Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Missouri.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Missouri are as followed:
- Must be Trusted by investor.com.
- 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 |
| ACR Alpine Capital Research |
|
$4.6 billion | 4,531 | 6 | $1.0 million |
| Acropolis Investment Management |
|
$1.9 billion | 1,055 | 34 | $1.8 million |
| Angell Capital Management |
|
$69.7 million | 366 | 2 | $190,558 |
| Archford Capital Strategies |
|
$890.0 million | 609 | 12 | $1.5 million |
| Argent Capital Management |
|
$3.6 billion | 1,064 | 6 | $3.3 million |
| Argos Capital Partners |
|
$1.3 billion | 53 | 2 | $25.4 million |
| Armstrong Dixon |
|
$275.6 million | 292 | 5 | $943,847 |
| Atwood & Palmer |
|
$1.3 billion | 435 | 5 | $2.9 million |
| Auxan Capital Advisors |
|
$63.1 million | 511 | 7 | $123,483 |
| B.E.S.T. Wealth Management |
|
$36.6 million | 120 | 2 | $305,009 |
| Bagby Wealth Management |
|
$36.0 million | 189 | 3 | $190,728 |
| Baldwin Wealth Management |
|
$43.8 million | 25 | 1 | $1.8 million |
| BerganKDV Wealth Management |
|
$2.1 billion | 1,064 | 23 | $2.0 million |
| Brand Asset Management Group |
|
$858.9 million | 221 | 9 | $3.9 million |
| Butler, Lanz & Wagler |
|
$73.8 million | 175 | 3 | $421,457 |
| Buttonwood Financial Group |
|
$583.7 million | 387 | 6 | $1.5 million |
| Cambridge Capital Management |
|
$295.3 million | 345 | 3 | $856,026 |
| Capital Investment Management |
|
$393.6 million | 1,280 | 3 | $307,533 |
| Cauble & Harre Wealth Management |
|
$239.8 million | 121 | 3 | $2.0 million |
| Churchill Management Group |
|
$7.9 billion | 7,334 | 39 | $1.1 million |
| Claris Advisors |
|
$546.0 million | 290 | 4 | $1.9 million |
| Clark Financial Services Group |
|
$355.8 million | 391 | 5 | $910,092 |
| Clayton Financial Group |
|
$1.4 billion | 713 | 7 | $1.9 million |
| Clear Money Path |
|
$60.8 million | 420 | 2 | $144,710 |
| Cobalt Private Wealth |
|
$10.7 million | 28 | 1 | $381,938 |
| Confluence Investment Management |
|
$7.8 billion | 17,031 | 23 | $455,770 |
| Conway Financial Group |
|
$0.0 | 60 | 2 | $0.0 |
| Cornerstone Wealth Management |
|
$3.0 billion | 15,394 | 87 | $196,080 |
| Cortland Associates |
|
$1.0 billion | 403 | 2 | $2.5 million |
| CSH Investment Management |
|
$40.0 million | 250 | 1 | $160,000 |
| Divvi Wealth Management |
|
$35.7 million | 144 | 4 | $248,048 |
| Droms Strauss Wealth Management |
|
$687.0 million | 390 | 4 | $1.8 million |
| Dynamic Wealth Advisors |
|
$3.3 billion | 3,931 | 70 | $840,773 |
| Ekon Advisors |
|
$218.6 million | 13 | 3 | $16.8 million |
| Erickson Financial Solutions |
|
$7.0 million | 18 | 1 | $388,888 |
| Family Investment Center |
|
$483.5 million | 1,605 | 9 | $301,276 |
| FCI Advisors |
|
$14.5 billion | 4,766 | 40 | $3.0 million |
| Fiduciary Advisors |
|
$1.4 billion | 122 | 5 | $11.1 million |
| Fortitude Advisory Group |
|
$337.4 million | 593 | 10 | $568,894 |
| Foundation Wealth Management |
|
$529.4 million | 274 | 3 | $1.9 million |
| Freedom 3 Capital |
|
$1.0 billion | 17 | 9 | $59.1 million |
| Fyra Capital Management |
|
$223.4 million | 383 | 4 | $583,366 |
| Granger Management |
|
$4.4 billion | 25 | 8 | $177.9 million |
| HM Capital Management |
|
$5.7 billion | 156 | 6 | $36.5 million |
| Hynes Advisory Group |
|
$14.0 million | 94 | 2 | $148,936 |
| Integrity Investors |
|
$48.1 million | 226 | 3 | $212,904 |
| ITI Financial Management |
|
$95.0 million | 118 | 1 | $805,084 |
| JAG Capital Management |
|
$1.8 billion | 1,706 | 14 | $1.0 million |
