Data / Investment advisers / Serving pension and profit sharing plans / Missouri
Investment advisers in Missouri serving pension and profit sharing plans: 89 firms
89 SEC registered investment advisers with a main office in Missouri report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $261 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Nisa Investment Advisors, LLC.
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
- $261 billionAUM from this client type
- 88Advisers over $100 million
- November 2, 2026File date
Advisers in Missouri serving pension and profit sharing plans
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 |
|---|
| Nisa Investment Advisors, LLC | St. Louis | 255 | $177.34 billion | $343.89 billion | adviserinfo.sec.gov |
| American Century Investment Management Inc | Kansas City | 48 | $20.69 billion | $305.98 billion | adviserinfo.sec.gov |
| Focus Partners Wealth, LLC | St. Louis | 535 | $9.31 billion | $181.86 billion | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | 9,346 | $8.70 billion | $671.42 billion | adviserinfo.sec.gov |
| Scout Investments, Inc. | Kansas City | 45 | $7.84 billion | $36.57 billion | adviserinfo.sec.gov |
| Ascension Investment Management | St. Louis | Fewer than 5 | $7.47 billion | $42.41 billion | adviserinfo.sec.gov |
| Edward Jones | St. Louis | 20,833 | $5.42 billion | $1.01 trillion | adviserinfo.sec.gov |
| Pension Consultants Inc | Springfield | 50 | $5.37 billion | $5.42 billion | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | 4,364 | $3.39 billion | $252.25 billion | adviserinfo.sec.gov |
| Moneta Group Investment Advisors, LLC | St. Louis | 191 | $2.78 billion | $50.54 billion | adviserinfo.sec.gov |
| Stifel, Nicolaus & Company, Incorporated | St Louis | 1,481 | $2.57 billion | $197.53 billion | adviserinfo.sec.gov |
| Stonebridge Financial Group, LLC | St. Louis | 67 | $1.81 billion | $2.40 billion | adviserinfo.sec.gov |
| Fiduciary Advisors, Inc. | St. Louis | 29 | $1.79 billion | $2.10 billion | adviserinfo.sec.gov |
| Modern Wealth Management, LLC | Kansas City | 365 | $1.27 billion | $10.90 billion | adviserinfo.sec.gov |
| Krilogy | St. Louis | 132 | $733.7 million | $5.20 billion | adviserinfo.sec.gov |
| Plancorp, LLC | Saint Louis | 94 | $574.3 million | $10.63 billion | adviserinfo.sec.gov |
| Mainstreet RIA LLC | O'Fallon | 5 | $395.9 million | $471.8 million | adviserinfo.sec.gov |
| Diversified Financial Advisors, LLC | Town and Country | 131 | $386.4 million | $585.9 million | adviserinfo.sec.gov |
| Kennedy Capital Management | St Louis | 9 | $280 million | $5.02 billion | adviserinfo.sec.gov |
| Jag Capital Management LLC | St. Louis | 11 | $222.8 million | $1.90 billion | adviserinfo.sec.gov |
| Forvis Mazars Wealth Advisors, LLC | Springfield | 46 | $212.9 million | $12.01 billion | adviserinfo.sec.gov |
| Ekon Advisors, LLC | St. Louis | 14 | $211.3 million | $219.8 million | adviserinfo.sec.gov |
| First Heartland Consultants, Inc. | Lake St. Louis | 86 | $198.1 million | $2.09 billion | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | 5 | $191.9 million | $984.3 million | adviserinfo.sec.gov |
| Meramec Financial Planners, LLC | Clayton | 24 | $188.8 million | $1.13 billion | adviserinfo.sec.gov |
