Data / Investment advisers / Missouri
Investment advisers in Missouri: 220 firms, $3.6 trillion in AUM
220 investment advisers have their main office in Missouri: 197 SEC registered and 23 exempt reporting. The registered advisers report $3.6 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Edward Jones with $1 trillion.
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.
Get advisers in Missouri over $100 millionWatch new advisers in MissouriGet private fund advisers in Missouri
- 220Advisers
- 197SEC registered
- 23Exempt reporting
- $3.6 trillionTotal AUM
- 190Advisers over $100 million
- 64Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Edward Jones | St. Louis | $1.01 trillion | 5,630,517 | 36,317 | Not listed | (314) 515-2000 | bridgebuildermutualfunds.com | adviserinfo.sec.gov |
| Wells Fargo Advisors | St. Louis | $671.42 billion | 1,324,168 | 18,895 | Not listed | (314) 875-3000 | wellsfargoadvisors.com | adviserinfo.sec.gov |
| Nisa Investment Advisors, LLC | St. Louis | $343.89 billion | 440 | 417 | 3 | (314) 721-1900 | nisa.com | adviserinfo.sec.gov |
| American Century Investment Management Inc | Kansas City | $305.98 billion | 719 | 220 | 3 | (816) 531-5575 | adviserinfo.sec.gov | |
| Wells Fargo Advisors | St. Louis | $252.25 billion | 466,575 | 4,047 | Not listed | (314) 875-3000 | wellsfargo.com | adviserinfo.sec.gov |
| Olive Street Investment Advisers, LLC | St. Louis | $203.76 billion | 13 | 232 | Not listed | (314) 515-2000 | adviserinfo.sec.gov | |
| Stifel, Nicolaus & Company, Incorporated | St Louis | $197.53 billion | 394,160 | 6,478 | 22 | (314) 342-2000 | fitzgeraldrobertswmg.com | adviserinfo.sec.gov |
| Focus Partners Wealth, LLC | St. Louis | $181.86 billion | 220,585 | 1,915 | 26 | (314) 725-0455 | adviserinfo.sec.gov | |
| Moneta Group Investment Advisors, LLC | St. Louis | $50.54 billion | 48,410 | 585 | Not listed | (314) 726-2300 | adviserinfo.sec.gov | |
| Ascension Investment Management | St. Louis | $42.41 billion | 12 | 27 | 2 | (314) 733-7799 | ascensioninvestmentmanagement.com | adviserinfo.sec.gov |
| Focus Advisor Solutions, LLC | St. Louis | $41.48 billion | 91,359 | 309 | Not listed | (314) 725-0455 | adviserinfo.sec.gov | |
| Scout Investments, Inc. | Kansas City | $36.57 billion | 328 | 53 | 3 | (463) 777-3900 | reamsasset.com | adviserinfo.sec.gov |
| Benjamin F. Edwards & Company, Incorporated | St. Louis | $18.92 billion | 55,423 | 755 | Not listed | (314) 726-1600 | adviserinfo.sec.gov | |
| Forvis Mazars Wealth Advisors, LLC | Springfield | $12.01 billion | 14,044 | 124 | Not listed | (417) 831-7283 | forvismazars.us | adviserinfo.sec.gov |
| Modern Wealth Management, LLC | Kansas City | $10.90 billion | 30,617 | 253 | Not listed | (913) 393-1000 | cjis.online | adviserinfo.sec.gov |
| Acr Alpine Capital Research, LLC | St. Louis | $10.79 billion | 7,168 | 35 | 2 | (314) 932-7600 | adviserinfo.sec.gov | |
| Plancorp, LLC | Saint Louis | $10.63 billion | 9,200 | 112 | Not listed | (636) 532-7824 | adviserinfo.sec.gov | |
| Elmtree Funds, LLC | St. Louis | $7.77 billion | 16 | 37 | 15 | (314) 828-4200 | elmtreefunds.com | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | $7.13 billion | 1,732 | 47 | 41 | (860) 596-8126 | adviserinfo.sec.gov | |
| Confluence Investment Management LLC | Saint Louis | $6.72 billion | 14,862 | 55 | Not listed | (314) 743-5090 | vimeo.com | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | $5.48 billion | 25,926 | 131 | Not listed | (866) 569-2450 | adviserinfo.sec.gov | |
| Pension Consultants Inc | Springfield | $5.42 billion | 155 | 16 | Not listed | (417) 889-4918 | adviserinfo.sec.gov | |
| Krilogy | St. Louis | $5.20 billion | 11,114 | 103 | 1 | (314) 884-2800 | adviserinfo.sec.gov | |
| Kennedy Capital Management | St Louis | $5.02 billion | 213 | 43 | Not listed | (314) 432-0400 | kennedycapital.com | adviserinfo.sec.gov |
| Stifel Independent Advisors, LLC | St Louis | $5.01 billion | 12,216 | 198 | Not listed | (314) 342-4051 | columbiacrestfa.com | adviserinfo.sec.gov |
| Cornerstone Wealth Management, LLC | Des Peres | $4.93 billion | 20,602 | 103 | Not listed | (314) 394-1670 | adviserinfo.sec.gov | |
| Thompson Street Capital Manager LLC | St. Louis | $4.57 billion | 10 | 43 | 10 | (314) 727-2112 | tscp.com | adviserinfo.sec.gov |
| Argent Capital Management LLC | Clayton | $3.99 billion | 1,160 | 23 | Not listed | (314) 725-6000 | adviserinfo.sec.gov | |
| Rubinbrown Advisors LLC | St. Louis | $3.86 billion | 4,158 | 30 | Not listed | (314) 290-3300 | rubinbrownadvisors.com | adviserinfo.sec.gov |
| Matter Family Office | St Louis | $3.81 billion | 2,360 | 55 | 1 | (314) 862-5190 | matterfamilyoffice.com | adviserinfo.sec.gov |
