Written by investor.com
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Missouri.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Missouri, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Missouri are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- Must have an office location in Missouri.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 4-C Personal Wealth Management Consultants |
|
$64.0 million | 58 | 2 | $1.1 million |
| ACR Alpine Capital Research |
|
$4.4 billion | 5,301 | 8 | $837,056 |
| Acropolis Investment Management |
|
$1.7 billion | 1,096 | 35 | $1.6 million |
| Advisor One |
|
$5.0 million | 60 | 1 | $83,333 |
| Angell Capital Management |
|
$69.6 million | 162 | 2 | $429,856 |
| Archford Capital Strategies |
|
$821.5 million | 660 | 9 | $1.2 million |
| Argent Capital Management |
|
$3.0 billion | 1,076 | 6 | $2.8 million |
| Argos Capital Partners |
|
$1.4 billion | 55 | 2 | $25.3 million |
| Armstrong Dixon |
|
$272.0 million | 250 | 6 | $1.1 million |
| ASA Advisors |
|
$4.2 million | 19 | 1 | $219,528 |
| Atwood & Palmer |
|
$1.2 billion | 458 | 5 | $2.7 million |
| Auxan Capital Advisors |
|
$62.7 million | 526 | 9 | $119,233 |
| B.E.S.T. Wealth Management |
|
$38.4 million | 122 | 2 | $315,138 |
| Bagby Wealth Management |
|
$35.4 million | 164 | 3 | $215,646 |
| Baldwin Wealth Management |
|
$44.5 million | 21 | 1 | $2.1 million |
| Brand Asset Management Group |
|
$717.9 million | 271 | 10 | $2.6 million |
| Butler Associates Financial Planners |
|
$30.3 million | 121 | 3 | $250,441 |
| Butler, Lanz & Wagler |
|
$43.5 million | 167 | 3 | $260,401 |
| Buttonwood Financial Group |
|
$532.4 million | 404 | 5 | $1.3 million |
| Cambridge Capital Management |
|
$270.1 million | 348 | 3 | $776,216 |
| Capital Investment Management |
|
$405.0 million | 1,107 | 3 | $365,870 |
| Catapult Investment Management |
|
$2.9 million | 11 | 1 | $263,899 |
| Cauble & Harre Wealth Management |
|
$218.0 million | 113 | 3 | $1.9 million |
| Claris Advisors |
|
$581.9 million | 317 | 4 | $1.8 million |
| Clarity Financial |
|
$6.4 million | 20 | 2 | $319,311 |
| Clark Financial Services Group |
|
$317.7 million | 384 | 5 | $827,443 |
| Clayton Financial Group |
|
$1.2 billion | 686 | 4 | $1.7 million |
| Clear Money Path |
|
$65.3 million | 289 | 1 | $225,859 |
| Cobalt Private Wealth |
|
$14.2 million | 55 | 1 | $257,985 |
| Cobb Wealth Management |
|
$16.5 million | 56 | 1 | $295,430 |
| Confluence Investment Management |
|
$6.9 billion | 17,616 | 15 | $393,329 |
| Core Planning |
|
$22.4 million | 85 | 18 | $263,778 |
| Cortland Associates |
|
$729.0 million | 409 | 2 | $1.8 million |
| CSH Investment Management |
|
$40.0 million | 248 | 1 | $161,247 |
| Droms Strauss Wealth Management |
|
$592.6 million | 394 | 4 | $1.5 million |
| Duncan Financial Management |
|
$16.3 million | 196 | 2 | $83,343 |
| Equis Group |
|
$84.0 million | 35 | 2 | $2.4 million |
| Erickson Financial Solutions |
|
$7.0 million | 18 | 1 | $388,888 |
| Family Investment Center |
|
$431.7 million | 753 | 11 | $573,294 |
| FCI Advisors |
|
$12.8 billion | 4,923 | 41 | $2.6 million |
| Fiduciary Advisors |
|
$1.1 billion | 132 | 3 | $8.6 million |
| Financial Engines Advisors |
|
$242.0 billion | 1,319,970 | 650 | $183,314 |
| Fortitude Advisory Group |
|
$367.3 million | 816 | 15 | $450,178 |
| Foundation Wealth Management |
|
$478.0 million | 313 | 3 | $1.5 million |
| Freedom 3 Capital |
|
$1.2 billion | 22 | 12 | $52.4 million |
| Greater Than Financial |
|
$29.6 million | 165 | 1 | $179,341 |
| Hynes Advisory Group |
|
$12.0 million | 121 | 2 | $99,173 |
| Integrity Investors |
|
$47.9 million | 488 | 3 | $98,093 |
