Skip to main content
Menu

What we do

Raise CapitalThe investors who fit, and meetings with them.Source DealsEvery company in your niche, and who owns it.Grow RevenueWe find customers and partners, and who can introduce you.Map the MarketKnow your market before you commit to it.Underwrite and DiligenceWe check a deal's claims before you sign.Partner firmsFor firms running a raise or a search for their own clients.Data ServicesCustom data from public records, kept current.Government Data ServicesUnclaimed property and public records research.

The firm

ResearchAboutHow We WorkPlatformInsightsSchedule a conversation

Wealth Management Firms (RIAs) in St. Louis

84 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Edward Jones is the largest: $1,013.6 billion through Edward D. Jones & Co., L.P. (filed ).

Wells Fargo Clearing Services follows with $671.4 billion. The 83 advisers counted report $2,392.5 billion together; the ten largest hold 98% of it, and half report less than $479 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $2,392.5BN sitsThe 83 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $25BN and over97%5 firms
  2. $10BN to $25BN0%1 firm
  3. $5BN to $10BN1%3 firms
  4. $1BN to $5BN1%14 firms
  5. $500MM to $1BN1%17 firms
  6. Under $500MM0%43 firms

Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 75 are wealth managers and 9 are wealth managers with a broker-dealer
84
Combined assets83 counted; as filed to Oct 2026
$2,392.5BN
Largest: Edward JonesAs filed
$1,013.6BN
Median firmHalf of the 83 report less
$479MM
Held by the ten largestOf the $2,392.5BN combined
98%

Edward Jones, Wells Fargo Clearing Services and Wells Fargo Advisors Financial Network lead the St. Louis wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $2,366.3BN, 99% of the $2,392.5BN the 83 counted report.

  1. 1

    Edward Jones

    Wealth manager with a broker-dealer, St. Louis, MO

    $1,013.6BNRegulatory assets, Sep 2026

    60% other individuals, 38% high net worth

    Individual clients
    4,030,222
  2. 2

    Wells Fargo Clearing Services

    Wealth manager with a broker-dealer, St. Louis, MO

    $671.4BNRegulatory assets, Oct 2026

    74% high net worth, 18% other individuals, 4% businesses

    Individual clients
    1,298,616
  3. 3

    Wells Fargo Advisors Financial Network

    Wealth manager with a broker-dealer, St. Louis, MO

    $252.3BNRegulatory assets, Sep 2026

    73% high net worth, 20% other individuals, 4% businesses

    Individual clients
    455,837
  4. 4

    Stifel, Nicolaus & Company

    Wealth manager with a broker-dealer, St Louis, MO

    $197.5BNRegulatory assets, Sep 2026

    70% high net worth, 21% other individuals, 3% businesses

    Individual clients
    230,676
    Private funds
    22
  5. 5

    Focus Partners Wealth

    Wealth manager, St. Louis, MO

    $181.9BNRegulatory assets, Sep 2026

    78% high net worth, 7% other individuals, 5% pension plans

    Individual clients
    61,002
    Private funds
    26
  6. 6

    Plancorp

    Wealth manager, Saint Louis, MO

    $10.6BNRegulatory assets, Sep 2026

    85% high net worth, 7% charities, 5% pension plans

    Individual clients
    2,251
  7. 7

    Larson Financial Group

    Wealth manager with a broker-dealer, Saint Louis, MO

    $5.5BNRegulatory assets, Mar 2026

    81% high net worth, 18% other individuals

    Individual clients
    4,937
  8. 8

    Krilogy

    Wealth manager, St. Louis, MO

    $5.2BNRegulatory assets, Mar 2026

    72% high net worth, 14% pension plans, 13% other individuals

    Individual clients
    3,061
    Private funds
    1
  9. 9

    Stifel Independent Advisors

    Wealth manager with a broker-dealer, St Louis, MO

    $5.0BNRegulatory assets, Sep 2026

    69% high net worth, 27% other individuals, 1% pension plans

    Individual clients
    7,762
  10. 10

    Rubinbrown Advisors

    Wealth manager, St. Louis, MO

    $3.9BNRegulatory assets, Aug 2026

    96% high net worth, 2% other individuals

    Individual clients
    1,151
  11. 11

    Visionary Wealth Advisors

    Wealth manager, St. Louis, MO

    $3.5BNRegulatory assets, Mar 2026

    71% high net worth, 26% other individuals, 3% businesses

    Individual clients
    4,186
  12. 12

    Acropolis Investment Management

    Wealth manager, Chesterfield, MO

    $2.6BNRegulatory assets, Mar 2026

    87% high net worth, 8% other individuals, 4% businesses

    Individual clients
    1,037
  13. 13

    Smith Moore & Co.

