Top 10 financial advisor firms in Saint Louis

12 SEC-registered financial advisor firms are headquartered in Saint Louis, MO, with $21.7B in combined regulatory assets under management. The largest by assets are Plancorp ($10.6B), Larson Financial Group ($5.48B) and Alpine Private Capital ($1.45B).

12
Financial advisor firms: $21.7B
Their combined AUM: $490M
Median firm AUM: 12,253
Clients of the top 10

The 10 largest by assets

1
Plancorp
RIA
$10.6B
Regulatory AUM
2
Larson Financial Group
RIA
$5.48B
0.70% to 1.75% a year
3
Alpine Private Capital
RIA
$1.45B
Regulatory AUM
4
Terril Brothers
RIA
$988M
Up to 1.00%
5
TBG-Bedford Group
RIA
$758M
0.25% to 2.00% a year
6
25
RIA
$545M
Regulatory AUM
7
VCI Wealth Management
RIA
$435M
0.50% to 1.25% a year
8
Saxony Capital Management
RIA
$368M
1.20% to 2.20%
9
Moment Private Wealth
RIA
$357M
0.40% to 1.00% a year
10
Brady Family Wealth
RIA
$313M
0.50% to 1.25% a year

Profiles of the top 10

No. 1 · 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. 2 · 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. 3 · RIA

Alpine Private Capital

Alpine Private Capital is an investment adviser based in Saint Louis, MO, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.45 billion, as filed on 24 March 2026.

Regulatory AUM: $1.45B
Clients: 295
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 190 Carondelet Plaza, Suite 1300, Saint Louis, MO 63105
Phone: 314-932-1010
Website: alpineprivatewealth.com

No. 4 · RIA

Terril Brothers

Terril Brothers is an investment adviser based in Saint Louis, MO, registered with the SEC since 1980. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $988 million, as filed on 30 March 2026.

Terril Brothers charges up to 1.00% for its Investment advisory services. The brochure does not state whether the rate is annual.

Regulatory AUM: $988M
Clients: 488
Advisory staff: 6
Founded: 1979
Fee schedule: Up to 1.00%
Custodians: Central Trust and Investment, U.S. Bancorp
Headquarters: 6 City Place Drive, Suite 1050, Saint Louis, MO 63141-7102
Phone: 314-965-0344
Website: terrilco.com

No. 5 · RIA

TBG-Bedford Group

TBG-Bedford Group is an investment adviser based in Saint Louis, MO, registered with the SEC since 2026. 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 $758 million, as filed on 20 August 2026.

TBG-Bedford Group charges 0.25%–2.00% a year for its Investment management.

Regulatory AUM: $758M
Clients: 960
Advisory staff: 9
Fee schedule: 0.25% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 10310 German BLVD, Saint Louis, MO 63131
Phone: 314-957-5737

No. 6 · RIA

25

25 is an investment adviser based in Saint Louis, 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 $545 million, as filed on 19 May 2026.

Regulatory AUM: $545M
Clients: 505
Advisory staff: 8
Founded: 2018
Custodians: Charles Schwab, Fidelity
Headquarters: 135 West Adams Avenue, Saint Louis, MO 63122
Phone: 314-530-2858
Website: 25financial.com

No. 7 · RIA

VCI Wealth Management

VCI Wealth Management is an investment adviser based in Saint Louis, MO, registered with the SEC since 2023. It provides investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $435 million, as filed on 13 May 2026.

VCI Wealth Management charges 0.50%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $435M
Clients: 1,686
Advisory staff: 23
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 530 Vance Road, Saint Louis, MO 63088
Phone: 314-530-0500
Website: fefafinancial.com

No. 8 · RIA

Saxony Capital Management

Saxony Capital Management is an investment adviser based in Saint 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 corporations and other businesses. Its regulatory assets under management total $368 million, as filed on 1 October 2026.

Saxony Capital Management charges 1.20%–2.20% for its SCM – AMAs. The brochure does not state whether the rate is annual.

Regulatory AUM: $368M
Clients: 762
Fee schedule: 1.20% to 2.20%
Headquarters: 11152 S Towne Square, Saint Louis, MO 63123
Phone: 314-963-9336
Website: saxonyadvisors.com

No. 9 · RIA

Moment Private Wealth

Moment Private Wealth is an investment adviser based in Saint Louis, 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 $357 million, as filed on 18 August 2026.

Moment Private Wealth charges 0.40%–1.00% a year for its Standard blended fee schedule.

Regulatory AUM: $357M
Clients: 105
Advisory staff: 6
Founded: 2021
Fee schedule: 0.40% to 1.00% a year
Minimum account: $500,000
Custodians: Fidelity
Headquarters: 2 Cityplace Drive, 2nd Floor, Saint Louis, MO 63141
Phone: 636-591-1050
Website: momentprivatewealth.com

No. 10 · RIA

Brady Family Wealth

Brady Family Wealth is an investment adviser based in Saint Louis, MO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $313 million, as filed on 4 March 2026.

Brady Family Wealth charges 0.50%–1.25% a year for its Investment and Wealth Management Services.

Regulatory AUM: $313M
Clients: 108
Advisory staff: 3
Fee schedule: 0.50% to 1.25% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 1401 South Brentwood BLVD., Suite 880, Saint Louis, MO 63144
Phone: 314-919-9151
Website: bradyfamilywealth.com

Questions about financial advisors in Saint Louis

How many financial advisor firms are headquartered in Saint Louis?

12 SEC-registered financial advisor firms report their principal office in Saint Louis, MO, managing $21.7B in regulatory assets between them. The other 2 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 Saint Louis?

Plancorp, with $10.6B in regulatory assets under management on its latest Form ADV. The next largest are Larson Financial Group ($5.48B) and Alpine Private Capital ($1.45B).

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

How large is a typical financial advisor firm in Saint Louis?

The median firm manages $490M in regulatory assets. That is the midpoint of the 12 firms headquartered in Saint Louis.

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

How much do financial advisors in Saint Louis charge?

Of the 10 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 2.20% 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 Saint Louis?

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

Saint Louis has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Saint Louis

Top financial advisor firms in other Missouri cities