Investment adviser firms in Missouri · Page 2
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
193 firms · Source months shown: August 2026
- MAINSTREET RIA LLCCRD 309150 · O'FALLON, MO$446,355,239.00Regulatory AUM · August 2026
- MARKETRIDERS, INC.CRD 147963 · CHESTERFIELD, MO$362,985,152.00Regulatory AUM · August 2026
- MATTER, LLCCRD 106806 · ST LOUIS, MO$3,811,053,690.00Regulatory AUM · August 2026
- MAXELE ADVISORS, LLCCRD 165129 · WEBSTER GROVES, MO$201,565,331.00Regulatory AUM · August 2026
- MBM WEALTH CONSULTANTS, LLCCRD 169091 · CHESTERFIELD, MO$476,665,130.00Regulatory AUM · August 2026
- MCCARTNEY WEALTH MANAGEMENT LLCCRD 154722 · SAINT LOUIS, MO$220,729,425.00Regulatory AUM · August 2026
- MERAMEC FINANCIAL PLANNERS, LLCCRD 335112 · CLAYTON, MO$1,126,899,736.00Regulatory AUM · August 2026
- MID-AMERICAN WEALTH ADVISORY GROUP INC.CRD 301621 · KANSAS CITY, MO$335,631,447.00Regulatory AUM · August 2026
- MODERN DOLLAR PLANNING, LLCCRD 174695 · ST. LOUIS, MO$159,139,791.00Regulatory AUM · August 2026
- MODERN WEALTH MANAGEMENT, LLCCRD 324624 · KANSAS CITY, MO$10,904,051,242.00Regulatory AUM · August 2026
- MOELIS ASSET CATALYST PARTNERS LLCCRD 327289 · ST LOUIS, MO$288,156,391.00Regulatory AUM · August 2026
- MOMENT PRIVATE WEALTH, LLCCRD 313223 · SAINT LOUIS, MO$357,162,296.00Regulatory AUM · August 2026
- MONETA GROUP INVESTMENT ADVISORS, LLCCRD 104727 · ST. LOUIS, MO$50,536,192,552.00Regulatory AUM · August 2026
- MONETARY MANAGEMENT GROUP INCCRD 110284 · ST LOUIS, MO$583,781,557.00Regulatory AUM · August 2026
- MOSAIC FAMILY WEALTH PARTNERS, LLCCRD 317377 · ST. LOUIS, MO$2,041,642,008.00Regulatory AUM · August 2026
- NICHOLSON MEYER CAPITAL MANAGEMENT, INC.CRD 105580 · KANSAS CITY, MO$338,103,696.00Regulatory AUM · August 2026
- NINTH AVENUE CAPITAL, LPCRD 337730 · KANSAS CITY, MO$536,000,000.00Regulatory AUM · August 2026
- NISA INVESTMENT ADVISORS, LLCCRD 107313 · ST. LOUIS, MO$343,889,703,371.00Regulatory AUM · August 2026
- NUANCE INVESTMENTS, LLCCRD 148534 · KANSAS CITY, MO$984,290,871.00Regulatory AUM · August 2026
- OLIVE STREET INVESTMENT ADVISERS, LLCCRD 166710 · ST. LOUIS, MO$203,755,416,203.00Regulatory AUM · August 2026
- ORION INVESTMENT COCRD 110867 · ST LOUIS, MO$515,417,794.00Regulatory AUM · August 2026
- PANDI, LLCCRD 330112 · KANSAS CITY, MO$1,377,568,744.00Regulatory AUM · August 2026
- PARKWOODS WEALTH PARTNERS, LLCCRD 331565 · CLAYTON, MO$1,785,063,018.00Regulatory AUM · August 2026
- PENSION CONSULTANTS INCCRD 113914 · SPRINGFIELD, MO$5,423,950,320.00Regulatory AUM · August 2026
- PERMANENT EQUITY MANAGEMENT, LLCCRD 309530 · COLUMBIA, MO$508,750,700.00Regulatory AUM · August 2026
- PHILIP VONGONTARD, CFA, LLCCRD 127938 · ST.LOUIS, MO$288,549,582.00Regulatory AUM · August 2026
- PINERIDGE ADVISORS, LLCCRD 315100 · ST. CHARLES, MO$504,236,169.00Regulatory AUM · August 2026
- PINNACLE FAMILY ADVISORS, LLCCRD 145628 · SPRINGFIELD, MO$371,703,535.00Regulatory AUM · August 2026
- PLANCORP, LLCCRD 106599 · SAINT LOUIS, MO$9,942,372,723.00Regulatory AUM · August 2026
- PLATFORM INVESTMENTS, LLCCRD 159261 · KANSAS CITY, MO$1,657,237,697.00Regulatory AUM · August 2026
