Data / Investment advisers / Serving high net worth individuals / Missouri

Investment advisers in Missouri serving high net worth individuals: 155 firms

Name: Investment advisers in Missouri serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

155 SEC registered investment advisers with a main office in Missouri report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $1.5 trillion 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.

The request: Every investment adviser in Missouri that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

155Advisers
$1.5 trillionAUM from this client type
154Advisers over $100 million
November 2, 2026File date

Advisers in Missouri serving high net worth individuals

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	654,519	$495.07 billion	$671.42 billion	adviserinfo.sec.gov
Edward Jones	St. Louis	372,771	$381.16 billion	$1.01 trillion	adviserinfo.sec.gov
Wells Fargo Advisors	St. Louis	233,869	$183.04 billion	$252.25 billion	adviserinfo.sec.gov
Focus Partners Wealth, LLC	St. Louis	30,177	$142.52 billion	$181.86 billion	adviserinfo.sec.gov
Stifel, Nicolaus & Company, Incorporated	St Louis	73,687	$137.41 billion	$197.53 billion	adviserinfo.sec.gov
Moneta Group Investment Advisors, LLC	St. Louis	5,460	$44.62 billion	$50.54 billion	adviserinfo.sec.gov
Focus Advisor Solutions, LLC	St. Louis	9,302	$26.96 billion	$41.48 billion	adviserinfo.sec.gov
Forvis Mazars Wealth Advisors, LLC	Springfield	1,898	$9.93 billion	$12.01 billion	adviserinfo.sec.gov
Plancorp, LLC	Saint Louis	1,284	$9.02 billion	$10.63 billion	adviserinfo.sec.gov
Modern Wealth Management, LLC	Kansas City	2,529	$6.37 billion	$10.90 billion	adviserinfo.sec.gov
Larson Financial Group, LLC	Saint Louis	1,719	$4.43 billion	$5.48 billion	adviserinfo.sec.gov
Krilogy	St. Louis	1,121	$3.75 billion	$5.20 billion	adviserinfo.sec.gov
Rubinbrown Advisors LLC	St. Louis	860	$3.72 billion	$3.86 billion	adviserinfo.sec.gov
Stifel Independent Advisors, LLC	St Louis	2,124	$3.46 billion	$5.01 billion	adviserinfo.sec.gov
Matter Family Office	St Louis	128	$3.45 billion	$3.81 billion	adviserinfo.sec.gov
Cornerstone Wealth Management, LLC	Des Peres	3,511	$3.32 billion	$4.93 billion	adviserinfo.sec.gov
Prairie Capital Management Group, LLC	Kansas City	431	$2.93 billion	$7.13 billion	adviserinfo.sec.gov
Argent Capital Management LLC	Clayton	194	$2.60 billion	$3.99 billion	adviserinfo.sec.gov
Visionary Wealth Advisors, LLC	St. Louis	898	$2.52 billion	$3.54 billion	adviserinfo.sec.gov
Zemenick & Walker Inc	St Louis	229	$2.49 billion	$2.63 billion	adviserinfo.sec.gov
Benjamin F. Edwards & Company, Incorporated	St. Louis	244	$2.46 billion	$18.92 billion	adviserinfo.sec.gov
Acropolis Investment Management	Chesterfield	636	$2.26 billion	$2.61 billion	adviserinfo.sec.gov
Acr Alpine Capital Research, LLC	St. Louis	958	$2.25 billion	$10.79 billion	adviserinfo.sec.gov
Atwood & Palmer, Inc.	Kansas City	358	$1.91 billion	$2.04 billion	adviserinfo.sec.gov
