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

Visionary Wealth Advisors, LLC

Independent wealth managerSt. Louis, MissouriCRD 169610SEC 801-78788websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Nov 4, 2013 · 54 filings
SEC status approved since Nov 12, 2013
RAUM
$3.5B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
97%
$3.4B individuals and HNW
Advisors
48
registered through the firm on IAPD
RAUM per advisor
$73.7M
derived; firm RAUM over IAPD count
Employees
74
51 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$3.5B as of Mar 31, 2026
Mar 26, 2014$0 then
HNW client RAUM$2.5B as of Mar 31, 2026
Mar 29, 2018$22.0M then
State-registered IARs (5.B.3)48 as of Mar 31, 2026
Mar 26, 20142 then
Employees (5.A)74 as of Mar 31, 2026
Mar 26, 20142 then
Private funds: no history
RAUM +24% over the last fiscal year+21% a year over threeIARs 40 to 48
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • 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)
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$73.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
87derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$320,289derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
5.3derived9 offices incl. principal (1.F.5)
RAUM growth, one year
+24%derivedbetween the last two annual amendments
Advisor growth, one year
+20%derivedItem 5.B.3 between annual amendments
Client growth, one year
+7.6%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Financial planning clients
2,500reportedItem 5.H
Wrap fee program
$164MreportedItem 5.I
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$2.5B71%
  • Individuals$904M26%
  • Corporations and businesses$109M3.1%
Individual clients
3,288reported
HNW clients
898reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
11,041reported
Financial planning clients
2,500reported
Wrap fee programs
$82.0M sponsored, $53.8M managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
48 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Timothy Gerard HammettCertified Financial PlannerSt. Louis, MoMar 26, 201427 y1
Jason Robert BaldusCertified Financial PlannerSt. Louis, Mo Apr 18, 201419 y1
Scott Andrew ViereggeO'Fallon, Il Apr 21, 201412 y1
Daniel Ward ClinardCertified Financial PlannerSt. Louis, MoMay 21, 201419 y1
Joseph L ReinigerEdwardsville, Il Jun 5, 201421 y0
Ronald Gene JonesSt. Louis, Mo Jul 23, 201417 y0
Bradley Alan KeeneCertified Financial PlannerCollinsville, Il Aug 8, 201427 y4
Daniel Lynn BrowneEdwardsville, Il Aug 26, 201428 y3
Brett Gerald GillilandSt. Louis, Mo Jan 5, 201521 y0
Gregory Lynn MullicanCertified Financial PlannerSt. Louis, Mo Jan 13, 201524 y2
David A SinkO'Fallon, Il Feb 10, 201514 y0
Daniel William LaureSt. Louis, MoMar 6, 201515 y1
Selden Kent MartinSt. Louis, MoOct 20, 201544 y3
Sheldon Jay HarberCertified Financial PlannerSt. Louis, MoJul 18, 201647 y4
Taylor Scott KnightSt. Louis, Mo Aug 10, 201714 y0
Roger Paul LewisSt. Louis, Mo Jun 15, 201816 y0
Drew Robert GeldbachSt. Louis, MoOct 3, 201813 y2
Steven Michael ElefsonSt. Louis, Mo Jan 2, 201938 y5
Geoff Colby ReedSt. Louis, MoMar 8, 201919 y4
William F. LauberSt. Louis, MoMar 28, 201921 y1
William George LauberSt. Louis, MoApr 1, 201938 y1
Nicholas E. FentonSt. Louis, MoApr 23, 201913 y0
Katrina Angelique MartinCertified Financial Planner, Chartered Financial AnalystSt. Louis, Mo Oct 15, 201924 y1
Christopher Wayne FergusonOverland Park, Ks Mar 7, 202026 y2
Christopher Edward BaschSt. Louis, Mo Mar 12, 202028 y2
Giacomo ManninoSt. Louis, Mo Mar 12, 202030 y2
