Data / Investment advisers / Serving individuals / Missouri

Investment advisers in Missouri serving individuals: 153 firms

Name: Investment advisers in Missouri serving individuals: Form ADV data
Creator: SpecStream
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153 SEC registered investment advisers with a main office in Missouri report individuals among their clients in Form ADV item 5.D, and together they attribute $902 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Edward Jones.

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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153Advisers
$902 billionAUM from this client type
151Advisers over $100 million
November 2, 2026File date

Advisers in Missouri serving 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
Edward Jones	St. Louis	3,657,451	$613.21 billion	$1.01 trillion	adviserinfo.sec.gov
Wells Fargo Advisors	St. Louis	644,097	$122.51 billion	$671.42 billion	adviserinfo.sec.gov
Wells Fargo Advisors	St. Louis	221,968	$51.41 billion	$252.25 billion	adviserinfo.sec.gov
Stifel, Nicolaus & Company, Incorporated	St Louis	156,989	$41.03 billion	$197.53 billion	adviserinfo.sec.gov
Benjamin F. Edwards & Company, Incorporated	St. Louis	32,288	$15.55 billion	$18.92 billion	adviserinfo.sec.gov
Focus Partners Wealth, LLC	St. Louis	30,825	$13.52 billion	$181.86 billion	adviserinfo.sec.gov
Focus Advisor Solutions, LLC	St. Louis	23,933	$7.61 billion	$41.48 billion	adviserinfo.sec.gov
Confluence Investment Management LLC	Saint Louis	13,470	$4.35 billion	$6.72 billion	adviserinfo.sec.gov
Modern Wealth Management, LLC	Kansas City	8,995	$3.22 billion	$10.90 billion	adviserinfo.sec.gov
Acr Alpine Capital Research, LLC	St. Louis	6,002	$2.52 billion	$10.79 billion	adviserinfo.sec.gov
American Century Investments Private Client Group, Inc.	Kansas City	4,098	$2.33 billion	$2.33 billion	adviserinfo.sec.gov
Moneta Group Investment Advisors, LLC	St. Louis	3,380	$2.10 billion	$50.54 billion	adviserinfo.sec.gov
Cornerstone Wealth Management, LLC	Des Peres	8,943	$1.49 billion	$4.93 billion	adviserinfo.sec.gov
Stifel Independent Advisors, LLC	St Louis	5,638	$1.37 billion	$5.01 billion	adviserinfo.sec.gov
First Heartland Consultants, Inc.	Lake St. Louis	6,041	$1.33 billion	$2.09 billion	adviserinfo.sec.gov
Forvis Mazars Wealth Advisors, LLC	Springfield	2,431	$1.09 billion	$12.01 billion	adviserinfo.sec.gov
Larson Financial Group, LLC	Saint Louis	3,218	$1.01 billion	$5.48 billion	adviserinfo.sec.gov
Visionary Wealth Advisors, LLC	St. Louis	3,288	$903.9 million	$3.54 billion	adviserinfo.sec.gov
Argent Capital Management LLC	Clayton	877	$818.5 million	$3.99 billion	adviserinfo.sec.gov
Smith Moore & Co.	Clayton	2,841	$688.8 million	$2.37 billion	adviserinfo.sec.gov
Krilogy	St. Louis	1,940	$659 million	$5.20 billion	adviserinfo.sec.gov
Benjamin F. Edwards Wealth Management, LLC	St. Louis	1,085	$558.9 million	$705.4 million	adviserinfo.sec.gov