Argos Capital Partners, LLC	St. Louis	60	$1.91 billion	$2.61 billion	adviserinfo.sec.gov
Confluence Investment Management LLC	Saint Louis	1,016	$1.81 billion	$6.72 billion	adviserinfo.sec.gov
Mosaic Wealth	St. Louis	321	$1.72 billion	$2.04 billion	adviserinfo.sec.gov
Smith Moore & Co.	Clayton	1,254	$1.48 billion	$2.37 billion	adviserinfo.sec.gov
Parkwoods Wealth Partners, LLC	Clayton	517	$1.44 billion	$1.79 billion	adviserinfo.sec.gov
Alpine Private Wealth	Saint Louis	208	$1.36 billion	$1.45 billion	adviserinfo.sec.gov
Hill Investment Group	St. Louis	208	$1.04 billion	$1.35 billion	adviserinfo.sec.gov
Ifg Advisors, LLC	St. Louis	298	$947 million	$1.03 billion	adviserinfo.sec.gov
Anderson Hoagland & Co	St Louis	112	$932.1 million	$1.43 billion	adviserinfo.sec.gov
Syntegra Private Wealth Group LLC	Chesterfield	354	$877.5 million	$1.39 billion	adviserinfo.sec.gov
Cortland Associates Inc	St. Louis	217	$869 million	$958 million	adviserinfo.sec.gov
Meramec Financial Planners, LLC	Clayton	248	$829.2 million	$1.13 billion	adviserinfo.sec.gov
Terril & Company	Saint Louis	214	$814.7 million	$987.8 million	adviserinfo.sec.gov
Claris Advisors, LLC	St. Louis	140	$774.4 million	$911.1 million	adviserinfo.sec.gov
Clayton Financial Group, LLC	St. Louis	167	$746.7 million	$793.8 million	adviserinfo.sec.gov
Sunpointe Investments	St. Louis	169	$730.9 million	$790.7 million	adviserinfo.sec.gov
Droms Strauss Wealth Management	St. Louis	192	$723.5 million	$806.3 million	adviserinfo.sec.gov
Brand Asset Management Group, Inc.	Chesterfield	89	$706.5 million	$1.17 billion	adviserinfo.sec.gov
Detalus Advisors, LLC	St. Louis	134	$638.8 million	$2.22 billion	adviserinfo.sec.gov
Correct Capital Wealth Management, LLC	Clayton	174	$623 million	$889.3 million	adviserinfo.sec.gov
Adk Wealth Advisory Group	St. Louis	540	$618.5 million	$768.5 million	adviserinfo.sec.gov
Convergence Financial	Columbia	647	$582.7 million	$904 million	adviserinfo.sec.gov
Precision Wealth Strategies, LLC	St. Louis	282	$554.8 million	$711 million	adviserinfo.sec.gov
Foundation Wealth Management, LLC	Clayton	194	$545.5 million	$660.6 million	adviserinfo.sec.gov
First Heartland Consultants, Inc.	Lake St. Louis	309	$540.5 million	$2.09 billion	adviserinfo.sec.gov
RBF Wealth Advisors	St. Louis	273	$522.5 million	$716.1 million	adviserinfo.sec.gov
Family Investment Center	Saint Joseph	265	$499.7 million	$689.3 million	adviserinfo.sec.gov
Alexander Labrunerie & Co., Inc.	Columbia	304	$497.5 million	$618.9 million	adviserinfo.sec.gov
Asset Consulting Group, LLC	Clayton	63	$494 million	$1.10 billion	adviserinfo.sec.gov
Duncker Streett & Co.	St. Louis	94	$485.4 million	$707.3 million	adviserinfo.sec.gov
25 Financial	Saint Louis	250	$478.5 million	$545 million	adviserinfo.sec.gov
Orion Investment Co	St Louis	390	$476.9 million	$515.4 million	adviserinfo.sec.gov
Tbg-Bedford Group LLC	Saint Louis	151	$456.3 million	$758.1 million	adviserinfo.sec.gov
