DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Acropolis Investment Management
Legal name Acropolis Investment Management, L.L.C.
Latest filing Mar 26, 2026
First filing on the tape Mar 2, 2012 · 29 filings
SEC status approved since Aug 27, 2002
RAUM
$2.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$2.5B individuals and HNW
Advisors
37
registered through the firm on IAPD
RAUM per advisor
$70.6M
derived; firm RAUM over IAPD count
Employees
44
38 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$2.6B as of Mar 26, 2026
Mar 2, 2012$748M then
HNW client RAUM$2.3B as of Mar 26, 2026
Mar 29, 2018$902M then
State-registered IARs (5.B.3)36 as of Mar 26, 2026
Feb 15, 201322 then
Employees (5.A)44 as of Mar 26, 2026
Feb 15, 201326 then
Private funds: no history
RAUM +19% over the last fiscal year+15% a year over threeIARs 36 to 36
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $70.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $655,702derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 37.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.8%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $77.5M, 211 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.3B87%
- Individuals$215M8.2%
- Corporations and businesses$107M4.1%
- Charitable organizations$19.3M0.7%
- Pension and profit-sharing plans$7.3M0.3%
- Individual clients
- 401reported
- HNW clients
- 636reported
- Pension plan clients
- n/areported
- Charitable clients
- 8reported
- Accounts
- 3,984reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $77.5M for 211 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
37 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Baker Ott | Chesterfield, Mo | Sep 10, 2002 | 30 y | 0 |
| Dannelle Dyan WardCertified Financial Planner | Chesterfield, Mo | Sep 10, 2002 | 31 y | 0 |
| Christopher Bart Lissner | Chesterfield, Mo | Oct 23, 2002 | 40 y | 0 |
| Michael Timothy Lissner | Chesterfield, Mo | Jan 16, 2003 | 23 y | 0 |
| Stacie Renee Brost | Chesterfield, Mo | May 17, 2004 | 28 y | 0 |
| Minjung SonChartered Financial Analyst | Chesterfield, Mo | Jan 3, 2005 | 22 y | 0 |
| Ryan R. CraftChartered Financial Analyst | Chesterfield, Mo | Jan 24, 2005 | 24 y | 0 |
| Robert J. Schramm | Chesterfield, Mo | May 24, 2005 | 22 y | 0 |
| Sakis Sotirios SalasCertified Financial Planner | Chesterfield, Mo | Oct 25, 2006 | 28 y | 2 |
| Cliff J. ReynoldsCertified Financial Planner, Chartered Financial Analyst | Chesterfield, Mo | Aug 22, 2007 | 19 y | 0 |
| Joseph A. Kelley | Chesterfield, Mo | Jun 4, 2008 | 18 y | 0 |
| Lauren Janus KingstenCertified Financial Planner | Chesterfield, Mo | Sep 19, 2011 | 15 y | 0 |
| Amy Jo Crews | Chesterfield, Mo | Mar 26, 2013 | 13 y | 0 |
| Marie L TustinCertified Financial Planner | Chesterfield, Mo | Dec 14, 2013 | 13 y | 0 |
| Cynthia Lynn MckillipCertified Financial Planner | Chesterfield, Mo | Dec 16, 2014 | 31 y | 1 |
| Kaley Suzanne PogrelisCertified Financial Planner | Chesterfield, Mo | Apr 21, 2015 | 12 y | 0 |
| Robert Stanley Fleming | Chesterfield, Mo | Jun 12, 2015 | 31 y | 4 |
| Ryanne Ashley Harmann | Chesterfield, Mo | Sep 14, 2015 | 15 y | 1 |
| John Russell McclellandCertified Financial Planner | Chesterfield, Mo | Jun 20, 2017 | 26 y | 2 |
| William Scott MckillipCertified Financial Planner | Chesterfield, Mo | Aug 14, 2018 | 31 y | 1 |
| Michele Rene' ClarkCertified Financial Planner | Chesterfield, Mo | May 2, 2019 | 33 y | 2 |
| Bradley A CombsCertified Financial Planner | Chesterfield, Mo | Jul 29, 2019 | 19 y | 1 |
| Christian Edward WagnerCertified Financial Planner | Chesterfield, Mo | Dec 18, 2019 | 10 y | 0 |
| Amanda Mertens | Chesterfield, Mo | Oct 10, 2020 | 12 y | 0 |
| Andrea Levinson | Chesterfield, Mo | Sep 20, 2022 | 14 y | 0 |
| Nathan Alexander WardCertified Financial Planner | Chesterfield, Mo | Sep 28, 2022 | 16 y | 0 |
| Miranda HagarCertified Financial Planner | Chesterfield, Mo | Sep 30, 2022 | 10 y | 0 |
| Andrea T Lathrop | Chesterfield, Mo | Nov 4, 2022 | 12 y | 0 |
| Jessica R Hendricks | Chesterfield, Mo | Nov 22, 2022 | 11 y | 0 |
| Jennifer Orr | Chesterfield, Mo | Dec 5, 2022 | 15 y | 0 |
| Heather Marie BurkeCertified Financial Planner | Chesterfield, Mo | May 3, 2023 | 13 y | 0 |
| Nathan D Levinson | Chesterfield, Mo | Jul 18, 2024 | 14 y | 0 |
| Jack C Carpenter | Chesterfield, Mo | Nov 22, 2024 | 11 y | 0 |
| Alex M Umble | Chesterfield, Mo | Dec 11, 2024 | 15 y | 0 |
| Matthew Adrignola | Chesterfield, Mo | May 16, 2025 | 12 y | 0 |
| Rebecca L Dollens | Chesterfield, Mo | Jun 4, 2026 | 12 y | 0 |
| Jennifer Anne LissnerCertified Financial Planner | Chesterfield, Mo | Sep 2, 2026 | 21 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Peter Joseph Lazaroff to Plancorp, LLCMar 27, 2015 · Other
- Kristen Renee Donovan to Buckingham Strategic Wealth, LLCNov 11, 2014 · Other
- John Russell Mcclelland to Duncker Streett & Co.Oct 15, 2013 · Other
- Robert Stanley Fleming to U.S. Bancorp Investments, Inc.May 27, 2010 · Other
- Mona Loretta Gooden to Moneta Group Investment Advisors, LLCNov 14, 2008 · Other
Joined, latest
- Jennifer Anne Lissner from Wells Fargo AdvisorsSep 2, 2026 · Wirehouse to independent RIA
- Bradley A Combs from Paradigm Financial Advisors LLCJul 29, 2019 · RIA to RIA
- Michele Rene' Clark from Clark Hourly Financial Planning And Investment ManagementMay 2, 2019 · Other
- William Scott Mckillip from MML Investors Services, LLCAug 14, 2018 · Other
- John Russell Mcclelland from Duncker Streett & Co.Jun 20, 2017 · Other
- Ryanne Ashley Harmann from Principal Securities, Inc.Sep 14, 2015 · Other
- Robert Stanley Fleming from U.S. Bancorp Investments, Inc.Jun 12, 2015 · Other
- Cynthia Lynn Mckillip from Moneta Group Investment Advisors, LLCDec 16, 2014 · Other
- Robert Stanley Fleming from U.S. Bancorp Investments, Inc.Jan 22, 2007 · Other
- Sakis Sotirios Salas from First Horizon Advisors, IncOct 25, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Stanley Robert Fleming · Chief Compliance Officercontrolsince 07/2022 · owns less than 5%
- Bart Christopher Lissner · Managing Member & Presidentcontrolsince 08/2002 · owns 25% to 50%
- Timothy Michael Lissner · Membercontrolsince 01/2003 · owns 10% to 25%
- Baker David Ott · Member & Chief Investment Officercontrolsince 08/2002 · owns 25% to 50%
- J. Cliff Reynolds · Membercontrolsince 01/2023 · owns 5% to 10%
- L Marie Tustin · Membercontrolsince 01/2023 · owns 5% to 10%
- Dyan Dannelle Ward · Membercontrolsince 08/2002 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chesterfield, Mo · principal | 37 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3,767 to 3,984May 8, 2025 to Mar 26, 2026
- Advisory employees · 39 to 38May 8, 2025 to Mar 26, 2026