| Visionary Wealth Advisors, LLC | St. Louis | $3.54 billion | 11,041 | 74 | Not listed | (314) 764-2727 | adviserinfo.sec.gov | |
| Five Elms Capital | Kansas City | $3.12 billion | 23 | 69 | 23 | (913) 953-8960 | fiveelms.com | adviserinfo.sec.gov |
| Zemenick & Walker Inc | St Louis | $2.63 billion | 271 | 11 | Not listed | (314) 862-5525 | zandw.com | adviserinfo.sec.gov |
| Argos Capital Partners, LLC | St. Louis | $2.61 billion | 1,080 | 15 | 5 | (314) 898-9893 | argoscapitalpartners.com | adviserinfo.sec.gov |
| Acropolis Investment Management | Chesterfield | $2.61 billion | 3,984 | 44 | Not listed | (888) 882-0072 | acropolisinvestment.biz | adviserinfo.sec.gov |
| Commerce Investment Advisors, Inc. | Kansas City | $2.54 billion | 9 | 34 | Not listed | (816) 234-2000 | adviserinfo.sec.gov | |
| Stonebridge Financial Group, LLC | St. Louis | $2.40 billion | 1,623 | 10 | Not listed | (314) 729-9500 | stonebridgefin.com | adviserinfo.sec.gov |
| Smith Moore & Co. | Clayton | $2.37 billion | 5,865 | 65 | Not listed | (314) 727-5225 | adviserinfo.sec.gov | |
| American Century Investments Private Client Group, Inc. | Kansas City | $2.33 billion | 6,678 | 105 | Not listed | (816) 531-5575 | adviserinfo.sec.gov | |
| Detalus Advisors, LLC | St. Louis | $2.22 billion | 1,959 | 15 | Not listed | (314) 997-3191 | detalus.com | adviserinfo.sec.gov |
| Fiduciary Advisors, Inc. | St. Louis | $2.10 billion | 431 | 4 | Not listed | (314) 726-5150 | fiduciaryadv.com | adviserinfo.sec.gov |
| First Heartland Consultants, Inc. | Lake St. Louis | $2.09 billion | 9,610 | 96 | Not listed | (636) 625-0900 | firstheartland.com | adviserinfo.sec.gov |
| Mosaic Wealth | St. Louis | $2.04 billion | 4,827 | 22 | Not listed | (314) 627-5220 | adviserinfo.sec.gov | |
| Atwood & Palmer, Inc. | Kansas City | $2.04 billion | 1,362 | 9 | Not listed | (816) 931-2266 | atwoodpalmer.com | adviserinfo.sec.gov |
| Jag Capital Management LLC | St. Louis | $1.90 billion | 1,675 | 21 | Not listed | (314) 997-1277 | adviserinfo.sec.gov | |
| Parkwoods Wealth Partners, LLC | Clayton | $1.79 billion | 3,583 | 49 | Not listed | (877) 278-2716 | parkwoods.com | adviserinfo.sec.gov |
| Conway Investment Solutions | Saint Louis | $1.67 billion | 14 | 20 | 6 | (314) 721-9696 | conwayis.com | adviserinfo.sec.gov |
| Platform Investments, LLC | Kansas City | $1.66 billion | 28 | 38 | 28 | (816) 285-3872 | adviserinfo.sec.gov | |
| Alpine Private Wealth | Saint Louis | $1.45 billion | 295 | 20 | Not listed | (314) 932-1010 | adviserinfo.sec.gov | |
| Anderson Hoagland & Co | St Louis | $1.43 billion | 415 | 8 | Not listed | (314) 726-2107 | ahco.com | adviserinfo.sec.gov |
| Larson Capital Management, LLC | Chesterfield | $1.43 billion | 66 | 13 | 27 | (314) 787-7436 | adviserinfo.sec.gov | |
| Syntegra Private Wealth Group LLC | Chesterfield | $1.39 billion | 2,125 | 20 | Not listed | (314) 802-7232 | adviserinfo.sec.gov | |
| Pandi, LLC | Kansas City | $1.38 billion | 115 | 20 | Not listed | (913) 437-9900 | pandikc.com | adviserinfo.sec.gov |
| Hill Investment Group | St. Louis | $1.35 billion | 1,481 | 12 | Not listed | (314) 448-4023 | adviserinfo.sec.gov | |
| Fourthstone LLC | St. Louis | $1.22 billion | 5 | 12 | 3 | (800) 771-8071 | adviserinfo.sec.gov | |
| Brand Asset Management Group, Inc. | Chesterfield | $1.17 billion | 1,795 | 22 | Not listed | (636) 532-7333 | adviserinfo.sec.gov | |
| Meramec Financial Planners, LLC | Clayton | $1.13 billion | 1,926 | 16 | Not listed | (314) 579-3295 | adviserinfo.sec.gov | |
| Asset Consulting Group, LLC | Clayton | $1.10 billion | 25 | 50 | Not listed | (314) 862-4848 | guggenheimpartners.com | adviserinfo.sec.gov |
| Ifg Advisors, LLC | St. Louis | $1.03 billion | 2,700 | 5 | Not listed | (314) 569-0500 | adviserinfo.sec.gov | |
| Terril & Company | Saint Louis | $987.8 million | 1,140 | 16 | Not listed | (314) 965-0344 | terrilandcompany.com | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | $984.3 million | 257 | 11 | Not listed | (816) 743-7080 | nuanceinvestments.com | adviserinfo.sec.gov |
| Cortland Associates Inc | St. Louis | $958 million | 387 | 7 | Not listed | (314) 726-6164 | cortlandassociates.com | adviserinfo.sec.gov |
| Claris Advisors, LLC | St. Louis | $911.1 million | 973 | 3 | Not listed | (314) 655-5504 | claris-advisors.com | adviserinfo.sec.gov |
| Convergence Financial | Columbia | $904 million | 4,725 | 18 | Not listed | (573) 818-2264 | legacygfa.com | adviserinfo.sec.gov |
| Correct Capital Wealth Management, LLC | Clayton | $889.3 million | 1,769 | 12 | Not listed | (314) 930-4015 | adviserinfo.sec.gov | |
