# Financial advisors in Missouri

> AdvisorCensus lists 430 investment advisory firms with a principal office in Missouri, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/page/3

## At a glance

- Investment advisory firms: 430
- Registration: SEC-registered investment adviser: 200, State-registered investment adviser: 183, Exempt reporting adviser: 47
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 141 (37%); Percentage of assets 354 (92%); Hourly charges 167 (44%); Subscription fees (newsletter or periodical) 8 (2%); Fixed fees 232 (61%); Commissions 11 (3%); Performance-based fees 50 (13%); Other 50 (13%); No compensation arrangements reported 47
- Regulatory assets under management (Item 5.F): Under $25 million 85 (20%); $25 million to $100 million 81 (19%); $100 million to $500 million 101 (23%); $500 million to $1 billion 39 (9%); $1 billion to $5 billion 34 (8%); Over $5 billion 25 (6%); Not reported 65 (15%)
- Years registered: Under 5 years 162 (38%); 5 to 9 years 98 (23%); 10 to 19 years 85 (20%); 20 years or more 85 (20%)

## Firms (page 3 of 9, 101 to 150 of 430, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Confluence Investment Management LLC](https://advisorcensus.com/firm/confluence-investment-management-llc-saint-louis-mo-146019) ([md](https://advisorcensus.com/firm/confluence-investment-management-llc-saint-louis-mo-146019.md)) | 146019 | Saint Louis, MO | SEC-registered investment adviser | Over $5 billion | 18 | % of assets |
| [Consolidated Asset Management, LLC](https://advisorcensus.com/firm/consolidated-asset-management-llc-329149) ([md](https://advisorcensus.com/firm/consolidated-asset-management-llc-329149.md)) | 329149 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Consolidated Wealth Management](https://advisorcensus.com/firm/consolidated-wealth-management-clayton-mo-141330) ([md](https://advisorcensus.com/firm/consolidated-wealth-management-clayton-mo-141330.md)) | 141330 | Clayton, MO | State-registered investment adviser | $25 million to $100 million | 20 | Fixed fee |
| [Convergence Financial](https://advisorcensus.com/firm/convergence-financial-columbia-mo-304146) ([md](https://advisorcensus.com/firm/convergence-financial-columbia-mo-304146.md)) | 304146 | Columbia, MO | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Conway Financial Group, LLC](https://advisorcensus.com/firm/conway-financial-group-llc-chesterfield-mo-117608) ([md](https://advisorcensus.com/firm/conway-financial-group-llc-chesterfield-mo-117608.md)) | 117608 | Chesterfield, MO | SEC-registered investment adviser | $100 million to $500 million | 2 | Fixed fee |
| [Conway Investment Solutions](https://advisorcensus.com/firm/conway-investment-solutions-saint-louis-mo-154659) ([md](https://advisorcensus.com/firm/conway-investment-solutions-saint-louis-mo-154659.md)) | 154659 | Saint Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Core Planning](https://advisorcensus.com/firm/core-planning-ofallon-mo-154660) ([md](https://advisorcensus.com/firm/core-planning-ofallon-mo-154660.md)) | 154660 | Ofallon, MO | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Cornerstone Select Advisors, LLC](https://advisorcensus.com/firm/cornerstone-select-advisors-llc-st-louis-mo-144044) ([md](https://advisorcensus.com/firm/cornerstone-select-advisors-llc-st-louis-mo-144044.md)) | 144044 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Cornerstone Wealth Management, LLC](https://advisorcensus.com/firm/cornerstone-wealth-management-llc-des-peres-mo-164666) ([md](https://advisorcensus.com/firm/cornerstone-wealth-management-llc-des-peres-mo-164666.md)) | 164666 | Des Peres, MO | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Correct Capital Wealth Management, LLC](https://advisorcensus.com/firm/correct-capital-wealth-management-llc-clayton-mo-298774) ([md](https://advisorcensus.com/firm/correct-capital-wealth-management-llc-clayton-mo-298774.md)) | 298774 | Clayton, MO | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Cortland Associates Inc](https://advisorcensus.com/firm/cortland-associates-inc-st-louis-mo-104681) ([md](https://advisorcensus.com/firm/cortland-associates-inc-st-louis-mo-104681.md)) | 104681 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 37 | % of assets |