Syntegra Private Wealth Group LLC	Chesterfield	1,758	$513.1 million	$1.39 billion	adviserinfo.sec.gov
Brand Asset Management Group, Inc.	Chesterfield	266	$434.6 million	$1.17 billion	adviserinfo.sec.gov
Huntleigh Advisors, Inc.	St. Louis	1,634	$381.7 million	$781.8 million	adviserinfo.sec.gov
Axius Advisors LLC	Saint Charles	1,113	$380.5 million	$623.8 million	adviserinfo.sec.gov
Fefa Financial	Saint Louis	1,642	$368.2 million	$435.3 million	adviserinfo.sec.gov
Marketriders	Des Peres	476	$350.9 million	$358.4 million	adviserinfo.sec.gov
Plancorp, LLC	Saint Louis	967	$339 million	$10.63 billion	adviserinfo.sec.gov
Buttonwood Financial Group, LLC	Kansas City	315	$303.6 million	$659.5 million	adviserinfo.sec.gov
Tbg-Bedford Group LLC	Saint Louis	809	$301.4 million	$758.1 million	adviserinfo.sec.gov
Parkwoods Wealth Partners, LLC	Clayton	856	$300.6 million	$1.79 billion	adviserinfo.sec.gov
Convergence Financial	Columbia	2,018	$294.6 million	$904 million	adviserinfo.sec.gov
Capital Investment Management, Inc	Lee's Summit	932	$278.5 million	$558.9 million	adviserinfo.sec.gov
Fyra Capital Management	St. Charles	726	$245.3 million	$504.2 million	adviserinfo.sec.gov
Core Planning	Ofallon	745	$245.1 million	$525 million	adviserinfo.sec.gov
Mid-American Wealth Advisory Group	Kansas City	902	$243.6 million	$335.6 million	adviserinfo.sec.gov
R.T. Jones Capital Equities Management Inc.	St. Louis	4,063	$240.9 million	$351.8 million	adviserinfo.sec.gov
St. Louis Financial Planners Asset Management, LLC	Chesterfield	446	$234 million	$234 million	adviserinfo.sec.gov
Sundvold Financial	Columbia	480	$232.9 million	$232.9 million	adviserinfo.sec.gov
Acropolis Investment Management	Chesterfield	401	$214.8 million	$2.61 billion	adviserinfo.sec.gov
Financial & Tax Architects, LLC	St. Louis	1,416	$212.6 million	$506.2 million	adviserinfo.sec.gov
Equity Wealth Partners, LLC	Independence	895	$179.8 million	$258.6 million	adviserinfo.sec.gov
Mosaic Wealth	St. Louis	453	$173.4 million	$2.04 billion	adviserinfo.sec.gov
Wheelhouse Advisory Group, LLC	St. Louis	427	$171.7 million	$388.1 million	adviserinfo.sec.gov
Saxony Capital Management, LLC	Saint Louis	659	$168.1 million	$367.9 million	adviserinfo.sec.gov
Renaud & Company, LLC	O'Fallon	917	$167.6 million	$210.7 million	adviserinfo.sec.gov
Matter Family Office	St Louis	98	$165.3 million	$3.81 billion	adviserinfo.sec.gov
Family Investment Center	Saint Joseph	608	$150.8 million	$689.3 million	adviserinfo.sec.gov
MBM Wealth Consultants, LLC	Chesterfield	473	$150.7 million	$476.7 million	adviserinfo.sec.gov
Pinnacle Family Advisors, LLC	Springfield	802	$150.5 million	$371.7 million	adviserinfo.sec.gov
Stonebridge Financial Group, LLC	St. Louis	596	$149.5 million	$2.40 billion	adviserinfo.sec.gov
RBF Wealth Advisors	St. Louis	971	$149.2 million	$716.1 million	adviserinfo.sec.gov
Detalus Advisors, LLC	St. Louis	530	$143.6 million	$2.22 billion	adviserinfo.sec.gov
