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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. 024
    Edward JonesSt. Louis, MO · 4,069,320 clientsBroker-dealer firmHybridEdward Jones
    Edward Jones Trust 68%Edward Jones 32%
    $1.0T
  2. 037
    Wells Fargo AdvisorsSt. Louis, MO · 1,324,168 clientsBroker-dealer firmHybridWells Fargo Advisors Financial Network, LLC, Wells Fargo Bank, National Association
    No custodian reported
    $671B
  3. 075
    Nisa Investment Advisors, LLCSt. Louis, MO · 440 clientsAsset manager
    Northern Trust 32%BNY 28%State Street 26%
    $344B
  4. 085
    American Century Investment Management IncKansas City, MO · 716 clientsAsset managerHybridAmerican Century Investment Services, Inc.
    State Street 52%
    $306B
  5. 101
    Wells Fargo AdvisorsSt. Louis, MO · 466,575 clientsBroker-dealer firmHybridWells Fargo Bank, National Association., Wells Fargo Clearing Services, LLC
    Wells Fargo 100%
    $252B
  6. 130
    Olive Street Investment Advisers, LLCSt. Louis, MO · 2 clientsAsset managerHybridEdward D. Jones & Co., L.P., Edward Jones
    No custodian reported
    $204B
  7. 134
    Stifel, Nicolaus & Company, IncorporatedSt Louis, MO · 236,191 clientsBroker-dealer firmHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $198B
  8. 148
    Focus Partners Wealth, LLCSt. Louis, MO · 62,466 clientsWealth managerAffiliated broker-dealerUptiq Treasury & Credit Solutions, LLC
    Schwab 62%Fidelity 38%
    $182B
  9. 425
    Moneta Group Investment Advisors, LLCSt. Louis, MO · 9,163 clientsWealth manager
    Schwab 71%Commerce Trust 29%
    $51B
  10. 493
    Ascension Investment ManagementSt. Louis, MO · 8 clientsAsset manager
    Northern Trust 56%State Street 44%
    $42B
  11. 504
    Focus Advisor Solutions, LLCSt. Louis, MO · 35,101 clientsWealth managerHybrid
    Schwab 70%
    $41B
  12. 559
    Scout Investments, Inc.Kansas City, MO · 328 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    No custodian reported
    $37B
  13. 900
    Benjamin F. Edwards & Company, IncorporatedSt. Louis, MO · 33,057 clientsBroker-dealer firmHybridBenjamin F. Edwards & Company, Incorporated
    Pershing 100%
    $19B
  14. 1206
    Forvis Mazars Wealth Advisors, LLCSpringfield, MO · 4,584 clientsWealth managerAffiliated broker-dealerForvis Mazars Capital Advisors, LLC
    Schwab 100%
    $12B
  15. 1294
    Modern Wealth Management, LLCKansas City, MO · 11,934 clientsWealth managerHybrid
    Schwab 81%
    $11B
  16. 1304
    ACR Alpine Capital Research, LLCSt. Louis, MO · 7,171 clientsAsset managerHybrid
    Schwab 51%Wells Fargo 28%
    $11B
  17. 1310
    Plancorp, LLCSaint Louis, MO · 2,383 clientsWealth manager
    Schwab 82%
    $11B
  18. 1600
    Elmtree Funds, LLCSt. Louis, MO · 16 clientsPrivate fund adviserHybridHPS Securities, LLC
    No custodian reported
    $7.8B
  19. 1676
    Prairie Capital Management Group, LLCKansas City, MO · 531 clientsAsset managerAffiliated broker-dealer
    No custodian reported
    $7.1B
  20. 1745
    Confluence Investment Management LLCSaint Louis, MO · 14,862 clientsWealth managerWrap sponsor
    Stifel, Nicolaus & Company, Incorporated 40%Wells Fargo 25%
    $6.7B
  21. 1969
    Larson Financial Group, LLCSaint Louis, MO · 4,961 clientsBroker-dealer firmHybridLarson Financial Securities, LLC
    Schwab 83%
    $5.5B
  22. 1983
    Pension Consultants IncSpringfield, MO · 88 clientsAsset manager
    Matrix Trust 52%Empower Trust Company 26%
    $5.4B
  23. 2042
    KrilogySt. Louis, MO · 3,204 clientsWealth managerHybrid
    Schwab 86%
    $5.2B
  24. 2099
    Kennedy Capital ManagementSt Louis, MO · 213 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 55%State Street 24%
    $5.0B
  25. 2103
    Stifel Independent Advisors, LLCSt Louis, MO · 7,902 clientsBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLC
    No custodian reported
    $5.0B
  26. 2125
    Cornerstone Wealth Management, LLCDES Peres, MO · 12,691 clientsWealth managerHybrid
    LPL Financial 100%
    $4.9B
  27. 2239
    Thompson Street Capital Manager LLCSt. Louis, MO · 10 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  28. 2416
    Argent Capital Management LLCClayton, MO · 1,160 clientsWealth manager
    Schwab 50%Commerce Bancshares 50%
    $4.0B
  29. 2462
    Rubinbrown Advisors LLCSt. Louis, MO · 1,160 clientsWealth managerAffiliated broker-dealerRubinbrown Corporate Finance, LLC
    Schwab 94%
    $3.9B
  30. 2482
    Matter Family OfficeSt Louis, MO · 229 clientsWealth manager
    Schwab 100%
    $3.8B
  31. 2583
    Visionary Wealth Advisors, LLCSt. Louis, MO · 4,262 clientsWealth manager
    Schwab 87%
    $3.5B
  32. 2760
    Five Elms CapitalKansas City, MO · 23 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  33. 3079
    Zemenick & Walker IncSt Louis, MO · 271 clientsWealth manager
    Schwab 100%
    $2.6B
  34. 3090
    Argos Capital Partners, LLCSt. Louis, MO · 65 clientsWealth manager
    Fidelity 99%
    $2.6B
  35. 3091
    Acropolis Investment ManagementChesterfield, MO · 1,045 clientsWealth manager
    Schwab 100%
    $2.6B
  36. 3144
    Commerce Investment Advisors, Inc.Kansas City, MO · 9 clientsAsset managerHybridCommerce Bank, Commerce Brokerage Services, Inc., clears through National Financial Services (Fidelity)
    No custodian reported
    $2.5B
  37. 3265
    Stonebridge Financial Group, LLCSt. Louis, MO · 805 clientsAsset manager
    Empower Financial Services 73%Fidelity 27%
    $2.4B
  38. 3290
    Smith Moore & Co.Clayton, MO · 4,142 clientsBroker-dealer firmHybridSmith Moore & Co.
    No custodian reported
    $2.4B
  39. 3320
    American Century Investments Private Client Group, Inc.Kansas City, MO · 4,107 clientsWealth managerPublic-company ownedHybridAmerican Century Investment Services, Inc.
    No custodian reported
    $2.3B
  40. 3424
    Detalus Advisors, LLCSt. Louis, MO · 707 clientsAsset manager
    Central Bank 57%Pershing 43%
    $2.2B

RIAs by state