Clark Stevens GayCertified Financial PlannerOverland Park, Ks Mar 17, 202027 y2
Matthew Joseph FairbairnCertified Financial PlannerSt. Louis, MoAug 4, 202017 y0
Ted Patrick McnultyCertified Financial PlannerSt. Louis, MoAug 4, 202028 y1
Andrew G MullicanO'Fallon, Il Aug 20, 202016 y0
Kent Thomas KobernusCertified Financial PlannerSt. Louis, MoDec 14, 202111 y2
Elizabeth Frances ConnellySt. Louis, MoDec 15, 202120 y2
Timothy FlanaganCertified Financial PlannerSt. Louis, MoFeb 10, 202210 y1
Nicholas John MiskovSt. Louis, MoApr 25, 202228 y3
Timothy Ford HanserSt. Louis, MoJan 10, 202313 y2
Mitchell S EllebrechtSt. Louis, MoJun 14, 202314 y0
Anthony HillSt. Louis, MoJun 23, 202311 y2
Katie Ann LorbergCertified Financial PlannerSt. Louis, Mo Sep 15, 202313 y2
John S MartinSt. Louis, MoMay 6, 202411 y0
Adam Joseph BaslerCertified Financial PlannerSt. Louis, MoAug 23, 202412 y0
All 48 advisors at Visionary Wealth Advisors, LLC
Advisor movement
0 left, 4 joined in 12 months
net +4 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Thomas Ryan Barke · Chief Compliance Officercontrol
    since 07/2018 · owns less than 5%
  • Gerald Brett Gilliland · Chief Executive Officercontrol
    since 03/2014 · owns less than 5%
  • Gerard Timothy Hammett · Presidentcontrol
    since 03/2014 · owns less than 5%
  • Gerald Brett Gilliland · Membercontrol
    since 03/2014 · owns 25% to 50% of Gilliland Hammett Capital Management, LLC
  • Gerard Timothy Hammett · Membercontrol
    since 03/2014 · owns 50% to 75% of Gilliland Hammett Capital Management, LLC
Entity owners
  • Gilliland Hammett Capital · Managing
    direct · owns 75% or more
  • Gilliland Hammett Capital Management, LLC · Managing Member
    direct · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
St Louis, Mo4750
Ofallon, Il810
Edwardsville, Il510
Overland Park, Ks400
Jackson, Mo300
Collinsville, Il210
Offices
Schedule D 1.F, the 25 largest
  • O'Fallon, IL13 employees
  • Overland Park, KS6 employees
  • Edwardsville, IL4 employees
  • Jackson, MO2 employees
  • Collinsville, IL2 employees
  • Palm Beach Gardens, FL1 employees
  • Springfield, MO1 employees
What changed
consecutive filings, newest first
  • Accounts · 10,262 to 11,041
    Mar 31, 2025 to Mar 31, 2026
  • Advisory employees · 44 to 51
    Mar 31, 2025 to Mar 31, 2026
  • Corporate clients · 62 to 76
    Mar 31, 2025 to Mar 31, 2026
  • HNW clients · 723 to 898
    Mar 31, 2025 to Mar 31, 2026
  • Individual clients · 3,168 to 3,288
    Mar 31, 2025 to Mar 31, 2026
  • Employees · 59 to 74
    Mar 31, 2025 to Mar 31, 2026
  • State-registered IARs · 40 to 48
    Mar 31, 2025 to Mar 31, 2026
  • Discretionary RAUM · $2.9B to $3.5B
    Mar 31, 2025 to Mar 31, 2026
  • HNW RAUM · $1.9B to $2.5B
    Mar 31, 2025 to Mar 31, 2026
  • Individual RAUM · $834M to $904M
    Mar 31, 2025 to Mar 31, 2026
  • Non-discretionary RAUM · $5.6M to $35.9M
    Mar 31, 2025 to Mar 31, 2026
  • RAUM · $2.9B to $3.5B
    Mar 31, 2025 to Mar 31, 2026
  • Wrap assets (manager) · $51.8M to $53.8M
    Mar 31, 2025 to Mar 31, 2026
  • Wrap assets (sponsor) · $76.8M to $82.0M
    Mar 31, 2025 to Mar 31, 2026
  • Accounts · 9,643 to 10,262
    Mar 29, 2024 to Mar 31, 2025
  • Advisory employees · 39 to 44
    Mar 29, 2024 to Mar 31, 2025
  • BD registered reps · 1 to 0
    Mar 29, 2024 to Mar 31, 2025
  • Corporate clients · 81 to 62
    Mar 29, 2024 to Mar 31, 2025
  • HNW clients · 616 to 723
    Mar 29, 2024 to Mar 31, 2025
  • Individual clients · 34,325 to 3,168
    Mar 29, 2024 to Mar 31, 2025
