Top 8 financial advisor firms in Clayton

8 SEC-registered financial advisor firms are headquartered in Clayton, MO, with $9.03B in combined regulatory assets under management. The largest by assets are Argent Capital Management ($3.99B), Parkwoods Wealth Partners ($1.79B) and Meramec Financial Planners ($1.13B).

8
Financial advisor firms: $9.03B
Their combined AUM: $775M
Median firm AUM: 4,017
Clients of the top 8

The 8 largest by assets

1
Argent Capital Management
RIA
$3.99B
0.65% to 1.00%
2
Parkwoods Wealth Partners
RIA
$1.79B
0.30% to 1.00% a year
3
Meramec Financial Planners
RIA
$1.13B
0.25% to 1.00% a year
4
Correct Capital Wealth Management
RIA
$889M
0.65% to 1.50% a year
5
Foundation Wealth Management
RIA
$661M
0.50% to 1.25% a year
6
Vista Finance
RIA
$320M
Up to 1.15% a year
7
Clarity Financial Planners
RIA
$132M
0.40% to 1.00% a year
8
Laminar Wealth
RIA
$132M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Argent Capital Management

Argent Capital Management is an investment adviser based in Clayton, MO, registered with the SEC since 1998. It provides investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $3.99 billion, as filed on 27 March 2026.

Argent Capital Management charges 0.65%–1.00% for its Standard Fee Schedule (All Strategies). The brochure does not state whether the rate is annual.

Regulatory AUM: $3.99B
Clients: 1,160
Advisory staff: 23
Founded: 1998
Fee schedule: 0.65% to 1.00%
Custodians: Commerce Trust, Charles Schwab
Headquarters: 100 South Brentwood BLVD., Suite 110, Clayton, MO 63105
Phone: 314-725-6000
Website: argentcapital.com

No. 2 · RIA

Parkwoods Wealth Partners

Parkwoods Wealth Partners is an investment adviser based in Clayton, MO, registered with the SEC since 2024. 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 $1.79 billion, as filed on 17 September 2026.

Parkwoods Wealth Partners charges 0.30%–1.00% a year for its Investment Management Services.

Regulatory AUM: $1.79B
Clients: 1,395
Advisory staff: 24
Founded: 2024
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 222 South Central Avenue, Suite 500, Clayton, MO 63105
Phone: 877-278-2716
Website: parkwoods.com

No. 3 · RIA

Meramec Financial Planners

Meramec Financial Planners is an investment adviser based in Clayton, MO, registered with the SEC since 2025. 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 $1.13 billion, as filed on 21 September 2026.

Meramec Financial Planners charges 0.25%–1.00% a year for its Asset Management.

Regulatory AUM: $1.13B
Clients: 474
Advisory staff: 7
Founded: 2025
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 7911 Forsyth BLVD., Suite 200, Clayton, MO 63105
Phone: 314-579-3295
Website: mfp-stl.com

No. 4 · RIA

Correct Capital Wealth Management

Correct Capital Wealth Management is an investment adviser based in Clayton, MO, registered with the SEC since 2018. 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 $889 million, as filed on 27 February 2026.

Correct Capital Wealth Management charges 0.65%–1.50% a year for its Investment Management.

Regulatory AUM: $889M
Clients: 466
Advisory staff: 8
Founded: 2018
Fee schedule: 0.65% to 1.50% a year
Minimum account: $500,000
Custodians: Fidelity
Headquarters: 130 S Bemiston Avenue, Suite 602, Clayton, MO 63105
Phone: 314-930-4015

No. 5 · RIA

Foundation Wealth Management

Foundation Wealth Management is an investment adviser based in Clayton, MO, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and individual clients. Its regulatory assets under management total $661 million, as filed on 20 April 2026.

Foundation Wealth Management charges 0.50%–1.25% a year for its Investment Management Services.

Regulatory AUM: $661M
Clients: 359
Advisory staff: 4
Founded: 2003
Fee schedule: 0.50% to 1.25% a year
Minimum account: $1,000,000
Custodians: Fidelity
Headquarters: 168 N. Meramec Ave, Suite 100, Clayton, MO 63105
Phone: 314-726-6789
Website: fwmria.com

No. 6 · RIA

Vista Finance

Vista Finance is an investment adviser based in Clayton, 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 individual clients. Its regulatory assets under management total $320 million, as filed on 27 March 2026.

Vista Finance charges up to 1.15% a year for its Wrap Comprehensive Portfolio Management.

Regulatory AUM: $320M
Clients: 98
Advisory staff: 4
Founded: 2020
Fee schedule: Up to 1.15% a year
Custodians: Fidelity
Headquarters: 100 South Brentwood, Suite 350, Clayton, MO 63105
Phone: 314-518-5240
Website: myvista.us

No. 7 · RIA

Clarity Financial Planners

Clarity Financial Planners is an investment adviser based in Clayton, MO, registered with the SEC since 2024. 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 $132 million, as filed on 31 March 2026.

Clarity Financial Planners charges 0.40%–1.00% a year for its Comprehensive Financial Planning and Portfolio Management.

Regulatory AUM: $132M
Clients: 38
Advisory staff: 1
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab, Tiaa, Altruist
Headquarters: 168 N. Meramec Avenue, Suite 150, Clayton, MO 63105
Phone: 314-548-2260
Website: clarityfinancialplanners.com

No. 8 · RIA

Laminar Wealth

Laminar Wealth is an investment adviser based in Clayton, MO, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $132 million, as filed on 18 June 2026.

Regulatory AUM: $132M
Clients: 27
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 7777 Bonhomme Avenue, Suite 1800, Clayton, MO 63105
Phone: 800-929-6530
Website: laminarwealth.com

Questions about financial advisors in Clayton

How many financial advisor firms are headquartered in Clayton?

8 SEC-registered financial advisor firms report their principal office in Clayton, MO, managing $9.03B in regulatory assets between them. The other 5 advisers 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 Clayton?

Argent Capital Management, with $3.99B in regulatory assets under management on its latest Form ADV. The next largest are Parkwoods Wealth Partners ($1.79B) and Meramec Financial Planners ($1.13B).

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

How large is a typical financial advisor firm in Clayton?

The median firm manages $775M in regulatory assets. That is the midpoint of the 8 firms headquartered in Clayton.

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

How much do financial advisors in Clayton charge?

Of the 8 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Clayton?

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

Clayton has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Clayton

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