Best Financial Advisor Firms Missouri 2023

investor.com

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:

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 4.5/5 Stars $4.6 billion 4,531 6 $1.0 million
Acropolis Investment Management 5/5 Stars $1.9 billion 1,055 34 $1.8 million
Angell Capital Management 5/5 Stars $69.7 million 366 2 $190,558
Archford Capital Strategies 5/5 Stars $890.0 million 609 12 $1.5 million
Argent Capital Management 5/5 Stars $3.6 billion 1,064 6 $3.3 million
Argos Capital Partners 5/5 Stars $1.3 billion 53 2 $25.4 million
Armstrong Dixon 5/5 Stars $275.6 million 292 5 $943,847
Atwood & Palmer 5/5 Stars $1.3 billion 435 5 $2.9 million
Auxan Capital Advisors 4.5/5 Stars $63.1 million 511 7 $123,483
B.E.S.T. Wealth Management 5/5 Stars $36.6 million 120 2 $305,009
Bagby Wealth Management 5/5 Stars $36.0 million 189 3 $190,728
Baldwin Wealth Management 5/5 Stars $43.8 million 25 1 $1.8 million
BerganKDV Wealth Management 5/5 Stars $2.1 billion 1,064 23 $2.0 million
Brand Asset Management Group 5/5 Stars $858.9 million 221 9 $3.9 million
Butler, Lanz & Wagler 4.5/5 Stars $73.8 million 175 3 $421,457
Buttonwood Financial Group 4.5/5 Stars $583.7 million 387 6 $1.5 million
Cambridge Capital Management 5/5 Stars $295.3 million 345 3 $856,026
Capital Investment Management 5/5 Stars $393.6 million 1,280 3 $307,533
Cauble & Harre Wealth Management 5/5 Stars $239.8 million 121 3 $2.0 million
Churchill Management Group 5/5 Stars $7.9 billion 7,334 39 $1.1 million
Claris Advisors 5/5 Stars $546.0 million 290 4 $1.9 million
Clark Financial Services Group 5/5 Stars $355.8 million 391 5 $910,092
Clayton Financial Group 5/5 Stars $1.4 billion 713 7 $1.9 million
Clear Money Path 5/5 Stars $60.8 million 420 2 $144,710
Cobalt Private Wealth 5/5 Stars $10.7 million 28 1 $381,938
Confluence Investment Management 5/5 Stars $7.8 billion 17,031 23 $455,770
Conway Financial Group 5/5 Stars $0.0 60 2 $0.0
Cornerstone Wealth Management 4.5/5 Stars $3.0 billion 15,394 87 $196,080
Cortland Associates 5/5 Stars $1.0 billion 403 2 $2.5 million
CSH Investment Management 5/5 Stars $40.0 million 250 1 $160,000
Divvi Wealth Management 5/5 Stars $35.7 million 144 4 $248,048
Droms Strauss Wealth Management 5/5 Stars $687.0 million 390 4 $1.8 million
Dynamic Wealth Advisors 5/5 Stars $3.3 billion 3,931 70 $840,773
Ekon Advisors 5/5 Stars $218.6 million 13 3 $16.8 million
Erickson Financial Solutions 5/5 Stars $7.0 million 18 1 $388,888
Family Investment Center 5/5 Stars $483.5 million 1,605 9 $301,276
FCI Advisors 5/5 Stars $14.5 billion 4,766 40 $3.0 million
Fiduciary Advisors 5/5 Stars $1.4 billion 122 5 $11.1 million
Fortitude Advisory Group 5/5 Stars $337.4 million 593 10 $568,894
Foundation Wealth Management 4.5/5 Stars $529.4 million 274 3 $1.9 million
Freedom 3 Capital 5/5 Stars $1.0 billion 17 9 $59.1 million
Fyra Capital Management 5/5 Stars $223.4 million 383 4 $583,366
Granger Management 4.5/5 Stars $4.4 billion 25 8 $177.9 million
HM Capital Management 4.5/5 Stars $5.7 billion 156 6 $36.5 million
Hynes Advisory Group 5/5 Stars $14.0 million 94 2 $148,936
Integrity Investors 5/5 Stars $48.1 million 226 3 $212,904
ITI Financial Management 5/5 Stars $95.0 million 118 1 $805,084
JAG Capital Management 5/5 Stars $1.8 billion 1,706 14 $1.0 million