    Wealth manager with a broker-dealer, Clayton, MO

    $2.4BNRegulatory assets, Mar 2026

    63% high net worth, 29% other individuals, 5% businesses

    Individual clients
    4,095
  14. 14

    Mosaic Wealth

    Wealth manager, St. Louis, MO

    $2.0BNRegulatory assets, Mar 2026

    84% high net worth, 8% other individuals, 4% pension plans

    Individual clients
    774
  15. 15

    Parkwoods Wealth Partners

    Wealth manager, Clayton, MO

    $1.8BNRegulatory assets, Sep 2026

    81% high net worth, 17% other individuals, 2% charities

    Individual clients
    1,373
  16. 16

    Archford Capital Strategies

    Wealth manager, Swansea, IL

    $1.5BNRegulatory assets, Apr 2026

    68% high net worth, 14% pension plans, 12% other individuals

    Individual clients
    774
  17. 17

    Alpine Private Wealth

    Wealth manager, Saint Louis, MO

    $1.5BNRegulatory assets, Mar 2026

    93% high net worth, 2% charities, 2% businesses

    Individual clients
    265
  18. 18

    Anderson Hoagland & Co

    Wealth manager, St Louis, MO

    $1.4BNRegulatory assets, Feb 2026

    65% high net worth, 28% charities, 5% businesses

    Individual clients
    136
  19. 19

    Syntegra Private Wealth Group

    Wealth manager, Chesterfield, MO

    $1.4BNRegulatory assets, Aug 2026

    63% high net worth, 37% other individuals

    Individual clients
    2,112
  20. 20

    Hill Investment Group

    Wealth manager, St. Louis, MO

    $1.3BNRegulatory assets, Mar 2026

    77% high net worth, 16% funds (1940 act), 5% other individuals

    Individual clients
    380

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 42% of the assets

How the 83 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 83 firms counted, log scaleEach dot is one adviser and links to its row. Edward Jones $1,013.6BN; Wells Fargo Clearing Services $671.4BN; Wells Fargo Advisors Financial Network $252.3BN; median $479MM.$100MM$1BN$10BN$100BN$1TNEdward Jones: $1,013.6BNWells Fargo Clearing Services: $671.4BNWells Fargo Advisors Financial Network: $252.3BNStifel, Nicolaus & Company: $197.5BNFocus Partners Wealth: $181.9BNPlancorp: $10.6BNLarson Financial Group: $5.5BNKrilogy: $5.2BNStifel Independent Advisors: $5.0BNRubinbrown Advisors: $3.9BNVisionary Wealth Advisors: $3.5BNAcropolis Investment Management: $2.6BNSmith Moore & Co.: $2.4BNMosaic Wealth: $2.0BNParkwoods Wealth Partners: $1.8BNArchford Capital Strategies: $1.5BNAlpine Private Wealth: $1.5BNAnderson Hoagland & Co: $1.4BNSyntegra Private Wealth Group: $1.4BNHill Investment Group: $1.3BNBrand Asset Management Group: $1.2BNMeramec Financial Planners: $1.1BNIFG Advisors: $1.0BNClaris Advisors: $911MMSouthland Equity Partners: $891MMCorrect Capital Wealth Management: $889MMDroms Strauss Wealth Management: $806MMClayton Financial Group: $794MMCarsonallaria Wealth Management: $792MMSunpointe Investments: $791MMADK Wealth Advisory Group: $768MMTbg-Bedford Group: $758MMRBF Wealth Advisors: $716MMPrecision Wealth Strategies: $711MMFoundation Wealth Management: $661MMAxius Advisors: $624MM25 Financial: $545MMCore Planning: $525MMFinancial & Tax Architects: $506MMFyra Capital Management: $504MMClark Financial Services Group: $499MMMeredith Wealth Planning: $479MMMBM Wealth Consultants: $477MMCambridge Capital Management: $458MMSlagle Financial: $412MMWheelhouse Advisory Group: $388MMSaxony Capital Management: $368MMSignify Wealth: $365MMMarketriders: $363MMBridgewater Asset Management: $351MMArchway Wealth Management: $346MMPowers Advisory Group: $330MMVista Finance: $320MMBrady Family Wealth: $313MMCauble & Harre Wealth Management: $301MMThe Yanker Group: $296MMTrinity Wealth Advisors: $282MMUniversal Financial Advisors: $277MMClark Wealth Partners: $260MMMcCartney Wealth Management: $221MMRenaud & Company: $211MMSFC Financial: $208MMMaxele Advisors: $202MMBelmont Private Wealth: $192MMWall Street Financial Group: $188MMThe Worley Banks Group: $184MMConway Financial Group: $178MMProfusion Private Wealth: $176MMToberman Becker Wealth: $171MMFidelis Financial Planning: $160MMModern Dollar Planning: $159MMEssex Ridge Capital Group: $146MMCapital Management Services: $145MMSeverin Investments: $142MMMetanoia Financial: $139MMClarity Financial Planners: $132MMLaminar Wealth: $132MMMaynerich Financial: $123MMVirtus Financial Group: $119MMFama Fiduciary Wealth: $119MMFortify Wealth: $115MMFRA Wealth Management: $113MMCompass Wealth: $112MMEdward Jones $1,013.6BNWells Fargo Clearing Services $671.4BNWells Fargo Advisors Financial Network $252.3BNMedian $479MMAssets of each of the 83 firms counted, log scaleEach dot is one adviser and links to its row. Edward Jones $1,013.6BN; Wells Fargo Clearing Services $671.4BN; Wells Fargo Advisors Financial Network $252.3BN; median $479MM.$1BN$100BNEdward Jones $1,013.6BNMedian $479MM

One dot per firm counted; 1 firm with a main office outside St. Louis, a second row for the same adviser or only fund assets left out. Read .