Prosperity Planning	North Kansas City	177	$448.8 million	$543.2 million	adviserinfo.sec.gov
Pandi, LLC	Kansas City	8	$440.1 million	$1.38 billion	adviserinfo.sec.gov
Stonebridge Financial Group, LLC	St. Louis	142	$439.5 million	$2.40 billion	adviserinfo.sec.gov
Hofman Wealth Management	Chesterfield	101	$423.4 million	$464.1 million	adviserinfo.sec.gov
Strongbox Wealth, LLC	Lee's Summit	189	$422.9 million	$562.4 million	adviserinfo.sec.gov
Clark Financial Services Group, Inc.	Chesterfield	125	$387.8 million	$498.7 million	adviserinfo.sec.gov
Sarver Vrooman Wealth Advisors LLC	Kansas City	122	$386.5 million	$452.2 million	adviserinfo.sec.gov
Nisa Investment Advisors, LLC	St. Louis	13	$382.2 million	$343.89 billion	adviserinfo.sec.gov
Monetary Management Group Inc	St Louis	90	$376.2 million	$583.8 million	adviserinfo.sec.gov
Huntleigh Advisors, Inc.	St. Louis	161	$365.5 million	$781.8 million	adviserinfo.sec.gov
Truenorth Wealth & Impact, LLC	Joplin	153	$360.2 million	$456.2 million	adviserinfo.sec.gov
Jag Capital Management LLC	St. Louis	101	$351.3 million	$1.90 billion	adviserinfo.sec.gov
Signify Wealth LLC	St. Louis	40	$345.4 million	$364.6 million	adviserinfo.sec.gov
Moment Private Wealth	Saint Louis	65	$345.1 million	$357.2 million	adviserinfo.sec.gov
JJP Capital Management, Inc.	Columbia	23	$304.1 million	$389.9 million	adviserinfo.sec.gov
Archway Wealth Management, LLC	Kirkwood	90	$303.5 million	$345.7 million	adviserinfo.sec.gov
MBM Wealth Consultants, LLC	Chesterfield	131	$302.4 million	$476.7 million	adviserinfo.sec.gov
Sterneck Capital Management LLC	Kansas City	129	$302.3 million	$327.9 million	adviserinfo.sec.gov
Bridgewater Asset Management LLC	Chesterfield	165	$293.8 million	$350.5 million	adviserinfo.sec.gov
Brady Family Wealth, LLC	Saint Louis	66	$284.4 million	$312.7 million	adviserinfo.sec.gov
Philip Vongontard, Cfa, LLC	St.Louis	39	$282.2 million	$288.5 million	adviserinfo.sec.gov
Capital Investment Management, Inc	Lee's Summit	140	$280.4 million	$558.9 million	adviserinfo.sec.gov
Core Planning	Ofallon	122	$279.9 million	$525 million	adviserinfo.sec.gov
Cauble & Harre Wealth Management, Inc.	St. Louis	65	$277.6 million	$300.6 million	adviserinfo.sec.gov
Wedgewood Partners, Inc.	St Louis	145	$263.7 million	$560.7 million	adviserinfo.sec.gov
Vista Finance, LLC	Clayton	58	$259.8 million	$320 million	adviserinfo.sec.gov
Fyra Capital Management	St. Charles	132	$258.6 million	$504.2 million	adviserinfo.sec.gov
Trinity Wealth Advisors LLC	St. Louis	81	$252.3 million	$281.5 million	adviserinfo.sec.gov
The Yanker Group	Manchester	209	$245.7 million	$296.4 million	adviserinfo.sec.gov
Eagle Bluffs Wealth Management LLC	Columbia	76	$244.7 million	$294.2 million	adviserinfo.sec.gov
Axius Advisors LLC	Saint Charles	118	$243.3 million	$623.8 million	adviserinfo.sec.gov
Nicholson Meyer Capital Management, Inc.	Kansas City	87	$234.3 million	$338.1 million	adviserinfo.sec.gov
Wheelhouse Advisory Group, LLC	St. Louis	121	$216.4 million	$388.1 million	adviserinfo.sec.gov
