# Financial advisors for businesses in St. Louis, MO > Find financial advisors in St. Louis, MO who work with businesses. AdvisorCensus lists 79 investment advisory firms with a principal office in the St. Louis metro area that report businesses among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types. Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/st-louis/for-businesses/page/2 ## At a glance - Investment advisory firms: 79 - Registration: SEC-registered investment adviser: 66, State-registered investment adviser: 13 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 19 (24%); Percentage of assets 77 (97%); Hourly charges 40 (51%); Fixed fees 54 (68%); Commissions 6 (8%); Performance-based fees 7 (9%); Other 10 (13%) - Regulatory assets under management (Item 5.F): Under $25 million 4 (5%); $25 million to $100 million 8 (10%); $100 million to $500 million 22 (28%); $500 million to $1 billion 12 (15%); $1 billion to $5 billion 16 (20%); Over $5 billion 16 (20%); Not reported 1 (1%) - Years registered: Under 5 years 12 (15%); 5 to 9 years 16 (20%); 10 to 19 years 22 (28%); 20 years or more 29 (37%) ## Firms (page 2 of 2, 51 to 79 of 79, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Precision Wealth Strategies, LLC](https://advisorcensus.com/firm/precision-wealth-strategies-llc-st-louis-mo-299827) ([md](https://advisorcensus.com/firm/precision-wealth-strategies-llc-st-louis-mo-299827.md)) | 299827 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee | | [Premier Wealth Advisory Services, Inc.](https://advisorcensus.com/firm/premier-wealth-advisory-services-inc-chesterfield-mo-122078) ([md](https://advisorcensus.com/firm/premier-wealth-advisory-services-inc-chesterfield-mo-122078.md)) | 122078 | Chesterfield, MO | State-registered investment adviser | Under $25 million | 28 | % of assets | | [RBF Wealth Advisors](https://advisorcensus.com/firm/rbf-wealth-advisors-st-louis-mo-104771) ([md](https://advisorcensus.com/firm/rbf-wealth-advisors-st-louis-mo-104771.md)) | 104771 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 42 | % of assets, Hourly, Fixed fee | | [Rogers Consulting Associates, Inc.](https://advisorcensus.com/firm/rogers-consulting-associates-inc-st-louis-mo-169931) ([md](https://advisorcensus.com/firm/rogers-consulting-associates-inc-st-louis-mo-169931.md)) | 169931 | St. Louis, MO | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee | | [Rubinbrown Advisors LLC](https://advisorcensus.com/firm/rubinbrown-advisors-llc-st-louis-mo-116909) ([md](https://advisorcensus.com/firm/rubinbrown-advisors-llc-st-louis-mo-116909.md)) | 116909 | St. Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee | | [S.P. Parkin & Co](https://advisorcensus.com/firm/s-p-parkin-and-co-chesterfield-mo-116161) ([md](https://advisorcensus.com/firm/s-p-parkin-and-co-chesterfield-mo-116161.md)) | 116161 | Chesterfield, MO | State-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly | | [Saint Louis Investment Advisors Inc](https://advisorcensus.com/firm/saint-louis-investment-advisors-inc-collinsville-il-107101) ([md](https://advisorcensus.com/firm/saint-louis-investment-advisors-inc-collinsville-il-107101.md)) | 107101 | Collinsville, IL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly | | [Saxony Capital Management, LLC](https://advisorcensus.com/firm/saxony-capital-management-llc-saint-louis-mo-122692) ([md](https://advisorcensus.com/firm/saxony-capital-management-llc-saint-louis-mo-122692.md)) | 122692 | Saint Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Other | | [Signify Wealth LLC](https://advisorcensus.com/firm/signify-wealth-llc-st-louis-mo-160094) ([md](https://advisorcensus.com/firm/signify-wealth-llc-st-louis-mo-160094.md)) | 160094 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee | | [Skrobonja Wealth Management, LLC](https://advisorcensus.com/firm/skrobonja-wealth-management-llc-arnold-mo-323899) ([md](https://advisorcensus.com/firm/skrobonja-wealth-management-llc-arnold-mo-323899.md)) | 323899 | Arnold, MO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee | | [Slagle Financial, LLC.](https://advisorcensus.com/firm/slagle-financial-llc-edwardsville-il-149976) ([md](https://advisorcensus.com/firm/slagle-financial-llc-edwardsville-il-149976.md)) | 149976 | Edwardsville, IL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Smith