Data / Investment advisers / Serving charitable organizations / Missouri
Investment advisers in Missouri serving charitable organizations: 100 firms
100 SEC registered investment advisers with a main office in Missouri report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $72.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ascension Investment Management.
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- 100Advisers
- $72.6 billionAUM from this client type
- 100Advisers over $100 million
- November 2, 2026File date
Advisers in Missouri serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Ascension Investment Management | St. Louis | 7 | $19.68 billion | $42.41 billion | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | 5,564 | $14.67 billion | $671.42 billion | adviserinfo.sec.gov |
| Nisa Investment Advisors, LLC | St. Louis | 18 | $10.14 billion | $343.89 billion | adviserinfo.sec.gov |
| Stifel, Nicolaus & Company, Incorporated | St Louis | 1,426 | $5.35 billion | $197.53 billion | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | 2,392 | $5.05 billion | $252.25 billion | adviserinfo.sec.gov |
| Focus Partners Wealth, LLC | St. Louis | 388 | $4.46 billion | $181.86 billion | adviserinfo.sec.gov |
| Scout Investments, Inc. | Kansas City | 39 | $3.94 billion | $36.57 billion | adviserinfo.sec.gov |
| American Century Investment Management Inc | Kansas City | 6 | $1.09 billion | $305.98 billion | adviserinfo.sec.gov |
| Edward Jones | St. Louis | 2,041 | $857.9 million | $1.01 trillion | adviserinfo.sec.gov |
| Moneta Group Investment Advisors, LLC | St. Louis | 66 | $719.7 million | $50.54 billion | adviserinfo.sec.gov |
| Plancorp, LLC | Saint Louis | 38 | $701.5 million | $10.63 billion | adviserinfo.sec.gov |
| Pandi, LLC | Kansas City | Fewer than 5 | $668.3 million | $1.38 billion | adviserinfo.sec.gov |
| Asset Consulting Group, LLC | Clayton | 38 | $602.1 million | $1.10 billion | adviserinfo.sec.gov |
| Jag Capital Management LLC | St. Louis | 42 | $523.4 million | $1.90 billion | adviserinfo.sec.gov |
| Kennedy Capital Management | St Louis | 18 | $472.6 million | $5.02 billion | adviserinfo.sec.gov |
| Anderson Hoagland & Co | St Louis | 7 | $400.8 million | $1.43 billion | adviserinfo.sec.gov |
| Forvis Mazars Wealth Advisors, LLC | Springfield | 139 | $361.3 million | $12.01 billion | adviserinfo.sec.gov |
| Focus Advisor Solutions, LLC | St. Louis | 192 | $331 million | $41.48 billion | adviserinfo.sec.gov |
| Allocator Solutions, LLC | St Louis | Fewer than 5 | $286.3 million | $513.5 million | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | 10 | $226.6 million | $7.13 billion | adviserinfo.sec.gov |
| Benjamin F. Edwards & Company, Incorporated | St. Louis | 96 | $187.3 million | $18.92 billion | adviserinfo.sec.gov |
| Duncker Streett & Co. | St. Louis | 6 | $184.6 million | $707.3 million | adviserinfo.sec.gov |
| Acr Alpine Capital Research, LLC | St. Louis | 51 | $166.1 million | $10.79 billion | adviserinfo.sec.gov |
| Conway Investment Solutions | Saint Louis | Fewer than 5 | $140 million | $1.67 billion | adviserinfo.sec.gov |
| Ior | Clayton | Fewer than 5 | $126.5 million | $126.5 million | adviserinfo.sec.gov |
| Confluence Investment Management LLC | Saint Louis | 102 | $114.1 million | $6.72 billion | adviserinfo.sec.gov |
| Argent Capital Management LLC | Clayton | 47 | $94.1 million | $3.99 billion | adviserinfo.sec.gov |
| Zemenick & Walker Inc | St Louis | 4 | $94 million | $2.63 billion | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | 5 | $90.8 million | $984.3 million | adviserinfo.sec.gov |