Wilkerson Advisory Group LLC	Columbia	96	$208.1 million	$326.9 million	adviserinfo.sec.gov
Aquilant Advisors	St. Louis	82	$206.6 million	$278.8 million	adviserinfo.sec.gov
Craft & Sage Wealth	Kansas City	144	$203.4 million	$306.8 million	adviserinfo.sec.gov
SFC Financial LLC	Sunset Hills	40	$201.4 million	$208.3 million	adviserinfo.sec.gov
Universal Financial Advisors, LLC	St. Louis	69	$198 million	$277.5 million	adviserinfo.sec.gov
Saxony Capital Management, LLC	Saint Louis	97	$197.5 million	$367.9 million	adviserinfo.sec.gov
Buttonwood Financial Group, LLC	Kansas City	21	$194 million	$659.5 million	adviserinfo.sec.gov
McCartney Wealth Management LLC	Saint Louis	65	$192.3 million	$220.7 million	adviserinfo.sec.gov
Belmont Private Wealth	Chesterfield	29	$191.9 million	$192.1 million	adviserinfo.sec.gov
Daytona Street Capital	Saint Louis	40	$180.1 million	$189.3 million	adviserinfo.sec.gov
Mader & Shannon Wealth Management	Kansas City	84	$180 million	$269.4 million	adviserinfo.sec.gov
Fiduciary Advisors, Inc.	St. Louis	55	$175.4 million	$2.10 billion	adviserinfo.sec.gov
Conway Financial Group, LLC	Chesterfield	52	$170.8 million	$177.7 million	adviserinfo.sec.gov
Profusion Private Wealth	St. Louis	49	$164.7 million	$175.7 million	adviserinfo.sec.gov
Financial & Tax Architects, LLC	St. Louis	149	$162.4 million	$506.2 million	adviserinfo.sec.gov
Maxele Advisors, LLC	Webster Groves	73	$160.4 million	$201.6 million	adviserinfo.sec.gov
Toberman Becker Wealth, LLC	St. Louis	65	$152 million	$170.8 million	adviserinfo.sec.gov
Essex Ridge Capital Group, LLC	St. Louis	7	$146.3 million	$146.3 million	adviserinfo.sec.gov
Pinnacle Family Advisors, LLC	Springfield	105	$144.3 million	$371.7 million	adviserinfo.sec.gov
Sterling Investment Advisors,Llc	Bolivar	50	$133.1 million	$229.3 million	adviserinfo.sec.gov
Mackay Financial Planning, LLC	Springfield	35	$132.5 million	$176 million	adviserinfo.sec.gov
Laminar Wealth LLC	Clayton	27	$131 million	$131.8 million	adviserinfo.sec.gov
Clarity Financial Planners	Clayton	26	$128.4 million	$132.5 million	adviserinfo.sec.gov
White Sand Wealth Management	Liberty	55	$128 million	$172.4 million	adviserinfo.sec.gov
Benjamin F. Edwards Wealth Management, LLC	St. Louis	14	$126.5 million	$705.4 million	adviserinfo.sec.gov
Kennedy Capital Management	St Louis	92	$120.1 million	$5.02 billion	adviserinfo.sec.gov
Risley Capital Management LLC	Ellisville	48	$118.2 million	$163.4 million	adviserinfo.sec.gov
Modern Dollar Planning, LLC	St. Louis	49	$114.9 million	$159.1 million	adviserinfo.sec.gov
The Worley Banks Group, LLC	Creve Coeur	135	$112.2 million	$184.3 million	adviserinfo.sec.gov
Fidelis Financial Planning, LLC	Saint Charles	60	$110 million	$160 million	adviserinfo.sec.gov
Sonas Financial Group, Inc.	Kansas City	45	$108.4 million	$149.8 million	adviserinfo.sec.gov
Fama Fiduciary Wealth LLC	Manchester	41	$107 million	$119 million	adviserinfo.sec.gov
