# Financial advisors with no account minimum in St. Louis, MO > AdvisorCensus lists 29 investment advisory firms with a principal office in the St. Louis metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/st-louis/no-account-minimum ## At a glance - Investment advisory firms: 29 - Registration: SEC-registered investment adviser: 29 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 5 (17%); Percentage of assets 28 (97%); Hourly charges 12 (41%); Fixed fees 20 (69%); Commissions 2 (7%); Performance-based fees 3 (10%); Other 5 (17%) - Regulatory assets under management (Item 5.F): $100 million to $500 million 12 (41%); $500 million to $1 billion 9 (31%); $1 billion to $5 billion 7 (24%); Over $5 billion 1 (3%) - Years registered: Under 5 years 12 (41%); 5 to 9 years 7 (24%); 10 to 19 years 5 (17%); 20 years or more 5 (17%) ## Firms (page 1 of 1, 1 to 29 of 29, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [25 Financial](https://advisorcensus.com/firm/25-financial-saint-louis-mo-317916) ([md](https://advisorcensus.com/firm/25-financial-saint-louis-mo-317916.md)) | 317916 | Saint Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Performance fee, Other | | [Archford Capital Strategies, LLC](https://advisorcensus.com/firm/archford-capital-strategies-llc-swansea-il-164482) ([md](https://advisorcensus.com/firm/archford-capital-strategies-llc-swansea-il-164482.md)) | 164482 | Swansea, IL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee | | [Axius Advisors LLC](https://advisorcensus.com/firm/axius-advisors-llc-saint-charles-mo-330006) ([md](https://advisorcensus.com/firm/axius-advisors-llc-saint-charles-mo-330006.md)) | 330006 | Saint Charles, MO | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee | | [Belmont Private Wealth](https://advisorcensus.com/firm/belmont-private-wealth-chesterfield-mo-331436) ([md](https://advisorcensus.com/firm/belmont-private-wealth-chesterfield-mo-331436.md)) | 331436 | Chesterfield, MO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Carsonallaria Wealth Management, Ltd.](https://advisorcensus.com/firm/carsonallaria-wealth-management-ltd-glen-carbon-il-157998) ([md](https://advisorcensus.com/firm/carsonallaria-wealth-management-ltd-glen-carbon-il-157998.md)) | 157998 | Glen Carbon, IL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee, Other | | [Clayton Financial Group, LLC](https://advisorcensus.com/firm/clayton-financial-group-llc-st-louis-mo-226729) ([md](https://advisorcensus.com/firm/clayton-financial-group-llc-st-louis-mo-226729.md)) | 226729 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 11 | % 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 | | [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 | | [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 | | [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 | | [Financial & Tax Architects, LLC](https://advisorcensus.com/firm/financial-and-tax-architects-llc-st-louis-mo-119169) ([md](https://advisorcensus.com/firm/financial-and-tax-architects-llc-st-louis-mo-119169.md)) | 119169 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee | | [Fyra Capital Management](https://advisorcensus.com/firm/fyra-capital-management-st-charles-mo-315100) ([md](https://advisorcensus.com/firm/fyra-capital-management-st-charles-mo-315100.md)) | 315100 | St. Charles, MO | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee | | [Huntleigh Advisors, Inc.](https://advisorcensus.com/firm/huntleigh-advisors-inc-st-louis-mo-113412) ([md](https://advisorcensus.com/firm/huntleigh-advisors-inc-st-louis-mo-113412.md)) | 113412 | St. Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Other | | [IFG Advisors, LLC](https://advisorcensus.com/firm/ifg-advisors-llc-st-louis-mo-172329) ([md](https://advisorcensus.com/firm/ifg-advisors-llc-st-louis-mo-172329.md)) | 172329 | St. Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee | | [Maynerich Financial](https://advisorcensus.com/firm/maynerich-financial-virden-il-331546) ([md](https://advisorcensus.com/firm/maynerich-financial-virden-il-331546.md)) | 331546 | Virden, IL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly | | [MBM Wealth Consultants, LLC](https://advisorcensus.com/firm/mbm-wealth-consultants-llc-chesterfield-mo-169091) ([md](https://advisorcensus.com/firm/mbm-wealth-consultants-llc-chesterfield-mo-169091.md)) | 169091 | Chesterfield, MO | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Meramec Financial Planners, LLC](https://advisorcensus.com/firm/meramec-financial-planners-llc-clayton-mo-335112) ([md](https://advisorcensus.com/firm/meramec-financial-planners-llc-clayton-mo-335112.md)) | 335112 | Clayton, MO | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Fixed fee | | [Meredith Wealth Planning](https://advisorcensus.com/firm/meredith-wealth-planning-maryville-il-300019) ([md](https://advisorcensus.com/firm/meredith-wealth-planning-maryville-il-300019.md)) | 300019 | Maryville, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee | | [Mosaic Wealth](https://advisorcensus.com/firm/mosaic-wealth-st-louis-mo-317377) ([md](https://advisorcensus.com/firm/mosaic-wealth-st-louis-mo-317377.md)) | 317377 | St. Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Commissions, Other | | [Orion Investment Co](https://advisorcensus.com/firm/orion-investment-co-st-louis-mo-110867) ([md](https://advisorcensus.com/firm/orion-investment-co-st-louis-mo-110867.md)) | 110867 | St Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets | | [Plancorp, LLC](https://advisorcensus.com/firm/plancorp-llc-saint-louis-mo-106599) ([md](https://advisorcensus.com/firm/plancorp-llc-saint-louis-mo-106599.md)) | 106599 | Saint Louis, MO | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Hourly, Fixed fee | | [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 | | [Profusion Private Wealth](https://advisorcensus.com/firm/profusion-private-wealth-st-louis-mo-167003) ([md](https://advisorcensus.com/firm/profusion-private-wealth-st-louis-mo-167003.md)) | 167003 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee | | [R.T. Jones Capital Equities Management Inc.](https://advisorcensus.com/firm/r-t-jones-capital-equities-management-inc-st-louis-mo-131804) ([md](https://advisorcensus.com/firm/r-t-jones-capital-equities-management-inc-st-louis-mo-131804.md)) | 131804 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets | | [Renaud & Company, LLC](https://advisorcensus.com/firm/renaud-and-company-llc-o-fallon-mo-115337) ([md](https://advisorcensus.com/firm/renaud-and-company-llc-o-fallon-mo-115337.md)) | 115337 | O'Fallon, MO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Commissions | | [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 | | [ST. Louis Financial Planners Asset Management, LLC](https://advisorcensus.com/firm/st-louis-financial-planners-asset-management-llc-chesterfield-mo-106999) ([md](https://advisorcensus.com/firm/st-louis-financial-planners-asset-management-llc-chesterfield-mo-106999.md)) | 106999 | Chesterfield, MO | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets | | [Stonebridge Financial Group, LLC](https://advisorcensus.com/firm/stonebridge-financial-group-llc-st-louis-mo-337972) ([md](https://advisorcensus.com/firm/stonebridge-financial-group-llc-st-louis-mo-337972.md)) | 337972 | St. Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee | | [Ten Peaks Partners L.L.C.](https://advisorcensus.com/firm/ten-peaks-partners-l-l-c-clayton-mo-169364) ([md](https://advisorcensus.com/firm/ten-peaks-partners-l-l-c-clayton-mo-169364.md)) | 169364 | Clayton, MO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly | ## Questions people ask **Which financial advisors in St. Louis, MO have no account minimum?** 29 investment advisory firms with a principal office in the St. Louis metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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 with no account minimum in St. Louis, MO: 29 firms from Form ADV filings as of October 2026.