AdvisorRanked

Best Financial Advisors in Missouri

192 SEC-registered advisory firms across 34 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

192
Registered Firms
34
Cities
0.95%
Median Fee
of assets/year
192
In Database
firms listed

Cities in Missouri

ST. LOUIS, MO

62 firms
Median fee: 0.95%

KANSAS CITY, MO

30 firms
Median fee: 0.95%

SAINT LOUIS, MO

14 firms
Median fee: 0.95%

CLAYTON, MO

13 firms
Median fee: 0.95%

CHESTERFIELD, MO

13 firms
Median fee: 0.95%

ST LOUIS, MO

11 firms
Median fee: 0.95%

COLUMBIA, MO

8 firms
Median fee: 0.95%

SPRINGFIELD, MO

8 firms
Median fee: 0.95%

LEE'S SUMMIT, MO

3 firms
Median fee: 0.95%

INDEPENDENCE, MO

2 firms
Median fee: 0.95%

OFALLON, MO

2 firms
Median fee: 0.95%

MANCHESTER, MO

2 firms
Median fee: 0.95%

SAINT CHARLES, MO

2 firms
Median fee: 0.95%

JEFFERSON CITY, MO

2 firms
Median fee: 0.95%

Top-Ranked Firms in Missouri

#1
100

WEDGEWOOD PARTNERS, INC.

ST LOUIS, MO · Since 1988

$561M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

CORTLAND ASSOCIATES INC

ST. LOUIS, MO · Since 1989

$958M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

COMMERCE INVESTMENT ADVISORS, INC.

KANSAS CITY, MO · Since 2001

$2.5B AUM34 clientsFee: 0%
FiduciaryFee-Only
#4
100

JJP CAPITAL MANAGEMENT, INC.

COLUMBIA, MO · Since 1984

$390M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
100

ST. LOUIS FINANCIAL PLANNERS INC.

CHESTERFIELD, MO · Since 2018

$6M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
100

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

KANSAS CITY, MO · Since 1971

$306.0B AUM211 clientsFee: 0%
FiduciaryFee-Only
#7
100

KENNEDY CAPITAL MANAGEMENT

ST LOUIS, MO · Since 1980

$5.0B AUM20 clientsFee: 0%
FiduciaryFee-Only
#8
100

SPARROW CAPITAL MANAGEMENT INC

ST. LOUIS, MO · Since 1992

$113M AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
100

MATTER FAMILY OFFICE

ST LOUIS, MO · Since 1990

$3.8B AUM40 clientsFee: 0%
FiduciaryFee-Only
#10
100

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

CHESTERFIELD, MO · Since 2018

$234M AUM2 clientsFee: 0%
FiduciaryFee-Only
#11
100

ARGENT CAPITAL MANAGEMENT LLC

CLAYTON, MO · Since 1998

$4.0B AUM23 clientsFee: 0%
FiduciaryFee-Only
#12
100

SUNDVOLD FINANCIAL

COLUMBIA, MO · Since 1999

$233M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
100

MONETARY MANAGEMENT GROUP INC

ST LOUIS, MO · Since 1983

$492M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

TERRIL & COMPANY

SAINT LOUIS, MO · Since 1980

$988M AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
100

CLARK FINANCIAL SERVICES GROUP, INC.

CHESTERFIELD, MO · Since 1995

$499M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
100

ORION INVESTMENT CO

ST LOUIS, MO · Since 1988

$444M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

ACR ALPINE CAPITAL RESEARCH, LLC

ST. LOUIS, MO · Since 2001

$10.8B AUM11 clientsFee: 0%
FiduciaryFee-Only
#18
100

HUNTLEIGH ADVISORS, INC.

ST. LOUIS, MO · Since 2004

$782M AUM55 clientsFee: 0%
FiduciaryFee-Only
#19
100

FAMILY INVESTMENT CENTER

SAINT JOSEPH, MO · Since 2005

$689M AUM12 clientsFee: 0%
FiduciaryFee-Only
#20
100

PENSION CONSULTANTS INC

SPRINGFIELD, MO · Since 1999

$5.4B AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
100

CAPITAL INVESTMENT MANAGEMENT, INC

LEE'S SUMMIT, MO · Since 2012

$559M AUM5 clientsFee: 0%
FiduciaryFee-Only
#22
100

RUBINBROWN ADVISORS LLC

ST. LOUIS, MO · Since 2003

$3.3B AUM21 clientsFee: 0%
FiduciaryFee-Only
#23
100

ALEXANDER LABRUNERIE & CO., INC.

