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Data / Investment advisers / Serving pooled investment vehicles / Missouri

Investment advisers in Missouri serving pooled investment vehicles: 41 firms

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

41 SEC registered investment advisers with a main office in Missouri report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $88.3 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is American Century Investment Management Inc.

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

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.

  • 41Advisers
  • $88.3 billionAUM from this client type
  • 40Advisers over $100 million
  • November 2, 2026File date

Advisers in Missouri serving pooled investment vehicles

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
American Century Investment Management IncKansas City93$18.81 billion$305.98 billionadviserinfo.sec.gov
Ascension Investment ManagementSt. Louis1$15.20 billion$42.41 billionadviserinfo.sec.gov
Nisa Investment Advisors, LLCSt. Louis14$11.53 billion$343.89 billionadviserinfo.sec.gov
Elmtree Funds, LLCSt. Louis16$7.77 billion$7.77 billionadviserinfo.sec.gov
Scout Investments, Inc.Kansas City8$4.72 billion$36.57 billionadviserinfo.sec.gov
Thompson Street Capital Manager LLCSt. Louis10$4.57 billion$4.57 billionadviserinfo.sec.gov
Five Elms CapitalKansas City23$3.12 billion$3.12 billionadviserinfo.sec.gov
Focus Partners Wealth, LLCSt. Louis25$2.97 billion$181.86 billionadviserinfo.sec.gov
Acr Alpine Capital Research, LLCSt. Louis3$2.70 billion$10.79 billionadviserinfo.sec.gov
Prairie Capital Management Group, LLCKansas City40$1.74 billion$7.13 billionadviserinfo.sec.gov
Platform Investments, LLCKansas City28$1.66 billion$1.66 billionadviserinfo.sec.gov
Kennedy Capital ManagementSt Louis11$1.62 billion$5.02 billionadviserinfo.sec.gov
Conway Investment SolutionsSaint Louis11$1.53 billion$1.67 billionadviserinfo.sec.gov
Larson Capital Management, LLCChesterfield66$1.43 billion$1.43 billionadviserinfo.sec.gov
Fourthstone LLCSt. Louis5$1.22 billion$1.22 billionadviserinfo.sec.gov
Compass Group Equity PartnersSt. Louis7$801.5 million$801.5 millionadviserinfo.sec.gov
Argos Capital Partners, LLCSt. Louis5$690.5 million$2.61 billionadviserinfo.sec.gov
Stieven Capital Advisors, L.P.St. Louis2$563.4 million$563.4 millionadviserinfo.sec.gov
Ninth Avenue Capital, LPKansas City3$536 million$536 millionadviserinfo.sec.gov
Permanent Equity ManagementColumbia3$508.8 million$508.8 millionadviserinfo.sec.gov
Agellus Capital, LLCClayton6$507.8 million$507.8 millionadviserinfo.sec.gov
Waterequity LLCKansas City6$450.2 million$450.2 millionadviserinfo.sec.gov
Harbour Group Industries, Inc.St. Louis4$448.3 million$448.3 millionadviserinfo.sec.gov
CPC Management, LLCKansas City1$428 million$428 millionadviserinfo.sec.gov
Cultivation Capital, LLCSt. Louis17$416.4 million$416.4 millionadviserinfo.sec.gov
Stifel, Nicolaus & Company, IncorporatedSt Louis22$367.3 million$197.53 billionadviserinfo.sec.gov
Broadview Management, LLCSt. Louis4$330.4 million$330.4 millionadviserinfo.sec.gov
1248 Partners, LLCKansas City7$323.4 million$323.4 millionadviserinfo.sec.gov
Moelis Asset Catalyst PartnersSt Louis2$288.2 million$288.2 millionadviserinfo.sec.gov
Lewis & Clark Partners, LLCSt. Louis8$262.9 million$262.9 millionadviserinfo.sec.gov
Baum Capital Partners Management, LLCKansas City2$247 million$247 millionadviserinfo.sec.gov
Matter Family OfficeSt Louis1$172.3 million$3.81 billionadviserinfo.sec.gov
Wilsquare Capital LLCSt. Louis2$171.2 million$171.2 millionadviserinfo.sec.gov
Flyover Capital Partners, LLCKansas City7$147.6 million$147.6 millionadviserinfo.sec.gov
Build Asset ManagementJefferson City1$30.8 million$64.6 millionadviserinfo.sec.gov
Sparrow Capital Management IncSt. Louis1$9 million$113.3 millionadviserinfo.sec.gov
R.T. Jones Capital Equities Management Inc.St. Louis1$5.8 million$351.8 millionadviserinfo.sec.gov
Daytona Street CapitalSaint Louis1$4.8 million$189.3 millionadviserinfo.sec.gov
Signify Wealth LLCSt. Louis1$2.7 million$364.6 millionadviserinfo.sec.gov
Allocator Solutions, LLCSt Louis1$137,000$513.5 millionadviserinfo.sec.gov
Profusion Private WealthSt. Louis1Not listed$175.7 millionadviserinfo.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.