The 83 firms, by size
Under $500MM430%$10.7BN
$500MM to $1BN171%$12.2BN
$1BN to $5BN141%$26.6BN
$5BN to $10BN31%$15.7BN
$10BN to $25BN10%$10.6BN
$25BN and over597%$2,316.7BN

Assets each reported in its latest filing; shares are of the $2,392.5BN combined, one row per firm. Read .

42%

of the assets reported sits with one firm, Edward Jones. The five largest hold 97%; 60 of 83 report under $1 billion.

42%Largest54%Next 43%Other 78
Who the 84 are
  1. Wealth managers75
  2. Wealth managers with a broker-dealer9

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 83 advisers' assets by type of client
  1. High net worth58%
  2. Other individuals36%
  3. Businesses2%
  4. Charities1%
  5. Pension plans1%
  6. Government0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Edward Jones4,030,222Sep 2026
2Wells Fargo Clearing Services1,298,616Oct 2026
3Wells Fargo Advisors Financial Network455,837Sep 2026
4Stifel, Nicolaus & Company230,676Sep 2026
5Focus Partners Wealth61,002Sep 2026
6Stifel Independent Advisors7,762Sep 2026
7Larson Financial Group4,937Mar 2026
8Visionary Wealth Advisors4,186Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Wells Fargo Clearing Services654,519Oct 2026
2Edward Jones372,771Sep 2026
3Wells Fargo Advisors Financial Network233,869Sep 2026
4Stifel, Nicolaus & Company73,687Sep 2026
5Focus Partners Wealth30,177Sep 2026
6Stifel Independent Advisors2,124Sep 2026
7Larson Financial Group1,719Mar 2026
8Plancorp1,284Sep 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1Focus Partners Wealth26Sep 2026
2Stifel, Nicolaus & Company22Sep 2026
3Krilogy1Mar 2026
4Profusion Private Wealth1Mar 2026
5Signify Wealth1Jun 2026
6Vista Finance1Mar 2026

The list is public. The warm path is not. Schedule a conversation

All 84 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 84 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in St. Louis 84 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
25 Financial
Wealth manager, Saint Louis, MO.
Detail and sources for 25 Financial

Form ADV of 25, LLC (CRD 317916), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $545MM; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 505 individuals, 250 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$545MMMay 2026505100%
Acropolis Investment Management
Wealth manager, Chesterfield, MO.
Detail and sources for Acropolis Investment Management

Form ADV of Acropolis Investment Management, L.L.C. (CRD 121307), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $2.6BN; 44 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR/A of Acropolis Investment Management, L.L.C., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, publications and educational seminars. Clients (Item 5.D): 1,037 individuals, 636 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.6BNMar 20261,04595%
ADK Wealth Advisory Group
Wealth manager, St. Louis, MO.
Detail and sources for ADK Wealth Advisory Group

Form ADV of Kraft, Davis & Associates, LLC (CRD 175085), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $768MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,195 individuals, 540 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$768MMAug 20261,20899%
Alpine Private Wealth
Wealth manager, Saint Louis, MO.
Detail and sources for Alpine Private Wealth

Form ADV of Alpine Private Capital, LLC (CRD 286072), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $1.5BN; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Files a 13F notice (quarter ended , filed ): its holdings are reported on another manager's 13F.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 265 individuals, 208 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.5BNMar 202629595%
Anderson Hoagland & Co
Wealth manager, St Louis, MO.
Detail and sources for Anderson Hoagland & Co

Form ADV of Anderson Hoagland & Co (CRD 105157), SEC registered adviser, filed , main office St Louis, MO: regulatory assets $1.4BN; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 136 individuals, 112 of them high net worth; individuals hold 66% of its regulatory assets.

Files: SEC Form ADV.

$1.4BNFeb 202615066%
Archford Capital Strategies
Wealth manager, Swansea, IL.
Detail and sources for Archford Capital Strategies

Form ADV of Archford Capital Strategies, LLC (CRD 164482), SEC registered adviser, filed , main office Swansea, IL: regulatory assets $1.5BN; 45 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Archford Capital Strategies, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 774 individuals, 278 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.5BNApr 202686180%
Archway Wealth Management
Wealth manager, Kirkwood, MO.
Detail and sources for Archway Wealth Management

Form ADV of Archway Wealth Management, LLC (CRD 326816), SEC registered adviser, filed , main office Kirkwood, MO: regulatory assets $346MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 200 individuals, 90 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$346MMMar 2026200100%
Axius Advisors
Wealth manager, Saint Charles, MO.
Detail and sources for Axius Advisors

Form ADV of Axius Advisors LLC (CRD 330006), SEC registered adviser, filed , main office Saint Charles, MO: regulatory assets $624MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,231 individuals, 118 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$624MMMar 20261,231100%
Belmont Private Wealth
Wealth manager, Chesterfield, MO.
Detail and sources for Belmont Private Wealth

Form ADV of Belmont Private Wealth (CRD 331436), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $192MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 29 individuals, 29 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$192MMSep 202629100%
Benjamin F. Edwards & Company
Wealth manager with a broker-dealer, St. Louis, MO. Main office St. Louis, MO; not in the totals.
Detail and sources for Benjamin F. Edwards & Company

Form ADV of Benjamin F. Edwards & Company, Incorporated (CRD 146936), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $18.9BN; 755 employees.