COLUMBIA, MO · Since 2016

$619M AUM6 clientsFee: 0%
FiduciaryFee-Only
#24
100

STERLING INVESTMENT ADVISORS,LLC

BOLIVAR, MO · Since 2005

$229M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
100

CLARIS ADVISORS, LLC

ST. LOUIS, MO · Since 2006

$911M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
100

DETALUS ADVISORS, LLC

ST. LOUIS, MO · Since 2002

$2.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#27
100

CAPITAL MANAGEMENT SERVICES, INC.

MANCHESTER, MO · Since 2020

$145M AUM5 clientsFee: 0%
FiduciaryFee-Only
#28
100

FINANCIAL & TAX ARCHITECTS, LLC

ST. LOUIS, MO · Since 2019

$506M AUM40 clientsFee: 0%
FiduciaryFee-Only
#29
100

SONAS FINANCIAL GROUP, INC.

KANSAS CITY, MO · Since 2024

$150M AUM2 clientsFee: 0%
FiduciaryFee-Only
#30
100

SAXONY CAPITAL MANAGEMENT, LLC

SAINT LOUIS, MO · Since 2007

$368M AUM0 clientsFee: 0%
FiduciaryFee-Only
#31
100

MADER & SHANNON WEALTH MANAGEMENT

KANSAS CITY, MO · Since 2007

$269M AUM9 clientsFee: 0%
FiduciaryFee-Only
#32
100

R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

ST. LOUIS, MO · Since 2004

$416M AUM7 clientsFee: 0%
FiduciaryFee-Only
#33
100

U.S. INSTITUTIONAL CORPORATION

CHESTERFIELD, MO · Since 2005

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#34
100

STIEVEN CAPITAL ADVISORS, L.P.

ST. LOUIS, MO · Since 2005

$563M AUM7 clientsFee: 0%
FiduciaryFee-Only
#35
100

LOCKTON INVESTMENT ADVISORS, LLC

KANSAS CITY, MO · Since 2007

$0 AUM24 clientsFee: 0%
FiduciaryFee-Only
#36
100

ESSEX RIDGE CAPITAL GROUP, LLC

ST. LOUIS, MO · Since 2008

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#37
100

CONFLUENCE INVESTMENT MANAGEMENT LLC

SAINT LOUIS, MO · Since 2008

$6.7B AUM25 clientsFee: 0%
FiduciaryFee-Only
#38
100

MARKETRIDERS

CHESTERFIELD, MO · Since 2008

$363M AUM4 clientsFee: 0%
FiduciaryFee-Only
#39
100

NUANCE INVESTMENTS, LLC

KANSAS CITY, MO · Since 2008

$984M AUM3 clientsFee: 0%
FiduciaryFee-Only
#40
100

RLB FINANCIAL

SPRINGFIELD, MO · Since 2023

$174M AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
100

CORE PLANNING

OFALLON, MO · Since 2025

$525M AUM61 clientsFee: 0%
FiduciaryFee-Only
#42
100

MCCARTNEY WEALTH MANAGEMENT LLC

SAINT LOUIS, MO · Since 2018

$221M AUM2 clientsFee: 0%
FiduciaryFee-Only
#43
100

HARBOUR GROUP INDUSTRIES, INC.

ST. LOUIS, MO · Since 2012

$448M AUM22 clientsFee: 0%
FiduciaryFee-Only
#44
100

MAXELE ADVISORS, LLC

WEBSTER GROVES, MO · Since 2021

$202M AUM1 clientsFee: 0%
FiduciaryFee-Only
#45
100

SEVERIN INVESTMENTS LLC

ST. LOUIS, MO · Since 2020

$142M AUM5 clientsFee: 0%
FiduciaryFee-Only
#46
100

OLIVE STREET INVESTMENT ADVISERS, LLC

ST. LOUIS, MO · Since 2013

$203.8B AUM232 clientsFee: 0%
FiduciaryFee-Only
#47
100

PROFUSION PRIVATE WEALTH

ST. LOUIS, MO · Since 2025

$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#48
100

FOURTHSTONE LLC

ST. LOUIS, MO · Since 2019

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#49
100

TEN PEAKS PARTNERS L.L.C.