Moore & Co.](https://advisorcensus.com/firm/smith-moore-and-co-clayton-mo-3441) ([md](https://advisorcensus.com/firm/smith-moore-and-co-clayton-mo-3441.md)) | 3441 | Clayton, MO | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee | | [Sparrow Capital Management Inc](https://advisorcensus.com/firm/sparrow-capital-management-inc-st-louis-mo-106616) ([md](https://advisorcensus.com/firm/sparrow-capital-management-inc-st-louis-mo-106616.md)) | 106616 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Performance fee | | [Stifel Independent Advisors, LLC](https://advisorcensus.com/firm/stifel-independent-advisors-llc-st-louis-mo-28218) ([md](https://advisorcensus.com/firm/stifel-independent-advisors-llc-st-louis-mo-28218.md)) | 28218 | St Louis, MO | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Fixed fee, Commissions | | [Stifel Wealth Tracker](https://advisorcensus.com/firm/stifel-wealth-tracker-st-louis-mo-291897) ([md](https://advisorcensus.com/firm/stifel-wealth-tracker-st-louis-mo-291897.md)) | 291897 | St. Louis, MO | SEC-registered investment adviser | Not reported | 8 | Other | | [Stifel, Nicolaus & Company, Incorporated](https://advisorcensus.com/firm/stifel-nicolaus-and-company-incorporated-st-louis-mo-793) ([md](https://advisorcensus.com/firm/stifel-nicolaus-and-company-incorporated-st-louis-mo-793.md)) | 793 | St Louis, MO | SEC-registered investment adviser | Over $5 billion | 51 | % of assets, Fixed fee, Commissions | | [TBG-Bedford Group LLC](https://advisorcensus.com/firm/tbg-bedford-group-llc-saint-louis-mo-341573) ([md](https://advisorcensus.com/firm/tbg-bedford-group-llc-saint-louis-mo-341573.md)) | 341573 | Saint Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Fixed fee | | [Terril & Company](https://advisorcensus.com/firm/terril-and-company-saint-louis-mo-110422) ([md](https://advisorcensus.com/firm/terril-and-company-saint-louis-mo-110422.md)) | 110422 | Saint Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 45 | % of assets, Hourly | | [The Yanker Group](https://advisorcensus.com/firm/the-yanker-group-manchester-mo-281364) ([md](https://advisorcensus.com/firm/the-yanker-group-manchester-mo-281364.md)) | 281364 | Manchester, MO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Thousand Wealth Management](https://advisorcensus.com/firm/thousand-wealth-management-chesterfield-mo-298906) ([md](https://advisorcensus.com/firm/thousand-wealth-management-chesterfield-mo-298906.md)) | 298906 | Chesterfield, MO | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee | | [Toberman Becker Wealth, LLC](https://advisorcensus.com/firm/toberman-becker-wealth-llc-st-louis-mo-310346) ([md](https://advisorcensus.com/firm/toberman-becker-wealth-llc-st-louis-mo-310346.md)) | 310346 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets | | [Universal Financial Advisors, LLC](https://advisorcensus.com/firm/universal-financial-advisors-llc-st-louis-mo-318392) ([md](https://advisorcensus.com/firm/universal-financial-advisors-llc-st-louis-mo-318392.md)) | 318392 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly | | [Visionary Wealth Advisors, LLC](https://advisorcensus.com/firm/visionary-wealth-advisors-llc-st-louis-mo-169610) ([md](https://advisorcensus.com/firm/visionary-wealth-advisors-llc-st-louis-mo-169610.md)) | 169610 | St. Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee | | [Vista Finance, LLC](https://advisorcensus.com/firm/vista-finance-llc-clayton-mo-312082) ([md](https://advisorcensus.com/firm/vista-finance-llc-clayton-mo-312082.md)) | 312082 | Clayton, MO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee | | [Wall Street Financial Group, Inc.](https://advisorcensus.com/firm/wall-street-financial-group-inc-carlinville-il-289051) ([md](https://advisorcensus.com/firm/wall-street-financial-group-inc-carlinville-il-289051.md)) | 289051 | Carlinville, IL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Wedgewood Partners, Inc.](https://advisorcensus.com/firm/wedgewood-partners-inc-st-louis-mo-21923) ([md](https://advisorcensus.com/firm/wedgewood-partners-inc-st-louis-mo-21923.md)) | 21923 | St Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets | | [Wells Fargo Advisors](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-11025) ([md](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-11025.md)) | 11025 | St. Louis, MO | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Commissions | | [Wells Fargo Advisors](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-19616) ([md](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-19616.md)) | 19616 | St. Louis, MO | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Fixed fee, Commissions | | [Wheelhouse Advisory Group, LLC](https://advisorcensus.com/firm/wheelhouse-advisory-group-llc-st-louis-mo-312806) ([md](https://advisorcensus.com/firm/wheelhouse-advisory-group-llc-st-louis-mo-312806.md)) | 312806 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Commissions, Other | - Previous page: https://advisorcensus.com/advisors/mo/st-louis/for-businesses.md ## Questions people ask **Which financial advisors in St. Louis, MO work with businesses?** 79 investment advisory firms with a principal office in the St. Louis metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one. **How many financial advisory firms are there in St. Louis, MO?** AdvisorCensus lists 260 investment advisory firms with a principal office in the St. Louis metro area, from Form ADV filings as of October 2026: 149 SEC-registered, 77 state-registered, and 34 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 St. Louis, MO?** 69 of the 260 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 St. Louis, MO offer financial planning?** 157 of the 226 firms in St. Louis, MO 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 St. Louis, MO 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 69 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) - [Financial advisors in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis) (https://advisorcensus.com/advisors/mo/st-louis.md) - [Fee-only financial advisors in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/fee-only) (https://advisorcensus.com/advisors/mo/st-louis/fee-only.md) - [Flat-fee financial advisors in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/flat-fee) (https://advisorcensus.com/advisors/mo/st-louis/flat-fee.md) - [Hourly financial advisors in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/hourly) (https://advisorcensus.com/advisors/mo/st-louis/hourly.md) - [Financial advisors for business owners in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/business-owners) (https://advisorcensus.com/advisors/mo/st-louis/business-owners.md) - [Financial advisors for financial independence and early retirement in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/mo/st-louis/financial-independence-and-early-retirement.md) - [Financial advisors for professional athletes in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/professional-athletes) (https://advisorcensus.com/advisors/mo/st-louis/professional-athletes.md) - [Financial advisors in Saint Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/saint-louis) (https://advisorcensus.com/advisors/mo/st-louis/saint-louis.md) - [Financial advisors in Chesterfield, MO](https://advisorcensus.com/advisors/mo/st-louis/chesterfield) (https://advisorcensus.com/advisors/mo/st-louis/chesterfield.md) - [Financial advisors in Clayton, MO](https://advisorcensus.com/advisors/mo/st-louis/clayton) (https://advisorcensus.com/advisors/mo/st-louis/clayton.md) - [Financial advisors in Kansas City](https://advisorcensus.com/advisors/mo/kansas-city) (https://advisorcensus.com/advisors/mo/kansas-city.md) - [Financial advisors in Springfield](https://advisorcensus.com/advisors/mo/springfield) (https://advisorcensus.com/advisors/mo/springfield.md) - [Financial advisors in Columbia](https://advisorcensus.com/advisors/mo/columbia) (https://advisorcensus.com/advisors/mo/columbia.md) - [Financial advisors in Jefferson City](https://advisorcensus.com/advisors/mo/jefferson-city) (https://advisorcensus.com/advisors/mo/jefferson-city.md) - [Financial advisors in Joplin](https://advisorcensus.com/advisors/mo/joplin) (https://advisorcensus.com/advisors/mo/joplin.md) - [Financial advisors in Cape Girardeau](https://advisorcensus.com/advisors/mo/cape-girardeau) (https://advisorcensus.com/advisors/mo/cape-girardeau.md) - [Financial advisors in St. Joseph](https://advisorcensus.com/advisors/mo/st-joseph) (https://advisorcensus.com/advisors/mo/st-joseph.md) Cite as: AdvisorCensus. Financial advisors for businesses in St. Louis, MO: 79 firms from Form ADV filings as of October 2026.