Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysTA Top 15 States for Average Individual Income Taxes, 2025
AtlasFinancial ADVSR
Open free

Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

196 firms manage $3.6 trillionMissouri

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 3522
    Fiduciary Advisors, Inc.St. Louis, MO · 143 clientsAsset manager
    Vanguard 79%
    $2.1B
  2. 3535
    First Heartland Consultants, Inc.Lake St. Louis, MO · 6,461 clientsWealth managerWrap sponsorHybridFirst Heartland Capital, Inc.
    Pershing 100%
    $2.1B
  3. 3585
    Mosaic WealthSt. Louis, MO · 807 clientsWealth managerHybrid
    Fidelity 88%
    $2.0B
  4. 3591
    Atwood & Palmer, Inc.Kansas City, MO · 525 clientsWealth manager
    Fidelity 100%
    $2.0B
  5. 3748
    JAG Capital Management LLCSt. Louis, MO · 1,068 clientsAsset managerHybrid
    Pershing 81%
    $1.9B
  6. 3873
    Parkwoods Wealth Partners, LLCClayton, MO · 1,395 clientsWealth manager
    Schwab 100%
    $1.8B
  7. 4016
    Conway Investment SolutionsSaint Louis, MO · 11 clientsPrivate fund adviserHybrid
    Schwab 100%
    $1.7B
  8. 4035
    Platform Investments, LLCKansas City, MO · 28 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  9. 4345
    Alpine Private WealthSaint Louis, MO · 295 clientsWealth manager
    Schwab 100%
    $1.5B
  10. 4391
    Anderson Hoagland & CoSt Louis, MO · 150 clientsWealth manager
    Schwab 53%Merrill / Bank of America 29%
    $1.4B
  11. 4398
    Larson Capital Management, LLCChesterfield, MO · 66 clientsPrivate fund adviserHybridLarson Financial Securities, LLC
    No custodian reported
    $1.4B
  12. 4468
    Syntegra Private Wealth Group LLCChesterfield, MO · 2,125 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  13. 4487
    Pandi, LLCKansas City, MO · 17 clientsAsset manager
    J.P. Morgan 100%
    $1.4B
  14. 4566
    Hill Investment GroupSt. Louis, MO · 382 clientsWealth managerHybrid
    Schwab 98%
    $1.3B
  15. 4812
    Fourthstone LLCSt. Louis, MO · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  16. 4905
    Brand Asset Management Group, Inc.Chesterfield, MO · 355 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.2B
  17. 5019
    Meramec Financial Planners, LLCClayton, MO · 474 clientsWealth manager
    Schwab 100%
    $1.1B
  18. 5095
    Asset Consulting Group, LLCClayton, MO · 161 clientsAsset managerAffiliated broker-dealer
    Northern Trust 24%
    $1.1B
  19. 5296
    IFG Advisors, LLCSt. Louis, MO · 566 clientsWealth manager
    Schwab 100%
    $1.0B
  20. 5415
    Terril & CompanySaint Louis, MO · 488 clientsWealth manager
    U.S. Bank 65%Central Trust 35%
    $988M
  21. 5434
    Nuance Investments, LLCKansas City, MO · 257 clientsAsset manager
    Northern Trust 32%Fidelity 27%BNY 23%
    $984M
  22. 5502
    Cortland Associates IncSt. Louis, MO · 387 clientsWealth manager
    Schwab 86%
    $958M
  23. 5663
    Claris Advisors, LLCSt. Louis, MO · 331 clientsWealth manager
    Schwab 79%
    $911M
  24. 5692
    Convergence FinancialColumbia, MO · 2,714 clientsWealth managerHybrid
    LPL Financial 100%
    $904M
  25. 5755
    Correct Capital Wealth Management, LLCClayton, MO · 466 clientsWealth manager
    Fidelity 100%
    $889M
  26. 6059
    Droms Strauss Wealth ManagementSt. Louis, MO · 420 clientsWealth manager
    Schwab 100%
    $806M
  27. 6091
    Compass Group Equity PartnersSt. Louis, MO · 7 clientsPrivate fund adviser
    No custodian reported
    $801M
  28. 6121
    Clayton Financial Group, LLCSt. Louis, MO · 248 clientsWealth manager
    Schwab 61%Fidelity 39%
    $794M
  29. 6136
    Sunpointe InvestmentsSt. Louis, MO · 309 clientsWealth manager
    Schwab 50%Pershing 50%
    $791M
  30. 6180
    Huntleigh Advisors, Inc.St. Louis, MO · 1,838 clientsWealth managerHybridHuntleigh Securities Corporation, K. W. Chambers & Co., clears through Wells Fargo Clearing Services
    First Clearing 100%
    $782M
  31. 6237
    ADK Wealth Advisory GroupSt. Louis, MO · 1,208 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $768M
  32. 6282
    Tbg-Bedford Group LLCSaint Louis, MO · 960 clientsWealth managerHybrid
    Schwab 100%
    $758M
  33. 6475
    RBF Wealth AdvisorsSt. Louis, MO · 1,289 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $716M
  34. 6494
    Precision Wealth Strategies, LLCSt. Louis, MO · 472 clientsWealth managerWrap sponsor
    Schwab 69%Fidelity 31%
    $711M
  35. 6508
    Duncker Streett & Co.St. Louis, MO · 173 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Schwab 100%
    $707M
  36. 6519
    Benjamin F. Edwards Wealth Management, LLCSt. Louis, MO · 1,104 clientsWealth managerWrap sponsorHybridBenjamin F. Edwards & Company, Incorporated
    Pershing 100%
    $705M
  37. 6601
    Family Investment CenterSaint Joseph, MO · 894 clientsWealth manager
    Schwab 100%
    $689M
  38. 6755
    Foundation Wealth Management, LLCClayton, MO · 359 clientsWealth manager
    Fidelity 100%
    $661M
  39. 6761
    Buttonwood Financial Group, LLCKansas City, MO · 429 clientsWealth manager
    Schwab 100%
    $659M
  40. 6958
    Axius Advisors LLCSaint Charles, MO · 1,231 clientsWealth managerHybrid
    Schwab 100%
    $624M

RIAs by state