Adviser Record

Investment advisers in MO

194 SEC-registered firms · $3.58 trillion in regulatory assets · 27 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
1248 Partners, LLCKansas City$323.4 million0
25 FinancialSt. Louis$545.0 million1
Acr Alpine Capital Research, LLCSt. Louis$10.79 billion0
Acropolis Investment ManagementChesterfield$2.61 billion0
Adk Wealth Advisory GroupSt. Louis$768.5 million0
Agellus Capital, LLCClayton$507.8 million0
Alexander Labrunerie & Co., Inc.Columbia$618.9 million0
Allocator Solutions, LLCSt. Louis$513.5 million0
Alpine Private WealthSt. Louis$1.45 billion0
American Century Investment Management IncKansas City$305.98 billion0
American Century Investments Private Client Group, Inc.Kansas City$2.33 billion0
Anderson Hoagland & CoSt. Louis$1.43 billion0
Aquilant AdvisorsSt. Louis$278.8 million0
Archway Wealth Management, LLCKirkwood$345.7 million0
Argent Capital Management LLCClayton$3.99 billion0
Argos Capital Partners, LLCSt. Louis$2.61 billion0
Ascension Investment ManagementSt. Louis$40.83 billion0
Asset Consulting Group, LLCClayton$1.10 billion0
Atwood & Palmer, Inc.Kansas City$2.04 billion0
Axius Advisors LLCSaint Charles$623.8 million0
Baum Capital Partners Management, LLCKansas City$247.0 million0
Benjamin F. Edwards & Company, IncorporatedSt. Louis$18.92 billion8
Benjamin F. Edwards Wealth Management, LLCSt. Louis$705.4 million0
Brady Family Wealth, LLCSt. Louis$312.7 million0
Brand Asset Management Group, Inc.Chesterfield$1.17 billion0
Breiter Wealth Management, LLCSt. Louis$72.3 million0
Bridgewater Asset Management LLCChesterfield$350.5 million0
Bright Portfolios, LLCLee's Summit$135.7 million0
Broadview Management, LLCSt. Louis$330.4 million1
Build Asset ManagementJefferson City$64.6 million0
Buttonwood Financial Group, LLCKansas City$659.5 million1
Capital Investment Management, IncLee's Summit$558.9 million0
Capital Management Services, Inc.Manchester$145.2 million2
Cauble & Harre Wealth Management, Inc.St. Louis$300.6 million0
Central Trust BankJefferson City$554.1 million0
Claris Advisors, LLCSt. Louis$911.1 million0
Clarity Financial PlannersClayton$132.5 million0
Clark Financial Services Group, Inc.Chesterfield$498.7 million0
Clayton Financial Group, LLCSt. Louis$793.8 million0
Commerce Investment Advisors, Inc.Kansas City$2.54 billion3
Commercial Trust Financial ServicesFayette$204.1 million0
Compass Group Equity PartnersSt. Louis$801.5 million0
Compass WealthSt. Louis$111.9 million1
Confluence Investment Management LLCSt. Louis$6.72 billion0
Convergence FinancialColumbia$904.0 million1
Conway Financial Group, LLCChesterfield$177.7 million0
Conway Investment SolutionsSt. Louis$1.67 billion0
Core PlanningO'fallon$525.0 million0
Cornerstone Select Advisors, LLCSt. Louis$315.3 million3
Cornerstone Wealth Management, LLCDes Peres$4.93 billion0
Correct Capital Wealth Management, LLCClayton$889.3 million0
Cortland Associates IncSt. Louis$958.0 million0
Cpc Management, LLCKansas City$428.0 million0
Cql Capital ManagementChesterfield$27.4 million0
Craft & Sage WealthKansas City$306.8 million0
Cultivation Capital, LLCSt. Louis$416.4 million0
Daytona Street CapitalSt. Louis$189.3 million2
Detalus Advisors, LLCSt. Louis$2.22 billion0
Diversified Financial Advisors, LLCTown and Country$585.9 million0
Divvi Wealth ManagementKansas City$127.4 million0