| Stifel Independent Advisors, LLC | St Louis | 37 | $67.9 million | $5.01 billion | adviserinfo.sec.gov |
| Atwood & Palmer, Inc. | Kansas City | 8 | $58 million | $2.04 billion | adviserinfo.sec.gov |
| Monetary Management Group Inc | St Louis | 5 | $44.8 million | $583.8 million | adviserinfo.sec.gov |
| Terril & Company | Saint Louis | 3 | $39.9 million | $987.8 million | adviserinfo.sec.gov |
| Wedgewood Partners, Inc. | St Louis | 16 | $36.9 million | $560.7 million | adviserinfo.sec.gov |
| Sterling Investment Advisors,Llc | Bolivar | 3 | $34 million | $229.3 million | adviserinfo.sec.gov |
| Alpine Private Wealth | Saint Louis | 10 | $30.9 million | $1.45 billion | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | 7 | $29.4 million | $338.1 million | adviserinfo.sec.gov |
| Parkwoods Wealth Partners, LLC | Clayton | 10 | $28.6 million | $1.79 billion | adviserinfo.sec.gov |
| Modern Wealth Management, LLC | Kansas City | 19 | $27.5 million | $10.90 billion | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | 5 | $26.7 million | $5.48 billion | adviserinfo.sec.gov |
| Matter Family Office | St Louis | 2 | $26.3 million | $3.81 billion | adviserinfo.sec.gov |
| Mackay Financial Planning, LLC | Springfield | 3 | $25 million | $176 million | adviserinfo.sec.gov |
| Central Trust Bank | Jefferson City | 2 | $25 million | $554.1 million | adviserinfo.sec.gov |
| Mosaic Wealth | St. Louis | 11 | $24.1 million | $2.04 billion | adviserinfo.sec.gov |
| Cornerstone Wealth Management, LLC | Des Peres | 39 | $20.8 million | $4.93 billion | adviserinfo.sec.gov |
| Family Investment Center | Saint Joseph | 4 | $19.9 million | $689.3 million | adviserinfo.sec.gov |
| Acropolis Investment Management | Chesterfield | 8 | $19.3 million | $2.61 billion | adviserinfo.sec.gov |
| Rubinbrown Advisors LLC | St. Louis | 6 | $18.7 million | $3.86 billion | adviserinfo.sec.gov |
| Sunpointe Investments | St. Louis | Fewer than 5 | $18.4 million | $790.7 million | adviserinfo.sec.gov |
| Cortland Associates Inc | St. Louis | 2 | $18.3 million | $958 million | adviserinfo.sec.gov |
| Detalus Advisors, LLC | St. Louis | 19 | $18 million | $2.22 billion | adviserinfo.sec.gov |
| Hill Investment Group | St. Louis | 1 | $17.8 million | $1.35 billion | adviserinfo.sec.gov |
| Clayton Financial Group, LLC | St. Louis | 5 | $13.5 million | $793.8 million | adviserinfo.sec.gov |
| Huntleigh Advisors, Inc. | St. Louis | 11 | $13.4 million | $781.8 million | adviserinfo.sec.gov |
| Krilogy | St. Louis | Fewer than 5 | $11.4 million | $5.20 billion | adviserinfo.sec.gov |
| JJP Capital Management, Inc. | Columbia | Fewer than 5 | $11.3 million | $389.9 million | adviserinfo.sec.gov |
| Truman Wealth Advisors | Columbia | 1 | $10.7 million | $106 million | adviserinfo.sec.gov |
| Droms Strauss Wealth Management | St. Louis | 3 | $8.7 million | $806.3 million | adviserinfo.sec.gov |
| Brand Asset Management Group, Inc. | Chesterfield | Fewer than 5 | $8.6 million | $1.17 billion | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | 5 | $8.2 million | $659.5 million | adviserinfo.sec.gov |
| Fiduciary Advisors, Inc. | St. Louis | 3 | $8 million | $2.10 billion | adviserinfo.sec.gov |
| Clark Financial Services Group, Inc. | Chesterfield | 4 | $7.5 million | $498.7 million | adviserinfo.sec.gov |
| Prosperity Planning | North Kansas City | 23 | $6.6 million | $543.2 million | adviserinfo.sec.gov |
| Commercial Trust Financial Services | Fayette | 17 | $6.5 million | $204.1 million | adviserinfo.sec.gov |
| Strongbox Wealth, LLC | Lee's Summit | Fewer than 5 | $6.4 million | $562.4 million | adviserinfo.sec.gov |
