RIA firms in Missouri
2,388 RIA firms are registered or notice filed in Missouri: 385 state registered and 2,003 federally registered. 339 are headquartered here.
Another 58 state registered advisers with no address on file are registered only in Missouri. 16 exempt reporting advisers also file in Missouri and are not counted as RIA firms. #21 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Missouri, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Edward Jonesalso a Broker Dealer | 24,116 | $1T | Federally registered | Saint Louis |
| Wells Fargo Clearing Services, LLCalso a Broker Dealer | 14,622 | $671B | Federally registered | Saint Louis |
| Wells Fargo Advisors Financial Network, LLCalso a Broker Dealer | 3,664 | $252B | Federally registered | Saint Louis |
| Stifel, Nicolaus & Company, Incorporatedalso a Broker Dealer | 3,348 | $198B | Federally registered | Saint Louis |
| Focus Partners Wealth, LLC | 1,036 | $182B | Federally registered | Saint Louis |
| Benjamin F. Edwards & Company, Inc.also a Broker Dealer | 515 | $18.9B | Federally registered | Saint Louis |
| Moneta Group Investment Advisors, LLC | 254 | $50.5B | Federally registered | Saint Louis |
| Modern Wealth Management, LLC | 120 | $10.9B | Federally registered | Kansas City |
| First Heartland Consultants, Inc. | 99 | $2.1B | Federally registered | Lake St Louis |
| Cornerstone Wealth Management, LLC | 88 | $4.9B | Federally registered | Des Peres |
Most advisers based in Missouri
Advisers registered and working in Missouri, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Missouri that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $3.6T
- Firms reporting
- 300
- Median, federally registered
- $508M
- Median, state registered
- $38.6M
One firm reports 28% of Missouri's reported AUM.
How they charge
Share of the 317 firms headquartered here that report their fees.
Who they serve
Share of the 295 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Missouri RIA firms, answered.
How many RIA firms are registered in Missouri?
2,388 RIA firms are registered or notice filed in Missouri: 385 state registered and 2,003 federally registered. 339 are headquartered there.
Which RIA firms in Missouri have the most advisers?
Edward Jones (24,116 advisers), Wells Fargo Clearing Services, LLC (14,622 advisers) and Wells Fargo Advisors Financial Network, LLC (3,664 advisers).
How much do RIA firms in Missouri manage?
The 300 RIA firms headquartered in Missouri that report assets report $3.6T in total. The median is $508M for federally registered firms and $38.6M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Missouri counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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