  • Employees · 52 to 59
    Mar 29, 2024 to Mar 31, 2025
  • Financial planning clients · More than 500 to More than 500
    Mar 29, 2024 to Mar 31, 2025
  • State-registered IARs · 36 to 40
    Mar 29, 2024 to Mar 31, 2025
  • Other offices · 7 to 8
    Mar 29, 2024 to Mar 31, 2025
  • Discretionary RAUM · $2.4B to $2.9B
    Mar 29, 2024 to Mar 31, 2025
  • HNW RAUM · $1.6B to $1.9B
    Mar 29, 2024 to Mar 31, 2025
  • Individual RAUM · $789M to $834M
    Mar 29, 2024 to Mar 31, 2025
  • Non-discretionary RAUM · $5.6M to $5.6M
    Mar 29, 2024 to Mar 31, 2025
  • RAUM · $2.4B to $2.9B
    Mar 29, 2024 to Mar 31, 2025
  • Wrap assets (manager) · $74.1M to $51.8M
    Mar 29, 2024 to Mar 31, 2025
  • Wrap assets (sponsor) · $116M to $76.8M
    Mar 29, 2024 to Mar 31, 2025
  • Accounts · 9,130 to 9,643
    Mar 31, 2023 to Mar 29, 2024
  • Advisory employees · 37 to 39
    Mar 31, 2023 to Mar 29, 2024
  • Corporate clients · 47 to 81
    Mar 31, 2023 to Mar 29, 2024
  • HNW clients · 489 to 616
    Mar 31, 2023 to Mar 29, 2024
  • Individual clients · 3,269 to 34,325
    Mar 31, 2023 to Mar 29, 2024
  • State-registered IARs · 34 to 36
    Mar 31, 2023 to Mar 29, 2024
  • Discretionary RAUM · $2.0B to $2.4B
    Mar 31, 2023 to Mar 29, 2024
  • HNW RAUM · $1.2B to $1.6B
    Mar 31, 2023 to Mar 29, 2024
  • Individual RAUM · $747M to $789M
    Mar 31, 2023 to Mar 29, 2024
Signals
11 dated events
  • Jana Marie Gregorek left Visionary Wealth Advisors, Llc for Moneta Group Investment Advisors, Llc (registered 2023-05-18)
    May 11, 2023 · Advisor changed firm · fact
  • Michael Dewayne Clark left Visionary Wealth Advisors, Llc for Clark Wealth Partners, Llc (registered 2022-06-02)
    Aug 2, 2022 · Advisor changed firm · fact
  • Anne Kate Hurt (Chief Operating Officer) no longer on Schedule A of Visionary Wealth Advisors, Llc (listed 2021-06-24, absent 2022-03-31)
    Mar 31, 2022 · Control person left · inference
  • Evan Lyle Johnson Mowen left Visionary Wealth Advisors, Llc for Mutual Advisors, Llc (registered 2021-03-22)
    Feb 11, 2022 · Advisor changed firm · fact
  • Michael John Fischer (Chief Investment Officer) no longer on Schedule A of Visionary Wealth Advisors, Llc (listed 2021-03-31, absent 2021-06-02)
    Jun 2, 2021 · Control person left · inference
  • Visionary Wealth Advisors, Llc reported RAUM $1.7B, up 51% from $1.1B (2020-12-10 to 2021-03-31)
    Mar 31, 2021 · RAUM change · derived
  • Visionary Wealth Advisors, Llc reported RAUM $1.1B, up 80% from $632.2M (2020-03-05 to 2020-04-01)
    Apr 1, 2020 · RAUM change · derived
  • Thomas Ryan Barke (Chief Compliance Officer) appeared on Schedule A of Visionary Wealth Advisors, Llc
    Mar 29, 2019 · Control person joined · fact
  • Michael John Fischer (Chief Investment Officer) appeared on Schedule A of Visionary Wealth Advisors, Llc
    Mar 29, 2019 · Control person joined · fact
  • Anne Kate Sollberger (Chief Operating Officer) appeared on Schedule A of Visionary Wealth Advisors, Llc
    Mar 29, 2019 · Control person joined · fact
  • Doria Advisors, Llc filed its initial SEC registration (Form ADV)
    Nov 4, 2013 · First SEC registration · 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
Firm profile
linkedin.com/company/visionary-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
Website
VISIONARYWEALTHADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
314-764-2727reportedpublic record, Form ADV, Mar 31, 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
$73.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026