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Top 3 financial advisor firms in O'Fallon

3 SEC-registered financial advisor firms are headquartered in O'Fallon, IL, with $830M in combined regulatory assets under management. The largest by assets are Cambridge Capital Management ($458M), Clark Wealth Partners ($260M) and FRA Wealth Management ($113M).

3
Financial advisor firms
$830M
Their combined AUM
$260M
Median firm AUM
1,720
Clients of the top 3

The 3 largest by assets

  1. 1
    Cambridge Capital Management

    RIA

    $458M

  2. 2
    Clark Wealth Partners

    RIA

    $260M

  3. 3
    FRA Wealth Management

    RIA

    $113M

Profiles of the top 3

No. 1 · RIA

Cambridge Capital Management

Cambridge Capital Management is an investment adviser based in O'Fallon, IL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $458 million, as filed on 18 February 2026.

Cambridge Capital Management charges 0.40%–1.25% a year for its Investment Management Services.

Regulatory AUM
$458M
Clients
346
Advisory staff
4
Founded
1999
Fee schedule
0.40% to 1.25% a year
Custodians
Charles Schwab
Headquarters
781 Sunset BLVD, Suite 100, O'Fallon, IL 62269
Phone
618-206-3262
Website
camcapmgt.com

No. 2 · RIA

Clark Wealth Partners

Clark Wealth Partners is an investment adviser based in O'Fallon, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $260 million, as filed on 17 September 2026.

Clark Wealth Partners charges 1.00%–1.25% a year for its Portfolio Management Services.

Regulatory AUM
$260M
Clients
464
Advisory staff
4
Fee schedule
1.00% to 1.25% a year
Custodians
Charles Schwab
Headquarters
821 West Hwy 50, Suite 204, O'Fallon, IL 62269
Phone
618-607-4101
Website
clarkwealthpartners.com

No. 3 · RIA

FRA Wealth Management

FRA Wealth Management is an investment adviser based in O'Fallon, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $113 million, as filed on 25 August 2026.

FRA Wealth Management charges 1.00%–2.00% a year for its Portfolio Management.

Regulatory AUM
$113M
Clients
910
Advisory staff
2
Fee schedule
1.00% to 2.00% a year
Custodians
Charles Schwab
Headquarters
805 W. Hwy 50 Ste. B, O'Fallon, IL 62269
Phone
888-915-0930
Website
frawealthmanagement.com

Questions about financial advisors in O'Fallon

How many financial advisor firms are headquartered in O'Fallon?

3 SEC-registered financial advisor firms report their principal office in O'Fallon, IL, managing $830M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in O'Fallon?

Cambridge Capital Management, with $458M in regulatory assets under management on its latest Form ADV. The next largest are Clark Wealth Partners ($260M) and FRA Wealth Management ($113M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in O'Fallon?

The median firm manages $260M in regulatory assets. That is the midpoint of the 3 firms headquartered in O'Fallon.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in O'Fallon charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in O'Fallon?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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