Tied to this row by the CRD the list cites from the filing.

Main office St. Louis, MO; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 32,532 individuals, 244 of them high net worth; individuals hold 95% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$18.9BNSep 202633,05795%
Brady Family Wealth
Wealth manager, Saint Louis, MO.
Detail and sources for Brady Family Wealth

Form ADV of Brady Family Wealth, LLC (CRD 315635), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $313MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 108 individuals, 66 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$313MMMar 2026108100%
Brand Asset Management Group
Wealth manager, Chesterfield, MO.
Detail and sources for Brand Asset Management Group

Form ADV of Brand Asset Management Group, Inc. (CRD 106162), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $1.2BN; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 355 individuals, 89 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$1.2BNFeb 202635597%
Bridgewater Asset Management
Wealth manager, Chesterfield, MO.
Detail and sources for Bridgewater Asset Management

Form ADV of Bridgewater Asset Management LLC (CRD 169832), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $351MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 396 individuals, 165 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$351MMMar 202640198%
Cambridge Capital Management
Wealth manager, O'Fallon, IL.
Detail and sources for Cambridge Capital Management

Form ADV of Cambridge Capital Management, LLC (CRD 110932), SEC registered adviser, filed , main office O'Fallon, IL: regulatory assets $458MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 339 individuals, 112 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$458MMFeb 202634694%
Capital Management Services
Wealth manager, Manchester, MO.
Detail and sources for Capital Management Services

Form ADV of Capital Management Services, Inc. (CRD 118260), SEC registered adviser, filed , main office Manchester, MO: regulatory assets $145MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 242 individuals, 27 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$145MMMar 2026242100%
Carsonallaria Wealth Management
Wealth manager with a broker-dealer, Glen Carbon, IL.
Detail and sources for Carsonallaria Wealth Management

Form ADV of Carsonallaria Wealth Management, Ltd. (CRD 157998), SEC registered adviser, filed , main office Glen Carbon, IL: regulatory assets $792MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 631 individuals, 170 of them high net worth; individuals hold 72% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$792MMMar 202664772%
Cauble & Harre Wealth Management
Wealth manager, St. Louis, MO.
Detail and sources for Cauble & Harre Wealth Management

Form ADV of Cauble & Harre Wealth Management, Inc. (CRD 143812), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $301MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 104 individuals, 65 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$301MMMar 202610698%
Claris Advisors
Wealth manager, St. Louis, MO.
Detail and sources for Claris Advisors

Form ADV of Claris Advisors, LLC (CRD 117734), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $911MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 322 individuals, 140 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$911MMMar 202633197%
Clarity Financial Planners
Wealth manager, Clayton, MO.
Detail and sources for Clarity Financial Planners

Form ADV of Clarity Financial Planners, LLC (CRD 277114), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $132MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 38 individuals, 26 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$132MMMar 20263899%
Clark Financial Services Group
Wealth manager, Chesterfield, MO.
Detail and sources for Clark Financial Services Group

Form ADV of Clark Financial Services Group Inc. (CRD 110650), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $499MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications and market timing. Clients (Item 5.D): 421 individuals, 125 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$499MMJul 202643198%
Clark Wealth Partners
Wealth manager, O'Fallon, IL.
Detail and sources for Clark Wealth Partners

Form ADV of Clark Wealth Partners, LLC (CRD 321757), SEC registered adviser, filed , main office O'Fallon, IL: regulatory assets $260MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 444 individuals, 61 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$260MMSep 202646499%
Clayton Financial Group
Wealth manager, St. Louis, MO.
Detail and sources for Clayton Financial Group

Form ADV of Clayton Financial Group, LLC (CRD 226729), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $794MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 243 individuals, 167 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$794MMFeb 202624898%
Compass Wealth
Wealth manager, St. Louis, MO.
Detail and sources for Compass Wealth

Form ADV of Compass Retirement Group LLC (CRD 282420), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $112MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 766 individuals, 9 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$112MMAug 2026766100%
Conway Financial Group
Wealth manager, Chesterfield, MO.
Detail and sources for Conway Financial Group

Form ADV of Conway Financial Group, LLC (CRD 117608), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $178MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 84 individuals, 52 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$178MMJan 202684100%
Core Planning
Wealth manager, Ofallon, MO.
Detail and sources for Core Planning

Form ADV of Core Planning, LLC (CRD 154660), SEC registered adviser, filed , main office Ofallon, MO: regulatory assets $525MM; 65 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 867 individuals, 122 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$525MMSep 2026867100%
Correct Capital Wealth Management
Wealth manager, Clayton, MO.
Detail and sources for Correct Capital Wealth Management

Form ADV of Correct Capital Wealth Management, LLC (CRD 298774), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $889MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 431 individuals, 174 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV.