CLAYTON, MO · Since 2026

$109M AUM1 clientsFee: 0%
FiduciaryFee-Only
#50
100

VISIONARY WEALTH ADVISORS, LLC

ST. LOUIS, MO · Since 2013

$3.5B AUM51 clientsFee: 0%
FiduciaryFee-Only
#51
100

BRIDGEWATER ASSET MANAGEMENT LLC

CHESTERFIELD, MO · Since 2016

$351M AUM5 clientsFee: 0%
FiduciaryFee-Only
#52
100

WEALTHCARE ASSET MANAGEMENT, LLC

SPRINGFIELD, MO · Since 2023

$211M AUM5 clientsFee: 0%
FiduciaryFee-Only
#53
100

MODERN DOLLAR PLANNING, LLC

ST. LOUIS, MO · Since 2023

$159M AUM1 clientsFee: 0%
FiduciaryFee-Only
#54
100

ADK WEALTH ADVISORY GROUP

ST. LOUIS, MO · Since 2015

$768M AUM5 clientsFee: 0%
FiduciaryFee-Only
#55
100

FLOYD FINANCIAL GROUP LLC

SPRINGFIELD, MO · Since 2024

$164M AUM2 clientsFee: 0%
FiduciaryFee-Only
#56
100

CLARITY FINANCIAL PLANNERS

CLAYTON, MO · Since 2024

$132M AUM1 clientsFee: 0%
FiduciaryFee-Only
#57
100

EKON ADVISORS, LLC

ST. LOUIS, MO · Since 2015

$220M AUM3 clientsFee: 0%
FiduciaryFee-Only
#58
100

THE YANKER GROUP

MANCHESTER, MO · Since 2020

$296M AUM3 clientsFee: 0%
FiduciaryFee-Only
#59
100

WATEREQUITY LLC

KANSAS CITY, MO · Since 2021

$450M AUM27 clientsFee: 0%
FiduciaryFee-Only
#60
100

BRIGHT PORTFOLIOS, LLC

LEE'S SUMMIT, MO · Since 2024

$136M AUM2 clientsFee: 0%
FiduciaryFee-Only
#61
100

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

KANSAS CITY, MO · Since 2017

$2.3B AUM0 clientsFee: 0%
FiduciaryFee-Only
#62
100

STIFEL WEALTH TRACKER

ST. LOUIS, MO · Since 2018

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#63
100

WILSQUARE CAPITAL LLC

ST. LOUIS, MO · Since 2020

$171M AUM10 clientsFee: 0%
FiduciaryFee-Only
#64
100

LEWIS & CLARK PARTNERS, LLC

ST. LOUIS, MO · Since 2019

$263M AUM19 clientsFee: 0%
FiduciaryFee-Only
#65
100

CONVERGENCE FINANCIAL

COLUMBIA, MO · Since 2019

$904M AUM13 clientsFee: 0%
FiduciaryFee-Only
#66
100

WHITE SAND WEALTH MANAGEMENT

LIBERTY, MO · Since 2024

$172M AUM4 clientsFee: 0%
FiduciaryFee-Only
#67
100

UMB PRIVATE WEALTH MANAGEMENT, LLC

KANSAS CITY, MO · Since 2019

$68M AUM41 clientsFee: 0%
FiduciaryFee-Only
#68
100

THE WORLEY BANKS GROUP, LLC

CREVE COEUR, MO · Since 2020

$184M AUM2 clientsFee: 0%
FiduciaryFee-Only
#69
100

MAINSTREET RIA LLC

O'FALLON, MO · Since 2021

$446M AUM3 clientsFee: 0%
FiduciaryFee-Only
#70
100

PERMANENT EQUITY MANAGEMENT

COLUMBIA, MO · Since 2020

$509M AUM13 clientsFee: 0%
FiduciaryFee-Only
#71
100

IOR

CLAYTON, MO · Since 2024

$127M AUM1 clientsFee: 0%
FiduciaryFee-Only
#72
100

WHEELHOUSE ADVISORY GROUP, LLC

ST. LOUIS, MO · Since 2022

$388M AUM8 clientsFee: 0%
FiduciaryFee-Only