- Business name · ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. to ACROPOLIS INVESTMENT MANAGEMENTMay 8, 2025 to Mar 26, 2026
- Charity clients · 10 to 8May 8, 2025 to Mar 26, 2026
- Corporate clients · 7.0 to unsetMay 8, 2025 to Mar 26, 2026
- HNW clients · 610 to 636May 8, 2025 to Mar 26, 2026
- Individual clients · 399 to 401May 8, 2025 to Mar 26, 2026
- Assets in custody · $64.6M to $77.5MMay 8, 2025 to Mar 26, 2026
- Employees · 43 to 44May 8, 2025 to Mar 26, 2026
- Discretionary RAUM · $2.2B to $2.6BMay 8, 2025 to Mar 26, 2026
- HNW RAUM · $1.9B to $2.3BMay 8, 2025 to Mar 26, 2026
- Individual RAUM · $180M to $215MMay 8, 2025 to Mar 26, 2026
- Pension RAUM · $80.9M to $7.3MMay 8, 2025 to Mar 26, 2026
- RAUM · $2.2B to $2.6BMay 8, 2025 to Mar 26, 2026
- Financial planning clients · More than 500 to More than 500Mar 26, 2025 to May 8, 2025
- Accounts · 3,695 to 3,767Mar 27, 2024 to Mar 26, 2025
- Advisory activities · 4 to 5Mar 27, 2024 to Mar 26, 2025
- Charity clients · 13 to 10Mar 27, 2024 to Mar 26, 2025
- Corporate clients · 8 to 7Mar 27, 2024 to Mar 26, 2025
- HNW clients · 576 to 610Mar 27, 2024 to Mar 26, 2025
- Individual clients · 402 to 399Mar 27, 2024 to Mar 26, 2025
- Assets in custody · $60.8M to $64.6MMar 27, 2024 to Mar 26, 2025
- HQ city · ST. LOUIS to CHESTERFIELDMar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.9B to $2.2BMar 27, 2024 to Mar 26, 2025
- HNW RAUM · $1.6B to $1.9BMar 27, 2024 to Mar 26, 2025
- Individual RAUM · $172M to $180MMar 27, 2024 to Mar 26, 2025
- Pension RAUM · $70.2M to $80.9MMar 27, 2024 to Mar 26, 2025
- RAUM · $1.9B to $2.2BMar 27, 2024 to Mar 26, 2025
- Accounts · 4,030 to 3,695Mar 30, 2023 to Mar 27, 2024
- Advisory employees · 38 to 39Mar 30, 2023 to Mar 27, 2024
- Charity clients · 11 to 13Mar 30, 2023 to Mar 27, 2024
- HNW clients · 569 to 576Mar 30, 2023 to Mar 27, 2024
- Individual clients · 508 to 402Mar 30, 2023 to Mar 27, 2024
- Assets in custody · $29.3M to $60.8MMar 30, 2023 to Mar 27, 2024
- Employees · 44 to 43Mar 30, 2023 to Mar 27, 2024
- State-registered IARs · 35 to 36Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.7B to $1.9BMar 30, 2023 to Mar 27, 2024
- HNW RAUM · $1.5B to $1.6BMar 30, 2023 to Mar 27, 2024
- Individual RAUM · $169M to $172MMar 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $21.4M to $0Mar 30, 2023 to Mar 27, 2024
Signals
3 dated events
- L Marie Tustin (Member) appeared on Schedule A of Acropolis Investment ManagementMar 30, 2023 · Control person joined · fact
- J. Cliff Reynolds (Member) appeared on Schedule A of Acropolis Investment ManagementMar 30, 2023 · Control person joined · fact
- Stanley Robert Fleming (Chief Compliance Officer) appeared on Schedule A of Acropolis Investment ManagementJul 21, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 636-449-4900reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 888-453-1266reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 888-882-0072reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/acropolis-investment-management-llc/?vireportedpublic record, Form ADV, Sep 17, 2026
- Website
- ACRLP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 888-882-0072reportedpublic record, Form ADV, Mar 26, 2026
- Contact form
- acrinv.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- acrinv.com/peoplereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $70.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026