Droms Strauss Wealth ManagementSt. Louis$806.3 million1
Duncker Streett & Co.St. Louis$707.3 million7
Eagle Bluffs Wealth Management LLCColumbia$294.2 million0
Edward JonesSt. Louis$1.01 trillion15
Ekon Advisors, LLCSt. Louis$219.8 million0
Elmtree Funds, LLCSt. Louis$7.77 billion9
Equity Wealth Partners, LLCIndependence$258.6 million0
Essex Ridge Capital Group, LLCSt. Louis$146.3 million0
Family Investment CenterSaint Joseph$689.3 million0
Fefa FinancialSt. Louis$435.3 million0
Fidelis Financial Planning, LLCSaint Charles$160.0 million0
Fiduciary Advisors, Inc.St. Louis$2.10 billion0
Financial & Tax Architects, LLCSt. Louis$506.2 million0
First Heartland Consultants, Inc.Lake St. Louis$2.09 billion8
Five Elms CapitalKansas City$3.12 billion0
Floyd Financial Group LLCSpringfield$164.5 million0
Flyover Capital Partners, LLCKansas City$147.6 million0
Focus Advisor Solutions, LLCSt. Louis$41.48 billion0
Focus Partners Wealth, LLCSt. Louis$181.86 billion2
Fortify Wealth, Inc.St. Louis$115.0 million0
Forvis Mazars Wealth Advisors, LLCSpringfield$12.01 billion0
Foundation Wealth Management, LLCClayton$660.6 million0
Fourthstone LLCSt. Louis$1.22 billion0
Fyra Capital ManagementSaint Charles$504.2 million0
Harbour Group Industries, Inc.St. Louis$448.3 million0
Heritage Asset Management, LLCBelton$155.0 million0
Hickory Wealth Management, LLCSpringfield$126.5 million0
Hill Investment GroupSt. Louis$1.35 billion0
Hofman Wealth ManagementChesterfield$00
Huntleigh Advisors, Inc.St. Louis$781.8 million3
Ifg Advisors, LLCSt. Louis$1.03 billion0
IorClayton$126.5 million0
Jag Capital Management LLCSt. Louis$1.90 billion0
Jjp Capital Management, Inc.Columbia$389.9 million0
Kennedy Capital ManagementSt. Louis$5.02 billion0
KrilogySt. Louis$5.20 billion0
Laminar Wealth LLCClayton$131.8 million0
Lang & Becker, Inc.Washington$123.2 million0
Larson Capital Management, LLCChesterfield$1.43 billion0
Larson Financial Group, LLCSt. Louis$5.48 billion2
Lewis & Clark Partners, LLCSt. Louis$262.9 million0
Mackay Financial Planning, LLCSpringfield$176.0 million0
Mader & Shannon Wealth ManagementKansas City$269.4 million0
Mainstreet Ria LLCO'fallon$446.4 million0
MarketridersChesterfield$363.0 million0
Matter Family OfficeSt. Louis$3.81 billion0
Maxele Advisors, LLCWebster Groves$201.6 million0
Mbm Wealth Consultants, LLCChesterfield$476.7 million0
Mccartney Wealth Management LLCSt. Louis$220.7 million0
Meramec Financial Planners, LLCClayton$1.13 billion0
Mid-american Wealth Advisory GroupKansas City$335.6 million0
Modern Dollar Planning, LLCSt. Louis$159.1 million0
Modern Wealth Management, LLCKansas City$10.90 billion0
Moelis Asset Catalyst PartnersSt. Louis$288.2 million0
Moment Private WealthSt. Louis$357.2 million0
Moneta Group Investment Advisors, LLCSt. Louis$50.54 billion0
Monetary Management Group IncSt. Louis$583.8 million0
Mosaic WealthSt. Louis$2.04 billion0
Nicholson Meyer Capital Management, Inc.Kansas City$338.1 million0
Ninth Avenue Capital, LPKansas City$536.0 million0
Nisa Investment Advisors, LLCSt. Louis$343.89 billion0
Nuance Investments, LLCKansas City$984.3 million0
Olive Street Investment Advisers, LLCSt. Louis$203.76 billion0
Orion Investment CoSt. Louis$515.4 million0
Pandi, LLCKansas City$1.38 billion0
Parkwoods Wealth Partners, LLCClayton$1.79 billion0
Pension Consultants IncSpringfield$5.42 billion0