| Correct Capital Wealth Management, LLC | Clayton | 35 | $165.1 million | $889.3 million | adviserinfo.sec.gov |
| Monetary Management Group Inc | St Louis | 8 | $153.1 million | $583.8 million | adviserinfo.sec.gov |
| Detalus Advisors, LLC | St. Louis | 17 | $152.4 million | $2.22 billion | adviserinfo.sec.gov |
| Benjamin F. Edwards & Company, Incorporated | St. Louis | 203 | $149.7 million | $18.92 billion | adviserinfo.sec.gov |
| Acr Alpine Capital Research, LLC | St. Louis | 64 | $131 million | $10.79 billion | adviserinfo.sec.gov |
| Focus Advisor Solutions, LLC | St. Louis | 1,380 | $122.5 million | $41.48 billion | adviserinfo.sec.gov |
| Ten Peaks Partners L.L.C. | Clayton | 24 | $93.8 million | $108.6 million | adviserinfo.sec.gov |
| Mosaic Wealth | St. Louis | 13 | $72.3 million | $2.04 billion | adviserinfo.sec.gov |
| Confluence Investment Management LLC | Saint Louis | 52 | $71.4 million | $6.72 billion | adviserinfo.sec.gov |
| Stifel Independent Advisors, LLC | St Louis | 61 | $68.5 million | $5.01 billion | adviserinfo.sec.gov |
| Argent Capital Management LLC | Clayton | 15 | $49.7 million | $3.99 billion | adviserinfo.sec.gov |
| Terril & Company | Saint Louis | 8 | $49.2 million | $987.8 million | adviserinfo.sec.gov |
| R.T. Jones Capital Equities Management Inc. | St. Louis | 2 | $46.7 million | $351.8 million | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | 79 | $37.9 million | $659.5 million | adviserinfo.sec.gov |
| Cornerstone Wealth Management, LLC | Des Peres | 125 | $30.6 million | $4.93 billion | adviserinfo.sec.gov |
| Zemenick & Walker Inc | St Louis | 3 | $28.8 million | $2.63 billion | adviserinfo.sec.gov |
| Precision Wealth Strategies, LLC | St. Louis | 15 | $26.7 million | $711 million | adviserinfo.sec.gov |
| Rubinbrown Advisors LLC | St. Louis | 1 | $21.7 million | $3.86 billion | adviserinfo.sec.gov |
| Strongbox Wealth, LLC | Lee's Summit | 19 | $21.1 million | $562.4 million | adviserinfo.sec.gov |
| RBF Wealth Advisors | St. Louis | 7 | $20.7 million | $716.1 million | adviserinfo.sec.gov |
| Alpine Private Wealth | Saint Louis | 12 | $19.5 million | $1.45 billion | adviserinfo.sec.gov |
| MBM Wealth Consultants, LLC | Chesterfield | 28 | $19.4 million | $476.7 million | adviserinfo.sec.gov |
| Claris Advisors, LLC | St. Louis | 9 | $18.5 million | $911.1 million | adviserinfo.sec.gov |
| Mader & Shannon Wealth Management | Kansas City | 16 | $16.2 million | $269.4 million | adviserinfo.sec.gov |
| Craft & Sage Wealth | Kansas City | 7 | $16.1 million | $306.8 million | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | 13 | $15.5 million | $5.48 billion | adviserinfo.sec.gov |
| Anderson Hoagland & Co | St Louis | 4 | $14.4 million | $1.43 billion | adviserinfo.sec.gov |
| Duncker Streett & Co. | St. Louis | 2 | $12.5 million | $707.3 million | adviserinfo.sec.gov |
| Family Investment Center | Saint Joseph | 6 | $11 million | $689.3 million | adviserinfo.sec.gov |
| Argos Capital Partners, LLC | St. Louis | Fewer than 5 | $11 million | $2.61 billion | adviserinfo.sec.gov |
| Sonas Financial Group, Inc. | Kansas City | Fewer than 5 | $10.3 million | $149.8 million | adviserinfo.sec.gov |
| Parkwoods Wealth Partners, LLC | Clayton | 4 | $10 million | $1.79 billion | adviserinfo.sec.gov |
| Cortland Associates Inc | St. Louis | 5 | $9.8 million | $958 million | adviserinfo.sec.gov |