$889MMFeb 202646681%
Droms Strauss Wealth Management
Wealth manager, St. Louis, MO.
Detail and sources for Droms Strauss Wealth Management

Form ADV of Droms Strauss Advisors, Inc. (CRD 108620), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $806MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Droms Strauss Advisors, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 412 individuals, 192 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$806MMMar 202642098%
Edward Jones
Wealth manager with a broker-dealer, St. Louis, MO.
Detail and sources for Edward Jones

Form ADV of Edward D. Jones & Co., L.P. (CRD 250), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $1,013.6BN; 36,317 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 4,030,222 individuals, 372,771 of them high net worth; individuals hold 98% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$1,013.6BNSep 20264,069,32098%
Essex Ridge Capital Group
Wealth manager, St. Louis, MO.
Detail and sources for Essex Ridge Capital Group

Form ADV of Essex Ridge Capital Group, LLC (CRD 145795), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $146MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 7 individuals, 7 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$146MMFeb 20267100%
Fama Fiduciary Wealth
Wealth manager, Manchester, MO.
Detail and sources for Fama Fiduciary Wealth

Form ADV of Fama Fiduciary Wealth LLC (CRD 125627), SEC registered adviser, filed , main office Manchester, MO: regulatory assets $119MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and other services. Clients (Item 5.D): 59 individuals, 41 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$119MMSep 202661100%
Fidelis Financial Planning
Wealth manager, Saint Charles, MO.
Detail and sources for Fidelis Financial Planning

Form ADV of Fidelis Financial Planning, LLC (CRD 141698), SEC registered adviser, filed , main office Saint Charles, MO: regulatory assets $160MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 149 individuals, 60 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$160MMApr 2026149100%
Financial & Tax Architects
Wealth manager, St. Louis, MO.
Detail and sources for Financial & Tax Architects

Form ADV of Financial & Tax Architects, LLC (CRD 119169), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $506MM; 71 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, educational seminars and other services. Clients (Item 5.D): 1,565 individuals, 149 of them high net worth; individuals hold 74% of its regulatory assets.

Files: SEC Form ADV.

$506MMJun 20261,57474%
Focus Partners Wealth
Wealth manager, St. Louis, MO.
Detail and sources for Focus Partners Wealth

Form ADV of Focus Partners Wealth, LLC (CRD 159289), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $181.9BN; 26 private funds, $3.0BN gross; 1,915 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Focus Partners Wealth, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, management of private funds, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminars and other services. Clients (Item 5.D): 61,002 individuals, 30,177 of them high net worth; individuals hold 86% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F (last for 2023).

$181.9BNSep 202662,46686%26
Fortify Wealth
Wealth manager, St. Louis, MO.
Detail and sources for Fortify Wealth

Form ADV of Fortify Wealth, Inc. (CRD 297433), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $115MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 79 individuals, 32 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$115MMJul 202679100%
Foundation Wealth Management
Wealth manager, Clayton, MO.
Detail and sources for Foundation Wealth Management

Form ADV of Foundation Wealth Management, LLC (CRD 127134), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $661MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Foundation Wealth Management, LLC, quarter ended , filed .

Possible match by name only, not counted: Foundation Wealth Management, LLC (CRD 168270), registered adviser, filed , Media, PA.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 351 individuals, 194 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$661MMApr 202635989%
FRA Wealth Management
Wealth manager, O'Fallon, IL.
Detail and sources for FRA Wealth Management

Form ADV of FRA Wealth Management LLC (CRD 284020), SEC registered adviser, filed , main office O'Fallon, IL: regulatory assets $113MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 910 individuals, 8 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$113MMAug 2026910100%
Fyra Capital Management
Wealth manager, St. Charles, MO.
Detail and sources for Fyra Capital Management

Form ADV of Pineridge Advisors, LLC (CRD 315100), SEC registered adviser, filed , main office St. Charles, MO: regulatory assets $504MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 858 individuals, 132 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$504MMMay 2026858100%
Hill Investment Group
Wealth manager, St. Louis, MO.
Detail and sources for Hill Investment Group

Form ADV of Hill Investment Group Partners, LLC (CRD 312052), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $1.3BN; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 380 individuals, 208 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$1.3BNMar 202638282%
IFG Advisors
Wealth manager, St. Louis, MO.
Detail and sources for IFG Advisors

Form ADV of IFG Advisors, LLC (CRD 172329), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $1.0BN; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 566 individuals, 298 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$1.0BNMar 2026566100%
Krilogy
Wealth manager, St. Louis, MO.
Detail and sources for Krilogy

Form ADV of Krilogy Financial LLC (CRD 149046), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $5.2BN; 1 private fund, $2.3MM gross; 103 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Krilogy Financial LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 3,061 individuals, 1,121 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$5.2BNMar 20263,20485%1
Laminar Wealth
Wealth manager, Clayton, MO.
Detail and sources for Laminar Wealth

Form ADV of Laminar Wealth LLC (CRD 167867), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $132MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 27 individuals, 27 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$132MMJun 202627100%
Larson Financial Group
Wealth manager with a broker-dealer, Saint Louis, MO.
Detail and sources for Larson Financial Group

Form ADV of Larson Financial Group, LLC (CRD 140599), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $5.5BN; 131 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 4,937 individuals, 1,719 of them high net worth; individuals hold 99% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$5.5BNMar 20264,96199%
Marketriders
Wealth manager, Chesterfield, MO.
Detail and sources for Marketriders

