Research Report · 2026-06-30
Institutional Registered Investment Advisers in Missouri
SEC-registered investment advisers in Missouri ranked by reported institutional client assets.
Firms
135
Total AUM
$3.33T
Median AUM
$705.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | TRINITY WEALTH ADVISORS, L.L.C. | ST. LOUIS | 109452 | $281.5M | 8 | 2026-03-31 | → |
| 102 | BRIDGEWATER ASSET MANAGEMENT LLC | CHESTERFIELD | 169832 | $350.5M | 6 | 2026-03-31 | → |
| 103 | KRAFT, DAVIS & ASSOCIATES, LLC | ST. LOUIS | 175085 | $768.5M | 13 | 2026-05-31 | → |
| 104 | WHITE SAND WEALTH MANAGEMENT, LLC | LIBERTY | 304614 | $172.4M | 7 | 2026-02-28 | → |
| 105 | THE WORLEY BANKS GROUP, LLC | CREVE COEUR | 306890 | $184.3M | 3 | 2026-02-28 | → |
| 106 | MID-AMERICAN WEALTH ADVISORY GROUP INC. | KANSAS CITY | 301621 | $335.6M | 21 | 2026-03-31 | → |
| 107 | STERNECK CAPITAL MANAGEMENT LLC | KANSAS CITY | 111463 | $327.9M | 5 | 2026-01-31 | → |
| 108 | THE YANKER GROUP, INC. | MANCHESTER | 281364 | $296.4M | 4 | 2026-03-31 | → |
| 109 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | ST. LOUIS | 143812 | $300.6M | 4 | 2026-03-31 | → |
| 110 | STEWARDSHIP CAPITAL, LTD. | INDEPENDENCE | 110944 | $168.4M | 5 | 2026-03-31 | → |
| 111 | ANCHOR POINTE WEALTH MANAGEMENT,LLC | CAPE GIRARDEAU | 226643 | $140.2M | 2 | 2025-03-31 | → |
| 112 | PINNACLE FAMILY ADVISORS, LLC | SPRINGFIELD | 145628 | $371.7M | 13 | 2026-03-31 | → |
| 113 | SARVER VROOMAN WEALTH ADVISORS LLC | KANSAS CITY | 332699 | $452.2M | 5 | 2026-04-30 | → |
| 114 | SYNTEGRA PRIVATE WEALTH GROUP LLC | CHESTERFIELD | 323180 | $1.39B | 20 | 2026-05-31 | → |
| 115 | MAXELE ADVISORS, LLC | WEBSTER GROVES | 165129 | $201.6M | 3 | 2026-04-30 | → |
| 116 | SAXONY CAPITAL MANAGEMENT LLC. | SAINT LOUIS | 122692 | $367.9M | 6 | 2026-06-30 | → |
| 117 | SEVERIN INVESTMENTS LLC | ST. LOUIS | 166567 | $141.9M | 8 | 2026-03-31 | → |
| 118 | CLARITY FINANCIAL PLANNERS, LLC | CLAYTON | 277114 | $132.5M | 2 | 2026-03-31 | → |
| 119 | HERITAGE ASSET MANAGEMENT, LLC | BELTON | 323344 | $155.0M | 2 | 2026-01-31 | → |
| 120 | VCI WEALTH MANAGEMENT LLC | SAINT LOUIS | 324833 | $435.3M | 32 | 2026-05-31 | → |
| 121 | LOBSCOUSER II, LLC | ST. LOUIS | 282953 | $278.8M | 5 | 2026-04-30 | → |
| 122 | WILKERSON ADVISORY GROUP LLC | COLUMBIA | 334668 | $326.9M | 10 | 2026-03-31 | → |
| 123 | UNIVERSAL FINANCIAL ADVISORS, LLC | ST. LOUIS | 318392 | $277.5M | 8 | 2026-05-31 | → |
| 124 | SPARROW CAPITAL MANAGEMENT INC | ST. LOUIS | 106616 | $113.3M | 2 | 2026-03-31 | → |
| 125 | EQUITY WEALTH PARTNERS, LLC | INDEPENDENCE | 317224 | $258.6M | 8 | 2026-06-30 | → |
| 126 | 25, LLC | SAINT LOUIS | 317916 | $545.0M | 19 | 2026-05-31 | → |
| 127 | FLOYD FINANCIAL GROUP LLC | SPRINGFIELD | 226773 | $164.5M | 5 | 2026-03-31 | → |
| 128 | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | KANSAS CITY | 290043 | $2.33B | 105 | 2026-03-31 | → |
| 129 | RYAN POAGE & CO., LLC | KANSAS CITY | 157432 | $114.2M | 3 | 2026-06-30 | → |
| 130 | PINERIDGE ADVISORS, LLC | ST. CHARLES | 315100 | $504.2M | 10 | 2026-05-31 | → |
| 131 | ALEXANDER LABRUNERIE & CO., INC. | COLUMBIA | 117153 | $618.9M | 6 | 2026-03-31 | → |
| 132 | SFC FINANCIAL LLC | SUNSET HILLS | 129817 | $208.3M | 4 | 2026-03-31 | → |
| 133 | HICKORY WEALTH MANAGEMENT, LLC | SPRINGFIELD | 298475 | $126.5M | 4 | 2026-03-31 | → |
| 134 | TOBERMAN BECKER WEALTH, LLC | ST. LOUIS | 310346 | $170.8M | 3 | 2026-05-31 | → |
| 135 | SIGNIFY WEALTH LLC | ST. LOUIS | 160094 | $364.6M | 17 | 2026-06-30 | → |
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