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.
Firms
SEC-registered investment advisers
One row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list. Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Larson Capital Management, LLC CRD 301971 | Chesterfield, MO | asset manager | $1.4B | 0.0% | 2 | $713M | 0 | 27 |
| Syntegra Private Wealth Group LLC CRD 323180 | Chesterfield, MO | independent RIA | $1.4B | 100% | 12 | $116M | 3 | 0 |
| Pandi, LLC CRD 330112 | Kansas City, MO | mixed wealth | $1.4B | 32% | 5 | $276M | 0 | 0 |
| Hill Investment Group CRD 312052 | St. Louis, MO | independent RIA | $1.3B | 82% | 8 | $168M | 7 | 0 |
| Fourthstone LLC CRD 169067 | St. Louis, MO | asset manager | $1.2B | 0.0% | 0 | n/a | 0 | 3 |
| Brand Asset Management Group, Inc. CRD 106162 | Chesterfield, MO | independent RIA | $1.2B | 97% | 15 | $78.3M | 1 | 0 |
| Meramec Financial Planners, LLC CRD 335112 | Clayton, MO | independent RIA | $1.1B | 83% | 7 | $161M | 0 | 0 |
| Asset Consulting Group, LLC CRD 107574 | Clayton, MO | mixed wealth | $1.1B | 45% | 19 | $57.7M | 0 | 0 |
| Ifg Advisors, LLC CRD 172329 | St. Louis, MO | independent RIA | $1.0B | 100% | 7 | $147M | 0 | 0 |
| Terril & Company CRD 110422 | Saint Louis, MO | independent RIA | $988M | 90% | 5 | $198M | 2 | 0 |
| Nuance Investments, LLC CRD 148534 | Kansas City, MO | other | $984M | 14% | 3 | $328M | 0 | 0 |
| Cortland Associates Inc CRD 104681 | St. Louis, MO | independent RIA | $958M | 97% | 4 | $240M | 1 | 0 |
| Claris Advisors, LLC CRD 117734 | St. Louis, MO | independent RIA | $911M | 97% | 4 | $228M | 0 | 0 |
| Convergence Financial CRD 304146 | Columbia, MO | independent RIA | $904M | 97% | 27 | $33.5M | 15 | 0 |
| Correct Capital Wealth Management, LLC CRD 298774 | Clayton, MO | independent RIA | $889M | 81% | 7 | $127M | 0 | 0 |
| Droms Strauss Wealth Management CRD 108620 | St. Louis, MO | independent RIA | $806M | 98% | 5 | $161M | 0 | 0 |
| Compass Group Equity Partners CRD 317244 | St. Louis, MO | asset manager | $801M | 0.0% | 0 | n/a | 0 | 7 |
| Clayton Financial Group, LLC CRD 226729 | St. Louis, MO | independent RIA | $794M | 98% | 3 | $265M | 0 | 0 |
| Sunpointe Investments CRD 282505 | St. Louis, MO | independent RIA | $791M | 97% | 11 | $71.9M | 4 | 0 |
| Huntleigh Advisors, Inc. CRD 113412 | St. Louis, MO | BD affiliated | $782M | 96% | 64 | $12.2M | 9 | 0 |
| Adk Wealth Advisory Group CRD 175085 | St. Louis, MO | independent RIA | $768M | 99% | 5 | $154M | 2 | 0 |
| Tbg-Bedford Group LLC CRD 341573 | Saint Louis, MO | independent RIA | $758M | 100% | 10 | $75.8M | 2 | 0 |
| Rbf Wealth Advisors CRD 104771 | St. Louis, MO | independent RIA | $716M | 94% | 12 | $59.7M | 0 | 0 |
| Precision Wealth Strategies, LLC CRD 299827 | St. Louis, MO | independent RIA | $711M | 81% | 8 | $88.9M | 4 | 0 |