- PRAIRIE CAPITAL MANAGEMENT GROUP, LLCCRD 311623 · KANSAS CITY, MO$7,127,492,919.00Regulatory AUM · August 2026
- PRECISION WEALTH STRATEGIES, LLCCRD 299827 · ST. LOUIS, MO$711,032,584.00Regulatory AUM · August 2026
- PROFUSION FINANCIAL, INC.CRD 167003 · ST. LOUIS, MO$175,720,000.00Regulatory AUM · August 2026
- PROSPERITY PLANNING, INC.CRD 298268 · NORTH KANSAS CITY, MO$543,207,022.00Regulatory AUM · August 2026
- R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.CRD 131804 · ST. LOUIS, MO$351,765,962.00Regulatory AUM · August 2026
- RENAUD & COMPANY, LLCCRD 115337 · O'FALLON, MO$210,711,241.00Regulatory AUM · August 2026
- RISLEY CAPITAL MANAGEMENT LLCCRD 157271 · ELLISVILLE, MO$163,439,301.00Regulatory AUM · August 2026
- RLB FINANCIAL LLCCRD 151778 · SPRINGFIELD, MO$173,597,197.00Regulatory AUM · August 2026
- ROMAN BUTLER FULLERTON & COCRD 104771 · ST. LOUIS, MO$716,138,721.00Regulatory AUM · August 2026
- RUBINBROWN ADVISORS LLCCRD 116909 · ST. LOUIS, MO$3,268,176,113.00Regulatory AUM · August 2026
- RYAN POAGE & CO., LLCCRD 157432 · KANSAS CITY, MO$114,196,904.00Regulatory AUM · August 2026
- SARVER VROOMAN WEALTH ADVISORS LLCCRD 332699 · KANSAS CITY, MO$452,160,346.00Regulatory AUM · August 2026
- SAXONY CAPITAL MANAGEMENT LLC.CRD 122692 · SAINT LOUIS, MO$367,861,457.00Regulatory AUM · August 2026
- SCOUT INVESTMENTS, INC.CRD 111787 · KANSAS CITY, MO$36,569,657,723.00Regulatory AUM · August 2026
- SEVERIN INVESTMENTS LLCCRD 166567 · ST. LOUIS, MO$141,853,000.00Regulatory AUM · August 2026
- SFC FINANCIAL LLCCRD 129817 · SUNSET HILLS, MO$208,271,173.00Regulatory AUM · August 2026
- SIGNIFY WEALTH LLCCRD 160094 · ST. LOUIS, MO$364,555,522.00Regulatory AUM · August 2026
- SMITH MOORE & CO.CRD 3441 · CLAYTON, MO$2,371,739,897.00Regulatory AUM · August 2026
- SOLSTICE GUARD CAPITAL LLCCRD 342641 · ST. CHARLES, MONot availableRegulatory AUM · August 2026
- SONAS FINANCIAL GROUP, INC.CRD 122547 · KANSAS CITY, MO$149,757,149.00Regulatory AUM · August 2026
- SPARROW CAPITAL MANAGEMENT INCCRD 106616 · ST. LOUIS, MO$113,262,659.00Regulatory AUM · August 2026
- ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLCCRD 106999 · CHESTERFIELD, MO$234,037,459.00Regulatory AUM · August 2026
- ST. LOUIS FINANCIAL PLANNERS INC.CRD 105511 · CHESTERFIELD, MO$5,689,546.00Regulatory AUM · August 2026
- STERLING INVESTMENT ADVISORS,LLCCRD 117287 · BOLIVAR, MO$229,251,945.00Regulatory AUM · August 2026
- STERNECK CAPITAL MANAGEMENT LLCCRD 111463 · KANSAS CITY, MO$327,938,616.00Regulatory AUM · August 2026
- STEWARDSHIP CAPITAL, LTD.CRD 110944 · INDEPENDENCE, MO$168,360,014.00Regulatory AUM · August 2026
- STIEVEN CAPITAL ADVISORS, L.P.CRD 136106 · ST. LOUIS, MO$563,449,338.00Regulatory AUM · August 2026
- STIFEL INDEPENDENT ADVISORS, LLCCRD 28218 · ST LOUIS, MO$5,006,962,899.00Regulatory AUM · August 2026
- STIFEL, NICOLAUS & COMPANY, INCORPORATEDCRD 793 · ST LOUIS, MO$197,532,233,502.00Regulatory AUM · August 2026
- STONEBRIDGE FINANCIAL GROUP, LLCCRD 337972 · ST. LOUIS, MO$2,398,168,315.00Regulatory AUM · August 2026
- STRONGBOX WEALTH, LLCCRD 304952 · LEE'S SUMMIT, MO$562,443,873.00Regulatory AUM · August 2026