| Droms Strauss Wealth Management | St. Louis | $806.3 million | 1,260 | 8 | Not listed | (314) 862-9100 | droms-strauss.com | adviserinfo.sec.gov |
| Compass Group Equity Partners | St. Louis | $801.5 million | 8 | 26 | 7 | (314) 721-2800 | adviserinfo.sec.gov | |
| Clayton Financial Group, LLC | St. Louis | $793.8 million | 1,306 | 7 | Not listed | (314) 446-3250 | adviserinfo.sec.gov | |
| Sunpointe Investments | St. Louis | $790.7 million | 1,085 | 17 | Not listed | (314) 880-0821 | sunpointeinvestments.com | adviserinfo.sec.gov |
| Huntleigh Advisors, Inc. | St. Louis | $781.8 million | 1,838 | 55 | Not listed | (314) 236-2400 | huntleighadvisors.com | adviserinfo.sec.gov |
| Adk Wealth Advisory Group | St. Louis | $768.5 million | 2,166 | 13 | Not listed | (314) 878-1489 | adviserinfo.sec.gov | |
| Tbg-Bedford Group LLC | Saint Louis | $758.1 million | 2,540 | 9 | Not listed | (314) 957-5737 | adviserinfo.sec.gov | |
| RBF Wealth Advisors | St. Louis | $716.1 million | 2,421 | 17 | Not listed | (314) 997-1652 | dentalwealthrx.com | adviserinfo.sec.gov |
| Precision Wealth Strategies, LLC | St. Louis | $711 million | 1,697 | 15 | Not listed | (314) 994-6460 | adviserinfo.sec.gov | |
| Duncker Streett & Co. | St. Louis | $707.3 million | 421 | 5 | Not listed | (314) 726-2600 | dunckerstreett.com | adviserinfo.sec.gov |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis | $705.4 million | 2,336 | 12 | Not listed | (314) 726-1600 | bfewealth.com | adviserinfo.sec.gov |
| Family Investment Center | Saint Joseph | $689.3 million | 2,200 | 20 | Not listed | (816) 233-4100 | adviserinfo.sec.gov | |
| Foundation Wealth Management, LLC | Clayton | $660.6 million | 1,778 | 6 | Not listed | (314) 726-6789 | fwmria.com | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | 1,573 | 12 | Not listed | (816) 285-9000 | adviserinfo.sec.gov | |
| Axius Advisors LLC | Saint Charles | $623.8 million | 2,827 | 9 | Not listed | (636) 493-9600 | adviserinfo.sec.gov | |
| Alexander Labrunerie & Co., Inc. | Columbia | $618.9 million | 3,005 | 6 | Not listed | (573) 449-5313 | labrunerie.com | adviserinfo.sec.gov |
| Diversified Financial Advisors, LLC | Town and Country | $585.9 million | 846 | 3 | Not listed | (800) 307-0376 | diversifiedfa.com | adviserinfo.sec.gov |
| Monetary Management Group Inc | St Louis | $583.8 million | 171 | 5 | Not listed | (314) 909-0646 | monetarymanagementgroup.com | adviserinfo.sec.gov |
| Stieven Capital Advisors, L.P. | St. Louis | $563.4 million | 2 | 8 | 2 | (314) 779-2420 | adviserinfo.sec.gov | |
| Strongbox Wealth, LLC | Lee's Summit | $562.4 million | 1,698 | 7 | Not listed | (816) 607-5410 | adviserinfo.sec.gov | |
| Wedgewood Partners, Inc. | St Louis | $560.7 million | 389 | 10 | Not listed | (314) 567-6407 | wedgewoodpartners.com | adviserinfo.sec.gov |
| Capital Investment Management, Inc | Lee's Summit | $558.9 million | 1,072 | 10 | Not listed | (816) 246-1212 | cimretirementpros.com | adviserinfo.sec.gov |
| Central Trust Bank | Jefferson City | $554.1 million | 14 | 4 | Not listed | (573) 634-1105 | adviserinfo.sec.gov | |
| 25 Financial | Saint Louis | $545 million | 3,075 | 19 | Not listed | (314) 530-2858 | 25financial.com | adviserinfo.sec.gov |
| Prosperity Planning | North Kansas City | $543.2 million | 1,432 | 13 | Not listed | (816) 587-7526 | prosperityplanninginc.com | adviserinfo.sec.gov |
| Ninth Avenue Capital, LP | Kansas City | $536 million | 3 | 10 | 1 | (816) 427-8758 | ninthavenuecapital.com | adviserinfo.sec.gov |
| Core Planning | Ofallon | $525 million | 1,005 | 65 | Not listed | (636) 734-7507 | flamesfp.com | adviserinfo.sec.gov |
| Orion Investment Co | St Louis | $515.4 million | 674 | 6 | Not listed | (314) 725-3800 | orioninvestmentco.com | adviserinfo.sec.gov |
| Allocator Solutions, LLC | St Louis | $513.5 million | 3 | 1 | 1 | (314) 882-9442 | missionmultiplierfund.com | adviserinfo.sec.gov |
| Permanent Equity Management | Columbia | $508.8 million | 3 | 15 | 3 | (573) 445-0678 | adviserinfo.sec.gov | |
| Agellus Capital, LLC | Clayton | $507.8 million | 6 | 12 | 6 | (314) 408-5600 | adviserinfo.sec.gov | |
| Financial & Tax Architects, LLC | St. Louis | $506.2 million | 3,736 | 71 | Not listed | (314) 858-1122 | summitretirementplanning.com | adviserinfo.sec.gov |
| Fyra Capital Management | St. Charles | $504.2 million | 2,280 | 10 | Not listed | (636) 573-1212 | fyracapital.com | adviserinfo.sec.gov |
| Clark Financial Services Group, Inc. | Chesterfield | $498.7 million | 1,896 | 6 | Not listed | (314) 469-5000 | clarkfin2.com | adviserinfo.sec.gov |
| MBM Wealth Consultants, LLC | Chesterfield | $476.7 million | 1,624 | 15 | Not listed | (636) 274-6262 | mbmadvisorservices.com | adviserinfo.sec.gov |