Adk Wealth Advisory Group	St. Louis	655	$141.3 million	$768.5 million	adviserinfo.sec.gov
Floyd Financial Group LLC	Springfield	670	$140.8 million	$164.5 million	adviserinfo.sec.gov
Diversified Financial Advisors, LLC	Town and Country	475	$124.5 million	$585.9 million	adviserinfo.sec.gov
Wedgewood Partners, Inc.	St Louis	186	$122.3 million	$560.7 million	adviserinfo.sec.gov
Alexander Labrunerie & Co., Inc.	Columbia	880	$121.1 million	$618.9 million	adviserinfo.sec.gov
Wilkerson Advisory Group LLC	Columbia	486	$117.7 million	$326.9 million	adviserinfo.sec.gov
Claris Advisors, LLC	St. Louis	182	$110.4 million	$911.1 million	adviserinfo.sec.gov
Meramec Financial Planners, LLC	Clayton	202	$108.8 million	$1.13 billion	adviserinfo.sec.gov
Wealthcare Asset Management, LLC	Springfield	544	$108.4 million	$210.8 million	adviserinfo.sec.gov
Correct Capital Wealth Management, LLC	Clayton	257	$101.3 million	$889.3 million	adviserinfo.sec.gov
Clark Financial Services Group, Inc.	Chesterfield	296	$100.6 million	$498.7 million	adviserinfo.sec.gov
Strongbox Wealth, LLC	Lee's Summit	285	$100.3 million	$562.4 million	adviserinfo.sec.gov
RLB Financial	Springfield	583	$99.7 million	$173.6 million	adviserinfo.sec.gov
Compass Wealth	St. Louis	757	$98.7 million	$111.9 million	adviserinfo.sec.gov
Capital Management Services, Inc.	Manchester	215	$98.2 million	$145.2 million	adviserinfo.sec.gov
Nuance Investments, LLC	Kansas City	208	$91.4 million	$984.3 million	adviserinfo.sec.gov
Rubinbrown Advisors LLC	St. Louis	291	$90.5 million	$3.86 billion	adviserinfo.sec.gov
Commercial Trust Financial Services	Fayette	857	$89.3 million	$204.1 million	adviserinfo.sec.gov
Heritage Asset Management, LLC	Belton	691	$88.2 million	$155 million	adviserinfo.sec.gov
Craft & Sage Wealth	Kansas City	380	$87.2 million	$306.8 million	adviserinfo.sec.gov
Breiter Wealth Management, LLC	St. Louis	54	$84.9 million	$113 million	adviserinfo.sec.gov
Ifg Advisors, LLC	St. Louis	268	$83 million	$1.03 billion	adviserinfo.sec.gov
Universal Financial Advisors, LLC	St. Louis	257	$78.4 million	$277.5 million	adviserinfo.sec.gov
Prosperity Planning	North Kansas City	206	$78.3 million	$543.2 million	adviserinfo.sec.gov
Truenorth Wealth & Impact, LLC	Joplin	242	$75 million	$456.2 million	adviserinfo.sec.gov
JJP Capital Management, Inc.	Columbia	44	$74.3 million	$389.9 million	adviserinfo.sec.gov
Terril & Company	Saint Louis	257	$71.3 million	$987.8 million	adviserinfo.sec.gov
Aquilant Advisors	St. Louis	232	$71 million	$278.8 million	adviserinfo.sec.gov
Jag Capital Management LLC	St. Louis	284	$69.6 million	$1.90 billion	adviserinfo.sec.gov
Droms Strauss Wealth Management	St. Louis	220	$69.3 million	$806.3 million	adviserinfo.sec.gov
The Worley Banks Group, LLC	Creve Coeur	614	$66.3 million	$184.3 million	adviserinfo.sec.gov
25 Financial	Saint Louis	255	$66 million	$545 million	adviserinfo.sec.gov
Hill Investment Group	St. Louis	172	$65 million	$1.35 billion	adviserinfo.sec.gov