Stewardship Capital	Independence	57	$101.2 million	$168.4 million	adviserinfo.sec.gov
Commercial Trust Financial Services	Fayette	46	$98.5 million	$204.1 million	adviserinfo.sec.gov
Cornerstone Select Advisors, LLC	St. Louis	40	$96.7 million	$315.3 million	adviserinfo.sec.gov
Fortify Wealth, Inc.	St. Louis	32	$96.4 million	$115 million	adviserinfo.sec.gov
4-C Personal Wealth Management Consultants, LLC	Creve Coeur	35	$96 million	$109 million	adviserinfo.sec.gov
Lang & Becker, Inc.	Washington	88	$95.8 million	$123.2 million	adviserinfo.sec.gov
Wealthcare Asset Management, LLC	Springfield	42	$92.4 million	$210.8 million	adviserinfo.sec.gov
Hickory Wealth Management, LLC	Springfield	48	$92 million	$126.5 million	adviserinfo.sec.gov
Mid-American Wealth Advisory Group	Kansas City	46	$86.4 million	$335.6 million	adviserinfo.sec.gov
Severin Investments LLC	St. Louis	52	$83.6 million	$141.9 million	adviserinfo.sec.gov
Divvi Wealth Management	Kansas City	42	$82.2 million	$127.4 million	adviserinfo.sec.gov
Equity Wealth Partners, LLC	Independence	44	$78.2 million	$258.6 million	adviserinfo.sec.gov
Diversified Wealth Advisors, LLC	Kansas City	113	$77.5 million	$138 million	adviserinfo.sec.gov
Diversified Financial Advisors, LLC	Town and Country	35	$74.9 million	$585.9 million	adviserinfo.sec.gov
RLB Financial	Springfield	24	$73.9 million	$173.6 million	adviserinfo.sec.gov
Fefa Financial	Saint Louis	37	$65.6 million	$435.3 million	adviserinfo.sec.gov
Heritage Asset Management, LLC	Belton	55	$65 million	$155 million	adviserinfo.sec.gov
Ryan Poage & Co.	Kansas City	24	$64.2 million	$114.2 million	adviserinfo.sec.gov
Virtus Financial Group	Olivette	46	$61 million	$119.4 million	adviserinfo.sec.gov
R.T. Jones Capital Equities Management Inc.	St. Louis	41	$58.3 million	$351.8 million	adviserinfo.sec.gov
Nuance Investments, LLC	Kansas City	28	$49.4 million	$984.3 million	adviserinfo.sec.gov
Capital Management Services, Inc.	Manchester	27	$47 million	$145.2 million	adviserinfo.sec.gov
Pension Consultants Inc	Springfield	15	$46.6 million	$5.42 billion	adviserinfo.sec.gov
Renaud & Company, LLC	O'Fallon	36	$43.1 million	$210.7 million	adviserinfo.sec.gov
Truman Wealth Advisors	Columbia	22	$38.1 million	$106 million	adviserinfo.sec.gov
Mainstreet RIA LLC	O'Fallon	12	$28.7 million	$471.8 million	adviserinfo.sec.gov
Breiter Wealth Management, LLC	St. Louis	55	$28.1 million	$113 million	adviserinfo.sec.gov
Floyd Financial Group LLC	Springfield	16	$23.2 million	$164.5 million	adviserinfo.sec.gov
Sparrow Capital Management Inc	St. Louis	10	$19.8 million	$113.3 million	adviserinfo.sec.gov
Ten Peaks Partners L.L.C.	Clayton	3	$14.8 million	$108.6 million	adviserinfo.sec.gov
Compass Wealth	St. Louis	9	$13.2 million	$111.9 million	adviserinfo.sec.gov
Marketriders	Des Peres	1	$7.5 million	$358.4 million	adviserinfo.sec.gov
Build Asset Management	Jefferson City	Fewer than 5	$2.4 million	$64.6 million	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.