AdvisorCensus / Financial advisors / Missouri / St. Louis, MO / Pershing LLC
Financial advisors in St. Louis, MO using Pershing LLC
7 SEC-registered investment advisory firms headquartered in the St. Louis, MO metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Archford Capital Strategies, LLC | Swansea | SEC-registered investment adviser | $1 billion to $5 billion |
| Benjamin F. Edwards & Company, Incorporated | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Confluence Investment Management LLC | Saint Louis | SEC-registered investment adviser | Over $5 billion |
| First Heartland Consultants, Inc. | Lake St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Focus Advisor Solutions, LLC | St. Louis | SEC-registered investment adviser | Over $5 billion |
| JAG Capital Management LLC | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Sunpointe Investments | St. Louis | SEC-registered investment adviser | $500 million to $1 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. Pershing LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in St. Louis, MO using Pershing LLC. https://advisorcensus.com/advisors/mo/st-louis/custodians/pershing https://advisorcensus.com/advisors/mo/st-louis/custodians/pershing