| Mainstreet RIA LLC | O'Fallon | $471.8 million | 141 | 3 | Not listed | (888) 801-0325 | adviserinfo.sec.gov | |
| Hofman Wealth Management | Chesterfield | $464.1 million | 889 | 6 | Not listed | (636) 681-7566 | adviserinfo.sec.gov | |
| Truenorth Wealth & Impact, LLC | Joplin | $456.2 million | 1,351 | 5 | Not listed | (417) 434-9400 | adviserinfo.sec.gov | |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | $452.2 million | 934 | 5 | Not listed | (816) 601-1150 | svwealthadvisors.com | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | $450.2 million | 6 | 44 | 5 | (816) 800-8100 | waterequity.com | adviserinfo.sec.gov |
| Harbour Group Industries, Inc. | St. Louis | $448.3 million | 4 | 25 | 3 | (314) 727-5550 | harbourgroup.com | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | $435.3 million | 3,837 | 32 | Not listed | (314) 530-0500 | adviserinfo.sec.gov | |
| CPC Management, LLC | Kansas City | $428 million | 1 | 16 | 1 | (816) 756-2225 | cpc.llc | adviserinfo.sec.gov |
| Cultivation Capital, LLC | St. Louis | $416.4 million | 17 | 18 | 17 | (314) 216-2051 | cultivationcapital.com | adviserinfo.sec.gov |
| JJP Capital Management, Inc. | Columbia | $389.9 million | 183 | 3 | Not listed | (573) 442-2763 | adviserinfo.sec.gov | |
| Wheelhouse Advisory Group, LLC | St. Louis | $388.1 million | 2,042 | 28 | Not listed | (636) 400-7889 | wheelhouseretirement.com | adviserinfo.sec.gov |
| Pinnacle Family Advisors, LLC | Springfield | $371.7 million | 2,007 | 13 | Not listed | (417) 886-6590 | adviserinfo.sec.gov | |
| Saxony Capital Management, LLC | Saint Louis | $367.9 million | 1,488 | 6 | Not listed | (314) 963-9336 | saxonycapitalmanagement.com | adviserinfo.sec.gov |
| Signify Wealth LLC | St. Louis | $364.6 million | 311 | 17 | 1 | (314) 222-0295 | adviserinfo.sec.gov | |
| Marketriders | Des Peres | $358.4 million | 477 | 6 | Not listed | (888) 709-7646 | adviserinfo.sec.gov | |
| Moment Private Wealth | Saint Louis | $357.2 million | 719 | 7 | Not listed | (636) 591-1050 | momentprivatewealth.com | adviserinfo.sec.gov |
| R.T. Jones Capital Equities Management Inc. | St. Louis | $351.8 million | 4,108 | 7 | Not listed | (314) 783-5000 | artesysonline.com | adviserinfo.sec.gov |
| Bridgewater Asset Management LLC | Chesterfield | $350.5 million | 1,092 | 6 | Not listed | (636) 536-9936 | bwam.net | adviserinfo.sec.gov |
| Archway Wealth Management, LLC | Kirkwood | $345.7 million | 895 | 4 | Not listed | (573) 999-2248 | archwaywealthstl.com | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | $338.1 million | 677 | 6 | Not listed | (816) 931-5757 | nicholsoncap.com | adviserinfo.sec.gov |
| Mid-American Wealth Advisory Group | Kansas City | $335.6 million | 2,191 | 21 | Not listed | (816) 640-5888 | adviserinfo.sec.gov | |
| Broadview Management, LLC | St. Louis | $330.4 million | 4 | 31 | 4 | (314) 366-3240 | broadviewgroup.com | adviserinfo.sec.gov |
| Sterneck Capital Management LLC | Kansas City | $327.9 million | 670 | 5 | Not listed | (816) 531-2254 | sterneckcapital.com | adviserinfo.sec.gov |
| Wilkerson Advisory Group LLC | Columbia | $326.9 million | 1,697 | 10 | Not listed | (573) 400-6101 | wilkersonadvisorygroup.com | adviserinfo.sec.gov |
| 1248 Partners, LLC | Kansas City | $323.4 million | 7 | 4 | 7 | (913) 904-5500 | 1248partners.com | adviserinfo.sec.gov |
| Vista Finance, LLC | Clayton | $320 million | 453 | 5 | 1 | (314) 518-5240 | adviserinfo.sec.gov | |
| Cornerstone Select Advisors, LLC | St. Louis | $315.3 million | 790 | 4 | Not listed | (314) 862-5155 | csastl.com | adviserinfo.sec.gov |
| Brady Family Wealth, LLC | Saint Louis | $312.7 million | 259 | 5 | Not listed | (314) 919-9151 | adviserinfo.sec.gov | |
| Craft & Sage Wealth | Kansas City | $306.8 million | 1,408 | 11 | Not listed | (816) 436-9939 | adviserinfo.sec.gov | |
| Cauble & Harre Wealth Management, Inc. | St. Louis | $300.6 million | 432 | 4 | Not listed | (314) 576-1112 | adviserinfo.sec.gov | |
| The Yanker Group | Manchester | $296.4 million | 732 | 4 | Not listed | (314) 962-5600 | theyankergroup.com | adviserinfo.sec.gov |
| Eagle Bluffs Wealth Management LLC | Columbia | $294.2 million | 550 | 5 | Not listed | (573) 507-9084 | eaglebluffs.com | adviserinfo.sec.gov |
| Philip Vongontard, Cfa, LLC | St.Louis | $288.5 million | 201 | 1 | Not listed | (314) 569-2677 | adviserinfo.sec.gov | |
| Moelis Asset Catalyst Partners | St Louis | $288.2 million | 2 | 4 | 1 | (917) 719-5778 | moelisassetmanagement.com | adviserinfo.sec.gov |
| Trinity Wealth Advisors LLC | St. Louis | $281.5 million | 540 | 8 | Not listed | (314) 966-0033 | trinitywealth.com | adviserinfo.sec.gov |