| Duncker Streett & Co. CRD 110828 | St. Louis, MO | independent RIA | $707M | 72% | 2 | $354M | 0 | 0 |
| Benjamin F. Edwards Wealth Management, LLC CRD 297750 | St. Louis, MO | independent RIA | $705M | 97% | 6 | $118M | 4 | 0 |
| Family Investment Center CRD 113799 | Saint Joseph, MO | independent RIA | $689M | 94% | 12 | $57.4M | 2 | 0 |
| Foundation Wealth Management, LLC CRD 127134 | Clayton, MO | independent RIA | $661M | 89% | 4 | $165M | 0 | 0 |
| Buttonwood Financial Group, LLC CRD 151164 | Kansas City, MO | independent RIA | $659M | 75% | 7 | $94.2M | 0 | 0 |
| Axius Advisors LLC CRD 330006 | Saint Charles, MO | independent RIA | $624M | 100% | 12 | $52.0M | 0 | 0 |
| Alexander Labrunerie & Co., Inc. CRD 117153 | Columbia, MO | independent RIA | $619M | 100% | 5 | $124M | 0 | 0 |
| Diversified Financial Advisors, LLC CRD 118261 | Town And Country, MO | mixed wealth | $586M | 34% | 4 | $146M | 0 | 0 |
| Monetary Management Group Inc CRD 110284 | St Louis, MO | independent RIA | $584M | 66% | 4 | $146M | 0 | 0 |
| Stieven Capital Advisors, L.P. CRD 136106 | St. Louis, MO | asset manager | $563M | 0.0% | 0 | n/a | 0 | 2 |
| Strongbox Wealth, LLC CRD 304952 | Lee'S Summit, MO | independent RIA | $562M | 93% | 4 | $141M | 1 | 0 |
| Wedgewood Partners, Inc. CRD 21923 | St Louis, MO | independent RIA | $561M | 69% | 4 | $140M | 0 | 0 |
| Capital Investment Management, Inc CRD 113917 | Lee'S Summit, MO | independent RIA | $559M | 100% | 5 | $112M | 0 | 0 |
| Central Trust Bank CRD 149262 | Jefferson City, MO | institutional | $554M | 0.0% | 2 | $277M | 4 | 0 |
| 25 Financial CRD 317916 | Saint Louis, MO | independent RIA | $545M | 100% | 9 | $60.6M | 2 | 0 |
| Prosperity Planning CRD 298268 | North Kansas City, MO | independent RIA | $543M | 97% | 11 | $49.4M | 0 | 0 |
| Ninth Avenue Capital, LP CRD 337730 | Kansas City, MO | asset manager | $536M | 0.0% | 0 | n/a | 0 | 1 |
| Core Planning CRD 154660 | Ofallon, MO | independent RIA | $525M | 100% | 63 | $8.3M | 0 | 0 |
| Orion Investment Co CRD 110867 | St Louis, MO | independent RIA | $515M | 98% | 4 | $129M | 0 | 0 |
| Allocator Solutions, LLC CRD 337300 | St Louis, MO | other | $514M | 0.0% | 1 | $514M | 0 | 1 |
| Permanent Equity Management CRD 309530 | Columbia, MO | asset manager | $509M | 0.0% | 0 | n/a | 1 | 3 |
| Agellus Capital, LLC CRD 330152 | Clayton, MO | asset manager | $508M | 0.0% | 0 | n/a | 0 | 6 |
| Financial & Tax Architects, LLC CRD 119169 | St. Louis, MO | independent RIA | $506M | 74% | 37 | $13.7M | 21 | 0 |
| Fyra Capital Management CRD 315100 | St. Charles, MO | independent RIA | $504M | 100% | 7 | $72.0M | 1 | 0 |
| Clark Financial Services Group, Inc. CRD 110650 | Chesterfield, MO | independent RIA | $499M | 98% | 5 | $99.7M | 0 | 0 |
| Mbm Wealth Consultants, LLC CRD 169091 | Chesterfield, MO | independent RIA | $477M | 95% | 10 | $47.7M | 0 | 0 |
195 advisers match.