| ITI Financial Management |
|
$81.0 million | 105 | 1 | $771,428 |
| J. Loyd Capital Management |
|
$32.7 million | 61 | 2 | $535,952 |
| JAG Capital Management |
|
$1.7 billion | 970 | 14 | $1.7 million |
| Kansas City Private Wealth Management |
|
$66.3 million | 79 | 2 | $838,638 |
| KEB Wealth Advisors |
|
$799.3 million | 562 | 11 | $1.4 million |
| Kilcullin Financial Life Planning |
|
$44.7 million | 80 | 1 | $558,136 |
| LCI Advisors |
|
$39.8 million | 71 | 3 | $560,222 |
| Mackay Financial Planning |
|
$80.9 million | 53 | 1 | $1.5 million |
| Mader & Shannon Wealth Management |
|
$215.0 million | 392 | 11 | $548,444 |
| Marcum Wealth |
|
$2.3 billion | 2,613 | 34 | $861,396 |
| Marquette Associates |
|
$13.3 billion | 149 | 12 | $89.3 million |
| Matter Family Office |
|
$3.2 billion | 258 | 15 | $12.5 million |
| Maxele Advisors |
|
$122.9 million | 217 | 1 | $566,175 |
| Method Finance |
|
$31.5 million | 65 | 1 | $484,854 |
| Mills Barrington Advisors |
|
$9.7 million | 28 | 1 | $346,589 |
| Moneta Group Investment Advisors |
|
$30.7 billion | 6,873 | 188 | $4.5 million |
| Monetary Management Group |
|
$455.1 million | 148 | 5 | $3.1 million |
| Nidhi Capital |
|
$7.9 million | 58 | 1 | $136,323 |
| Nuance Investments |
|
$5.6 billion | 781 | 10 | $7.1 million |
| Open Road Wealth Management |
|
$21.1 million | 35 | 2 | $601,691 |
| Osborne Global Investors |
|
$18.7 million | 45 | 1 | $415,555 |
| Paramount Financial |
|
$36.7 million | 31 | 2 | $1.2 million |
| Pension Consultants |
|
$4.3 billion | 94 | 7 | $45.4 million |
| Penta Investment Counsel |
|
$18.3 million | 15 | 1 | $1.2 million |
| Plancorp |
|
$5.5 billion | 1,597 | 36 | $3.5 million |
| Promanage |
|
$4.5 billion | 6 | 5 | $752.6 million |
| Prospurpose Wealth |
|
$1.6 million | 15 | 1 | $104,333 |
| Quantumleap Wealth Management |
|
$7.5 million | 13 | 2 | $573,472 |
| RBF Wealth Advisors |
|
$435.3 million | 1,036 | 8 | $420,189 |
| Rosemawr Management |
|
$1.3 billion | 11 | 12 | $118.6 million |
| RPg Family Wealth Advisory |
|
$420.1 million | 388 | 12 | $1.1 million |
| Ryan Poage & CO |
|
$91.5 million | 223 | 3 | $410,422 |
| S.P. Parkin & CO |
|
$90.5 million | 77 | 1 | $1.2 million |
| Schnell Financial Group |
|
$41.6 million | 70 | 2 | $593,680 |
| SFC Financial |
|
$219.5 million | 72 | 3 | $3.0 million |
| Snider Talbot Financial Planning |
|
$32.3 million | 136 | 4 | $237,423 |
| Sonas Financial Group |
|
$102.8 million | 108 | 2 | $951,921 |
| Sparrow Capital Management |
|
$179.0 million | 67 | 1 | $2.7 million |
| Sterneck Capital Management |
|
$239.3 million | 264 | 5 | $906,286 |
| Stone Financial |
|
$19.0 million | 219 | 1 | $86,593 |
| Strategic Investment Advisors |
|
$74.7 million | 375 | 3 | $199,127 |
| Sundvold Financial |
|
$163.0 million | 435 | 7 | $374,712 |
| Ten Peaks Partners |
|
$54.2 million | 27 | 1 | $2.0 million |
| Terril & Company |
|
$677.4 million | 375 | 3 | $1.8 million |
| Towle & Co. |
|
$773.4 million | 80 | 6 | $9.7 million |
| USAdvisors Wealth Management |
|
$360.9 million | 1,094 | 19 | $329,881 |
| Visionary Wealth Advisors |
|
$2.0 billion | 3,805 | 34 | $530,781 |
| WCM Investment Management |
|
$60.5 billion | 9,075 | 13 | $6.7 million |
| Wealth Ambassadors |
|
$31.4 million | 186 | 1 | $168,647 |
| Wedgewood Partners |
|
$619.5 million | 540 | 7 | $1.1 million |
| Windward Private Wealth Management |
|
$250.6 million | 243 | 5 | $1.0 million |
| Zemenick & Walker |
|
$2.0 billion | 231 | 8 | $8.5 million |
More Top Firms by State
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About the Editorial Team
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