| Kansas City Private Wealth Management |
|
$66.4 million | 70 | 2 | $948,765 |
| KEB Wealth Advisors |
|
$842.3 million | 560 | 11 | $1.5 million |
| Kennedy Capital Management |
|
$4.9 billion | 177 | 18 | $27.8 million |
| Kilcullin Financial Life Planning |
|
$48.3 million | 105 | 1 | $459,645 |
| LCI Advisors |
|
$46.6 million | 98 | 3 | $475,017 |
| Mackay Financial Planning |
|
$81.4 million | 51 | 1 | $1.6 million |
| Mader & Shannon Wealth Management |
|
$235.6 million | 394 | 11 | $597,885 |
| Marcum Wealth |
|
$2.0 billion | 2,429 | 33 | $839,145 |
| MarketRiders |
|
$432.8 million | 523 | 1 | $827,533 |
| Marquette Associates |
|
$13.4 billion | 118 | 11 | $113.6 million |
| Matter Family Office |
|
$3.4 billion | 214 | 15 | $15.9 million |
| Maxele Advisors |
|
$131.1 million | 217 | 1 | $604,368 |
| Method Finance |
|
$44.0 million | 65 | 1 | $677,158 |
| Mills Barrington Advisors |
|
$11.0 million | 37 | 1 | $298,057 |
| Mindful Wealth |
|
$15.1 million | 21 | 1 | $721,305 |
| Moneta Group Investment Advisors |
|
$32.9 billion | 6,368 | 163 | $5.2 million |
| Monetary Management Group |
|
$454.4 million | 147 | 5 | $3.1 million |
| Nidhi Capital |
|
$8.0 million | 51 | 1 | $156,894 |
| Nuance Investments |
|
$6.7 billion | 790 | 10 | $8.4 million |
| Paramount Financial |
|
$21.3 million | 27 | 1 | $789,986 |
| Pension Consultants |
|
$5.1 billion | 98 | 9 | $51.9 million |
| Penta Investment Counsel |
|
$22.1 million | 16 | 1 | $1.4 million |
| PFG Advisors |
|
$2.0 billion | 4,364 | 89 | $467,359 |
| Plancorp |
|
$6.1 billion | 1,540 | 30 | $3.9 million |
| Promanage |
|
$5.1 billion | 6 | 6 | $856.9 million |
| RBF Wealth Advisors |
|
$479.2 million | 938 | 7 | $510,890 |
| Retirement Plan Advisors |
|
$1.3 billion | 7,023 | 34 | $184,526 |
| Rosemawr Management |
|
$1.4 billion | 10 | 12 | $142.3 million |
| Rubinbrown Advisors |
|
$2.1 billion | 1,054 | 20 | $2.0 million |
| Ryan Poage & CO |
|
$96.3 million | 210 | 3 | $458,776 |
| Seacrest Wealth Management |
|
$1.4 billion | 1,783 | 43 | $791,777 |
| SFC Financial |
|
$220.5 million | 66 | 3 | $3.3 million |
| Snider Talbot Financial Planning |
|
$36.5 million | 127 | 4 | $287,027 |
| Sparrow Capital Management |
|
$225.0 million | 72 | 1 | $3.1 million |
| ST. Louis Private Advisors |
|
$18.1 million | 77 | 15 | $234,996 |
| Sterneck Capital Management |
|
$275.8 million | 257 | 5 | $1.1 million |
| Stone Financial |
|
$14.7 million | 129 | 1 | $113,953 |
| Strategic Investment Advisors |
|
$81.2 million | 383 | 3 | $212,029 |
| Tamp Advisory Solutions |
|
$188.8 million | 279 | 7 | $676,814 |
| Ten Peaks Partners |
|
$48.4 million | 22 | 1 | $2.2 million |
| Terril & Company |
|
$712.7 million | 348 | 3 | $2.0 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| The Retirement Planning Group |
|
$1.4 billion | 1,589 | 17 | $900,776 |
| The Wealth Conservatory |
|
$89.1 million | 116 | 3 | $767,813 |
| Towle & Co. |
|
$843.0 million | 85 | 6 | $9.9 million |
| USAdvisors Wealth Management |
|
$441.1 million | 1,620 | 21 | $272,283 |
| Visionary Wealth Advisors |
|
$2.1 billion | 3,919 | 34 | $543,373 |
| Vowels Stovern Wealth |
|
$343.8 million | 317 | 2 | $1.1 million |
| Wedgewood Partners |
|
$838.1 million | 554 | 3 | $1.5 million |
| Windward Private Wealth Management |
|
$276.5 million | 247 | 6 | $1.1 million |
| Wipfli Financial Advisors |
|
$5.1 billion | 2,826 | 80 | $1.8 million |
| Zemenick & Walker |
|
$2.6 billion | 237 | 7 | $10.8 million |
More Top Firms by State
About the Editorial Team
investor.com
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