SEC Form ADV, by state
The largest investment adviser firms in Missouri
The current SEC Form ADV data lists 216 investment adviser firms headquartered in Missouri, of which 26 (12.0%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| EDWARD JONES | ST. LOUIS | $1.0T | % of AUMfixedother | yes, reported |
| WELLS FARGO ADVISORS | ST. LOUIS | $671B | % of AUMfixedcommissions | yes, reported |
| NISA INVESTMENT ADVISORS, LLC | ST. LOUIS | $344B | % of AUMfixedperformanceother | none reported |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | KANSAS CITY | $306B | % of AUMfixedperformance | none reported |
| WELLS FARGO ADVISORS | ST. LOUIS | $252B | % of AUMfixedcommissions | yes, reported |
| OLIVE STREET INVESTMENT ADVISERS, LLC | ST. LOUIS | $204B | % of AUMother | none reported |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | ST LOUIS | $198B | % of AUMfixedcommissions | yes, reported |
| FOCUS PARTNERS WEALTH, LLC | ST. LOUIS | $182B | % of AUMhourlyfixedperformanceother | yes, reported |
| MONETA GROUP INVESTMENT ADVISORS, LLC | ST. LOUIS | $51B | % of AUMhourlyfixed | none reported |
| ASCENSION INVESTMENT MANAGEMENT | ST. LOUIS | $41B | % of AUMfixedother | none reported |
| SCOUT INVESTMENTS, INC. | KANSAS CITY | $37B | % of AUMfixedperformance | yes, reported |
| FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | ST. LOUIS | $36B | % of AUMfixedother | none reported |
| BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | ST. LOUIS | $19B | % of AUMhourlyfixed | yes, reported |
| MODERN WEALTH MANAGEMENT, LLC | KANSAS CITY | $11B | % of AUMhourlyfixed | none reported |
| ACR ALPINE CAPITAL RESEARCH, LLC | ST. LOUIS | $11B | % of AUMperformance | none reported |
| PLANCORP, LLC | SAINT LOUIS | $9.9B | % of AUMhourlyfixed | none reported |
| FORVIS MAZARS WEALTH ADVISORS, LLC | SPRINGFIELD | $9.8B | % of AUMhourlyfixed | none reported |
| ELMTREE FUNDS, LLC | ST. LOUIS | $7.8B | % of AUMperformance | yes, reported |
| PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | KANSAS CITY | $7.1B | % of AUMhourlyfixedperformanceother | none reported |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | SAINT LOUIS | $6.7B | % of AUM | none reported |
| LARSON FINANCIAL GROUP, LLC | SAINT LOUIS | $5.5B | % of AUMhourlyfixed | yes, reported |
| PENSION CONSULTANTS INC | SPRINGFIELD | $5.4B | % of AUMhourlyfixedperformanceother | none reported |
| KRILOGY | ST. LOUIS | $5.2B | % of AUMhourlyfixed | none reported |
| KENNEDY CAPITAL MANAGEMENT | ST LOUIS | $5.0B | % of AUMperformance | none reported |
| STIFEL INDEPENDENT ADVISORS, LLC | ST LOUIS | $5.0B | % of AUMfixedcommissions | yes, reported |
| CORNERSTONE WEALTH MANAGEMENT, LLC | DES PERES | $4.9B | % of AUMhourlyfixed | none reported |
| THOMPSON STREET CAPITAL MANAGER LLC | ST. LOUIS | $4.6B | % of AUMperformance | none reported |
| ARGENT CAPITAL MANAGEMENT LLC | CLAYTON | $4.0B | % of AUMperformance | none reported |
| MATTER FAMILY OFFICE | ST LOUIS | $3.8B | % of AUMfixed | none reported |
| VISIONARY WEALTH ADVISORS, LLC | ST. LOUIS | $3.5B | % of AUMhourlyfixed | none reported |
| RUBINBROWN ADVISORS LLC | ST. LOUIS | $3.3B | % of AUMhourlyfixed | none reported |
| FIVE ELMS CAPITAL | KANSAS CITY | $3.1B | % of AUMperformance | none reported |
| ZEMENICK & WALKER INC | ST LOUIS | $2.6B | % of AUM | none reported |
| ARGOS CAPITAL PARTNERS, LLC | ST. LOUIS | $2.6B | % of AUMperformance | none reported |
| ACROPOLIS INVESTMENT MANAGEMENT | CHESTERFIELD | $2.6B | % of AUMfixed | none reported |
| COMMERCE INVESTMENT ADVISORS, INC. | KANSAS CITY | $2.5B | % of AUM | yes, reported |
| STONEBRIDGE FINANCIAL GROUP, LLC | ST. LOUIS | $2.4B | % of AUMhourlyfixed | none reported |
| SMITH MOORE & CO. | CLAYTON | $2.4B | % of AUMhourlyfixed | yes, reported |
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | KANSAS CITY | $2.3B | % of AUM | none reported |
| DETALUS ADVISORS, LLC | ST. LOUIS | $2.2B | % of AUMfixed | none reported |
| FIDUCIARY ADVISORS, INC. | ST. LOUIS | $2.1B | % of AUMhourlyfixed | none reported |
| FIRST HEARTLAND CONSULTANTS, INC. | LAKE ST. LOUIS | $2.1B | % of AUMhourlyfixed | yes, reported |
| MOSAIC WEALTH | ST. LOUIS | $2.0B | % of AUMfixedcommissionsother | none reported |
| ATWOOD & PALMER, INC. | KANSAS CITY | $2.0B | % of AUMfixed | none reported |
| JAG CAPITAL MANAGEMENT LLC | ST. LOUIS | $1.9B | % of AUMfixed | none reported |
| PARKWOODS WEALTH PARTNERS, LLC | CLAYTON | $1.8B | % of AUMhourlyfixed | none reported |
| CONWAY INVESTMENT SOLUTIONS | SAINT LOUIS | $1.7B | % of AUMfixedperformance | none reported |
| PLATFORM INVESTMENTS, LLC | KANSAS CITY | $1.7B | % of AUMfixedperformanceother | none reported |
| ALPINE PRIVATE WEALTH | SAINT LOUIS | $1.5B | % of AUMfixed | none reported |
| ANDERSON HOAGLAND & CO | ST LOUIS | $1.4B | % of AUMhourlyfixed | none reported |
Source: SEC Form ADV monthly data, firms reporting a Missouriheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
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