Top 10 financial advisor firms in Chesterfield

10 SEC-registered financial advisor firms are headquartered in Chesterfield, MO, with $7.47B in combined regulatory assets under management. The largest by assets are Acropolis Investment Management ($2.61B), Syntegra Private Wealth Group ($1.39B) and Brand Asset Management Group ($1.17B).

10
Financial advisor firms: $7.47B
Their combined AUM: $420M
Median firm AUM: 6,035
Clients of the top 10

The 10 largest by assets

1
Acropolis Investment Management
RIA
$2.61B
0.40% to 1.25%
2
Syntegra Private Wealth Group
RIA
$1.39B
Up to 1.50% a year
3
Brand Asset Management Group
RIA
$1.17B
0.40% to 1.00% a year
4
Clark Financial Services Group
RIA
$499M
0.60% to 2.00% a year
5
MBM Wealth Consultants
RIA
$477M
0.25% to 1.50% a year
6
MarketRiders
RIA
$363M
0.75% to 0.75% a year
7
Bridgewater Asset Management
RIA
$351M
Regulatory AUM
8
St. Louis Financial Planners Asset Management
RIA
$234M
1.75% to 2.50% a year
9
Belmont Private Wealth
RIA
$192M
0.40% to 1.00% a year
10
Conway Financial Group
RIA
$178M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Acropolis Investment Management

Acropolis Investment Management is an investment adviser based in Chesterfield, MO, registered with the SEC since 2002. 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 $2.61 billion, as filed on 26 March 2026.

Acropolis Investment Management charges 0.40%–1.25% for its Private Client Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.61B
Clients: 1,045
Advisory staff: 38
Founded: 2002
Fee schedule: 0.40% to 1.25%
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 14567 North Outer Forty Road, Suite 200, Chesterfield, MO 63017
Phone: 888-882-0072
Website: acrinv.com

No. 2 · RIA

Syntegra Private Wealth Group

Syntegra Private Wealth Group is an investment adviser based in Chesterfield, MO, registered with the SEC since 2022. 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 $1.39 billion, as filed on 26 August 2026.

Syntegra Private Wealth Group charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM: $1.39B
Clients: 2,125
Advisory staff: 13
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 14567 N Outer 40 RD, Ste 225, Chesterfield, MO 63017
Phone: 314-802-7232

No. 3 · RIA

Brand Asset Management Group

Brand Asset Management Group is an investment adviser based in Chesterfield, MO, registered with the SEC since 1992. 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 $1.17 billion, as filed on 12 February 2026.

Brand Asset Management Group charges 0.40%–1.00% a year for its Mosaic Wealth Management & Institutional Advisory.

Regulatory AUM: $1.17B
Clients: 355
Advisory staff: 15
Founded: 1992
Fee schedule: 0.40% to 1.00% a year
Minimum account: $4,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 16090 Swingley Ridge Road, Ste 620, Chesterfield, MO 63017
Phone: 636-532-7333
Website: brandamg.com

No. 4 · RIA

Clark Financial Services Group

Clark Financial Services Group is an investment adviser based in Chesterfield, MO, registered with the SEC since 1995. 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 $499 million, as filed on 31 July 2026.

Clark Financial Services Group charges 0.60%–2.00% a year for its Discretionary Accounts.

Regulatory AUM: $499M
Clients: 431
Advisory staff: 5
Founded: 1992
Fee schedule: 0.60% to 2.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 14310 Olive BLVD, Chesterfield, MO 63017
Phone: 314-469-5000
Website: gardius.com

No. 5 · RIA

MBM Wealth Consultants

MBM Wealth Consultants is an investment adviser based in Chesterfield, MO, registered with the SEC since 2018. 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 $477 million, as filed on 27 May 2026.

MBM Wealth Consultants charges 0.25%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $477M
Clients: 642
Advisory staff: 7
Founded: 2013
Fee schedule: 0.25% to 1.50% a year
Custodians: LPL Financial
Headquarters: 16401 Swingley Ridge RD., Suite 450, Chesterfield, MO 63017
Phone: 636-274-6262
Website: mbmadvisorservices.com

No. 6 · RIA

MarketRiders

MarketRiders is an investment adviser based in Chesterfield, MO, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $363 million, as filed on 30 March 2026.

MarketRiders charges 0.75% a year for its SAM Standard Service.

Regulatory AUM: $363M
Clients: 477
Advisory staff: 4
Founded: 2008
Fee schedule: 0.75% to 0.75% a year
Custodians: Apex Clearing
Headquarters: 1 McBride & Son Center DR., Suite 288, Chesterfield, MO 63005
Phone: 866-990-3837
Website: marketriders.com

No. 7 · RIA

Bridgewater Asset Management

Bridgewater Asset Management is an investment adviser based in Chesterfield, MO, registered with the SEC since 2016. 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 $351 million, as filed on 20 March 2026.

Regulatory AUM: $351M
Clients: 401
Advisory staff: 5
Founded: 2014
Custodians: LPL Financial, Charles Schwab
Headquarters: 16150 Main Circle Drive, Suite 210, Chesterfield, MO 63017
Phone: 636-536-9936
Website: bwam.net

No. 8 · RIA

St. Louis Financial Planners Asset Management

St. Louis Financial Planners Asset Management is an investment adviser based in Chesterfield, MO, registered with the SEC since 2018. It provides investment management. Its clients include individuals. Its regulatory assets under management total $234 million, as filed on 29 September 2026.

St. Louis Financial Planners Asset Management charges 1.75%–2.50% a year for its Fee Schedule.

Regulatory AUM: $234M
Clients: 446
Advisory staff: 2
Fee schedule: 1.75% to 2.50% a year
Custodians: Axos Clearing
Headquarters: 16091 Swingley Ridge RD., Suite 345, Chesterfield, MO 63017
Phone: 636-532-3900

No. 9 · RIA

Belmont Private Wealth

Belmont Private Wealth is an investment adviser based in Chesterfield, MO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $192 million, as filed on 10 September 2026.

Belmont Private Wealth charges 0.40%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $192M
Clients: 29
Advisory staff: 3
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 100 Chesterfield Business Parkway, Suite 200, Chesterfield, MO 63005
Phone: 314-566-9887
Website: belmontpw.com

No. 10 · RIA

Conway Financial Group

Conway Financial Group is an investment adviser based in Chesterfield, MO, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $178 million, as filed on 30 January 2026.

Regulatory AUM: $178M
Clients: 84
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 390 South Woods Mill Road, Suite 175, Chesterfield, MO 63017
Phone: 314-579-9157
Website: conwayfinancialgroup.com

Questions about financial advisors in Chesterfield

How many financial advisor firms are headquartered in Chesterfield?

10 SEC-registered financial advisor firms report their principal office in Chesterfield, MO, managing $7.47B in regulatory assets between them. The other 1 adviser headquartered in the city 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 Chesterfield?

Acropolis Investment Management, with $2.61B in regulatory assets under management on its latest Form ADV. The next largest are Syntegra Private Wealth Group ($1.39B) and Brand Asset Management Group ($1.17B).

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

How large is a typical financial advisor firm in Chesterfield?

The median firm manages $420M in regulatory assets. That is the midpoint of the 10 firms headquartered in Chesterfield.

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

How much do financial advisors in Chesterfield 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 0.75% to 2.50% 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 Chesterfield?

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

Chesterfield has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Chesterfield

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