Kansas City Private Wealth Management 5/5 Stars $66.4 million 70 2 $948,765
KEB Wealth Advisors 5/5 Stars $842.3 million 560 11 $1.5 million
Kennedy Capital Management 5/5 Stars $4.9 billion 177 18 $27.8 million
Kilcullin Financial Life Planning 4.5/5 Stars $48.3 million 105 1 $459,645
LCI Advisors 4.5/5 Stars $46.6 million 98 3 $475,017
Mackay Financial Planning 5/5 Stars $81.4 million 51 1 $1.6 million
Mader & Shannon Wealth Management 5/5 Stars $235.6 million 394 11 $597,885
Marcum Wealth 5/5 Stars $2.0 billion 2,429 33 $839,145
MarketRiders 5/5 Stars $432.8 million 523 1 $827,533
Marquette Associates 5/5 Stars $13.4 billion 118 11 $113.6 million
Matter Family Office 5/5 Stars $3.4 billion 214 15 $15.9 million
Maxele Advisors 5/5 Stars $131.1 million 217 1 $604,368
Method Finance 5/5 Stars $44.0 million 65 1 $677,158
Mills Barrington Advisors 5/5 Stars $11.0 million 37 1 $298,057
Mindful Wealth 5/5 Stars $15.1 million 21 1 $721,305
Moneta Group Investment Advisors 5/5 Stars $32.9 billion 6,368 163 $5.2 million
Monetary Management Group 5/5 Stars $454.4 million 147 5 $3.1 million
Nidhi Capital 5/5 Stars $8.0 million 51 1 $156,894
Nuance Investments 5/5 Stars $6.7 billion 790 10 $8.4 million
Paramount Financial 5/5 Stars $21.3 million 27 1 $789,986
Pension Consultants 5/5 Stars $5.1 billion 98 9 $51.9 million
Penta Investment Counsel 4.5/5 Stars $22.1 million 16 1 $1.4 million
PFG Advisors 5/5 Stars $2.0 billion 4,364 89 $467,359
Plancorp 5/5 Stars $6.1 billion 1,540 30 $3.9 million
Promanage 5/5 Stars $5.1 billion 6 6 $856.9 million
RBF Wealth Advisors 5/5 Stars $479.2 million 938 7 $510,890
Retirement Plan Advisors 4.5/5 Stars $1.3 billion 7,023 34 $184,526
Rosemawr Management 4.5/5 Stars $1.4 billion 10 12 $142.3 million
Rubinbrown Advisors 5/5 Stars $2.1 billion 1,054 20 $2.0 million
Ryan Poage & CO 5/5 Stars $96.3 million 210 3 $458,776
Seacrest Wealth Management 5/5 Stars $1.4 billion 1,783 43 $791,777
SFC Financial 4.5/5 Stars $220.5 million 66 3 $3.3 million
Snider Talbot Financial Planning 5/5 Stars $36.5 million 127 4 $287,027
Sparrow Capital Management 4.5/5 Stars $225.0 million 72 1 $3.1 million
ST. Louis Private Advisors 5/5 Stars $18.1 million 77 15 $234,996
Sterneck Capital Management 5/5 Stars $275.8 million 257 5 $1.1 million
Stone Financial 5/5 Stars $14.7 million 129 1 $113,953
Strategic Investment Advisors 5/5 Stars $81.2 million 383 3 $212,029
Tamp Advisory Solutions 5/5 Stars $188.8 million 279 7 $676,814
Ten Peaks Partners 5/5 Stars $48.4 million 22 1 $2.2 million
Terril & Company 5/5 Stars $712.7 million 348 3 $2.0 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Retirement Planning Group 4.5/5 Stars $1.4 billion 1,589 17 $900,776
The Wealth Conservatory 5/5 Stars $89.1 million 116 3 $767,813
Towle & Co. 4.5/5 Stars $843.0 million 85 6 $9.9 million
USAdvisors Wealth Management 5/5 Stars $441.1 million 1,620 21 $272,283
Visionary Wealth Advisors 5/5 Stars $2.1 billion 3,919 34 $543,373
Vowels Stovern Wealth 4.5/5 Stars $343.8 million 317 2 $1.1 million
Wedgewood Partners 5/5 Stars $838.1 million 554 3 $1.5 million
Windward Private Wealth Management 5/5 Stars $276.5 million 247 6 $1.1 million
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million
Zemenick & Walker 5/5 Stars $2.6 billion 237 7 $10.8 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


close