{ "path": "/advisors/mo/st-louis", "url": "https://advisorcensus.com/advisors/mo/st-louis/page/4", "page_type": "metro", "title": "Financial advisors in St. Louis, MO", "filters": {}, "scope_total": 260, "faq": [ { "q": "How many financial advisory firms are there in St. Louis, MO?", "a": "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." }, { "q": "How many fee-only financial advisors are in St. Louis, MO?", "a": "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." }, { "q": "How many financial advisors in St. Louis, MO offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in St. Louis, MO fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 260 investment advisory firms with a principal office in the St. Louis metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; 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.", "about_market": "St. Louis has 260 investment advisory firms with a principal office in the metro area as of October 2026: 149 SEC-registered, 77 state-registered, and 34 exempt reporting advisers. 69 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 75 report under $100 million in regulatory assets under management. The metro area has 1,160,386 households, 139,239 of them with income of $200,000 or more, or 536 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in St. Louis, MO: 260 firms from Form ADV filings as of October 2026.", "total_firms": 260, "page": 4, "total_pages": 6, "sort": "name", "registration_types": { "sec": 149, "state": 77, "exempt": 34 }, "fee_model_mix": [ { "code": "fee-only", "count": 69 }, { "code": "percentage_of_aum", "count": 212 }, { "code": "hourly", "count": 95 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 135 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 31 }, { "code": "other", "count": 30 }, { "code": "not_reported", "count": 34 } ], "years_registered_distribution": [ { "code": "under_5", "count": 90 }, { "code": "5_to_9", "count": 56 }, { "code": "10_to_19", "count": 59 }, { "code": "20_plus", "count": 55 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 30 }, { "code": "25m_100m", "count": 45 }, { "code": "100m_500m", "count": 67 }, { "code": "500m_1b", "count": 29 }, { "code": "1b_5b", "count": 29 }, { "code": "over_5b", "count": 19 }, { "code": "not_reported", "count": 41 } ], "firms": [ { "crd_number": 154722, "name": "McCartney Wealth Management LLC", "name_as_filed": "MCCARTNEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mccartney-wealth-management-llc-saint-louis-mo-154722", "city": "Saint Louis", "state": "MO", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331099, "name": "Megapro Corporation", "name_as_filed": "MEGAPRO CORPORATION", "url": "https://advisorcensus.com/firm/megapro-corporation-st-louis-mo-331099", "city": "St. Louis", "state": "MO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335112, "name": "Meramec Financial Planners, LLC", "name_as_filed": "MERAMEC FINANCIAL PLANNERS, LLC", "url": "https://advisorcensus.com/firm/meramec-financial-planners-llc-clayton-mo-335112", "city": "Clayton", "state": "MO", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300019, "name": "Meredith Wealth Planning", "name_as_filed": "MEREDITH WEALTH PLANNING", "url": "https://advisorcensus.com/firm/meredith-wealth-planning-maryville-il-300019", "city": "Maryville", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 305137, "name": "Midwest Advisors LLC", "name_as_filed": "MIDWEST ADVISORS LLC", "url": "https://advisorcensus.com/firm/midwest-advisors-llc-st-louis-mo-305137", "city": "St. Louis", "state": "MO", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154408, "name": "Midwest Investment Advisors, LLC", "name_as_filed": "MIDWEST INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/midwest-investment-advisors-llc-fenton-mo-154408", "city": "Fenton", "state": "MO", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169025, "name": "Mills Barrington Advisors, LLC.", "name_as_filed": "MILLS BARRINGTON ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/mills-barrington-advisors-llc-chesterfield-mo-169025", "city": "Chesterfield", "state": "MO", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167266, "name": "Millstone Capital Advisors, LLC", "name_as_filed": "MILLSTONE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/millstone-capital-advisors-llc-saint-louis-mo-167266", "city": "Saint Louis", "state": "MO", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289239, "name": "Milohen Funds, LLC", "name_as_filed": "MILOHEN FUNDS, LLC", "url": "https://advisorcensus.com/firm/milohen-funds-llc-st-louis-mo-289239", "city": "St. Louis", "state": "MO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284177, "name": "Mindful Wealth", "name_as_filed": "MINDFUL WEALTH", "url": "https://advisorcensus.com/firm/mindful-wealth-st-louis-mo-284177", "city": "St. Louis", "state": "MO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174695, "name": "Modern Dollar Planning, LLC", "name_as_filed": "MODERN DOLLAR PLANNING, LLC", "url": "https://advisorcensus.com/firm/modern-dollar-planning-llc-st-louis-mo-174695", "city": "St. Louis", "state": "MO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 327289, "name": "Moelis Asset Catalyst Partners", "name_as_filed": "MOELIS ASSET CATALYST PARTNERS", "url": "https://advisorcensus.com/firm/moelis-asset-catalyst-partners-st-louis-mo-327289", "city": "St Louis", "state": "MO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 313223, "name": "Moment Private Wealth", "name_as_filed": "MOMENT PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/moment-private-wealth-saint-louis-mo-313223", "city": "Saint Louis", "state": "MO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104727, "name": "Moneta Group Investment Advisors, LLC", "name_as_filed": "MONETA GROUP INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/moneta-group-investment-advisors-llc-st-louis-mo-104727", "city": "St. Louis", "state": "MO", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110284, "name": "Monetary Management Group Inc", "name_as_filed": "MONETARY MANAGEMENT GROUP INC", "url": "https://advisorcensus.com/firm/monetary-management-group-inc-st-louis-mo-110284", "city": "St Louis", "state": "MO", "years_registered": 43, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317377, "name": "Mosaic Wealth", "name_as_filed": "MOSAIC WEALTH", "url": "https://advisorcensus.com/firm/mosaic-wealth-st-louis-mo-317377", "city": "St. Louis", "state": "MO", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 