AdvisorCensus / Financial advisors / Missouri / St. Louis, MO / Charles Schwab
Financial advisors in St. Louis, MO using Charles Schwab
79 SEC-registered investment advisory firms headquartered in the St. Louis, MO metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 25 Financial | Saint Louis | SEC-registered investment adviser | $500 million to $1 billion |
| ACR Alpine Capital Research, LLC | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Acropolis Investment Management | Chesterfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Alpine Private Wealth | Saint Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Anderson Hoagland & Co | St Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Aquilant Advisors | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Argent Capital Management LLC | Clayton | SEC-registered investment adviser | $1 billion to $5 billion |
| Asset Consulting Group, LLC | Clayton | SEC-registered investment adviser | $1 billion to $5 billion |
| Axius Advisors LLC | Saint Charles | SEC-registered investment adviser | $500 million to $1 billion |
| Belmont Private Wealth | Chesterfield | SEC-registered investment adviser | $100 million to $500 million |
| Brand Asset Management Group, Inc. | Chesterfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Bridgewater Asset Management LLC | Chesterfield | SEC-registered investment adviser | $100 million to $500 million |
| Cambridge Capital Management, LLC | O'Fallon | SEC-registered investment adviser | $100 million to $500 million |
| Capital Management Services, Inc. | Manchester | SEC-registered investment adviser | $100 million to $500 million |
| Carsonallaria Wealth Management, Ltd. | Glen Carbon | SEC-registered investment adviser | $500 million to $1 billion |
| Cauble & Harre Wealth Management, Inc. | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Claris Advisors, LLC | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Clarity Financial Planners | Clayton | SEC-registered investment adviser | $100 million to $500 million |
| Clark Financial Services Group, Inc. | Chesterfield | SEC-registered investment adviser | $100 million to $500 million |
| Clark Wealth Partners, LLC | O'Fallon | SEC-registered investment adviser | $100 million to $500 million |
| Clayton Financial Group, LLC | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Compass Wealth | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Conway Financial Group, LLC | Chesterfield | SEC-registered investment adviser | $100 million to $500 million |
| Conway Investment Solutions | Saint Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Core Planning | Ofallon | SEC-registered investment adviser | $500 million to $1 billion |
| Cornerstone Select Advisors, LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Cortland Associates Inc | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Daytona Street Capital | Saint Louis | SEC-registered investment adviser | $100 million to $500 million |
| Droms Strauss Wealth Management | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Duncker Streett & Co. | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Fefa Financial | Saint Louis | SEC-registered investment adviser | $100 million to $500 million |
| Fidelis Financial Planning, LLC | Saint Charles | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Advisors, Inc. | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial & Tax Architects, LLC | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Focus Advisor Solutions, LLC | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Focus Partners Wealth, LLC | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Fortify Wealth, Inc. | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| FRA Wealth Management LLC | O'Fallon | SEC-registered investment adviser | $100 million to $500 million |
| Fyra Capital Management | St. Charles | SEC-registered investment adviser | $500 million to $1 billion |
| Hill Investment Group | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| IFG Advisors, LLC | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Krilogy | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Laminar Wealth LLC | Clayton | SEC-registered investment adviser | $100 million to $500 million |
| Larson Financial Group, LLC | Saint Louis | SEC-registered investment adviser | Over $5 billion |
| Mainstreet RIA LLC | O'Fallon | SEC-registered investment adviser | $100 million to $500 million |
| Matter Family Office | St Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Maynerich Financial | Virden | SEC-registered investment adviser | $100 million to $500 million |
| McCartney Wealth Management LLC | Saint Louis | SEC-registered investment adviser | $100 million to $500 million |
| Meramec Financial Planners, LLC | Clayton | SEC-registered investment adviser | $1 billion to $5 billion |
| Meredith Wealth Planning | Maryville | SEC-registered investment adviser | $100 million to $500 million |
| Moneta Group Investment Advisors, LLC | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Mosaic Wealth | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Parkwoods Wealth Partners, LLC | Clayton | SEC-registered investment adviser | $1 billion to $5 billion |
| Philip Vongontard, CFA, LLC | St.louis | SEC-registered investment adviser | $100 million to $500 million |
| Plancorp, LLC | Saint Louis | SEC-registered investment adviser | Over $5 billion |
| Powers Advisory Group, LLC | Highland | SEC-registered investment adviser | $100 million to $500 million |
| Precision Wealth Strategies, LLC | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Profusion Private Wealth | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Risley Capital Management LLC | Ellisville | SEC-registered investment adviser | $100 million to $500 million |
| Rubinbrown Advisors LLC | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Sawyer Capital Management | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Severin Investments LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Signify Wealth LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Slagle Financial, LLC. | Edwardsville | SEC-registered investment adviser | $100 million to $500 million |
| Sunpointe Investments | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Syntegra Private Wealth Group LLC | Chesterfield | SEC-registered investment adviser | $1 billion to $5 billion |
| TBG-Bedford Group LLC | Saint Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Ten Peaks Partners L.L.C. | Clayton | SEC-registered investment adviser | $100 million to $500 million |
| The Stewardship Center, Inc. | St Louis | SEC-registered investment adviser | $100 million to $500 million |
| The Worley Banks Group, LLC | Creve Coeur | SEC-registered investment adviser | $100 million to $500 million |
| Toberman Becker Wealth, LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Trinity Wealth Advisors LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Universal Financial Advisors, LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Virtus Financial Group | Olivette | SEC-registered investment adviser | $100 million to $500 million |
| Visionary Wealth Advisors, LLC | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Wall Street Financial Group, Inc. | Carlinville | SEC-registered investment adviser | $100 million to $500 million |
| Wedgewood Partners, Inc. | St Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Wheelhouse Advisory Group, LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Zemenick & Walker Inc | St Louis | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in St. Louis, MO using Charles Schwab. https://advisorcensus.com/advisors/mo/st-louis/custodians/charles-schwab https://advisorcensus.com/advisors/mo/st-louis/custodians/charles-schwab