#73
100

BRADY FAMILY WEALTH, LLC

SAINT LOUIS, MO · Since 2021

$313M AUM3 clientsFee: 0%
FiduciaryFee-Only
#74
100

VIRTUS FINANCIAL GROUP

OLIVETTE, MO · Since 2026

$119M AUM5 clientsFee: 0%
FiduciaryFee-Only
#75
100

DIVVI WEALTH MANAGEMENT

KANSAS CITY, MO · Since 2025

$127M AUM4 clientsFee: 0%
FiduciaryFee-Only
#76
100

UNIVERSAL FINANCIAL ADVISORS, LLC

ST. LOUIS, MO · Since 2022

$277M AUM8 clientsFee: 0%
FiduciaryFee-Only
#77
100

CQL CAPITAL MANAGEMENT

CHESTERFIELD, MO · Since 2023

$27M AUM3 clientsFee: 0%
FiduciaryFee-Only
#78
100

HERITAGE ASSET MANAGEMENT, LLC

BELTON, MO · Since 2022

$155M AUM2 clientsFee: 0%
FiduciaryFee-Only
#79
100

FEFA FINANCIAL

SAINT LOUIS, MO · Since 2023

$435M AUM23 clientsFee: 0%
FiduciaryFee-Only
#80
100

MOELIS ASSET CATALYST PARTNERS

ST LOUIS, MO · Since 2025

$288M AUM4 clientsFee: 0%
FiduciaryFee-Only
#81
100

AXIUS ADVISORS LLC

SAINT CHARLES, MO · Since 2024

$624M AUM8 clientsFee: 0%
FiduciaryFee-Only
#82
100

MERAMEC FINANCIAL PLANNERS, LLC

CLAYTON, MO · Since 2025

$1.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#83
100

COMMERCIAL TRUST FINANCIAL SERVICES

FAYETTE, MO · Since 2026

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#84
100

NINTH AVENUE CAPITAL, LP

KANSAS CITY, MO · Since 2025

$536M AUM7 clientsFee: 0%
FiduciaryFee-Only
#85
100

TBG-BEDFORD GROUP LLC

SAINT LOUIS, MO · Since 2026

$0 AUM9 clientsFee: 0%
FiduciaryFee-Only
#86
97

DIVERSIFIED FINANCIAL ADVISORS, LLC

TOWN AND COUNTRY, MO · Since 2009

$586M AUM3 clientsFee: 0%
FiduciaryFee-Only
#87
97

AQUILANT ADVISORS

ST. LOUIS, MO · Since 2019

$279M AUM2 clientsFee: 0%
FiduciaryFee-Only
#88
97

25 FINANCIAL

SAINT LOUIS, MO · Since 2022

$545M AUM8 clientsFee: 0%
FiduciaryFee-Only
#89
95

SMITH MOORE & CO.

CLAYTON, MO · Since 2007

$2.4B AUM50 clientsFee: 0%
Broker-Dealer
#90
95

UMB FINANCIAL SERVICES, INC.

KANSAS CITY, MO · Since 2004

$5M AUM54 clientsFee: 0%
Broker-Dealer
#91
95

MONETA GROUP INVESTMENT ADVISORS, LLC

ST. LOUIS, MO · Since 1989

$50.5B AUM239 clientsFee: 0%
FiduciaryFee-Only
#92
95

RBF WEALTH ADVISORS

ST. LOUIS, MO · Since 1984

$716M AUM16 clientsFee: 0%
FiduciaryFee-Only
#93
95

ATWOOD & PALMER, INC.

KANSAS CITY, MO · Since 1990

$2.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#94
95

ANDERSON HOAGLAND & CO

ST LOUIS, MO · Since 1980

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#95
95

NICHOLSON MEYER CAPITAL MANAGEMENT, INC.

KANSAS CITY, MO · Since 2018

$338M AUM2 clientsFee: 0%
FiduciaryFee-Only
#96
95

BRAND ASSET MANAGEMENT GROUP, INC.

