Data / Investment advisers / Serving corporations and other businesses / Missouri
Investment advisers in Missouri serving corporations and other businesses: 89 firms
89 SEC registered investment advisers with a main office in Missouri report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $67.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Wells Fargo Advisors.
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.
- 89Advisers
- $67.8 billionAUM from this client type
- 88Advisers over $100 million
- November 2, 2026File date
Advisers in Missouri serving corporations and other businesses
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 |
|---|
| Wells Fargo Advisors | St. Louis | 10,435 | $29.13 billion | $671.42 billion | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | 3,954 | $9.26 billion | $252.25 billion | adviserinfo.sec.gov |
| Edward Jones | St. Louis | 10,848 | $8.15 billion | $1.01 trillion | adviserinfo.sec.gov |
| Stifel, Nicolaus & Company, Incorporated | St Louis | 1,967 | $6.21 billion | $197.53 billion | adviserinfo.sec.gov |
| Nisa Investment Advisors, LLC | St. Louis | 13 | $4.65 billion | $343.89 billion | adviserinfo.sec.gov |
| Focus Partners Wealth, LLC | St. Louis | 456 | $3.23 billion | $181.86 billion | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | 50 | $2.19 billion | $7.13 billion | adviserinfo.sec.gov |
| Focus Advisor Solutions, LLC | St. Louis | 217 | $582.3 million | $41.48 billion | adviserinfo.sec.gov |
| Benjamin F. Edwards & Company, Incorporated | St. Louis | 226 | $570.1 million | $18.92 billion | adviserinfo.sec.gov |
| Forvis Mazars Wealth Advisors, LLC | Springfield | 70 | $410.7 million | $12.01 billion | adviserinfo.sec.gov |
| Kennedy Capital Management | St Louis | 26 | $376.5 million | $5.02 billion | adviserinfo.sec.gov |
| Confluence Investment Management LLC | Saint Louis | 220 | $321.1 million | $6.72 billion | adviserinfo.sec.gov |
| Moneta Group Investment Advisors, LLC | St. Louis | 66 | $320 million | $50.54 billion | adviserinfo.sec.gov |
| Pandi, LLC | Kansas City | 9 | $269.2 million | $1.38 billion | adviserinfo.sec.gov |
| Allocator Solutions, LLC | St Louis | Fewer than 5 | $227.1 million | $513.5 million | adviserinfo.sec.gov |
| Acr Alpine Capital Research, LLC | St. Louis | 87 | $194.7 million | $10.79 billion | adviserinfo.sec.gov |
| Jag Capital Management LLC | St. Louis | 16 | $131.5 million | $1.90 billion | adviserinfo.sec.gov |
| Smith Moore & Co. | Clayton | 16 | $117.3 million | $2.37 billion | adviserinfo.sec.gov |
| Central Trust Bank | Jefferson City | 7 | $116.7 million | $554.1 million | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | 9 | $115.9 million | $659.5 million | adviserinfo.sec.gov |
| Visionary Wealth Advisors, LLC | St. Louis | 76 | $108.9 million | $3.54 billion | adviserinfo.sec.gov |
| Acropolis Investment Management | Chesterfield | Fewer than 5 | $107.3 million | $2.61 billion | adviserinfo.sec.gov |
| Precision Wealth Strategies, LLC | St. Louis | 19 | $105.1 million | $711 million | adviserinfo.sec.gov |
| Wedgewood Partners, Inc. | St Louis | 32 | $82.5 million | $560.7 million | adviserinfo.sec.gov |
| Cornerstone Wealth Management, LLC | Des Peres | 73 | $71.9 million | $4.93 billion | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | 8 | $66.8 million | $984.3 million | adviserinfo.sec.gov |
