Broker-dealer firm · Saint Louis, MO
Larson Financial Group, LLC
SEC-registered investment adviser · CRD 140599 · SEC 801-71543
At a glance
Larson Financial Group, LLC is an SEC-registered investment adviser based in Saint Louis, Missouri, with $5.5 billion in regulatory assets under management as of its Form ADV filed March 13, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 4,937 individual clients. By Form ADV it is a broker-dealer firm, ranked 87th of 391 broker-dealer firms and 1,969th of 17,210 SEC-registered advisers by assets.
Main office 866-569-2450larson.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.5B
- Rank among broker-dealer firms
- #87 of 391
- Rank among all SEC RIAs
- #1,969 of 17,210
- Rank in Missouri
- #21 of 196
- Individual clients
- 4,937
- High-net-worth clients
- 1,719
- Accounts
- 25,926
- Discretionary
- 88% of AUM
- Employees
- 131
- Advisory staff
- 68
- Offices
- 21
Owners and executives on its Form ADV
- Randy S. MillerChief Compliance Officer
- Colin G. WiensPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
Larson Financial Group, LLC is a hybrid RIA: 68 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Larson Financial Securities, LLC.
- Larson Financial Securities, LLC ↗CRD 152517
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,719 | $4.4B | 81% |
| Individuals | 3,218 | $1.0B | 18% |
| Charitable organizations | 5 | $27M | <1% |
| Pension and profit sharing plans | 13 | $15M | <1% |
| Corporations or other businesses | 6 | $1M | <1% |
Disciplinary disclosures
Larson Financial Group, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗larson.com ↗
AtlasMembers
The full record on Larson Financial Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 86 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Larson Financial Group, LLC manage?
Larson Financial Group, LLC reports $5.5 billion in regulatory assets under management across 25,926 accounts, 88% of it on a discretionary basis, on its Form ADV filed March 13, 2026.
What kind of firm is Larson Financial Group, LLC?
Larson Financial Group, LLC is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.
Who are Larson Financial Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($4.4 billion, 1,719 clients); individuals ($1.0 billion, 3,218 clients); charitable organizations ($27 million, 5 clients).
Does Larson Financial Group, LLC have any disciplinary history?
Larson Financial Group, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Larson Financial Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →