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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

25 FINANCIAL

25, LLC, CRD 317916

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67b73acf-dd02-1614-d50f-e619a7130f7e

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 8
On other graphs: 0
Observed: Jan 12, 2022 to May 19, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $545MItem 5.F on the latest filing (2026-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $492M
Private client RAUM: $545MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $60.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,075
Individual clients: 255
High net worth clients: 250
SEC number: 801-123213
CRD: 317916
Filings on the tape: 19
First filed: Jan 12, 2022
Latest filed: May 19, 2026
Organised: Limited Liability Company, MO
Website: 25financial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RANDALL SCOTT LARSON	n/a	SAINT LOUIS, MO	4	15	2	no
NATHAN JAMES BROOKS	n/a	IOWA CITY, IA \| SAINT LOUIS, MO	4	16	2	no
BRADLEY STEVEN MEYERS	Certified Financial Planner	NOLENSVILLE, TN \| SAINT LOUIS, MO	4	11	2	no
JEFFREY SCOTT LARSON	n/a	SAINT LOUIS, MO	4	21	4	no
Stephan Kern Josiah McKee	n/a	SAINT LOUIS, MO	4	15	1	yes
Timothy P Moore	n/a	SAINT LOUIS, MO	4	11	2	yes
JONATHAN PAUL LESTER	n/a	SAINT LOUIS, MO	4	10	2	yes
BRIAN ADAM SANGUINET	n/a	SAINT LOUIS, MO	4	14	2	yes
Sarah Jean Wilson	n/a	SAINT LOUIS, MO	1	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LARSON, JEFFREY, SCOTT	MEMBER/IINVESTMENT ADVISOR REPRESENTATIVE	C	yes	03/2022	Mar 30, 2022	Nov 19, 2024
LARSON, RANDALL, SCOTT	MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER	C	yes	01/2022	Jan 12, 2022	Nov 19, 2024
BROOKS, NATHAN, JAMES	MEMBER/INVESTMENT ADVISOR REPRESENTATIVE	Na	no	03/2022	Mar 30, 2022	Nov 19, 2024
MEYERS, BRADLEY, STEVEN	MEMBER/INVESTMENT ADVISOR REPRESENTATIVE	Na	no	03/2022	Mar 30, 2022	Nov 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RANDALL LARSON, LLC	n/a	n/a	n/a	N	yes	n/a
THE LARSON LAW FIRM, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$545M	$492M	19	8	2	n/a	n/a
2024	Apr 2, 2025	$415M	$303M	21	8	2	n/a	n/a
2023	Mar 28, 2024	$409M	$305M	17	9	2	n/a	n/a
2022	Mar 13, 2023	$305M	$304M	13	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$545M	$415M	31.3%	$305M	21.4%	19	21	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARETE WEALTH ADVISORS, LLC	5	Oct 27, 2023	Jul 15, 2024	ST LOUIS, MO	Team lift out	Ibd to RIA	4.1%
ARETE WEALTH ADVISORS, LLC	2	Dec 31, 2022	Jun 28, 2022	CHICAGO, IL	Team lift out	Ibd to RIA	1.9%

Relationships

Registered with (10)

← Sarah Jean WilsonAdvisorregistration: current employment
Sep 15, 2025 to presentfactForm ADV
← BRIAN ADAM SANGUINETAdvisorregistration: current employment
Aug 12, 2022 to presentfactForm ADV
← JONATHAN PAUL LESTERAdvisorregistration: current employment
Jul 21, 2022 to presentfactForm ADV
← Timothy P MooreAdvisorregistration: current employment
Jun 28, 2022 to presentfactForm ADV
← Stephan Kern Josiah McKeeAdvisorregistration: current employment
Jun 23, 2022 to presentfactForm ADV
← JEFFREY SCOTT LARSONAdvisorregistration: current employment
Mar 31, 2022 to presentfactForm ADV
← NATHAN JAMES BROOKSAdvisorregistration: current employment
Mar 30, 2022 to presentfactForm ADV
← BRADLEY STEVEN MEYERSAdvisorregistration: current employment
Mar 30, 2022 to presentfactForm ADV
← RANDALL SCOTT LARSONAdvisorregistration: current employment
Feb 15, 2022 to presentfactForm ADV
← JOSHUA PAUL STATLERAdvisorregistration: previous registration
Jul 15, 2024 to Apr 11, 2025factForm ADV

Controls (2)

← LARSON, JEFFREY, SCOTTOwnerMEMBER/IINVESTMENT ADVISOR REPRESENTATIVE, ownership code C, individual
Mar 30, 2022 to Nov 19, 2024factForm ADV
← LARSON, RANDALL, SCOTTOwnerMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 12, 2022 to Nov 19, 2024factForm ADV