Form ADV of Marketriders, Inc. (CRD 147963), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $363MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, publications and other services. Clients (Item 5.D): 477 individuals, 1 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$363MMMar 2026477100%
Maxele Advisors
Wealth manager, Webster Groves, MO.
Detail and sources for Maxele Advisors

Form ADV of Maxele Advisors, LLC (CRD 165129), SEC registered adviser, filed , main office Webster Groves, MO: regulatory assets $202MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 234 individuals, 73 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$202MMSep 202623499%
Maynerich Financial
Wealth manager, Virden, IL.
Detail and sources for Maynerich Financial

Form ADV of Maynerich Financial (CRD 331546), SEC registered adviser, filed , main office Virden, IL: regulatory assets $123MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 478 individuals, 21 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$123MMMar 2026478100%
MBM Wealth Consultants
Wealth manager, Chesterfield, MO.
Detail and sources for MBM Wealth Consultants

Form ADV of MBM Wealth Consultants, LLC (CRD 169091), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $477MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of MBM Wealth Consultants, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 604 individuals, 131 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$477MMMay 202664295%
McCartney Wealth Management
Wealth manager, Saint Louis, MO.
Detail and sources for McCartney Wealth Management

Form ADV of McCartney Wealth Management LLC (CRD 154722), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $221MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of McCartney Wealth Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 154 individuals, 65 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$221MMMar 2026154100%
Meramec Financial Planners
Wealth manager, Clayton, MO.
Detail and sources for Meramec Financial Planners

Form ADV of Meramec Financial Planners, LLC (CRD 335112), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $1.1BN; 16 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 450 individuals, 248 of them high net worth; individuals hold 83% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNSep 202647483%
Meredith Wealth Planning
Wealth manager, Maryville, IL.
Detail and sources for Meredith Wealth Planning

Form ADV of Meredith Wealth Planning LLC (CRD 300019), SEC registered adviser, filed , main office Maryville, IL: regulatory assets $479MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Meredith Wealth Planning LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 221 individuals, 116 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$479MMJan 202622196%
Metanoia Financial
Wealth manager, Saint Louis, MO.
Detail and sources for Metanoia Financial

Form ADV of Metanoia Financial, LLC (CRD 152366), SEC registered adviser, filed : regulatory assets $139MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, educational seminars and other services. Clients (Item 5.D): 151 individuals, 37 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$139MMMar 2026151100%
Modern Dollar Planning
Wealth manager, St. Louis, MO.
Detail and sources for Modern Dollar Planning

Form ADV of Modern Dollar Planning, LLC (CRD 174695), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $159MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 153 individuals, 49 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$159MMJan 2026153100%
Mosaic Wealth
Wealth manager, St. Louis, MO.
Detail and sources for Mosaic Wealth

Form ADV of Mosaic Family Wealth Partners, LLC (CRD 317377), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $2.0BN; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Mosaic Family Wealth Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 774 individuals, 321 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.0BNMar 202680793%
Parkwoods Wealth Partners
Wealth manager, Clayton, MO.
Detail and sources for Parkwoods Wealth Partners

Form ADV of Parkwoods Wealth Partners, LLC (CRD 331565), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $1.8BN; 49 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,373 individuals, 517 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$1.8BNSep 20261,39598%
Plancorp
Wealth manager, Saint Louis, MO.
Detail and sources for Plancorp

Form ADV of Plancorp, LLC (CRD 106599), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $10.6BN; 112 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Plancorp, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 2,251 individuals, 1,284 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$10.6BNSep 20262,38388%
Powers Advisory Group
Wealth manager, Highland, IL.
Detail and sources for Powers Advisory Group

Form ADV of Powers Advisory Group, LLC (CRD 172252), SEC registered adviser, filed , main office Highland, IL: regulatory assets $330MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 575 individuals, 125 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$330MMJun 202658699%
Precision Wealth Strategies
Wealth manager, St. Louis, MO.
Detail and sources for Precision Wealth Strategies

Form ADV of Precision Wealth Strategies, LLC (CRD 299827), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $711MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Precision Wealth Strategies, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 436 individuals, 282 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$711MMMay 202647281%
Profusion Private Wealth
Wealth manager, St. Louis, MO.
Detail and sources for Profusion Private Wealth

Form ADV of Profusion Financial, Inc. (CRD 167003), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $176MM; 1 private fund, $30MM gross; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 77 individuals, 49 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$176MMMar 202678100%1
RBF Wealth Advisors
Wealth manager, St. Louis, MO.
Detail and sources for RBF Wealth Advisors

Form ADV of Roman Butler Fullerton & Co (CRD 104771), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $716MM; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Roman Butler Fullerton & Co, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 1,244 individuals, 273 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$716MMAug 20261,28994%
Renaud & Company
Wealth manager, O'Fallon, MO.
Detail and sources for Renaud & Company

Form ADV of Renaud & Company, LLC (CRD 115337), SEC registered adviser, filed , main office O'Fallon, MO: regulatory assets $211MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 953 individuals, 36 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$211MMJul 2026953100%
Rubinbrown Advisors
Wealth manager, St. Louis, MO.
Detail and sources for Rubinbrown Advisors