Stewardship Capital	Independence	328	$63.6 million	$168.4 million	adviserinfo.sec.gov
Sarver Vrooman Wealth Advisors LLC	Kansas City	169	$62.5 million	$452.2 million	adviserinfo.sec.gov
Sterling Investment Advisors,Llc	Bolivar	215	$62.1 million	$229.3 million	adviserinfo.sec.gov
Mader & Shannon Wealth Management	Kansas City	255	$61.7 million	$269.4 million	adviserinfo.sec.gov
Cortland Associates Inc	St. Louis	163	$60.9 million	$958 million	adviserinfo.sec.gov
Diversified Wealth Advisors, LLC	Kansas City	295	$60.5 million	$138 million	adviserinfo.sec.gov
Nicholson Meyer Capital Management, Inc.	Kansas City	174	$59.2 million	$338.1 million	adviserinfo.sec.gov
Virtus Financial Group	Olivette	184	$58.4 million	$119.4 million	adviserinfo.sec.gov
Severin Investments LLC	St. Louis	181	$56.1 million	$141.9 million	adviserinfo.sec.gov
Truman Wealth Advisors	Columbia	74	$54.5 million	$106 million	adviserinfo.sec.gov
Fidelis Financial Planning, LLC	Saint Charles	89	$50 million	$160 million	adviserinfo.sec.gov
Ryan Poage & Co.	Kansas City	167	$49.7 million	$114.2 million	adviserinfo.sec.gov
Bridgewater Asset Management LLC	Chesterfield	231	$48 million	$350.5 million	adviserinfo.sec.gov
Mainstreet RIA LLC	O'Fallon	124	$47.2 million	$471.8 million	adviserinfo.sec.gov
Scout Investments, Inc.	Kansas City	196	$46.8 million	$36.57 billion	adviserinfo.sec.gov
The Yanker Group	Manchester	263	$45.8 million	$296.4 million	adviserinfo.sec.gov
Divvi Wealth Management	Kansas City	155	$45.3 million	$127.4 million	adviserinfo.sec.gov
Risley Capital Management LLC	Ellisville	111	$44.7 million	$163.4 million	adviserinfo.sec.gov
Modern Dollar Planning, LLC	St. Louis	104	$44.2 million	$159.1 million	adviserinfo.sec.gov
Archway Wealth Management, LLC	Kirkwood	110	$42.2 million	$345.7 million	adviserinfo.sec.gov
Foundation Wealth Management, LLC	Clayton	157	$41.5 million	$660.6 million	adviserinfo.sec.gov
Hofman Wealth Management	Chesterfield	73	$40.7 million	$464.1 million	adviserinfo.sec.gov
Maxele Advisors, LLC	Webster Groves	161	$38.8 million	$201.6 million	adviserinfo.sec.gov
Cornerstone Select Advisors, LLC	St. Louis	164	$37.5 million	$315.3 million	adviserinfo.sec.gov
White Sand Wealth Management	Liberty	133	$37.1 million	$172.4 million	adviserinfo.sec.gov
Eagle Bluffs Wealth Management LLC	Columbia	89	$36.7 million	$294.2 million	adviserinfo.sec.gov
Sunpointe Investments	St. Louis	140	$36.3 million	$790.7 million	adviserinfo.sec.gov
Atwood & Palmer, Inc.	Kansas City	153	$35.7 million	$2.04 billion	adviserinfo.sec.gov
Hickory Wealth Management, LLC	Springfield	161	$34.5 million	$126.5 million	adviserinfo.sec.gov
Clayton Financial Group, LLC	St. Louis	76	$33.6 million	$793.8 million	adviserinfo.sec.gov
Sonas Financial Group, Inc.	Kansas City	60	$31.1 million	$149.8 million	adviserinfo.sec.gov
McCartney Wealth Management LLC	Saint Louis	89	$28.5 million	$220.7 million	adviserinfo.sec.gov
Brady Family Wealth, LLC	Saint Louis	42	$28.3 million	$312.7 million	adviserinfo.sec.gov