CHESTERFIELD, MO · Since 1992

$1.2B AUM15 clientsFee: 0%
FiduciaryFee-Only
#97
95

PLANCORP, LLC

SAINT LOUIS, MO · Since 1984

$9.9B AUM50 clientsFee: 0%
FiduciaryFee-Only
#98
95

NISA INVESTMENT ADVISORS, LLC

ST. LOUIS, MO · Since 1993

$343.9B AUM217 clientsFee: 0%
FiduciaryFee-Only
#99
95

ASSET CONSULTING GROUP, LLC

CLAYTON, MO · Since 1991

$1.1B AUM32 clientsFee: 0%
FiduciaryFee-Only
#100
95

FIDUCIARY ADVISORS, INC.

ST. LOUIS, MO · Since 2000

$2.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#101
95

DROMS STRAUSS WEALTH MANAGEMENT

ST. LOUIS, MO · Since 1998

$806M AUM5 clientsFee: 0%
FiduciaryFee-Only
#102
95

ZEMENICK & WALKER INC

ST LOUIS, MO · Since 1998

$2.6B AUM8 clientsFee: 0%
FiduciaryFee-Only
#103
95

TRINITY WEALTH ADVISORS LLC

ST. LOUIS, MO · Since 1998

$282M AUM4 clientsFee: 0%
FiduciaryFee-Only
#104
95

FORVIS MAZARS WEALTH ADVISORS, LLC

SPRINGFIELD, MO · Since 1999

$9.8B AUM78 clientsFee: 0%
FiduciaryFee-Only
#105
95

STEWARDSHIP CAPITAL

INDEPENDENCE, MO · Since 2024

$168M AUM4 clientsFee: 0%
FiduciaryFee-Only
#106
95

STERNECK CAPITAL MANAGEMENT LLC

KANSAS CITY, MO · Since 1993

$328M AUM4 clientsFee: 0%
FiduciaryFee-Only
#107
95

RENAUD & COMPANY, LLC

OFALLON, MO · Since 2022

$211M AUM2 clientsFee: 0%
FiduciaryFee-Only
#108
95

ARGOS CAPITAL PARTNERS, LLC

ST. LOUIS, MO · Since 2009

$2.6B AUM15 clientsFee: 0%
FiduciaryFee-Only
#109
95

CONWAY FINANCIAL GROUP, LLC

CHESTERFIELD, MO · Since 2024

$178M AUM2 clientsFee: 0%
FiduciaryFee-Only
#110
95

ACROPOLIS INVESTMENT MANAGEMENT

CHESTERFIELD, MO · Since 2002

$2.6B AUM38 clientsFee: 0%
FiduciaryFee-Only
#111
95

FOUNDATION WEALTH MANAGEMENT, LLC

CLAYTON, MO · Since 2003

$661M AUM4 clientsFee: 0%
FiduciaryFee-Only
#112
95

PHILIP VONGONTARD, CFA, LLC

ST.LOUIS, MO · Since 2006

$289M AUM1 clientsFee: 0%
FiduciaryFee-Only
#113
95

SFC FINANCIAL LLC

SUNSET HILLS, MO · Since 2016

$208M AUM2 clientsFee: 0%
FiduciaryFee-Only
#114
95

LANG & BECKER, INC.