Form ADV of Rubinbrown Advisors LLC (CRD 116909), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $3.9BN; 30 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 1,151 individuals, 860 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$3.9BNAug 20261,16099%
Saxony Capital Management
Wealth manager, Saint Louis, MO.
Detail and sources for Saxony Capital Management

Form ADV of Saxony Capital Management Llc. (CRD 122692), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $368MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 756 individuals, 97 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$368MMOct 202676299%
Severin Investments
Wealth manager, St. Louis, MO.
Detail and sources for Severin Investments

Form ADV of Severin Investments LLC (CRD 166567), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $142MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Severin Investments LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 233 individuals, 52 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$142MMMar 202623599%
SFC Financial
Wealth manager, Sunset Hills, MO.
Detail and sources for SFC Financial

Form ADV of SFC Financial LLC (CRD 129817), SEC registered adviser, filed , main office Sunset Hills, MO: regulatory assets $208MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 77 individuals, 40 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$208MMMar 202678100%
Signify Wealth
Wealth manager, St. Louis, MO.
Detail and sources for Signify Wealth

Form ADV of Signify Wealth LLC (CRD 160094), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $365MM; 1 private fund, $2.7MM gross; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, selection of other advisers and other services. Clients (Item 5.D): 112 individuals, 40 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$365MMJun 202611499%1
Slagle Financial
Wealth manager, Edwardsville, IL.
Detail and sources for Slagle Financial

Form ADV of Slagle Financial, Llc. (CRD 149976), SEC registered adviser, filed , main office Edwardsville, IL: regulatory assets $412MM; 21 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,510 individuals, 49 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$412MMAug 20261,51099%
Smith Moore & Co.
Wealth manager with a broker-dealer, Clayton, MO.
Detail and sources for Smith Moore & Co.

Form ADV of Smith Moore & Co. (CRD 3441), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $2.4BN; 65 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Smith Moore & Co., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 4,095 individuals, 1,254 of them high net worth; individuals hold 92% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV, SEC Form 13F.

$2.4BNMar 20264,14292%
Southland Equity Partners
Wealth manager, Wildwood, MO.
Detail and sources for Southland Equity Partners

Form ADV of Southland Equity Partners, Llc. (CRD 154481), SEC registered adviser, filed : regulatory assets $891MM; 22 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 1,766 individuals, 35 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$891MMJul 20261,766100%
Stifel Independent Advisors
Wealth manager with a broker-dealer, St Louis, MO.
Detail and sources for Stifel Independent Advisors

Form ADV of Stifel Independent Advisors, LLC (CRD 28218), SEC registered adviser, filed , main office St Louis, MO: regulatory assets $5.0BN; 198 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 7,762 individuals, 2,124 of them high net worth; individuals hold 96% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$5.0BNSep 20267,90296%
Stifel, Nicolaus & Company
Wealth manager with a broker-dealer, St Louis, MO.
Detail and sources for Stifel, Nicolaus & Company

Form ADV of Stifel, Nicolaus & Company, Incorporated (CRD 793), SEC registered adviser, filed , main office St Louis, MO: regulatory assets $197.5BN; 22 private funds, $367MM gross; 6,478 employees.

Tied to this row by the CRD the list cites from the filing.

Files a 13F notice (quarter ended , filed ): its holdings are reported on another manager's 13F.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 230,676 individuals, 73,687 of them high net worth; individuals hold 90% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV, SEC Form 13F.

$197.5BNSep 2026236,19190%22
Sunpointe Investments
Wealth manager, St. Louis, MO.
Detail and sources for Sunpointe Investments

Form ADV of Sunpointe, LLC (CRD 282505), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $791MM; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 309 individuals, 169 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$791MMJul 202630997%
Syntegra Private Wealth Group
Wealth manager, Chesterfield, MO.
Detail and sources for Syntegra Private Wealth Group

Form ADV of Syntegra Private Wealth Group LLC (CRD 323180), SEC registered adviser, filed , main office Chesterfield, MO: regulatory assets $1.4BN; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Syntegra Private Wealth Group LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 2,112 individuals, 354 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.4BNAug 20262,125100%
Tbg-Bedford Group
Wealth manager, Saint Louis, MO.
Detail and sources for Tbg-Bedford Group

Form ADV of Tbg-bedford Group LLC (CRD 341573), SEC registered adviser, filed , main office Saint Louis, MO: regulatory assets $758MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 960 individuals, 151 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$758MMAug 2026960100%
Toberman Becker Wealth
Wealth manager, St. Louis, MO.
Detail and sources for Toberman Becker Wealth

Form ADV of Toberman Becker Wealth, LLC (CRD 310346), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $171MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 102 individuals, 65 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$171MMMay 2026102100%
Trinity Wealth Advisors
Wealth manager, St. Louis, MO.
Detail and sources for Trinity Wealth Advisors

Form ADV of Trinity Wealth Advisors, L.L.C. (CRD 109452), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $282MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 132 individuals, 81 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$282MMAug 202613297%
Universal Financial Advisors
Wealth manager, St. Louis, MO.
Detail and sources for Universal Financial Advisors

