Rialytix insights

Top RIA Firms in Saint Louis, Missouri

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Saint Louis, Missouri. This hub covers 13 matching firms with $28.7B in total reported AUM and median AUM of $545.0M.

Firms

13

Matching current profiles

Total AUM

$28.7B

Reported regulatory AUM

Median AUM

$545.0M

Across firms with AUM

Largest firm

$9.9B

Plancorp, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Plancorp, LLC
CRD 106599 · Limited Liability Company
SAINT LOUIS, MO$9.9B
May 2026
+$2.6B+36.3%+$4.4B+79.3%+$4.9B+96.2%+$8.3B+494.9%+21 employees+27.6% over 3Y+2,686 accounts+42.5% over 3Y
2. Confluence Investment Management LLC
CRD 146019 · Limited Liability Company
SAINT LOUIS, MO$6.7B
Mar 2026
-$532.7M-7.3%-$209.7M-3.0%-$169.6M-2.5%+$5.3B+372.6%+8 employees+17.0% over 3Y-2,754 accounts-15.6% over 3Y
3. Larson Financial Group, LLC
CRD 140599 · Limited Liability Company
SAINT LOUIS, MO$5.5B
Mar 2026
+$2.7B+99.7%+$3.3B+148.7%+$4.2B+317.1%+$5.4B+4721.1%+10 employees+8.3% over 3Y+7,096 accounts+37.7% over 3Y
4. Conway Investment Solutions
CRD 154659 · Limited Liability Company
SAINT LOUIS, MO$1.7B
Mar 2026
+$667.0M+66.5%+$791.1M+90.0%+$1.0B+164.6%+$1.1B+219.4%0 employees+0.0% over 3Y+7 accounts+100.0% over 3Y
5. Alpine Private Wealth
CRD 286072 · Limited Liability Company
SAINT LOUIS, MO$1.5B
Mar 2026
+$226.6M+18.5%+$624.8M+75.4%+$897.5M+161.4%+$1.0B+256.3%+8 employees+66.7% over 3Y+95 accounts+47.5% over 3Y
6. Terril & Company
CRD 110422 · Corporation
SAINT LOUIS, MO$987.8M
Mar 2026
+$123.7M+14.3%+$310.4M+45.8%+$273.1M+38.2%+$472.8M+91.8%+7 employees+77.8% over 3Y+265 accounts+30.3% over 3Y
7. 25 Financial
CRD 317916 · Limited Liability Company
SAINT LOUIS, MO$545.0M
May 2026
+$130.0M+31.3%+$240.3M+78.9%+6 employees+46.2% over 3Y+733 accounts+31.3% over 3Y
8. Fefa Financial
CRD 324833 · Limited Liability Company
SAINT LOUIS, MO$435.3M
May 2026
+$140.5M+47.7%+9 employees+39.1% over 3Y+634 accounts+19.8% over 1Y
9. Saxony Capital Management, LLC
CRD 122692 · Limited Liability Company
SAINT LOUIS, MO$367.9M
May 2026
+$69.9M+23.5%+$204.8M+125.6%+$54.2M+17.3%+$309.6M+531.4%-1 employees-14.3% over 3Y+948 accounts+175.6% over 3Y
10. Moment Private Wealth
CRD 313223 · Limited Liability Company
SAINT LOUIS, MO$357.2M
May 2026
+$200.4M+127.9%+$245.0M+218.5%+4 employees+133.3% over 1Y+247 accounts+52.3% over 1Y
11. Brady Family Wealth, LLC
CRD 315635 · Limited Liability Company
SAINT LOUIS, MO$312.7M
Mar 2026
+$34.4M+12.3%+$56.4M+22.0%+2 employees+66.7% over 3Y+49 accounts+23.3% over 3Y
12. Mccartney Wealth Management LLC
CRD 154722 · Limited Liability Company
SAINT LOUIS, MO$220.7M
Mar 2026
+$32.3M+17.1%+$88.4M+66.8%+$112.6M+104.1%+$117.7M+114.2%0 employees+0.0% over 3Y+123 accounts+35.1% over 3Y
13. Daytona Street Capital
CRD 316666 · Limited Liability Company
SAINT LOUIS, MO$189.3M
Mar 2026
+$27.8M+17.3%+$106.1M+127.7%+$100.0M+111.9%+4 employees+200.0% over 3Y-15 accounts-12.3% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.