| Aquilant Advisors | St. Louis | $278.8 million | 798 | 5 | Not listed | (314) 309-2078 | adviserinfo.sec.gov | |
| Universal Financial Advisors, LLC | St. Louis | $277.5 million | 709 | 8 | Not listed | (314) 721-5522 | universaladvisorsgroup.com | adviserinfo.sec.gov |
| Mader & Shannon Wealth Management | Kansas City | $269.4 million | 863 | 10 | Not listed | (816) 751-0585 | adviserinfo.sec.gov | |
| Lewis & Clark Partners, LLC | St. Louis | $262.9 million | 8 | 25 | 8 | (314) 392-5264 | adviserinfo.sec.gov | |
| Equity Wealth Partners, LLC | Independence | $258.6 million | 1,523 | 8 | Not listed | (816) 373-1068 | equitywp.com | adviserinfo.sec.gov |
| Baum Capital Partners Management, LLC | Kansas City | $247 million | 2 | 10 | 2 | (816) 283-5200 | baumpartners.com | adviserinfo.sec.gov |
| St. Louis Financial Planners Asset Management, LLC | Chesterfield | $234 million | 1,145 | 2 | Not listed | (636) 532-3900 | adviserinfo.sec.gov | |
| Sundvold Financial | Columbia | $232.9 million | 480 | 5 | Not listed | (573) 443-1000 | sundvold.com | adviserinfo.sec.gov |
| Sterling Investment Advisors,Llc | Bolivar | $229.3 million | 269 | 5 | Not listed | (417) 777-7677 | investwithsterling.com | adviserinfo.sec.gov |
| McCartney Wealth Management LLC | Saint Louis | $220.7 million | 473 | 2 | Not listed | (314) 246-0595 | mccwm.com | adviserinfo.sec.gov |
| Ekon Advisors, LLC | St. Louis | $219.8 million | 15 | 3 | Not listed | (314) 367-6327 | ekonadvisors.com | adviserinfo.sec.gov |
| Wealthcare Asset Management, LLC | Springfield | $210.8 million | 1,103 | 6 | Not listed | (417) 865-0936 | wealthcarecorp.com | adviserinfo.sec.gov |
| Renaud & Company, LLC | O'Fallon | $210.7 million | 1,916 | 5 | Not listed | (636) 240-5055 | adviserinfo.sec.gov | |
| SFC Financial LLC | Sunset Hills | $208.3 million | 251 | 4 | Not listed | (314) 842-2001 | sfcfin.com | adviserinfo.sec.gov |
| Commercial Trust Financial Services | Fayette | $204.1 million | 1,388 | 5 | Not listed | (660) 248-2223 | commercialtrustfs.com | adviserinfo.sec.gov |
| Maxele Advisors, LLC | Webster Groves | $201.6 million | 624 | 4 | Not listed | (314) 961-1850 | maxeleadvisors.com | adviserinfo.sec.gov |
| Belmont Private Wealth | Chesterfield | $192.1 million | 142 | 3 | Not listed | (314) 566-9887 | belmontpw.com | adviserinfo.sec.gov |
| Daytona Street Capital | Saint Louis | $189.3 million | 107 | 6 | 1 | (314) 727-9479 | adviserinfo.sec.gov | |
| The Worley Banks Group, LLC | Creve Coeur | $184.3 million | 768 | 3 | Not listed | (314) 530-2700 | adviserinfo.sec.gov | |
| Conway Financial Group, LLC | Chesterfield | $177.7 million | 259 | 3 | Not listed | (314) 579-9157 | conwayfinancialgroup.com | adviserinfo.sec.gov |
| Mackay Financial Planning, LLC | Springfield | $176 million | 384 | 2 | Not listed | (417) 268-9191 | mackayfinancialplanning.com | adviserinfo.sec.gov |
| Profusion Private Wealth | St. Louis | $175.7 million | 390 | 3 | 1 | (314) 441-6107 | ppwadvisors.com | adviserinfo.sec.gov |
| RLB Financial | Springfield | $173.6 million | 609 | 4 | Not listed | (866) 686-8097 | adviserinfo.sec.gov | |
| White Sand Wealth Management | Liberty | $172.4 million | 197 | 7 | Not listed | (816) 429-6743 | whitesandwealth.com | adviserinfo.sec.gov |
| Wilsquare Capital LLC | St. Louis | $171.2 million | 2 | 10 | 2 | (314) 925-7650 | wilsquare.com | adviserinfo.sec.gov |
| Toberman Becker Wealth, LLC | St. Louis | $170.8 million | 473 | 3 | Not listed | (314) 900-1404 | adviserinfo.sec.gov | |
| Stewardship Capital | Independence | $168.4 million | 392 | 5 | Not listed | (816) 833-6650 | getyourmoneymoving.com | adviserinfo.sec.gov |
| Floyd Financial Group LLC | Springfield | $164.5 million | 689 | 5 | Not listed | (417) 889-7233 | adviserinfo.sec.gov | |
| Risley Capital Management LLC | Ellisville | $163.4 million | 415 | 1 | Not listed | (636) 405-0432 | risleycm.com | adviserinfo.sec.gov |
| Fidelis Financial Planning, LLC | Saint Charles | $160 million | 458 | 2 | Not listed | (636) 922-9252 | adviserinfo.sec.gov | |
| Modern Dollar Planning, LLC | St. Louis | $159.1 million | 153 | 2 | Not listed | (314) 827-5852 | modern-dollar.com | adviserinfo.sec.gov |
| Heritage Asset Management, LLC | Belton | $155 million | 1,293 | 2 | Not listed | (816) 348-2060 | heritage-kc.com | adviserinfo.sec.gov |
| Sonas Financial Group, Inc. | Kansas City | $149.8 million | 339 | 3 | Not listed | (816) 753-2210 | sonasfinancial.com | adviserinfo.sec.gov |
| Flyover Capital Partners, LLC | Kansas City | $147.6 million | 7 | 8 | 7 | (913) 904-5500 | flyovercapital.com | adviserinfo.sec.gov |
| Essex Ridge Capital Group, LLC | St. Louis | $146.3 million | 51 | 2 | Not listed | (314) 961-9405 | adviserinfo.sec.gov | |
