Top 10 financial advisor firms in St Louis

41 SEC-registered financial advisor firms are headquartered in St Louis, MO, with $314B 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).

41
Financial advisor firms: $314B
Their combined AUM: $711M
Median firm AUM: 116,728
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
Krilogy Financial
RIA
$5.2B
0.50% to 1.50% a year
5
RubinBrown Advisors
RIA
$3.86B
0.30% to 0.95% a year
6
Matter
RIA
$3.81B
Regulatory AUM
7
Visionary Wealth Advisors
RIA
$3.54B
1.00% to 1.25% a year
8
Zemenick & Walker
RIA
$2.63B
0.13% to 0.50% a year
9
Argos Capital Partners
RIA
$2.61B
Regulatory AUM
10
Mosaic Family Wealth Partners
RIA
$2.04B
Up to 1.50% 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

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. 5 · RIA

RubinBrown Advisors

RubinBrown Advisors is an investment adviser based in St. Louis, MO, registered with the SEC since 2003. 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 $3.86 billion, as filed on 28 August 2026.

RubinBrown Advisors charges 0.30%–0.95% a year for its Standard fee schedule.

Regulatory AUM: $3.86B
Clients: 1,160
Advisory staff: 28
Founded: 2002
Fee schedule: 0.30% to 0.95% a year
Custodians: Charles Schwab, SEI Investments Distribution, Pershing
Headquarters: 7676 Forsyth BLVD., Suite 2100, St. Louis, MO 63105
Phone: 314-290-3300
Website: rubinbrownadvisors.com

No. 6 · RIA

Matter

Matter is an investment adviser based in St Louis, MO, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $3.81 billion, as filed on 21 July 2026.

Regulatory AUM: $3.81B
Clients: 229
Advisory staff: 40
Custodians: Charles Schwab
Headquarters: 8001 Forsyth BLVD, Suite 950, St Louis, MO 63105
Phone: 314-862-5190
Website: matterfamilyoffice.com

No. 7 · RIA

Visionary Wealth Advisors

Visionary Wealth Advisors is an investment adviser based in St. Louis, MO, registered with the SEC since 2013. 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 $3.54 billion, as filed on 31 March 2026.

Visionary Wealth Advisors charges 1.00%–1.25% a year for its Investment Management.

Regulatory AUM: $3.54B
Clients: 4,262
Advisory staff: 51
Founded: 2014
Fee schedule: 1.00% to 1.25% a year
Custodians: Charles Schwab, Raymond James
Headquarters: 1401 South Brentwood Boulevard, Suite 700, St. Louis, MO 63144
Phone: 314-764-2727
Website: visionarywealthadvisors.com

No. 8 · RIA

Zemenick & Walker

Zemenick & Walker is an investment adviser based in St Louis, MO, registered with the SEC since 1998. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $2.63 billion, as filed on 11 March 2026.

Zemenick & Walker charges 0.125%–0.50% a year for its Standard fee schedule.

Regulatory AUM: $2.63B
Clients: 271
Advisory staff: 8
Fee schedule: 0.13% to 0.50% a year
Custodians: Charles Schwab
Headquarters: 1401 S. Brentwood BLVD., Suite 550, St Louis, MO 63144
Phone: 314-862-5525
Website: zandw.com

No. 9 · RIA

Argos Capital Partners

Argos Capital Partners 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, pooled investment vehicles, and pension and profit-sharing plans. Its regulatory assets under management total $2.61 billion, as filed on 17 April 2026.

Regulatory AUM: $2.61B
Clients: 65
Advisory staff: 15
Custodians: RBC Capital Markets, Fidelity
Headquarters: 477 N. Lindbergh BLVD., Suite 200, St. Louis, MO 63141
Phone: 314-898-9893
Website: argoscapitalpartners.com

No. 10 · RIA

Mosaic Family Wealth Partners

Mosaic Family Wealth Partners is an investment adviser based in St. Louis, MO, registered with the SEC since 2021. 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 $2.04 billion, as filed on 30 March 2026.

Mosaic Family Wealth Partners charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $2.04B
Clients: 807
Advisory staff: 19
Founded: 2015
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 1401 S. Brentwood BLVD., Suite 630, St. Louis, MO 63144
Phone: 314-627-5220
Website: mosaicwealth.com

Questions about financial advisors in St Louis

How many financial advisor firms are headquartered in St Louis?

41 SEC-registered financial advisor firms report their principal office in St Louis, MO, managing $314B in regulatory assets between them. The other 32 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 St Louis?

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 St Louis?

The median firm manages $711M in regulatory assets. That is the midpoint of the 41 firms headquartered in St Louis.

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

How much do financial advisors in St 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 0.50% 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 St 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

St Louis has 41 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in St Louis

Top financial advisor firms in other Missouri cities