| Prosperity Planning | North Kansas City | Fewer than 5 | $8.9 million | $543.2 million | adviserinfo.sec.gov |
| Wealthcare Asset Management, LLC | Springfield | 11 | $8.3 million | $210.8 million | adviserinfo.sec.gov |
| Smith Moore & Co. | Clayton | 18 | $8.2 million | $2.37 billion | adviserinfo.sec.gov |
| Brand Asset Management Group, Inc. | Chesterfield | Fewer than 5 | $7.8 million | $1.17 billion | adviserinfo.sec.gov |
| Orion Investment Co | St Louis | Fewer than 5 | $7.3 million | $515.4 million | adviserinfo.sec.gov |
| Acropolis Investment Management | Chesterfield | Fewer than 5 | $7.3 million | $2.61 billion | adviserinfo.sec.gov |
| Huntleigh Advisors, Inc. | St. Louis | 13 | $6.5 million | $781.8 million | adviserinfo.sec.gov |
| Commercial Trust Financial Services | Fayette | 1 | $6.4 million | $204.1 million | adviserinfo.sec.gov |
| The Worley Banks Group, LLC | Creve Coeur | Fewer than 5 | $5.8 million | $184.3 million | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | Fewer than 5 | $5.6 million | $7.13 billion | adviserinfo.sec.gov |
| Sunpointe Investments | St. Louis | Fewer than 5 | $5.1 million | $790.7 million | adviserinfo.sec.gov |
| Foundation Wealth Management, LLC | Clayton | 3 | $4.9 million | $660.6 million | adviserinfo.sec.gov |
| Droms Strauss Wealth Management | St. Louis | 5 | $4.9 million | $806.3 million | adviserinfo.sec.gov |
| Trinity Wealth Advisors LLC | St. Louis | Fewer than 5 | $4.8 million | $281.5 million | adviserinfo.sec.gov |
| Mid-American Wealth Advisory Group | Kansas City | 10 | $4.5 million | $335.6 million | adviserinfo.sec.gov |
| White Sand Wealth Management | Liberty | 5 | $4.3 million | $172.4 million | adviserinfo.sec.gov |
| The Yanker Group | Manchester | 2 | $3 million | $296.4 million | adviserinfo.sec.gov |
| Convergence Financial | Columbia | 9 | $2.7 million | $904 million | adviserinfo.sec.gov |
| Wedgewood Partners, Inc. | St Louis | 5 | $2.7 million | $560.7 million | adviserinfo.sec.gov |
| Truman Wealth Advisors | Columbia | Fewer than 5 | $2.6 million | $106 million | adviserinfo.sec.gov |
| Eagle Bluffs Wealth Management LLC | Columbia | Fewer than 5 | $2.4 million | $294.2 million | adviserinfo.sec.gov |
| Bridgewater Asset Management LLC | Chesterfield | Fewer than 5 | $2.2 million | $350.5 million | adviserinfo.sec.gov |
| Severin Investments LLC | St. Louis | 1 | $1.5 million | $141.9 million | adviserinfo.sec.gov |
| Cornerstone Select Advisors, LLC | St. Louis | Fewer than 5 | $1.2 million | $315.3 million | adviserinfo.sec.gov |
| Aquilant Advisors | St. Louis | Fewer than 5 | $1.2 million | $278.8 million | adviserinfo.sec.gov |
| Maxele Advisors, LLC | Webster Groves | Fewer than 5 | $1.1 million | $201.6 million | adviserinfo.sec.gov |
| Pinnacle Family Advisors, LLC | Springfield | 1 | $727,938 | $371.7 million | adviserinfo.sec.gov |
| Sparrow Capital Management Inc | St. Louis | 1 | $597,069 | $113.3 million | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | 1 | $316,547 | $435.3 million | adviserinfo.sec.gov |
| Asset Consulting Group, LLC | Clayton | 10 | Not listed | $1.10 billion | adviserinfo.sec.gov |
| U.S. Institutional Corporation | Chesterfield | 1 | 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.