Permanent Equity ManagementColumbia$508.8 million0
Philip Vongontard, Cfa, LLCSt. Louis$288.5 million0
Pinnacle Family Advisors, LLCSpringfield$371.7 million0
Plancorp, LLCSt. Louis$10.63 billion0
Platform Investments, LLCKansas City$1.66 billion0
Prairie Capital Management Group, LLCKansas City$7.13 billion0
Precision Wealth Strategies, LLCSt. Louis$711.0 million0
Profusion Private WealthSt. Louis$175.7 million0
Prosperity PlanningNorth Kansas City$543.2 million0
R.T. Jones Capital Equities Management Inc.St. Louis$351.8 million0
Rbf Wealth AdvisorsSt. Louis$716.1 million0
Renaud & Company, LLCO'fallon$210.7 million1
Risley Capital Management LLCEllisville$163.4 million0
Rlb FinancialSpringfield$173.6 million0
Rubinbrown Advisors LLCSt. Louis$3.86 billion0
Ryan Poage & Co.Kansas City$114.2 million0
Sarver Vrooman Wealth Advisors LLCKansas City$452.2 million0
Saxony Capital Management, LLCSt. Louis$367.9 million3
Scout Investments, Inc.Kansas City$36.57 billion4
Severin Investments LLCSt. Louis$141.9 million0
Sfc Financial LLCSunset Hills$208.3 million0
Signify Wealth LLCSt. Louis$364.6 million0
Smith Moore & Co.Clayton$2.37 billion1
Solstice Guard CapitalSaint Charles$00
Sonas Financial Group, Inc.Kansas City$149.8 million0
Sparrow Capital Management IncSt. Louis$113.3 million0
St. Louis Financial Planners Asset Management, LLCChesterfield$234.0 million0
St. Louis Financial Planners Inc.Chesterfield$00
Sterling Investment Advisors,llcBolivar$229.3 million0
Sterneck Capital Management LLCKansas City$327.9 million0
Stewardship CapitalIndependence$168.4 million0
Stieven Capital Advisors, L.P.St. Louis$563.4 million0
Stifel Independent Advisors, LLCSt. Louis$5.01 billion1
Stifel Wealth TrackerSt. Louis$00
Stifel, Nicolaus & Company, IncorporatedSt. Louis$197.53 billion12
Stonebridge Financial Group, LLCSt. Louis$2.40 billion0
Strongbox Wealth, LLCLee's Summit$562.4 million0
Sundvold FinancialColumbia$232.9 million0
Sunpointe InvestmentsSt. Louis$790.7 million0
Syntegra Private Wealth Group LLCChesterfield$1.39 billion0
Tbg-bedford Group LLCSt. Louis$758.1 million0
Ten Peaks Partners L.L.C.Clayton$108.6 million0
Terril & CompanySt. Louis$987.8 million0
The Worley Banks Group, LLCCreve Coeur$184.3 million0
The Yanker GroupManchester$296.4 million0
Thompson Street Capital Manager LLCSt. Louis$4.57 billion0
Toberman Becker Wealth, LLCSt. Louis$170.8 million0
Trinity Wealth Advisors LLCSt. Louis$281.5 million1
Truenorth Wealth & Impact, LLCJoplin$456.2 million0
Truman Wealth AdvisorsColumbia$106.0 million0
U.S. Institutional CorporationChesterfield$00
Umb Financial Services, Inc.Kansas City$5.0 million0
Umb Private Wealth Management, LLCKansas City$124.7 million0
Universal Financial Advisors, LLCSt. Louis$277.5 million0
Virtus Financial GroupOlivette$119.4 million0
Visionary Wealth Advisors, LLCSt. Louis$3.54 billion0
Vista Finance, LLCClayton$320.0 million0
Waterequity LLCKansas City$450.2 million0
Wealthcare Asset Management, LLCSpringfield$210.8 million0
Wedgewood Partners, Inc.St. Louis$560.7 million0
Wells Fargo AdvisorsSt. Louis$252.25 billion20
Wells Fargo AdvisorsSt. Louis$671.42 billion22
Wheelhouse Advisory Group, LLCSt. Louis$388.1 million0
White Sand Wealth ManagementLiberty$172.4 million0
Wilkerson Advisory Group LLCColumbia$326.9 million0
Wilsquare Capital LLCSt. Louis$171.2 million0
Zemenick & Walker IncSt. Louis$2.63 billion0