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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. 13132
    Stewardship CapitalIndependence, MO · 392 clientsWealth manager
    Schwab 71%Fidelity 29%
    $168M
  2. 13244
    Floyd Financial Group LLCSpringfield, MO · 689 clientsWealth manager
    Schwab 100%
    $164M
  3. 13261
    Risley Capital Management LLCEllisville, MO · 160 clientsWealth manager
    Schwab 100%
    $163M
  4. 13361
    Fidelis Financial Planning, LLCSaint Charles, MO · 149 clientsWealth manager
    Schwab 100%
    $160M
  5. 13389
    Modern Dollar Planning, LLCSt. Louis, MO · 153 clientsWealth manager
    Fidelity 100%
    $159M
  6. 13526
    Heritage Asset Management, LLCBelton, MO · 749 clientsWealth manager
    Schwab 100%
    $155M
  7. 13701
    Sonas Financial Group, Inc.Kansas City, MO · 105 clientsWealth manager
    Fidelity 100%
    $150M
  8. 13755
    Flyover Capital Partners, LLCKansas City, MO · 7 clientsPrivate fund adviserAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $148M
  9. 13801
    Essex Ridge Capital Group, LLCSt. Louis, MO · 7 clientsWealth manager
    No custodian reported
    $146M
  10. 13842
    Capital Management Services, Inc.Manchester, MO · 242 clientsWealth managerHybrid
    Schwab 100%
    $145M
  11. 13955
    Severin Investments LLCSt. Louis, MO · 235 clientsWealth managerWrap sponsor
    Schwab 100%
    $142M
  12. 14090
    Diversified Wealth Advisors, LLCKansas City, MO · 408 clientsWealth manager
    Fidelity 100%
    $138M
  13. 14168
    Bright Portfolios, LLCLee's Summit, MO · 1 clientsAsset manager
    No custodian reported
    $136M
  14. 14276
    Clarity Financial PlannersClayton, MO · 38 clientsWealth manager
    Altruist 68%Schwab 32%
    $132M
  15. 14301
    Laminar Wealth LLCClayton, MO · 27 clientsWealth manager
    Schwab 100%
    $132M
  16. 14451
    Divvi Wealth ManagementKansas City, MO · 197 clientsWealth manager
    Schwab 100%
    $127M
  17. 14483
    Hickory Wealth Management, LLCSpringfield, MO · 209 clientsWealth managerWrap sponsor
    Schwab 100%
    $127M
  18. 14486
    IORClayton, MOAsset manager
    U.S. Bank 100%
    $127M
  19. 14604
    Lang & Becker, Inc.Washington, MO · 138 clientsWealth managerHybrid
    Fidelity 100%
    $123M
  20. 14754
    Virtus Financial GroupOlivette, MO · 230 clientsWealth manager
    Schwab 100%
    $119M
  21. 14768
    Fama Fiduciary Wealth LLCManchester, MO · 61 clientsWealth manager
    Fidelity 100%
    $119M
  22. 14929
    Fortify Wealth, Inc.St. Louis, MO · 79 clientsWealth manager
    Schwab 100%
    $115M
  23. 14955
    Ryan Poage & Co.Kansas City, MO · 192 clientsWealth managerHybrid
    Schwab 100%
    $114M
  24. 14983
    Sparrow Capital Management IncSt. Louis, MO · 58 clientsAsset manager
    No custodian reported
    $113M
  25. 15029
    Compass WealthSt. Louis, MO · 766 clientsWealth managerWrap sponsor
    Fidelity 51%Schwab 49%
    $112M
  26. 15159
    Ten Peaks Partners L.L.C.Clayton, MO · 27 clientsAsset manager
    Vanguard 84%
    $109M
  27. 15255
    Truman Wealth AdvisorsColumbia, MO · 98 clientsWealth manager
    Schwab 88%
    $106M
  28. 15692
    Breiter Wealth Management, LLCSt. Louis, MO · 109 clientsWealth manager
    No custodian reported
    $72M
  29. 15761
    Build Asset ManagementJefferson City, MO · 2 clientsAsset manager
    Schwab 100%
    $65M
  30. 16141
    CQL Capital ManagementChesterfield, MOAsset manager
    No custodian reported
    $27M
  31. 16364
    UMB Financial Services, Inc.Kansas City, MOBroker-dealer firmHybridUMB Bank, N.A.
    No custodian reported
    $5M
  32. 16570
    St. Louis Financial Planners Inc.Chesterfield, MOAsset manager
    No custodian reported
    $0
  33. 16598
    U.S. Institutional CorporationChesterfield, MO · 4 clientsAsset manager
    No custodian reported
    $0
  34. 16670
    Stifel Wealth TrackerSt. Louis, MOAsset managerHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $0
  35. 16904
    Hofman Wealth ManagementChesterfield, MOAsset managerHybrid
    No custodian reported
    $0
  36. 16925
    Solstice Guard CapitalSt. Charles, MOAsset managerHybrid
    No custodian reported
    $0

RIAs by state