SAINT LOUIS, MOCRD 140599Latest ADV March 13, 2026
Larson Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated March 13, 2026, reports $5.5B in regulatory assets under management, 131 employee, 20 offices, and 25,926 accounts.
Assets Under Management
$5.5B
Employees
131
Offices
20 offices
Total Clients
4,961
Primary office
SAINT LOUIS, MO
100 N BROADWAY, SUITE 1700, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
3,218
2
HNWI
34.7%
1,719
3
Pension Plans
0.3%
13
4
Corporations
0.1%
6
5
Charitable
0.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 13, 2026
Discretionary88.3%
$4.8B
88% of total RAUM88.3%
Non-discretionary11.7%
$639M
12% of total RAUM11.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.5B
Total Accounts25,926
10Y AUM Change+$4.4B (+426.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees131
Clients per Employee38:1
10Y Employee Change-26 (-16.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.