	MO	7	Not listed	7	Not listed	Not listed	$851.4 million	$801.5 million	adviserinfo.sec.gov
Iselect Fund Management, LLC	St. Louis	MO	6	Not listed	Not listed	6	Not listed	$108.5 million	Not listed	adviserinfo.sec.gov
Argos Capital Partners, LLC	St. Louis	MO	5	Not listed	Not listed	Not listed	Not listed	$690.5 million	$2.61 billion	adviserinfo.sec.gov
Rivervest Venture Partners	St. Louis	MO	5	Not listed	Not listed	5	Not listed	$432.9 million	Not listed	adviserinfo.sec.gov
Broadview Management, LLC	St. Louis	MO	4	2	2	Not listed	Not listed	$464.7 million	$330.4 million	adviserinfo.sec.gov
Nisa Investment Advisors, LLC	St. Louis	MO	3	3	Not listed	Not listed	Not listed	$696.7 million	$343.89 billion	adviserinfo.sec.gov
Fourthstone LLC	St. Louis	MO	3	3	Not listed	Not listed	Not listed	$1.22 billion	$1.22 billion	adviserinfo.sec.gov
Harbour Group Industries, Inc.	St. Louis	MO	3	Not listed	3	Not listed	Not listed	$448.3 million	$448.3 million	adviserinfo.sec.gov
Alitus Partners, LLC	St. Louis	MO	3	Not listed	3	Not listed	Not listed	$25 million	Not listed	adviserinfo.sec.gov
Ascension Investment Management	St. Louis	MO	2	2	Not listed	Not listed	Not listed	$16.28 billion	$42.41 billion	adviserinfo.sec.gov
Acr Alpine Capital Research, LLC	St. Louis	MO	2	2	Not listed	Not listed	Not listed	$150.1 million	$10.79 billion	adviserinfo.sec.gov
Stieven Capital Advisors, L.P.	St. Louis	MO	2	2	Not listed	Not listed	Not listed	$563.4 million	$563.4 million	adviserinfo.sec.gov
Wilsquare Capital LLC	St. Louis	MO	2	Not listed	2	Not listed	Not listed	$145.3 million	$171.2 million	adviserinfo.sec.gov
Krilogy	St. Louis	MO	1	Not listed	Not listed	Not listed	Not listed	$2.3 million	$5.20 billion	adviserinfo.sec.gov
Matter Family Office	St Louis	MO	1	Not listed	Not listed	Not listed	Not listed	$151 million	$3.81 billion	adviserinfo.sec.gov
Allocator Solutions, LLC	St Louis	MO	1	Not listed	Not listed	Not listed	Not listed	$137,000	$513.5 million	adviserinfo.sec.gov
Signify Wealth LLC	St. Louis	MO	1	Not listed	Not listed	1	Not listed	$2.7 million	$364.6 million	adviserinfo.sec.gov
Moelis Asset Catalyst Partners	St Louis	MO	1	Not listed	1	Not listed	Not listed	$113.8 million	$288.2 million	adviserinfo.sec.gov
Profusion Private Wealth	St. Louis	MO	1	Not listed	Not listed	Not listed	1	$29.5 million	$175.7 million	adviserinfo.sec.gov
Sparrow Capital Management Inc	St. Louis	MO	1	1	Not listed	Not listed	Not listed	$9 million	$113.3 million	adviserinfo.sec.gov
Atropos Capital Management, LLC	St. Louis	MO	1	Not listed	Not listed	1	Not listed	$57.4 million	Not listed	adviserinfo.sec.gov
GX Ventures LLC	St. Louis	MO	1	Not listed	Not listed	1	Not listed	Not listed	Not listed	adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.