| Capital Management Services, Inc. | Manchester | $145.2 million | 242 | 6 | Not listed | (636) 207-5829 | foutsretirementplanning.com | adviserinfo.sec.gov |
| Severin Investments LLC | St. Louis | $141.9 million | 564 | 8 | Not listed | (314) 983-2707 | adviserinfo.sec.gov | |
| Diversified Wealth Advisors, LLC | Kansas City | $138 million | 691 | 5 | Not listed | (816) 984-8620 | diversifiedsolutionsllc.com | adviserinfo.sec.gov |
| Bright Portfolios, LLC | Lee's Summit | $135.7 million | 1 | 4 | Not listed | (877) 274-7678 | brightportfolios.com | adviserinfo.sec.gov |
| Clarity Financial Planners | Clayton | $132.5 million | 213 | 2 | Not listed | (314) 548-2260 | adviserinfo.sec.gov | |
| Laminar Wealth LLC | Clayton | $131.8 million | 183 | 2 | Not listed | (800) 929-6530 | adviserinfo.sec.gov | |
| Divvi Wealth Management | Kansas City | $127.4 million | 725 | 4 | Not listed | (816) 237-8137 | adviserinfo.sec.gov | |
| Hickory Wealth Management, LLC | Springfield | $126.5 million | 511 | 4 | Not listed | (417) 306-9891 | adviserinfo.sec.gov | |
| Ior | Clayton | $126.5 million | 4 | 11 | Not listed | investmentofficeresources.com | adviserinfo.sec.gov | |
| Lang & Becker, Inc. | Washington | $123.2 million | 169 | 2 | Not listed | (636) 390-8339 | adviserinfo.sec.gov | |
| Virtus Financial Group | Olivette | $119.4 million | 644 | 14 | Not listed | (314) 395-6133 | thevirtusfg.com | adviserinfo.sec.gov |
| Fama Fiduciary Wealth LLC | Manchester | $119 million | 217 | 1 | Not listed | (314) 584-5550 | adviserinfo.sec.gov | |
| Fortify Wealth, Inc. | St. Louis | $115 million | 227 | 3 | Not listed | (314) 726-0055 | fortifywealth.com | adviserinfo.sec.gov |
| Ryan Poage & Co. | Kansas City | $114.2 million | 678 | 3 | Not listed | (816) 531-4555 | adviserinfo.sec.gov | |
| Sparrow Capital Management Inc | St. Louis | $113.3 million | 61 | 2 | 1 | (314) 725-6161 | sparrowcapital.com | adviserinfo.sec.gov |
| Breiter Wealth Management, LLC | St. Louis | $113 million | 221 | 3 | Not listed | (636) 373-9300 | breiterwealth.com | adviserinfo.sec.gov |
| Compass Wealth | St. Louis | $111.9 million | 939 | 9 | Not listed | (314) 373-1598 | compasswealth.com | adviserinfo.sec.gov |
| 4-C Personal Wealth Management Consultants, LLC | Creve Coeur | $109 million | 365 | 3 | Not listed | (314) 626-0677 | 4-cwealth.com | adviserinfo.sec.gov |
| Ten Peaks Partners L.L.C. | Clayton | $108.6 million | 27 | 1 | Not listed | (888) 762-7145 | tenpeakspartners.com | adviserinfo.sec.gov |
| Truman Wealth Advisors | Columbia | $106 million | 424 | 3 | Not listed | (573) 540-4788 | trumanwealthadvisors.com | adviserinfo.sec.gov |
| Build Asset Management | Jefferson City | $64.6 million | 11 | 6 | 1 | (833) 852-8453 | getbuilding.com | adviserinfo.sec.gov |
| CQL Capital Management | Chesterfield | $27.4 million | 5 | 4 | Not listed | (314) 896-2211 | cqlcap.com | adviserinfo.sec.gov |
| UMB Financial Services, Inc. | Kansas City | $5 million | 1 | 55 | Not listed | (816) 842-2222 | umb.com | adviserinfo.sec.gov |
| Millstone Capital Advisors, LLC | Saint Louis | Not listed | Not listed | Not listed | 7 | (314) 450-7799 | millstoneca.com | adviserinfo.sec.gov |
| Iselect Fund Management, LLC | St. Louis | Not listed | Not listed | Not listed | 6 | (800) 963-5099 | iselectfund.com | adviserinfo.sec.gov |
| Rivervest Venture Partners | St. Louis | Not listed | Not listed | Not listed | 5 | (314) 726-6700 | rivervest.com | adviserinfo.sec.gov |
| Sixthirty Ventures | Clayton | Not listed | Not listed | Not listed | 5 | (646) 773-1145 | sixthirty.co | adviserinfo.sec.gov |
| Ascension Ventures | Saint Louis | Not listed | Not listed | Not listed | 4 | (314) 733-8100 | ascensionventures.org | adviserinfo.sec.gov |
| Encore Ugp LLC | Clayton | Not listed | Not listed | Not listed | 4 | (573) 489-3980 | encoregroupinc.com | adviserinfo.sec.gov |
| Sage Capital LLC | Saint Louis | Not listed | Not listed | Not listed | 4 | (314) 754-1118 | sagecapitalllc.com | adviserinfo.sec.gov |
| Alitus Partners, LLC | St. Louis | Not listed | Not listed | Not listed | 3 | (314) 862-3200 | alituspartners.com | adviserinfo.sec.gov |
| Kcrise Capital | Kansas City | Not listed | Not listed | Not listed | 3 | (816) 305-1123 | kcrisefund.com | adviserinfo.sec.gov |
| Abstraction Capital Management LLC | Kansas City | Not listed | Not listed | Not listed | 2 | (913) 206-1937 | abstraction.vc | adviserinfo.sec.gov |
| CJ Financial | Springfield | Not listed | Not listed | Not listed | 2 | (417) 631-9111 | adviserinfo.sec.gov | |
| FGC Management Co., LLC | Kansas City | Not listed | Not listed | Not listed | 2 | (816) 225-1982 | adviserinfo.sec.gov | |
