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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 you
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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. 6991
    Alexander Labrunerie & Co., Inc.Columbia, MO · 1,186 clientsWealth managerHybrid
    Schwab 100%
    $619M
  2. 7187
    Diversified Financial Advisors, LLCTown and Country, MO · 641 clientsAsset managerHybrid
    Broadridge Business Process Outsourcing 65%LPL Financial 35%
    $586M
  3. 7204
    Monetary Management Group IncSt Louis, MO · 117 clientsWealth managerWrap sponsor
    RBC 78%
    $584M
  4. 7345
    Stieven Capital Advisors, L.P.St. Louis, MO · 2 clientsPrivate fund adviser
    No custodian reported
    $563M
  5. 7356
    Strongbox Wealth, LLCLee's Summit, MO · 499 clientsWealth manager
    Schwab 100%
    $562M
  6. 7370
    Wedgewood Partners, Inc.St Louis, MO · 389 clientsWealth manager
    UBS 42%Morgan Stanley 24%
    $561M
  7. 7386
    Capital Investment Management, IncLee's Summit, MO · 1,072 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $559M
  8. 7424
    Central Trust BankJefferson City, MO · 14 clientsAsset manager
    Central Trust Company, A Division of the Central Trust Bank 100%
    $554M
  9. 7477
    25 FinancialSaint Louis, MO · 505 clientsWealth managerHybrid
    Schwab 86%
    $545M
  10. 7492
    Prosperity PlanningNorth Kansas City, MO · 406 clientsWealth manager
    Fidelity 100%
    $543M
  11. 7548
    Ninth Avenue Capital, LPKansas City, MO · 3 clientsPrivate fund adviser
    No custodian reported
    $536M
  12. 7636
    Core PlanningOfallon, MO · 867 clientsWealth manager
    Schwab 57%Altruist 43%
    $525M
  13. 7699
    Orion Investment CoSt Louis, MO · 673 clientsWealth managerHybridSauer, Dazey Investment Company, clears through RBC Capital Markets
    RBC 100%
    $515M
  14. 7716
    Allocator Solutions, LLCSt Louis, MO · 1 clientsAsset manager
    Northern Trust 44%Merrill / Bank of America 41%
    $514M
  15. 7750
    Permanent Equity ManagementColumbia, MO · 3 clientsPrivate fund adviser
    No custodian reported
    $509M
  16. 7763
    Agellus Capital, LLCClayton, MO · 6 clientsPrivate fund adviser
    No custodian reported
    $508M
  17. 7781
    Financial & Tax Architects, LLCSt. Louis, MO · 1,574 clientsWealth manager
    Schwab 100%
    $506M
  18. 7802
    Fyra Capital ManagementSt. Charles, MO · 858 clientsWealth managerWrap sponsorHybrid
    Schwab 68%Fidelity 32%
    $504M
  19. 7838
    Clark Financial Services Group, Inc.Chesterfield, MO · 431 clientsWealth manager
    Schwab 100%
    $499M
  20. 8023
    MBM Wealth Consultants, LLCChesterfield, MO · 642 clientsWealth managerHybrid
    LPL Financial 100%
    $477M
  21. 8066
    Mainstreet RIA LLCO'fallon, MO · 141 clientsAsset manager
    Corebridge Retirment Services 83%
    $472M
  22. 8206
    Truenorth Wealth & Impact, LLCJoplin, MO · 401 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $456M
  23. 8245
    Sarver Vrooman Wealth Advisors LLCKansas City, MO · 296 clientsWealth manager
    First Clearing 100%
    $452M
  24. 8265
    Waterequity LLCKansas City, MO · 6 clientsPrivate fund adviser
    No custodian reported
    $450M
  25. 8281
    Harbour Group Industries, Inc.St. Louis, MO · 4 clientsPrivate fund adviser
    No custodian reported
    $448M
  26. 8426
    Fefa FinancialSaint Louis, MO · 1,686 clientsWealth managerWrap sponsor
    Schwab 100%
    $435M
  27. 8487
    CPC Management, LLCKansas City, MO · 1 clientsPrivate fund adviser
    No custodian reported
    $428M
  28. 8608
    Cultivation Capital, LLCSt. Louis, MO · 17 clientsPrivate fund adviser
    No custodian reported
    $416M
  29. 8926
    JJP Capital Management, Inc.Columbia, MO · 67 clientsWealth manager
    Morgan Stanley 95%
    $390M
  30. 8942
    Wheelhouse Advisory Group, LLCSt. Louis, MO · 548 clientsWealth manager
    Schwab 100%
    $388M
  31. 9140
    Pinnacle Family Advisors, LLCSpringfield, MO · 917 clientsWealth managerHybrid
    Schwab 64%Fidelity 36%
    $372M
  32. 9190
    Saxony Capital Management, LLCSaint Louis, MO · 762 clientsWealth managerHybridPatrick Capital Markets, LLC, Saxony Securities, Inc.
    No custodian reported
    $368M
  33. 9236
    Signify Wealth LLCSt. Louis, MO · 114 clientsWealth manager
    Schwab 100%
    $365M
  34. 9254
    MarketridersChesterfield, MO · 477 clientsWealth managerHybridSogotrade, Inc.
    Apex Fintech 100%
    $363M
  35. 9327
    Moment Private WealthSaint Louis, MO · 105 clientsWealth manager
    Fidelity 100%
    $357M
  36. 9388
    R.T. Jones Capital Equities Management Inc.St. Louis, MO · 4,108 clientsWealth manager
    Oneamerica Securities 100%
    $352M
  37. 9403
    Bridgewater Asset Management LLCChesterfield, MO · 401 clientsWealth managerWrap sponsorHybrid
    LPL Financial 98%
    $351M
  38. 9464
    Archway Wealth Management, LLCKirkwood, MO · 200 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $346M
  39. 9576
    Nicholson Meyer Capital Management, Inc.Kansas City, MO · 268 clientsWealth manager
    Fidelity 100%
    $338M
  40. 9621
    Mid-American Wealth Advisory GroupKansas City, MO · 958 clientsWealth manager
    Schwab 100%
    $336M

RIAs by state