Owns (2)

← BROOKS, NATHAN, JAMESOwnerMEMBER/INVESTMENT ADVISOR REPRESENTATIVE, ownership code NA, individual
Mar 30, 2022 to Nov 19, 2024factForm ADV
← MEYERS, BRADLEY, STEVENOwnerMEMBER/INVESTMENT ADVISOR REPRESENTATIVE, ownership code NA, individual
Mar 30, 2022 to Nov 19, 2024factForm ADV

Moved with (1)

← ARETE WEALTH ADVISORS, LLCRegistered adviser5 advisors, team lift out
Oct 27, 2023 to Jul 15, 2024factForm ADV

Dated events

Occurred
Jan 22, 2026
Regulatory AUM changed
25 Financial reported RAUM $545.0M, up 31% from $415.0M (2025-04-02 to 2026-01-22)
Form ADVobserved 4 days ago
$130M
Occurred
Apr 11, 2025
Advisor changed firm
Joshua Paul Statler left 25 Financial for Focus Partners Wealth, Llc (registered 2025-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
25 Financial reported RAUM $408.5M, up 34% from $304.7M (2023-09-21 to 2024-03-28)
Form ADVobserved 4 days ago
$104M
Occurred
Oct 27, 2023
Team lift-out
5 advisors left Arete Wealth Advisors, LLC (ST Louis, MO) for 25 Financial within 6 days
Form ADVobserved 3 days ago
5 advisors
Occurred
Mar 13, 2023
Regulatory AUM changed
25 Financial reported RAUM $304.7M, up 63% from $187.0M (2022-09-16 to 2023-03-13)
Form ADVobserved 4 days ago
$118M
Occurred
Dec 31, 2022
Team lift-out
3 advisors left Arete Wealth Advisors, LLC (Chicago, IL) for 25 Financial on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Mar 30, 2022
Control person joined
Scott Jeffrey Larson (Member/Iinvestment Advisor Representative) appeared on Schedule A of 25 Financial
Form ADVobserved 4 days ago
Occurred
Jan 12, 2022
First Form ADV filing
25 Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67b73acf-dd02-1614-d50f-e619a7130f7e
First observed: Jan 12, 2022
Last observed: May 19, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

25 FINANCIAL

25, LLC, CRD 317916

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67b73acf-dd02-1614-d50f-e619a7130f7e

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RANDALL SCOTT LARSON

n/a

SAINT LOUIS, MO

NATHAN JAMES BROOKS

n/a

IOWA CITY, IA | SAINT LOUIS, MO

BRADLEY STEVEN MEYERS

Certified Financial Planner

NOLENSVILLE, TN | SAINT LOUIS, MO

JEFFREY SCOTT LARSON

n/a

SAINT LOUIS, MO

Stephan Kern Josiah McKee

n/a

SAINT LOUIS, MO

yes

Timothy P Moore

n/a

SAINT LOUIS, MO

yes

JONATHAN PAUL LESTER

n/a

SAINT LOUIS, MO

yes

BRIAN ADAM SANGUINET

n/a

SAINT LOUIS, MO

yes

Sarah Jean Wilson

n/a

SAINT LOUIS, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LARSON, JEFFREY, SCOTT

MEMBER/IINVESTMENT ADVISOR REPRESENTATIVE

yes

03/2022

Mar 30, 2022

Nov 19, 2024

LARSON, RANDALL, SCOTT

MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER

yes

01/2022

Jan 12, 2022

Nov 19, 2024

BROOKS, NATHAN, JAMES

MEMBER/INVESTMENT ADVISOR REPRESENTATIVE

03/2022

Mar 30, 2022

Nov 19, 2024

MEYERS, BRADLEY, STEVEN

MEMBER/INVESTMENT ADVISOR REPRESENTATIVE

03/2022

Mar 30, 2022

Nov 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RANDALL LARSON, LLC

n/a

yes

n/a

THE LARSON LAW FIRM, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$545M

$492M

n/a

2024

Apr 2, 2025

$415M

$303M

n/a

2023

Mar 28, 2024

$409M

$305M

n/a

2022

Mar 13, 2023

$305M

$304M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$545M

$415M

31.3%

$305M

21.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARETE WEALTH ADVISORS, LLC

Oct 27, 2023

Jul 15, 2024

ST LOUIS, MO

Team lift out

Ibd to RIA

4.1%

ARETE WEALTH ADVISORS, LLC

Dec 31, 2022

Jun 28, 2022

CHICAGO, IL

Team lift out

Ibd to RIA

1.9%