Orion Investment Co	St Louis	277	$28.3 million	$515.4 million	adviserinfo.sec.gov
Lang & Becker, Inc.	Washington	50	$27.4 million	$123.2 million	adviserinfo.sec.gov
Duncker Streett & Co.	St. Louis	71	$24.8 million	$707.3 million	adviserinfo.sec.gov
Precision Wealth Strategies, LLC	St. Louis	154	$22.8 million	$711 million	adviserinfo.sec.gov
Fiduciary Advisors, Inc.	St. Louis	52	$22 million	$2.10 billion	adviserinfo.sec.gov
Sterneck Capital Management LLC	Kansas City	120	$20.6 million	$327.9 million	adviserinfo.sec.gov
Zemenick & Walker Inc	St Louis	35	$19.8 million	$2.63 billion	adviserinfo.sec.gov
Trinity Wealth Advisors LLC	St. Louis	51	$19.6 million	$281.5 million	adviserinfo.sec.gov
Toberman Becker Wealth, LLC	St. Louis	37	$18.8 million	$170.8 million	adviserinfo.sec.gov
Fortify Wealth, Inc.	St. Louis	47	$18.6 million	$115 million	adviserinfo.sec.gov
Cauble & Harre Wealth Management, Inc.	St. Louis	39	$18.5 million	$300.6 million	adviserinfo.sec.gov
Mackay Financial Planning, LLC	Springfield	33	$18.5 million	$176 million	adviserinfo.sec.gov
Alpine Private Wealth	Saint Louis	57	$18.3 million	$1.45 billion	adviserinfo.sec.gov
Signify Wealth LLC	St. Louis	72	$16.5 million	$364.6 million	adviserinfo.sec.gov
Sparrow Capital Management Inc	St. Louis	44	$15.4 million	$113.3 million	adviserinfo.sec.gov
Anderson Hoagland & Co	St Louis	24	$13.5 million	$1.43 billion	adviserinfo.sec.gov
4-C Personal Wealth Management Consultants, LLC	Creve Coeur	18	$13 million	$109 million	adviserinfo.sec.gov
Pension Consultants Inc	Springfield	23	$12.1 million	$5.42 billion	adviserinfo.sec.gov
Moment Private Wealth	Saint Louis	40	$12.1 million	$357.2 million	adviserinfo.sec.gov
Fama Fiduciary Wealth LLC	Manchester	18	$11.6 million	$119 million	adviserinfo.sec.gov
Profusion Private Wealth	St. Louis	28	$11 million	$175.7 million	adviserinfo.sec.gov
Monetary Management Group Inc	St Louis	13	$9.1 million	$583.8 million	adviserinfo.sec.gov
Conway Financial Group, LLC	Chesterfield	32	$6.9 million	$177.7 million	adviserinfo.sec.gov
SFC Financial LLC	Sunset Hills	37	$6.6 million	$208.3 million	adviserinfo.sec.gov
Philip Vongontard, Cfa, LLC	St.Louis	16	$6.3 million	$288.5 million	adviserinfo.sec.gov
UMB Financial Services, Inc.	Kansas City	Fewer than 5	$5 million	$5 million	adviserinfo.sec.gov
Daytona Street Capital	Saint Louis	10	$4.4 million	$189.3 million	adviserinfo.sec.gov
Vista Finance, LLC	Clayton	15	$4 million	$320 million	adviserinfo.sec.gov
Kennedy Capital Management	St Louis	4	$2.7 million	$5.02 billion	adviserinfo.sec.gov
Clarity Financial Planners	Clayton	12	$2.2 million	$132.5 million	adviserinfo.sec.gov
Laminar Wealth LLC	Clayton	Fewer than 5	$762,016	$131.8 million	adviserinfo.sec.gov
Belmont Private Wealth	Chesterfield	Fewer than 5	$249,622	$192.1 million	adviserinfo.sec.gov
Build Asset Management	Jefferson City	Fewer than 5	$45,188	$64.6 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.