Adviser Record

Investment advisers in St. Louis, MO

89 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MO

FirmAssetsEmployeesDisclosures
Edward Jones$1.01 trillion36,31715
Wells Fargo Advisors$671.42 billion18,89522
Nisa Investment Advisors, LLC$343.89 billion4170
Wells Fargo Advisors$252.25 billion4,04720
Olive Street Investment Advisers, LLC$203.76 billion2320
Stifel, Nicolaus & Company, Incorporated$197.53 billion6,47812
Focus Partners Wealth, LLC$181.86 billion1,9152
Moneta Group Investment Advisors, LLC$50.54 billion5850
Focus Advisor Solutions, LLC$41.48 billion3090
Ascension Investment Management$40.83 billion270
Benjamin F. Edwards & Company, Incorporated$18.92 billion7558
Acr Alpine Capital Research, LLC$10.79 billion350
Plancorp, LLC$10.63 billion1120
Elmtree Funds, LLC$7.77 billion379
Confluence Investment Management LLC$6.72 billion550
Larson Financial Group, LLC$5.48 billion1312
Krilogy$5.20 billion1030
Kennedy Capital Management$5.02 billion430
Stifel Independent Advisors, LLC$5.01 billion1981
Thompson Street Capital Manager LLC$4.57 billion430
Rubinbrown Advisors LLC$3.86 billion300
Matter Family Office$3.81 billion550
Visionary Wealth Advisors, LLC$3.54 billion740
Zemenick & Walker Inc$2.63 billion110
Argos Capital Partners, LLC$2.61 billion150
Stonebridge Financial Group, LLC$2.40 billion100
Detalus Advisors, LLC$2.22 billion150
Fiduciary Advisors, Inc.$2.10 billion40
Mosaic Wealth$2.04 billion220
Jag Capital Management LLC$1.90 billion210
Conway Investment Solutions$1.67 billion200
Alpine Private Wealth$1.45 billion200
Anderson Hoagland & Co$1.43 billion80
Hill Investment Group$1.35 billion120
Fourthstone LLC$1.22 billion120
Ifg Advisors, LLC$1.03 billion50
Terril & Company$987.8 million160
Cortland Associates Inc$958.0 million70
Claris Advisors, LLC$911.1 million30
Droms Strauss Wealth Management$806.3 million81
Compass Group Equity Partners$801.5 million260
Clayton Financial Group, LLC$793.8 million70
Sunpointe Investments$790.7 million170
Huntleigh Advisors, Inc.$781.8 million553
Adk Wealth Advisory Group$768.5 million130
Tbg-bedford Group LLC$758.1 million90
Rbf Wealth Advisors$716.1 million170
Precision Wealth Strategies, LLC$711.0 million150
Duncker Streett & Co.$707.3 million57
Benjamin F. Edwards Wealth Management, LLC$705.4 million120
Monetary Management Group Inc$583.8 million50
Stieven Capital Advisors, L.P.$563.4 million80
Wedgewood Partners, Inc.$560.7 million100
25 Financial$545.0 million191
Orion Investment Co$515.4 million60
Allocator Solutions, LLC$513.5 million10
Financial & Tax Architects, LLC$506.2 million710
Harbour Group Industries, Inc.$448.3 million250
Fefa Financial$435.3 million320
Cultivation Capital, LLC$416.4 million180
Wheelhouse Advisory Group, LLC$388.1 million280
Saxony Capital Management, LLC$367.9 million63
Signify Wealth LLC$364.6 million170
Moment Private Wealth$357.2 million70
R.T. Jones Capital Equities Management Inc.$351.8 million70
Broadview Management, LLC$330.4 million311
Cornerstone Select Advisors, LLC$315.3 million43
Brady Family Wealth, LLC$312.7 million50
Cauble & Harre Wealth Management, Inc.$300.6 million40
Philip Vongontard, Cfa, LLC$288.5 million10
Moelis Asset Catalyst Partners$288.2 million40
Trinity Wealth Advisors LLC$281.5 million81
Aquilant Advisors$278.8 million50
Universal Financial Advisors, LLC$277.5 million80
Lewis & Clark Partners, LLC$262.9 million250
Mccartney Wealth Management LLC$220.7 million20
Ekon Advisors, LLC$219.8 million30
Daytona Street Capital$189.3 million62
Profusion Private Wealth$175.7 million30
Wilsquare Capital LLC$171.2 million100
Toberman Becker Wealth, LLC$170.8 million30
Modern Dollar Planning, LLC$159.1 million20
Essex Ridge Capital Group, LLC$146.3 million20
Severin Investments LLC$141.9 million80
Fortify Wealth, Inc.$115.0 million30
Sparrow Capital Management Inc$113.3 million20
Compass Wealth$111.9 million91
Breiter Wealth Management, LLC$72.3 million30
Stifel Wealth Tracker$040