Form ADV of Universal Financial Advisors, LLC (CRD 318392), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $277MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 326 individuals, 69 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$277MMAug 2026331100%
Virtus Financial Group
Wealth manager, Olivette, MO.
Detail and sources for Virtus Financial Group

Form ADV of Virtus Wealth Management LLC (CRD 317832), SEC registered adviser, filed , main office Olivette, MO: regulatory assets $119MM; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 230 individuals, 46 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$119MMApr 2026230100%
Visionary Wealth Advisors
Wealth manager, St. Louis, MO.
Detail and sources for Visionary Wealth Advisors

Form ADV of Visionary Wealth Advisors, LLC (CRD 169610), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $3.5BN; 74 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Visionary Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 4,186 individuals, 898 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.5BNMar 20264,26297%
Vista Finance
Wealth manager, Clayton, MO.
Detail and sources for Vista Finance

Form ADV of Vista Finance, LLC (CRD 312082), SEC registered adviser, filed , main office Clayton, MO: regulatory assets $320MM; 1 private fund, $11MM gross; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 73 individuals, 58 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$320MMMar 20269882%1
Wall Street Financial Group
Wealth manager, Carlinville, IL.
Detail and sources for Wall Street Financial Group

Form ADV of Wall Street Financial Group, Inc. (CRD 289051), SEC registered adviser, filed , main office Carlinville, IL: regulatory assets $188MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and educational seminars. Clients (Item 5.D): 425 individuals, 46 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$188MMJan 202642596%
Wells Fargo Advisors Financial Network
Wealth manager with a broker-dealer, St. Louis, MO.
Detail and sources for Wells Fargo Advisors Financial Network

Form ADV of Wells Fargo Advisors Financial Network, LLC (CRD 11025), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $252.3BN; 4,047 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 455,837 individuals, 233,869 of them high net worth; individuals hold 93% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$252.3BNSep 2026466,57593%
Wells Fargo Clearing Services
Wealth manager with a broker-dealer, St. Louis, MO.
Detail and sources for Wells Fargo Clearing Services

Form ADV of Wells Fargo Clearing Services, LLC (CRD 19616), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $671.4BN; 18,895 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 1,298,616 individuals, 654,519 of them high net worth; individuals hold 92% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$671.4BNOct 20261,324,16892%
Wheelhouse Advisory Group
Wealth manager, St. Louis, MO.
Detail and sources for Wheelhouse Advisory Group

Form ADV of Wheelhouse Advisory Group, LLC (CRD 312806), SEC registered adviser, filed , main office St. Louis, MO: regulatory assets $388MM; 28 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 548 individuals, 121 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$388MMMar 2026548100%
The Worley Banks Group
Wealth manager, Creve Coeur, MO.
Detail and sources for The Worley Banks Group

Form ADV of The Worley Banks Group, LLC (CRD 306890), SEC registered adviser, filed , main office Creve Coeur, MO: regulatory assets $184MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 749 individuals, 135 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$184MMFeb 202674997%
The Yanker Group
Wealth manager, Manchester, MO.
Detail and sources for The Yanker Group

Form ADV of The Yanker Group, Inc. (CRD 281364), SEC registered adviser, filed , main office Manchester, MO: regulatory assets $296MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 472 individuals, 209 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$296MMMar 202647998%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 42% of the money

Five findings from the filings of the 83 firms counted.

  1. 42%

    of the $2,392.5 billion the 83 firms counted report is one firm's: Edward Jones. Without it, the other 82 report $1,378.9 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $479MM

    is the median: half of the 83 report less, and 60 report under $1 billion.

    Assets, latest Form ADV of each

  3. 52

    private funds are advised by the firms counted; Focus Partners Wealth advises the most, 26.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 58%

    of their assets is high net worth money; the next largest client type is other individuals, at 36%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 59

    of the 83 have their main office in St. Louis County, MO; the next place is St. Louis city, MO, with 9.

    Main office on each Form ADV

Questions

How many wealth management firms are there in St. Louis?

This list holds 84 wealth management firms in the St. Louis metro; 83 of them report regulatory assets on Form ADV, $2,392.5 billion together.

What are the largest wealth management firms in St. Louis?

By the regulatory assets they report: Edward Jones $1,013.6 billion, Wells Fargo Clearing Services $671.4 billion, Wells Fargo Advisors Financial Network $252.3 billion, Stifel, Nicolaus & Company $197.5 billion, Focus Partners Wealth $181.9 billion.

How much do wealth management firms in St. Louis typically manage?

Of the 83 that report, the median reports $479 million in regulatory assets; 60 report under $1 billion.

How do you start a relationship with wealth management firms in St. Louis?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
84 wealth management firms, 75 are wealth managers and 9 are wealth managers with a broker-dealer. Every SEC registered adviser with a main office in St. Louis, MO-IL MSA (Census CBSA 41180) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 83 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the St. Louis metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $2,392.5BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 1 firm with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 84, 84 report on a current Form ADV and 19 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 84 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 19 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in St. Louis," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-st-louis

Request a correction

The list is public. The warm path is not.

Send us your deck
Capital formation for fund managers and companiesInvestor directoryQuestions about fees and data