| [CPC Management, LLC](https://advisorcensus.com/firm/cpc-management-llc-kansas-city-mo-313413) ([md](https://advisorcensus.com/firm/cpc-management-llc-kansas-city-mo-313413.md)) | 313413 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [CQL Capital Management](https://advisorcensus.com/firm/cql-capital-management-chesterfield-mo-319557) ([md](https://advisorcensus.com/firm/cql-capital-management-chesterfield-mo-319557.md)) | 319557 | Chesterfield, MO | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Craft & Sage Wealth](https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565) ([md](https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565.md)) | 323565 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Cratero Capital LLC](https://advisorcensus.com/firm/cratero-capital-llc-st-louis-mo-317496) ([md](https://advisorcensus.com/firm/cratero-capital-llc-st-louis-mo-317496.md)) | 317496 | St. Louis, MO | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Cultivation Capital, LLC](https://advisorcensus.com/firm/cultivation-capital-llc-st-louis-mo-168734) ([md](https://advisorcensus.com/firm/cultivation-capital-llc-st-louis-mo-168734.md)) | 168734 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [CURE8 Ventures, LLC](https://advisorcensus.com/firm/cure8-ventures-llc-st-louis-mo-300866) ([md](https://advisorcensus.com/firm/cure8-ventures-llc-st-louis-mo-300866.md)) | 300866 | St. Louis, MO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cwos for Hire](https://advisorcensus.com/firm/cwos-for-hire-saint-louis-mo-282564) ([md](https://advisorcensus.com/firm/cwos-for-hire-saint-louis-mo-282564.md)) | 282564 | Saint Louis, MO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Daytona Street Capital](https://advisorcensus.com/firm/daytona-street-capital-saint-louis-mo-316666) ([md](https://advisorcensus.com/firm/daytona-street-capital-saint-louis-mo-316666.md)) | 316666 | Saint Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [DB Advisors](https://advisorcensus.com/firm/db-advisors-springfield-mo-134485) ([md](https://advisorcensus.com/firm/db-advisors-springfield-mo-134485.md)) | 134485 | Springfield, MO | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee, Performance fee |
| [Delta Wealth Solutions, LLC](https://advisorcensus.com/firm/delta-wealth-solutions-llc-north-kansas-city-mo-306199) ([md](https://advisorcensus.com/firm/delta-wealth-solutions-llc-north-kansas-city-mo-306199.md)) | 306199 | North Kansas City, MO | State-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Derks Financial, LLC](https://advisorcensus.com/firm/derks-financial-llc-lees-summit-mo-315032) ([md](https://advisorcensus.com/firm/derks-financial-llc-lees-summit-mo-315032.md)) | 315032 | Lees Summit, MO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Detalus Advisors, LLC](https://advisorcensus.com/firm/detalus-advisors-llc-st-louis-mo-117958) ([md](https://advisorcensus.com/firm/detalus-advisors-llc-st-louis-mo-117958.md)) | 117958 | St. Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Fixed fee |
| [DEW Wealth Strategies, LLC](https://advisorcensus.com/firm/dew-wealth-strategies-llc-clayton-mo-118996) ([md](https://advisorcensus.com/firm/dew-wealth-strategies-llc-clayton-mo-118996.md)) | 118996 | Clayton, MO | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Diversified Financial Advisors, LLC](https://advisorcensus.com/firm/diversified-financial-advisors-llc-town-and-country-mo-118261) ([md](https://advisorcensus.com/firm/diversified-financial-advisors-llc-town-and-country-mo-118261.md)) | 118261 | Town and Country, MO | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly |
| [Diversified Wealth Advisors, LLC](https://advisorcensus.com/firm/diversified-wealth-advisors-llc-kansas-city-mo-311903) ([md](https://advisorcensus.com/firm/diversified-wealth-advisors-llc-kansas-city-mo-311903.md)) | 311903 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Divvi Wealth Management](https://advisorcensus.com/firm/divvi-wealth-management-kansas-city-mo-318241) ([md](https://advisorcensus.com/firm/divvi-wealth-management-kansas-city-mo-318241.md)) | 318241 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Other |
| [Doorway Property GP, LLC](https://advisorcensus.com/firm/doorway-property-gp-llc-ballwin-mo-323875) ([md](https://advisorcensus.com/firm/doorway-property-gp-llc-ballwin-mo-323875.md)) | 323875 | Ballwin, MO | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Droms Strauss Wealth Management](https://advisorcensus.com/firm/droms-strauss-wealth-management-st-louis-mo-108620) ([md](https://advisorcensus.com/firm/droms-strauss-wealth-management-st-louis-mo-108620.md)) | 108620 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets |
| [Duncan Financial Management, Inc.](https://advisorcensus.com/firm/duncan-financial-management-inc-sunset-hills-mo-150849) ([md](https://advisorcensus.com/firm/duncan-financial-management-inc-sunset-hills-mo-150849.md)) | 150849 | Sunset Hills, MO | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Duncker Streett & Co.](https://advisorcensus.com/firm/duncker-streett-and-co-st-louis-mo-110828) ([md](https://advisorcensus.com/firm/duncker-streett-and-co-st-louis-mo-110828.md)) | 110828 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee |
| [Eagle Bluffs Wealth Management LLC](https://advisorcensus.com/firm/eagle-bluffs-wealth-management-llc-columbia-mo-306311) ([md](https://advisorcensus.com/firm/eagle-bluffs-wealth-management-llc-columbia-mo-306311.md)) | 306311 | Columbia, MO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Eagle Private Capital, LLC](https://advisorcensus.com/firm/eagle-private-capital-llc-st-louis-mo-168986) ([md](https://advisorcensus.com/firm/eagle-private-capital-llc-st-louis-mo-168986.md)) | 168986 | St. Louis, MO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [ED Douglas](https://advisorcensus.com/firm/ed-douglas-141959) ([md](https://advisorcensus.com/firm/ed-douglas-141959.md)) | 141959 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee |
| [Edward Jones](https://advisorcensus.com/firm/edward-jones-st-louis-mo-250) ([md](https://advisorcensus.com/firm/edward-jones-st-louis-mo-250.md)) | 250 | St. Louis, MO | SEC-registered investment adviser | Over $5 billion | 62 | % of assets, Fixed fee, Other |
| [Ekon Advisors, LLC](https://advisorcensus.com/firm/ekon-advisors-llc-st-louis-mo-281039) ([md](https://advisorcensus.com/firm/ekon-advisors-llc-st-louis-mo-281039.md)) | 281039 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee, Other |
| [Elite Investment Advisors, LLC](https://advisorcensus.com/firm/elite-investment-advisors-llc-clayton-mo-118389) ([md](https://advisorcensus.com/firm/elite-investment-advisors-llc-clayton-mo-118389.md)) | 118389 | Clayton, MO | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Performance fee |
| [Elmtree Funds, LLC](https://advisorcensus.com/firm/elmtree-funds-llc-st-louis-mo-338940) ([md](https://advisorcensus.com/firm/elmtree-funds-llc-st-louis-mo-338940.md)) | 338940 | St. Louis, MO | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Performance fee |