| Sky Re Partners, LLC | Kansas City | Not listed | Not listed | Not listed | 2 | (816) 408-0044 | adviserinfo.sec.gov | |
| Arkheon Capital | Ballwin | Not listed | Not listed | Not listed | 1 | (314) 930-6224 | arkheoncapital.com | adviserinfo.sec.gov |
| Atropos Capital Management, LLC | St. Louis | Not listed | Not listed | Not listed | 1 | (314) 660-3076 | adviserinfo.sec.gov | |
| CL Management Group LLC | North Kansas City | Not listed | Not listed | Not listed | 1 | (843) 422-2922 | adviserinfo.sec.gov | |
| Doorway Property GP, LLC | Ballwin | Not listed | Not listed | Not listed | 1 | (314) 571-9225 | doorwayproperties.com | adviserinfo.sec.gov |
| Encore General Partner, LLC | Clayton | Not listed | Not listed | Not listed | 1 | (314) 973-4557 | encoregroupinc.com | adviserinfo.sec.gov |
| GX Ventures LLC | St. Louis | Not listed | Not listed | Not listed | 1 | (978) 886-1635 | adviserinfo.sec.gov | |
| TGP Investments | Kansas City | Not listed | Not listed | Not listed | 1 | (816) 994-8600 | tgpinvestments.com | adviserinfo.sec.gov |
| TGP Investments, LLC | Kansas City | Not listed | Not listed | Not listed | 1 | (816) 994-8600 | tgpinvestments.com | adviserinfo.sec.gov |
| Ubiquity Management, LLC | Kansas City | Not listed | Not listed | Not listed | 1 | (913) 904-5500 | adviserinfo.sec.gov | |
| Weite Investment Quantificatio | Chesterfield | Not listed | Not listed | Not listed | 1 | (412) 221-0599 | adviserinfo.sec.gov | |
| Solstice Guard Capital | St. Charles | Not listed | 0 | 3 | Not listed | (636) 573-1236 | adviserinfo.sec.gov | |
| St. Louis Financial Planners Inc. | Chesterfield | Not listed | 0 | 9 | Not listed | (636) 532-3900 | adviserinfo.sec.gov | |
| Stifel Wealth Tracker | St. Louis | Not listed | 0 | 4 | Not listed | (314) 342-2000 | tracker.stifel.com | adviserinfo.sec.gov |
| U.S. Institutional Corporation | Chesterfield | Not listed | 0 | 2 | Not listed | (314) 965-0426 | usinstitutional.com | adviserinfo.sec.gov |
Advisers in Missouri that manage private funds
64 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Prairie Capital Management Group, LLC | Kansas City | MO | 41 | 5 | 27 | Not listed | Not listed | $1.73 billion | $7.13 billion | adviserinfo.sec.gov |
| Platform Investments, LLC | Kansas City | MO | 28 | Not listed | Not listed | Not listed | 28 | $1.31 billion | $1.66 billion | adviserinfo.sec.gov |
| Larson Capital Management, LLC | Chesterfield | MO | 27 | Not listed | 24 | Not listed | 3 | $301.2 million | $1.43 billion | adviserinfo.sec.gov |
| Focus Partners Wealth, LLC | St. Louis | MO | 26 | 7 | 6 | 1 | 1 | $2.97 billion | $181.86 billion | adviserinfo.sec.gov |
| Five Elms Capital | Kansas City | MO | 23 | Not listed | 23 | Not listed | Not listed | $3.19 billion | $3.12 billion | adviserinfo.sec.gov |
| Stifel, Nicolaus & Company, Incorporated | St Louis | MO | 22 | Not listed | Not listed | 1 | Not listed | $367.3 million | $197.53 billion | adviserinfo.sec.gov |
| Cultivation Capital, LLC | St. Louis | MO | 17 | Not listed | Not listed | 17 | Not listed | $416.4 million | $416.4 million | adviserinfo.sec.gov |
| Elmtree Funds, LLC | St. Louis | MO | 15 | Not listed | Not listed | Not listed | 14 | $7.75 billion | $7.77 billion | adviserinfo.sec.gov |
| Thompson Street Capital Manager LLC | St. Louis | MO | 10 | Not listed | 10 | Not listed | Not listed | $4.57 billion | $4.57 billion | adviserinfo.sec.gov |
| Lewis & Clark Partners, LLC | St. Louis | MO | 8 | Not listed | Not listed | 8 | Not listed | $396.6 million | $262.9 million | adviserinfo.sec.gov |
| Compass Group Equity Partners | St. Louis | MO | 7 | Not listed | 7 | Not listed | Not listed | $851.4 million | $801.5 million | adviserinfo.sec.gov |
| 1248 Partners, LLC | Kansas City | MO | 7 | Not listed | 7 | Not listed | Not listed | $323.4 million | $323.4 million | adviserinfo.sec.gov |
| Flyover Capital Partners, LLC | Kansas City | MO | 7 | Not listed | 1 | 6 | Not listed | $147.6 million | $147.6 million | adviserinfo.sec.gov |
| Millstone Capital Advisors, LLC | Saint Louis | MO | 7 | Not listed | 4 | Not listed | 2 | $65.3 million | Not listed | adviserinfo.sec.gov |
| Conway Investment Solutions | Saint Louis | MO | 6 | 6 | Not listed | Not listed | Not listed | $1.38 billion | $1.67 billion | adviserinfo.sec.gov |
| Agellus Capital, LLC | Clayton | MO | 6 | Not listed | 6 | Not listed | Not listed | $507.8 million | $507.8 million | adviserinfo.sec.gov |
| Iselect Fund Management, LLC | St. Louis | MO | 6 | Not listed | Not listed | 6 | Not listed | $108.5 million | Not listed | adviserinfo.sec.gov |