WASHINGTON, MO · Since 2026

$123M AUM2 clientsFee: 0%
FiduciaryFee-Only
#115
95

FIDELIS FINANCIAL PLANNING, LLC

SAINT CHARLES, MO · Since 2025

$160M AUM1 clientsFee: 0%
FiduciaryFee-Only
#116
95

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

ST. LOUIS, MO · Since 2007

$36.4B AUM46 clientsFee: 0%
FiduciaryFee-Only
#117
95

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

ST. LOUIS, MO · Since 2009

$301M AUM4 clientsFee: 0%
FiduciaryFee-Only
#118
95

CORNERSTONE SELECT ADVISORS, LLC

ST. LOUIS, MO · Since 2018

$315M AUM4 clientsFee: 0%
FiduciaryFee-Only
#119
95

PINNACLE FAMILY ADVISORS, LLC

SPRINGFIELD, MO · Since 2013

$372M AUM8 clientsFee: 0%
FiduciaryFee-Only
#120
95

KRILOGY

ST. LOUIS, MO · Since 2009

$5.2B AUM65 clientsFee: 0%
FiduciaryFee-Only
#121
95

CENTRAL TRUST BANK

JEFFERSON CITY, MO · Since 2009

$554M AUM3 clientsFee: 0%
FiduciaryFee-Only
#122
95

BUTTONWOOD FINANCIAL GROUP, LLC

KANSAS CITY, MO · Since 2009

$659M AUM7 clientsFee: 0%
FiduciaryFee-Only
#123
95

CONWAY INVESTMENT SOLUTIONS

SAINT LOUIS, MO · Since 2017

$1.7B AUM11 clientsFee: 0%
FiduciaryFee-Only
#124
95

THOMPSON STREET CAPITAL MANAGER LLC

ST. LOUIS, MO · Since 2012

$4.6B AUM40 clientsFee: 0%
FiduciaryFee-Only
#125
95

RISLEY CAPITAL MANAGEMENT LLC

ELLISVILLE, MO · Since 2022

$163M AUM1 clientsFee: 0%
FiduciaryFee-Only
#126
95

RYAN POAGE & CO.

KANSAS CITY, MO · Since 2026

$114M AUM3 clientsFee: 0%
FiduciaryFee-Only
#127
95

JAG CAPITAL MANAGEMENT LLC

ST. LOUIS, MO · Since 2011

$1.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#128
95

PLATFORM INVESTMENTS, LLC

KANSAS CITY, MO · Since 2012

$1.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#129
95

FOCUS PARTNERS WEALTH, LLC

ST. LOUIS, MO · Since 2011

$181.9B AUM1025 clientsFee: 0%
FiduciaryFee-Only
#130
95

ASCENSION INVESTMENT MANAGEMENT

ST. LOUIS, MO · Since 2012

$40.8B AUM12 clientsFee: 0%
FiduciaryFee-Only
#131
95

SIGNIFY WEALTH LLC

ST. LOUIS, MO · Since 2019

$364M AUM4 clientsFee: 0%
FiduciaryFee-Only
#132
95

FIVE ELMS CAPITAL

KANSAS CITY, MO · Since 2017

$3.1B AUM58 clientsFee: 0%
FiduciaryFee-Only
#133
95

CORNERSTONE WEALTH MANAGEMENT, LLC

DES PERES, MO · Since 2012

$4.9B AUM102 clientsFee: 0%
FiduciaryFee-Only
#134
95

LAMINAR WEALTH LLC

CLAYTON, MO · Since 2026

$132M AUM2 clientsFee: 0%
FiduciaryFee-Only
#135
95

CULTIVATION CAPITAL, LLC

ST. LOUIS, MO · Since 2026

$416M AUM1 clientsFee: 0%
FiduciaryFee-Only
#136
95

MBM WEALTH CONSULTANTS, LLC

CHESTERFIELD, MO · Since 2018

$477M AUM7 clientsFee: 0%
FiduciaryFee-Only
#137
95

MACKAY FINANCIAL PLANNING, LLC

SPRINGFIELD, MO · Since 2025

$176M AUM2 clientsFee: 0%
FiduciaryFee-Only
#138
95

IFG ADVISORS, LLC

ST. LOUIS, MO · Since 2014

$1.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#139
95

FLYOVER CAPITAL PARTNERS, LLC

KANSAS CITY, MO · Since 2023

$148M AUM8 clientsFee: 0%
FiduciaryFee-Only
#140
95

CLAYTON FINANCIAL GROUP, LLC

ST. LOUIS, MO · Since 2015

$794M AUM3 clientsFee: 0%
FiduciaryFee-Only
#141
95

COMPASS RETIREMENT GROUP LLC

ST. LOUIS, MO · Since 2022

$112M AUM7 clientsFee: 0%
FiduciaryFee-Only
#142
95

SUNPOINTE INVESTMENTS

ST. LOUIS, MO · Since 2020

$791M AUM11 clientsFee: 0%
FiduciaryFee-Only
#143
95

ALPINE PRIVATE WEALTH

SAINT LOUIS, MO · Since 2017

$1.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#144
95

BAUM CAPITAL PARTNERS MANAGEMENT, LLC

KANSAS CITY, MO · Since 2025

$247M AUM8 clientsFee: 0%
FiduciaryFee-Only
#145
95

FORTIFY WEALTH, INC.