| Anderson Hoagland & Co | St Louis | 3 | $66.5 million | $1.43 billion | adviserinfo.sec.gov |
| Argent Capital Management LLC | Clayton | 14 | $57.1 million | $3.99 billion | adviserinfo.sec.gov |
| Ascension Investment Management | St. Louis | Fewer than 5 | $56.1 million | $42.41 billion | adviserinfo.sec.gov |
| Vista Finance, LLC | Clayton | 10 | $54.6 million | $320 million | adviserinfo.sec.gov |
| Mosaic Wealth | St. Louis | 9 | $48.8 million | $2.04 billion | adviserinfo.sec.gov |
| Stifel Independent Advisors, LLC | St Louis | 42 | $42.5 million | $5.01 billion | adviserinfo.sec.gov |
| Krilogy | St. Louis | 11 | $38.3 million | $5.20 billion | adviserinfo.sec.gov |
| Atwood & Palmer, Inc. | Kansas City | 6 | $30.5 million | $2.04 billion | adviserinfo.sec.gov |
| Alpine Private Wealth | Saint Louis | 8 | $26.8 million | $1.45 billion | adviserinfo.sec.gov |
| RBF Wealth Advisors | St. Louis | 24 | $21.5 million | $716.1 million | adviserinfo.sec.gov |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis | 5 | $18.2 million | $705.4 million | adviserinfo.sec.gov |
| Modern Wealth Management, LLC | Kansas City | 26 | $17.7 million | $10.90 billion | adviserinfo.sec.gov |
| Convergence Financial | Columbia | 22 | $17.6 million | $904 million | adviserinfo.sec.gov |
| Brand Asset Management Group, Inc. | Chesterfield | Fewer than 5 | $17 million | $1.17 billion | adviserinfo.sec.gov |
| Build Asset Management | Jefferson City | Fewer than 5 | $15.2 million | $64.6 million | adviserinfo.sec.gov |
| Truenorth Wealth & Impact, LLC | Joplin | 6 | $14.8 million | $456.2 million | adviserinfo.sec.gov |
| Huntleigh Advisors, Inc. | St. Louis | 19 | $14.6 million | $781.8 million | adviserinfo.sec.gov |
| Terril & Company | Saint Louis | 6 | $12.6 million | $987.8 million | adviserinfo.sec.gov |
| Strongbox Wealth, LLC | Lee's Summit | 6 | $11.7 million | $562.4 million | adviserinfo.sec.gov |
| First Heartland Consultants, Inc. | Lake St. Louis | 13 | $9.8 million | $2.09 billion | adviserinfo.sec.gov |
| Eagle Bluffs Wealth Management LLC | Columbia | Fewer than 5 | $9.6 million | $294.2 million | adviserinfo.sec.gov |
| Rubinbrown Advisors LLC | St. Louis | 2 | $8.2 million | $3.86 billion | adviserinfo.sec.gov |
| Family Investment Center | Saint Joseph | 11 | $7.9 million | $689.3 million | adviserinfo.sec.gov |
| Claris Advisors, LLC | St. Louis | Fewer than 5 | $7.5 million | $911.1 million | adviserinfo.sec.gov |
| Adk Wealth Advisory Group | St. Louis | 7 | $7.3 million | $768.5 million | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | Fewer than 5 | $6 million | $338.1 million | adviserinfo.sec.gov |
| Parkwoods Wealth Partners, LLC | Clayton | 8 | $4.9 million | $1.79 billion | adviserinfo.sec.gov |
| Cauble & Harre Wealth Management, Inc. | St. Louis | 2 | $4.5 million | $300.6 million | adviserinfo.sec.gov |
| Detalus Advisors, LLC | St. Louis | 6 | $3.3 million | $2.22 billion | adviserinfo.sec.gov |
| Commercial Trust Financial Services | Fayette | 6 | $3.3 million | $204.1 million | adviserinfo.sec.gov |
| Orion Investment Co | St Louis | 6 | $3 million | $515.4 million | adviserinfo.sec.gov |