- SUNDVOLD CAPITAL MANAGEMENT LLCCRD 108176 · COLUMBIA, MO$232,900,000.00Regulatory AUM · August 2026
- SUNPOINTE, LLCCRD 282505 · ST. LOUIS, MO$790,729,786.00Regulatory AUM · August 2026
- SYNTEGRA PRIVATE WEALTH GROUP LLCCRD 323180 · CHESTERFIELD, MO$1,393,107,412.00Regulatory AUM · August 2026
- TBG-BEDFORD GROUP LLCCRD 341573 · SAINT LOUIS, MONot availableRegulatory AUM · August 2026
- TEN PEAKS PARTNERS L.L.C.CRD 169364 · CLAYTON, MO$108,601,957.00Regulatory AUM · August 2026
- TERRIL BROTHERS INCCRD 110422 · SAINT LOUIS, MO$987,811,544.00Regulatory AUM · August 2026
- THE CENTRAL TRUST BANKCRD 149262 · JEFFERSON CITY, MO$554,140,533.00Regulatory AUM · August 2026
- THE WORLEY BANKS GROUP, LLCCRD 306890 · CREVE COEUR, MO$184,298,039.00Regulatory AUM · August 2026
- THE YANKER GROUP, INC.CRD 281364 · MANCHESTER, MO$296,377,533.00Regulatory AUM · August 2026
- THOMPSON STREET CAPITAL MANAGER LLCCRD 156679 · ST. LOUIS, MO$4,565,107,569.00Regulatory AUM · August 2026
- TOBERMAN BECKER WEALTH, LLCCRD 310346 · ST. LOUIS, MO$170,793,879.00Regulatory AUM · August 2026
- TRINITY WEALTH ADVISORS, L.L.C.CRD 109452 · ST. LOUIS, MO$281,549,235.00Regulatory AUM · August 2026
- TRUENORTH WEALTH & IMPACT, LLCCRD 321238 · JOPLIN, MO$456,158,781.00Regulatory AUM · August 2026
- TRUMAN WEALTH ADVISORS LLCCRD 334752 · COLUMBIA, MO$105,980,250.00Regulatory AUM · August 2026
- U.S. INSTITUTIONAL CORPORATIONCRD 135555 · CHESTERFIELD, MONot availableRegulatory AUM · August 2026
- UMB FINANCIAL SERVICES, INC.CRD 17073 · KANSAS CITY, MO$5,043,339.00Regulatory AUM · August 2026
- UMB PRIVATE WEALTH MANAGEMENT, LLCCRD 306374 · KANSAS CITY, MO$124,717,315.00Regulatory AUM · August 2026
- UNIVERSAL FINANCIAL ADVISORS, LLCCRD 318392 · ST. LOUIS, MO$277,496,642.00Regulatory AUM · August 2026
- VCI WEALTH MANAGEMENT LLCCRD 324833 · SAINT LOUIS, MO$435,258,041.00Regulatory AUM · August 2026
- VIRTUS WEALTH MANAGEMENT LLCCRD 317832 · OLIVETTE, MO$119,364,407.00Regulatory AUM · August 2026
- VISIONARY WEALTH ADVISORS, LLCCRD 169610 · ST. LOUIS, MO$3,536,310,209.00Regulatory AUM · August 2026
- VISTA FINANCE, LLCCRD 312082 · CLAYTON, MO$319,967,161.00Regulatory AUM · August 2026
- WATEREQUITY LLCCRD 281955 · KANSAS CITY, MO$450,164,269.00Regulatory AUM · August 2026
- WEALTHCARE ASSET MANAGEMENT, LLCCRD 170382 · SPRINGFIELD, MO$210,769,606.00Regulatory AUM · August 2026
- WEDGEWOOD PARTNERS, INC.CRD 21923 · ST LOUIS, MO$560,727,211.00Regulatory AUM · August 2026
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCCRD 11025 · ST. LOUIS, MO$252,251,271,984.00Regulatory AUM · August 2026
- WELLS FARGO CLEARING SERVICES, LLCCRD 19616 · ST. LOUIS, MO$671,421,842,699.00Regulatory AUM · August 2026
- WHEELHOUSE ADVISORY GROUP, LLCCRD 312806 · ST. LOUIS, MO$388,141,822.00Regulatory AUM · August 2026
- WHITE SAND WEALTH MANAGEMENT, LLCCRD 304614 · LIBERTY, MO$172,416,408.00Regulatory AUM · August 2026
- WILKERSON ADVISORY GROUP LLCCRD 334668 · COLUMBIA, MO$326,936,574.00Regulatory AUM · August 2026
- WILSQUARE CAPITAL LLCCRD 296504 · ST. LOUIS, MO$171,174,074.00Regulatory AUM · August 2026
- ZEMENICK & WALKER INCCRD 108670 · ST LOUIS, MO$2,630,197,275.00Regulatory AUM · August 2026