| Smith Moore & Co. | Clayton | 10 | $6.4 million | $2.37 billion | adviserinfo.sec.gov |
| Convergence Financial | Columbia | 18 | $6.3 million | $904 million | adviserinfo.sec.gov |
| Truenorth Wealth & Impact, LLC | Joplin | Fewer than 5 | $6.3 million | $456.2 million | adviserinfo.sec.gov |
| First Heartland Consultants, Inc. | Lake St. Louis | 12 | $5.3 million | $2.09 billion | adviserinfo.sec.gov |
| Trinity Wealth Advisors LLC | St. Louis | Fewer than 5 | $4.8 million | $281.5 million | adviserinfo.sec.gov |
| Bridgewater Asset Management LLC | Chesterfield | 5 | $3.8 million | $350.5 million | adviserinfo.sec.gov |
| Stewardship Capital | Independence | 7 | $3.5 million | $168.4 million | adviserinfo.sec.gov |
| Sterneck Capital Management LLC | Kansas City | 8 | $3.1 million | $327.9 million | adviserinfo.sec.gov |
| MBM Wealth Consultants, LLC | Chesterfield | 8 | $2.8 million | $476.7 million | adviserinfo.sec.gov |
| Syntegra Private Wealth Group LLC | Chesterfield | 13 | $2.5 million | $1.39 billion | adviserinfo.sec.gov |
| RBF Wealth Advisors | St. Louis | 14 | $2.3 million | $716.1 million | adviserinfo.sec.gov |
| Heritage Asset Management, LLC | Belton | 3 | $1.8 million | $155 million | adviserinfo.sec.gov |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis | Fewer than 5 | $1.7 million | $705.4 million | adviserinfo.sec.gov |
| Vista Finance, LLC | Clayton | 15 | $1.6 million | $320 million | adviserinfo.sec.gov |
| Adk Wealth Advisory Group | St. Louis | 6 | $1.4 million | $768.5 million | adviserinfo.sec.gov |
| Precision Wealth Strategies, LLC | St. Louis | 1 | $1.3 million | $711 million | adviserinfo.sec.gov |
| Maxele Advisors, LLC | Webster Groves | Fewer than 5 | $1.3 million | $201.6 million | adviserinfo.sec.gov |
| Wilkerson Advisory Group LLC | Columbia | Fewer than 5 | $1.1 million | $326.9 million | adviserinfo.sec.gov |
| Mader & Shannon Wealth Management | Kansas City | Fewer than 5 | $1.1 million | $269.4 million | adviserinfo.sec.gov |
| Universal Financial Advisors, LLC | St. Louis | 2 | $820,783 | $277.5 million | adviserinfo.sec.gov |
| Eagle Bluffs Wealth Management LLC | Columbia | Fewer than 5 | $792,782 | $294.2 million | adviserinfo.sec.gov |
| Equity Wealth Partners, LLC | Independence | Fewer than 5 | $628,144 | $258.6 million | adviserinfo.sec.gov |
| 25 Financial | Saint Louis | Fewer than 5 | $500,000 | $545 million | adviserinfo.sec.gov |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | 2 | $467,789 | $452.2 million | adviserinfo.sec.gov |
| Claris Advisors, LLC | St. Louis | Fewer than 5 | $359,662 | $911.1 million | adviserinfo.sec.gov |
| White Sand Wealth Management | Liberty | 3 | $298,234 | $172.4 million | adviserinfo.sec.gov |
| Alexander Labrunerie & Co., Inc. | Columbia | 2 | $286,181 | $618.9 million | adviserinfo.sec.gov |
| SFC Financial LLC | Sunset Hills | 1 | $246,669 | $208.3 million | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | 3 | $235,544 | $435.3 million | adviserinfo.sec.gov |
| Wealthcare Asset Management, LLC | Springfield | 4 | $163,355 | $210.8 million | adviserinfo.sec.gov |
| Saxony Capital Management, LLC | Saint Louis | 1 | $110,499 | $367.9 million | adviserinfo.sec.gov |
| Pinnacle Family Advisors, LLC | Springfield | 1 | $101,669 | $371.7 million | adviserinfo.sec.gov |
| R.T. Jones Capital Equities Management Inc. | St. Louis | 1 | $74,458 | $351.8 million | adviserinfo.sec.gov |
| Meramec Financial Planners, LLC | Clayton | Fewer than 5 | $73,482 | $1.13 billion | adviserinfo.sec.gov |
| Hickory Wealth Management, LLC | Springfield | Fewer than 5 | $34,292 | $126.5 million | 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.