| Mader & Shannon Wealth Management | Kansas City | 8 | $2.9 million | $269.4 million | adviserinfo.sec.gov |
| Clark Financial Services Group, Inc. | Chesterfield | 6 | $2.9 million | $498.7 million | adviserinfo.sec.gov |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | 3 | $2.7 million | $452.2 million | adviserinfo.sec.gov |
| Bridgewater Asset Management LLC | Chesterfield | Fewer than 5 | $2.7 million | $350.5 million | adviserinfo.sec.gov |
| Pinnacle Family Advisors, LLC | Springfield | 6 | $2.4 million | $371.7 million | adviserinfo.sec.gov |
| Scout Investments, Inc. | Kansas City | 1 | $2.2 million | $36.57 billion | adviserinfo.sec.gov |
| Saxony Capital Management, LLC | Saint Louis | 5 | $2.1 million | $367.9 million | adviserinfo.sec.gov |
| Clarity Financial Planners | Clayton | Fewer than 5 | $1.9 million | $132.5 million | adviserinfo.sec.gov |
| Sterneck Capital Management LLC | Kansas City | 8 | $1.9 million | $327.9 million | adviserinfo.sec.gov |
| The Yanker Group | Manchester | 5 | $1.8 million | $296.4 million | adviserinfo.sec.gov |
| Wealthcare Asset Management, LLC | Springfield | 2 | $1.5 million | $210.8 million | adviserinfo.sec.gov |
| MBM Wealth Consultants, LLC | Chesterfield | 2 | $1.3 million | $476.7 million | adviserinfo.sec.gov |
| Mid-American Wealth Advisory Group | Kansas City | Fewer than 5 | $1.1 million | $335.6 million | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | 6 | $950,343 | $5.48 billion | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | 3 | $897,916 | $435.3 million | adviserinfo.sec.gov |
| Prosperity Planning | North Kansas City | Fewer than 5 | $637,327 | $543.2 million | adviserinfo.sec.gov |
| Cornerstone Select Advisors, LLC | St. Louis | Fewer than 5 | $620,889 | $315.3 million | adviserinfo.sec.gov |
| Floyd Financial Group LLC | Springfield | 3 | $475,000 | $164.5 million | adviserinfo.sec.gov |
| Fiduciary Advisors, Inc. | St. Louis | 1 | $460,026 | $2.10 billion | adviserinfo.sec.gov |
| Fama Fiduciary Wealth LLC | Manchester | 2 | $431,443 | $119 million | adviserinfo.sec.gov |
| American Century Investments Private Client Group, Inc. | Kansas City | 9 | $412,048 | $2.33 billion | adviserinfo.sec.gov |
| Tbg-Bedford Group LLC | Saint Louis | Fewer than 5 | $389,448 | $758.1 million | adviserinfo.sec.gov |
| Ryan Poage & Co. | Kansas City | 1 | $338,375 | $114.2 million | adviserinfo.sec.gov |
| Fyra Capital Management | St. Charles | Fewer than 5 | $299,524 | $504.2 million | adviserinfo.sec.gov |
| Sparrow Capital Management Inc | St. Louis | 1 | $272,552 | $113.3 million | adviserinfo.sec.gov |
| Universal Financial Advisors, LLC | St. Louis | 3 | $254,463 | $277.5 million | adviserinfo.sec.gov |
| JJP Capital Management, Inc. | Columbia | Fewer than 5 | $195,797 | $389.9 million | adviserinfo.sec.gov |
| American Century Investment Management Inc | Kansas City | 5 | $106,446 | $305.98 billion | adviserinfo.sec.gov |
| Truman Wealth Advisors | Columbia | 1 | $36,649 | $106 million | adviserinfo.sec.gov |
| Toberman Becker Wealth, LLC | St. Louis | Fewer than 5 | $25,985 | $170.8 million | adviserinfo.sec.gov |
| Signify Wealth LLC | St. Louis | 1 | $11,343 | $364.6 million | adviserinfo.sec.gov |
| Sterling Investment Advisors,Llc | Bolivar | 1 | $330 | $229.3 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.