Written by investor.com
April 05, 2023
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 April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Missouri are as follows:
- Must be rated 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 |
| Acropolis Investment Management |
|
$1.7 billion | 1,096 | 35 | $1.6 million |
| 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 |
|
$1.5 billion | 55 | 2 | $27.4 million |
| Armstrong Dixon |
|
$272.0 million | 250 | 5 | $1.1 million |
| 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 |
| BerganKDV Wealth Management |
|
$2.1 billion | 1,064 | 23 | $2.0 million |
| BKS Investment Services |
|
$11.5 million | 92 | 1 | $125,000 |
| Brand Asset Management Group |
|
$717.9 million | 271 | 10 | $2.6 million |
| 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 |
| Central Trust Bank |
|
$448.7 million | 8 | 2 | $56.1 million |
| Churchill Management Group |
|
$7.2 billion | 7,825 | 35 | $913,754 |
| Claris Advisors |
|
$581.9 million | 317 | 4 | $1.8 million |
| 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 |
| Confluence Investment Management |
|
$6.9 billion | 17,616 | 15 | $393,329 |
| Continuum Advisory |
|
$1.0 billion | 2,045 | 34 | $498,344 |
| Conway Financial Group |
|
$0.0 | 57 | 2 | $0.0 |
| Cornerstone Wealth Management |
|
$3.1 billion | 17,400 | 92 | $179,289 |
| 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 |
| Eidelman Virant Capital |
|
$83.0 million | 14 | 4 | $5.9 million |
| Ekon Advisors |
|
$181.0 million | 15 | 3 | $12.1 million |
| Erickson Financial Solutions |
|
$7.0 million | 18 | 1 | $388,888 |
| 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 |
| Granger Management |
|
$4.6 billion | 25 | 8 | $183.2 million |
| Greater Than Financial |
|
$29.6 million | 165 | 1 | $179,341 |
| Hynes Advisory Group |
|
$12.0 million | 121 | 2 | $99,173 |
| IFG Advisors |
|
$452.0 million | 416 | 4 | $1.1 million |
| Integrity Investors |
|
$47.9 million | 488 | 5 | $98,093 |
| ITI Financial Management |
|
$81.0 million | 105 | 1 | $771,428 |
| JAG Capital Management |
|
$1.8 billion | 1,706 | 14 | $1.0 million |
| Kansas City Private Wealth Management |
|
$66.3 million | 79 | 2 | $838,638 |
| KEB Wealth Advisors |
|
$799.3 million | 562 | 11 | $1.4 million |
| 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 |
| MarketRiders |
|
$604.9 million | 496 | 1 | $1.2 million |
| 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 |
| Mindful Wealth |
|
$12.5 million | 19 | 1 | $656,054 |
| Moneta Group Investment Advisors |
|
$30.7 billion | 6,873 | 188 | $4.5 million |
| Monetary Management Group |
|
$454.4 million | 147 | 5 | $3.1 million |
| Nidhi Capital |
|
$7.9 million | 58 | 1 | $136,323 |
| Nuance Investments |
|
$5.6 billion | 781 | 10 | $7.1 million |
| Paramount Financial |
|
$36.7 million | 31 | 2 | $1.2 million |
| Pension Consultants |
|
$4.3 billion | 94 | 7 | $45.4 million |
| Plancorp |
|
$5.5 billion | 1,597 | 36 | $3.5 million |
| Profusion Financial |
|
$71.1 million | 44 | 2 | $1.6 million |
| Promanage |
|
$4.5 billion | 6 | 5 | $752.6 million |
| Quantumleap Wealth Management |
|
$7.5 million | 13 | 2 | $573,472 |
| RBF Wealth Advisors |
|
$435.3 million | 1,036 | 8 | $420,189 |
| Retirement Plan Advisors |
|
$1.1 billion | 7,033 | 35 | $156,035 |
| Rosemawr Management |
|
$1.3 billion | 11 | 12 | $118.6 million |
| Rubinbrown Advisors |
|
$2.1 billion | 1,054 | 20 | $2.0 million |
| Ryan Poage & CO |
|
$91.5 million | 223 | 3 | $410,422 |
| Seacrest Wealth Management |
|
$1.1 billion | 1,824 | 43 | $611,177 |
| Semper Augustus Investments Group |
|
$477.2 million | 196 | 2 | $2.4 million |
| SFC Financial |
|
$219.5 million | 72 | 3 | $3.0 million |
| Snider Talbot Financial Planning |
|
$36.5 million | 127 | 4 | $287,027 |
| Sterneck Capital Management |
|
$239.3 million | 264 | 5 | $906,286 |
| Stone Financial |
|
$19.0 million | 219 | 1 | $86,593 |
| Storyline Financial Planning |
|
$1.6 million | 15 | 1 | $104,333 |
| 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 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Retirement Planning Group |
|
$1.3 billion | 1,705 | 16 | $771,079 |
| THE Wealth Conservatory |
|
$81.0 million | 94 | 3 | $862,038 |
| 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 |
| 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
About the Editorial Team
investor.com
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