| Argos Capital Partners, LLC | St. Louis | MO | 5 | Not listed | Not listed | Not listed | Not listed | $690.5 million | $2.61 billion | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | MO | 5 | Not listed | 5 | Not listed | Not listed | $356.2 million | $450.2 million | adviserinfo.sec.gov |
| Rivervest Venture Partners | St. Louis | MO | 5 | Not listed | Not listed | 5 | Not listed | $432.9 million | Not listed | adviserinfo.sec.gov |
| Sixthirty Ventures | Clayton | MO | 5 | Not listed | Not listed | 5 | Not listed | $133.9 million | Not listed | adviserinfo.sec.gov |
| Broadview Management, LLC | St. Louis | MO | 4 | 2 | 2 | Not listed | Not listed | $464.7 million | $330.4 million | adviserinfo.sec.gov |
| Ascension Ventures | Saint Louis | MO | 4 | Not listed | Not listed | 4 | Not listed | $474.7 million | Not listed | adviserinfo.sec.gov |
| Encore Ugp LLC | Clayton | MO | 4 | Not listed | 4 | Not listed | Not listed | $104.9 million | Not listed | adviserinfo.sec.gov |
| Sage Capital LLC | Saint Louis | MO | 4 | Not listed | 4 | Not listed | Not listed | $122.5 million | Not listed | adviserinfo.sec.gov |
| Nisa Investment Advisors, LLC | St. Louis | MO | 3 | 3 | Not listed | Not listed | Not listed | $696.7 million | $343.89 billion | adviserinfo.sec.gov |
| American Century Investment Management Inc | Kansas City | MO | 3 | Not listed | Not listed | 3 | Not listed | $150.8 million | $305.98 billion | adviserinfo.sec.gov |
| Scout Investments, Inc. | Kansas City | MO | 3 | 1 | Not listed | Not listed | Not listed | $2.98 billion | $36.57 billion | adviserinfo.sec.gov |
| Fourthstone LLC | St. Louis | MO | 3 | 3 | Not listed | Not listed | Not listed | $1.22 billion | $1.22 billion | adviserinfo.sec.gov |
| Permanent Equity Management | Columbia | MO | 3 | Not listed | 3 | Not listed | Not listed | $508.8 million | $508.8 million | adviserinfo.sec.gov |
| Harbour Group Industries, Inc. | St. Louis | MO | 3 | Not listed | 3 | Not listed | Not listed | $448.3 million | $448.3 million | adviserinfo.sec.gov |
| Alitus Partners, LLC | St. Louis | MO | 3 | Not listed | 3 | Not listed | Not listed | $25 million | Not listed | adviserinfo.sec.gov |
| Kcrise Capital | Kansas City | MO | 3 | Not listed | Not listed | 3 | Not listed | $93.7 million | Not listed | adviserinfo.sec.gov |
| Ascension Investment Management | St. Louis | MO | 2 | 2 | Not listed | Not listed | Not listed | $16.28 billion | $42.41 billion | adviserinfo.sec.gov |
| Acr Alpine Capital Research, LLC | St. Louis | MO | 2 | 2 | Not listed | Not listed | Not listed | $150.1 million | $10.79 billion | adviserinfo.sec.gov |
| Stieven Capital Advisors, L.P. | St. Louis | MO | 2 | 2 | Not listed | Not listed | Not listed | $563.4 million | $563.4 million | adviserinfo.sec.gov |
| Baum Capital Partners Management, LLC | Kansas City | MO | 2 | Not listed | 2 | Not listed | Not listed | $247 million | $247 million | adviserinfo.sec.gov |
| Wilsquare Capital LLC | St. Louis | MO | 2 | Not listed | 2 | Not listed | Not listed | $145.3 million | $171.2 million | adviserinfo.sec.gov |
| Abstraction Capital Management LLC | Kansas City | MO | 2 | Not listed | Not listed | 2 | Not listed | $28.1 million | Not listed | adviserinfo.sec.gov |
| CJ Financial | Springfield | MO | 2 | 2 | Not listed | Not listed | Not listed | $1.1 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Missouri
2 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| 4-C Personal Wealth Management Consultants, LLC | Creve Coeur | MO | October 7, 2026 | $109 million | 4-cwealth.com | adviserinfo.sec.gov |
| Diversified Wealth Advisors, LLC | Kansas City | MO | September 24, 2026 | $138 million | diversifiedsolutionsllc.com | adviserinfo.sec.gov |
Cities in Missouri
| City | Advisers | AUM |
|---|---|---|
| St. Louis | 80 | $3.11 trillion |
| Kansas City | 36 | $379.98 billion |
| Saint Louis | 17 | $30.13 billion |
| Clayton | 16 | $13.24 billion |
| Chesterfield | 15 | $9.03 billion |
More ways to read Missouri
- Advisers in Missouri with $1 billion to $10 billion in AUM
- Advisers in Missouri with $500 million to $1 billion in AUM
- Advisers in Missouri with $100 million to $500 million in AUM
- Advisers in Missouri serving individuals
- Advisers in Missouri serving high net worth individuals
- Advisers in Missouri serving investment companies
- Advisers in Missouri serving pooled investment vehicles
- Advisers in Missouri serving pension and profit sharing plans
- Advisers in Missouri serving charitable organizations
- Advisers in Missouri serving state and municipal governments
- Advisers in Missouri serving insurance companies
- Advisers in Missouri serving corporations and other businesses
- Private fund advisers in Missouri
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.