| [Encore Better Than Home GP, LP](https://advisorcensus.com/firm/encore-better-than-home-gp-lp-clayton-mo-336011) ([md](https://advisorcensus.com/firm/encore-better-than-home-gp-lp-clayton-mo-336011.md)) | 336011 | Clayton, MO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Encore General Partner, LLC](https://advisorcensus.com/firm/encore-general-partner-llc-clayton-mo-327249) ([md](https://advisorcensus.com/firm/encore-general-partner-llc-clayton-mo-327249.md)) | 327249 | Clayton, MO | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Encore Well Labs Plus GP, LLC](https://advisorcensus.com/firm/encore-well-labs-plus-gp-llc-clayton-mo-328489) ([md](https://advisorcensus.com/firm/encore-well-labs-plus-gp-llc-clayton-mo-328489.md)) | 328489 | Clayton, MO | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Epoch Family Wealth](https://advisorcensus.com/firm/epoch-family-wealth-286107) ([md](https://advisorcensus.com/firm/epoch-family-wealth-286107.md)) | 286107 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Equity Wealth Partners, LLC](https://advisorcensus.com/firm/equity-wealth-partners-llc-independence-mo-317224) ([md](https://advisorcensus.com/firm/equity-wealth-partners-llc-independence-mo-317224.md)) | 317224 | Independence, MO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [EQUITY2 LLC](https://advisorcensus.com/firm/equity2-llc-kansas-city-mo-307017) ([md](https://advisorcensus.com/firm/equity2-llc-kansas-city-mo-307017.md)) | 307017 | Kansas City, MO | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Erickson Financial Solutions, LLC](https://advisorcensus.com/firm/erickson-financial-solutions-llc-115523) ([md](https://advisorcensus.com/firm/erickson-financial-solutions-llc-115523.md)) | 115523 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 29 | % of assets, Hourly, Fixed fee |
| [Essex Ridge Capital Group, LLC](https://advisorcensus.com/firm/essex-ridge-capital-group-llc-st-louis-mo-145795) ([md](https://advisorcensus.com/firm/essex-ridge-capital-group-llc-st-louis-mo-145795.md)) | 145795 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [Fama Fiduciary Wealth LLC](https://advisorcensus.com/firm/fama-fiduciary-wealth-llc-manchester-mo-125627) ([md](https://advisorcensus.com/firm/fama-fiduciary-wealth-llc-manchester-mo-125627.md)) | 125627 | Manchester, MO | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Family Investment Center](https://advisorcensus.com/firm/family-investment-center-saint-joseph-mo-113799) ([md](https://advisorcensus.com/firm/family-investment-center-saint-joseph-mo-113799.md)) | 113799 | Saint Joseph, MO | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [FEE-Only Financial Services LLC](https://advisorcensus.com/firm/fee-only-financial-services-llc-116094) ([md](https://advisorcensus.com/firm/fee-only-financial-services-llc-116094.md)) | 116094 | Not reported, Not reported | State-registered investment adviser | Not reported | 23 | Hourly |
| [Fefa Financial](https://advisorcensus.com/firm/fefa-financial-saint-louis-mo-324833) ([md](https://advisorcensus.com/firm/fefa-financial-saint-louis-mo-324833.md)) | 324833 | Saint Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |

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## Questions people ask

**How many financial advisory firms are there in Missouri?**
AdvisorCensus lists 430 investment advisory firms with a principal office in Missouri, from Form ADV filings as of October 2026: 200 SEC-registered, 183 state-registered, and 47 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Missouri?**
141 of the 430 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Missouri offer financial planning?**
264 of the 383 firms in Missouri that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Missouri fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 141 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Missouri](https://advisorcensus.com/advisors/mo) (https://advisorcensus.com/advisors/mo.md)
- [Fee-only financial advisors in Missouri](https://advisorcensus.com/advisors/mo/fee-only) (https://advisorcensus.com/advisors/mo/fee-only.md)
- [Flat-fee financial advisors in Missouri](https://advisorcensus.com/advisors/mo/flat-fee) (https://advisorcensus.com/advisors/mo/flat-fee.md)
- [Hourly financial advisors in Missouri](https://advisorcensus.com/advisors/mo/hourly) (https://advisorcensus.com/advisors/mo/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/mo.csv

Cite as: AdvisorCensus. Financial advisors in Missouri: 430 firms from Form ADV filings as of October 2026.