ST. LOUIS, MO · Since 2021

$115M AUM3 clientsFee: 0%
FiduciaryFee-Only
#146
95

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

ST. LOUIS, MO · Since 2018

$705M AUM6 clientsFee: 0%
FiduciaryFee-Only
#147
95

PROSPERITY PLANNING

NORTH KANSAS CITY, MO · Since 2018

$543M AUM10 clientsFee: 0%
FiduciaryFee-Only
#148
95

BUILD ASSET MANAGEMENT

JEFFERSON CITY, MO · Since 2021

$65M AUM3 clientsFee: 0%
FiduciaryFee-Only
#149
95

HICKORY WEALTH MANAGEMENT, LLC

SPRINGFIELD, MO · Since 2025

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#150
95

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CLAYTON, MO · Since 2018

$889M AUM8 clientsFee: 0%
FiduciaryFee-Only
#151
95

PRECISION WEALTH STRATEGIES, LLC

ST. LOUIS, MO · Since 2019

$711M AUM8 clientsFee: 0%
FiduciaryFee-Only
#152
95

MID-AMERICAN WEALTH ADVISORY GROUP

KANSAS CITY, MO · Since 2021

$336M AUM6 clientsFee: 0%
FiduciaryFee-Only
#153
95

LARSON CAPITAL MANAGEMENT, LLC

CHESTERFIELD, MO · Since 2019

$1.4B AUM1 clientsFee: 0%
FiduciaryFee-Only
#154
95

STRONGBOX WEALTH, LLC

LEE'S SUMMIT, MO · Since 2019

$562M AUM4 clientsFee: 0%
FiduciaryFee-Only
#155
95

EAGLE BLUFFS WEALTH MANAGEMENT LLC

COLUMBIA, MO · Since 2021

$294M AUM4 clientsFee: 0%
FiduciaryFee-Only
#156
95

TOBERMAN BECKER WEALTH, LLC

ST. LOUIS, MO · Since 2024

$171M AUM3 clientsFee: 0%
FiduciaryFee-Only
#157
95

PRAIRIE CAPITAL MANAGEMENT GROUP, LLC

KANSAS CITY, MO · Since 2021

$7.1B AUM26 clientsFee: 0%
FiduciaryFee-Only
#158
95

HILL INVESTMENT GROUP

ST. LOUIS, MO · Since 2021

$1.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#159
95

VISTA FINANCE, LLC

CLAYTON, MO · Since 2021

$320M AUM4 clientsFee: 0%
FiduciaryFee-Only
#160
95

MOMENT PRIVATE WEALTH

SAINT LOUIS, MO · Since 2024

$357M AUM6 clientsFee: 0%
FiduciaryFee-Only
#161
95

CPC MANAGEMENT, LLC

KANSAS CITY, MO · Since 2021

$428M AUM16 clientsFee: 0%
FiduciaryFee-Only
#162
95

FYRA CAPITAL MANAGEMENT

ST. CHARLES, MO · Since 2021

$504M AUM7 clientsFee: 0%
FiduciaryFee-Only
#163
95

DAYTONA STREET CAPITAL

SAINT LOUIS, MO · Since 2024

$189M AUM4 clientsFee: 0%
FiduciaryFee-Only
#164
95

EQUITY WEALTH PARTNERS, LLC

INDEPENDENCE, MO · Since 2022

$259M AUM6 clientsFee: 0%
FiduciaryFee-Only
#165
95

COMPASS GROUP EQUITY PARTNERS

ST. LOUIS, MO · Since 2021

$801M AUM24 clientsFee: 0%
FiduciaryFee-Only
#166
95

MOSAIC WEALTH

ST. LOUIS, MO · Since 2021

$2.0B AUM19 clientsFee: 0%
FiduciaryFee-Only
#167
95

TRUENORTH WEALTH & IMPACT, LLC

JOPLIN, MO · Since 2022

$456M AUM3 clientsFee: 0%
FiduciaryFee-Only
#168
95

SYNTEGRA PRIVATE WEALTH GROUP LLC

CHESTERFIELD, MO · Since 2022

$1.4B AUM13 clientsFee: 0%
FiduciaryFee-Only
#169
95

CRAFT & SAGE WEALTH

KANSAS CITY, MO · Since 2023

$307M AUM7 clientsFee: 0%
FiduciaryFee-Only
#170
95

MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO · Since 2023

$10.9B AUM102 clientsFee: 0%
FiduciaryFee-Only
