Top 10 financial advisor firms in Missouri

126 SEC-registered financial advisor firms are headquartered in Missouri, with $405B in combined regulatory assets under management. The largest by assets are Focus Partners Wealth ($182B), Moneta Group Investment Advisors ($50.5B) and Focus Advisor Solutions ($41.5B).

126
Financial advisor firms: $405B
Their combined AUM: $370M
Median firm AUM: 147,018
Clients of the top 10

The 10 largest by assets

1
Focus Partners Wealth
RIA
$182B
Up to 1.25%
2
Moneta Group Investment Advisors
RIA
$50.5B
0.20% to 1.00% a year
3
Focus Advisor Solutions
RIA
$41.5B
Regulatory AUM
4
Forvis Mazars Wealth Advisors
RIA
$12B
0.45% to 1.00% a year
5
Modern Wealth Management
RIA
$10.9B
0.55% to 1.50% a year
6
Plancorp
RIA
$10.6B
Regulatory AUM
7
Prairie Capital Management Group
RIA
$7.13B
0.20% to 1.00%
8
Larson Financial Group
RIA
$5.48B
0.70% to 1.75% a year
9
Krilogy Financial
RIA
$5.2B
0.50% to 1.50% a year
10
Cornerstone Wealth Management
RIA
$4.93B
1.40% to 2.40% a year

Profiles of the top 10

No. 1 · RIA

Focus Partners Wealth

Focus Partners Wealth is an investment adviser based in St. Louis, MO, registered with the SEC since 2011. 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 $182 billion, as filed on 29 September 2026.

Focus Partners Wealth charges up to 1.25% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $182B
Clients: 62,466
Advisory staff: 1,025
Fee schedule: Up to 1.25%
Custodians: Fidelity, Charles Schwab
Headquarters: 190 Carondelet Plaza, Suite 600, St. Louis, MO 63105
Phone: 314-725-0455
Website: focuspartners.com

No. 2 · RIA

Moneta Group Investment Advisors

Moneta Group Investment Advisors is an investment adviser based in St. Louis, MO, registered with the SEC since 1989. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $50.5 billion, as filed on 31 March 2026.

Moneta Group Investment Advisors charges 0.20%–1.00% a year for its Variable asset-based fee.

Regulatory AUM: $50.5B
Clients: 9,163
Advisory staff: 239
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab, Commerce Bank, N.A.
Headquarters: 190 Carondelet Plaza, Suite 1200, St. Louis, MO 63105
Phone: 314-726-2300
Website: monetagroup.com

No. 3 · RIA

Focus Advisor Solutions

Focus Advisor Solutions is an investment adviser based in St. Louis, MO, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $41.5 billion, as filed on 5 August 2026.

Regulatory AUM: $41.5B
Clients: 35,101
Advisory staff: 46
Custodians: Charles Schwab, Pershing, Fidelity
Headquarters: 190 Carondelet Plaza, Suite 600, St. Louis, MO 63105
Phone: 314-725-0455
Website: focusadvisorsolutions.com

No. 4 · RIA

Forvis Mazars Wealth Advisors

Forvis Mazars Wealth Advisors is an investment adviser based in Springfield, MO, registered with the SEC since 1999. 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 $12 billion, as filed on 25 August 2026.

Forvis Mazars Wealth Advisors charges 0.45%–1.00% a year for its Assets Under Management.

Regulatory AUM: $12B
Clients: 4,584
Advisory staff: 82
Fee schedule: 0.45% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 910 East St Louis St, Springfield, MO 65806
Phone: 417-831-7283
Website: forvismazars.us

No. 5 · RIA

Modern Wealth Management

Modern Wealth Management is an investment adviser based in Kansas City, MO, registered with the SEC since 2023. 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 $10.9 billion, as filed on 2 July 2026.

Modern Wealth Management charges 0.55%–1.50% a year for its Investment Management.

Regulatory AUM: $10.9B
Clients: 11,934
Advisory staff: 102
Fee schedule: 0.55% to 1.50% a year
Minimum account: $250,000
Custodians: Charles Schwab, Fidelity
Headquarters: 1712 Main Street, Suite 400, Kansas City, MO 64108
Phone: 913-393-1000
Website: modwm.com

No. 6 · RIA

Plancorp

Plancorp is an investment adviser based in Saint Louis, MO, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $10.6 billion, as filed on 10 September 2026.

Regulatory AUM: $10.6B
Clients: 2,383
Advisory staff: 52
Custodians: Charles Schwab, Fidelity
Headquarters: 540 Maryville Centre Drive, Suite 105, Saint Louis, MO 63141-5829
Phone: 636-532-7824
Website: plancorp.com

No. 7 · RIA

Prairie Capital Management Group

Prairie Capital Management Group is an investment adviser based in Kansas City, MO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $7.13 billion, as filed on 31 March 2026.

Prairie Capital Management Group charges 0.20%–1.00% for its Investment advisory services. The brochure does not state whether the rate is annual.

Regulatory AUM: $7.13B
Clients: 531
Advisory staff: 26
Fee schedule: 0.20% to 1.00%
Headquarters: 4900 Main Street, Suite 700, Kansas City, MO 64112
Phone: 860-596-8126
Website: prairiecapital.com

No. 8 · RIA

Larson Financial Group

Larson Financial Group is an investment adviser based in Saint Louis, MO, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $5.48 billion, as filed on 13 March 2026.

Larson Financial Group charges 0.70%–1.75% a year for its Investment advisory services and model portfolio management.

Regulatory AUM: $5.48B
Clients: 4,961
Advisory staff: 68
Fee schedule: 0.70% to 1.75% a year
Custodians: Fidelity, Charles Schwab, Trade-PMR
Headquarters: 100 N Broadway, Suite 1700, Saint Louis, MO 63102
Phone: 866-569-2450
Website: larson.com

No. 9 · RIA

Krilogy Financial

Krilogy Financial is an investment adviser based in St. Louis, MO, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $5.2 billion, as filed on 31 March 2026.

Krilogy Financial charges 0.50%–1.50% a year for its Tiered blended fee schedule.

Regulatory AUM: $5.2B
Clients: 3,204
Advisory staff: 65
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 275 N. Lindbergh, Ste. 20, St. Louis, MO 63141
Phone: 314-884-2800
Website: krilogy.com

No. 10 · RIA

Cornerstone Wealth Management

Cornerstone Wealth Management is an investment adviser based in Des Peres, MO, registered with the SEC since 2012. 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 $4.93 billion, as filed on 4 May 2026.

Cornerstone Wealth Management charges 1.40%–2.40% a year for its Asset Management.

Regulatory AUM: $4.93B
Clients: 12,691
Advisory staff: 102
Fee schedule: 1.40% to 2.40% a year
Custodians: LPL Financial
Headquarters: 13358 Manchester Road, Suite 200, Des Peres, MO 63131
Phone: 314-394-1670

Questions about financial advisors in Missouri

How many financial advisor firms are headquartered in Missouri?

126 SEC-registered financial advisor firms report their principal office in Missouri, managing $405B in regulatory assets between them. The other 61 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Missouri?

Focus Partners Wealth, with $182B in regulatory assets under management on its latest Form ADV. The next largest are Moneta Group Investment Advisors ($50.5B) and Focus Advisor Solutions ($41.5B).

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

How large is a typical financial advisor firm in Missouri?

The median firm manages $370M in regulatory assets. That is the midpoint of the 126 firms headquartered in Missouri.

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

How much do financial advisors in Missouri charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.40% 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 Missouri?

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 state 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 state.

Source: Niva directory methodology

Missouri has 126 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Missouri

Top financial advisor firms by city in Missouri