#171
95

1248 PARTNERS, LLC

KANSAS CITY, MO · Since 2024

$323M AUM3 clientsFee: 0%
FiduciaryFee-Only
#172
95

ARCHWAY WEALTH MANAGEMENT, LLC

KIRKWOOD, MO · Since 2023

$346M AUM3 clientsFee: 0%
FiduciaryFee-Only
#173
95

PANDI, LLC

KANSAS CITY, MO · Since 2024

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#174
95

AGELLUS CAPITAL, LLC

CLAYTON, MO · Since 2024

$508M AUM11 clientsFee: 0%
FiduciaryFee-Only
#175
95

PARKWOODS WEALTH PARTNERS, LLC

CLAYTON, MO · Since 2024

$962M AUM14 clientsFee: 0%
FiduciaryFee-Only
#176
95

SARVER VROOMAN WEALTH ADVISORS LLC

KANSAS CITY, MO · Since 2025

$452M AUM4 clientsFee: 0%
FiduciaryFee-Only
#177
95

WILKERSON ADVISORY GROUP LLC

COLUMBIA, MO · Since 2025

$327M AUM4 clientsFee: 0%
FiduciaryFee-Only
#178
95

TRUMAN WEALTH ADVISORS

COLUMBIA, MO · Since 2025

$106M AUM3 clientsFee: 0%
FiduciaryFee-Only
#179
95

ALLOCATOR SOLUTIONS, LLC

ST LOUIS, MO · Since 2025

$514M AUM1 clientsFee: 0%
FiduciaryFee-Only
#180
95

STONEBRIDGE FINANCIAL GROUP, LLC

ST. LOUIS, MO · Since 2025

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#181
87

STIFEL INDEPENDENT ADVISORS, LLC

ST LOUIS, MO · Since 1993

$5.0B AUM132 clientsFee: 0%
Broker-Dealer1 complaint
#182
87

DUNCKER STREETT & CO.

ST. LOUIS, MO · Since 2000

$707M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#183
87

BROADVIEW MANAGEMENT, LLC

ST. LOUIS, MO · Since 2025

$303M AUM13 clientsFee: 0%
FiduciaryFee-Only1 complaint
#184
87

ELMTREE FUNDS, LLC

ST. LOUIS, MO · Since 2025

$7.8B AUM18 clientsFee: 0%
FiduciaryFee-Only1 complaint
#185
85

SCOUT INVESTMENTS, INC.

KANSAS CITY, MO · Since 2001

$36.6B AUM24 clientsFee: 0%
FiduciaryFee-Only
#186
82

FIRST HEARTLAND CONSULTANTS, INC.

LAKE ST. LOUIS, MO · Since 1994

$2.1B AUM88 clientsFee: 0%
FiduciaryFee-Only1 complaint
#187
82

LARSON FINANCIAL GROUP, LLC

SAINT LOUIS, MO · Since 2010

$5.5B AUM68 clientsFee: 0%
Broker-Dealer1 complaint
#188
54

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

ST. LOUIS, MO · Since 2010

$18.9B AUM450 clientsFee: 0%
Broker-Dealer2 complaints
#189
20

EDWARD JONES

ST. LOUIS, MO · Since 1963

$1013.6B AUM20304 clientsFee: 0%
Broker-Dealer20 complaints
#190
20

STIFEL, NICOLAUS & COMPANY, INCORPORATED

ST LOUIS, MO · Since 1975

$197.5B AUM3079 clientsFee: 0%
Broker-Dealer42 complaints
#191
20

WELLS FARGO ADVISORS

ST. LOUIS, MO · Since 2000

$252.3B AUM2366 clientsFee: 0%
Broker-Dealer52 complaints
#192
20

WELLS FARGO ADVISORS

ST. LOUIS, MO · Since 1990

$671.4B AUM7957 clientsFee: 0%
Broker-Dealer114 complaints

About Financial Advisors in Missouri

How many financial advisors are registered in Missouri?
There are 192 SEC-registered investment advisory firms in Missouri, spread across 34 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Missouri?
The median advisory fee in Missouri is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.