110898, "name": "MRM Group", "name_as_filed": "MRM GROUP", "url": "https://advisorcensus.com/firm/mrm-group-st-louis-mo-110898", "city": "St Louis", "state": "MO", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107313, "name": "Nisa Investment Advisors, LLC", "name_as_filed": "NISA INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nisa-investment-advisors-llc-st-louis-mo-107313", "city": "St. Louis", "state": "MO", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 297531, "name": "Oakview Wealth Solutions LLC", "name_as_filed": "OAKVIEW WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/oakview-wealth-solutions-llc-saint-charles-mo-297531", "city": "Saint Charles", "state": "MO", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166710, "name": "Olive Street Investment Advisers, LLC", "name_as_filed": "OLIVE STREET INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/olive-street-investment-advisers-llc-st-louis-mo-166710", "city": "St. Louis", "state": "MO", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 110867, "name": "Orion Investment Co", "name_as_filed": "ORION INVESTMENT CO", "url": "https://advisorcensus.com/firm/orion-investment-co-st-louis-mo-110867", "city": "St Louis", "state": "MO", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292833, "name": "PARADIGM4 Capital, LLC", "name_as_filed": "PARADIGM4 CAPITAL, LLC", "url": "https://advisorcensus.com/firm/paradigm4-capital-llc-st-louis-mo-292833", "city": "St. Louis", "state": "MO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327115, "name": "Parkside Advisors LLC", "name_as_filed": "PARKSIDE ADVISORS LLC", "url": "https://advisorcensus.com/firm/parkside-advisors-llc-clayton-mo-327115", "city": "Clayton", "state": "MO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331565, "name": "Parkwoods Wealth Partners, LLC", "name_as_filed": "PARKWOODS WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/parkwoods-wealth-partners-llc-clayton-mo-331565", "city": "Clayton", "state": "MO", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127938, "name": "Philip Vongontard, CFA, LLC", "name_as_filed": "PHILIP VONGONTARD, CFA, LLC", "url": "https://advisorcensus.com/firm/philip-vongontard-cfa-llc-st-louis-mo-127938", "city": "St.louis", "state": "MO", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106599, "name": "Plancorp, LLC", "name_as_filed": "PLANCORP, LLC", "url": "https://advisorcensus.com/firm/plancorp-llc-saint-louis-mo-106599", "city": "Saint Louis", "state": "MO", "years_registered": 42, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301103, "name": "Porter Kickham", "name_as_filed": "PORTER KICKHAM", "url": "https://advisorcensus.com/firm/porter-kickham-ellisville-mo-301103", "city": "Ellisville", "state": "MO", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172252, "name": "Powers Advisory Group, LLC", "name_as_filed": "POWERS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/powers-advisory-group-llc-highland-il-172252", "city": "Highland", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299827, "name": "Precision Wealth Strategies, LLC", "name_as_filed": "PRECISION WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/precision-wealth-strategies-llc-st-louis-mo-299827", "city": "St. Louis", "state": "MO", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122078, "name": "Premier Wealth Advisory Services, Inc.", "name_as_filed": "PREMIER WEALTH ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/premier-wealth-advisory-services-inc-chesterfield-mo-122078", "city": "Chesterfield", "state": "MO", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167003, "name": "Profusion Private Wealth", "name_as_filed": "PROFUSION PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/profusion-private-wealth-st-louis-mo-167003", "city": "St. Louis", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 170338, "name": "Prolog Ventures HL II, LLC", "name_as_filed": "PROLOG VENTURES HL II, LLC", "url": "https://advisorcensus.com/firm/prolog-ventures-hl-ii-llc-st-louis-mo-170338", "city": "St. Louis", "state": "MO", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 197511, "name": "Prosper Capital LLC", "name_as_filed": "PROSPER CAPITAL LLC", "url": "https://advisorcensus.com/firm/prosper-capital-llc-st-louis-mo-197511", "city": "St. Louis", "state": "MO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173585, "name": "Quantumleap Wealth Management, LLC", "name_as_filed": "QUANTUMLEAP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/quantumleap-wealth-management-llc-st-charles-mo-173585", "city": "St. Charles", "state": "MO", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131804, "name": "R.T. Jones Capital Equities Management Inc.", "name_as_filed": "R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/r-t-jones-capital-equities-management-inc-st-louis-mo-131804", "city": "St. Louis", "state": "MO", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104771, "name": "RBF Wealth Advisors", "name_as_filed": "RBF WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/rbf-wealth-advisors-st-louis-mo-104771", "city": "St. Louis", "state": "MO", "years_registered": 42, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325915, "name": "Redstick Ventures LLC", "name_as_filed": "REDSTICK VENTURES LLC", "url": "https://advisorcensus.com/firm/redstick-ventures-llc-st-louis-mo-325915", "city": "St. Louis", "state": "MO", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 115337, "name": "Renaud & Company, LLC", "name_as_filed": "RENAUD & COMPANY, LLC", "url": "https://advisorcensus.com/firm/renaud-and-company-llc-o-fallon-mo-115337", "city": "O'Fallon", "state": "MO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 319630, "name": "Rising Tide Wealth Advisory Solutions LLC", "name_as_filed": "RISING TIDE WEALTH ADVISORY SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/rising-tide-wealth-advisory-solutions-llc-st-louis-mo-319630", "city": "St. Louis", "state": "MO", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 157271, "name": "Risley Capital Management LLC", "name_as_filed": "RISLEY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/risley-capital-management-llc-ellisville-mo-157271", "city": "Ellisville", "state": "MO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160239, "name": "Rivervest Venture Partners", "name_as_filed": "RIVERVEST VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/rivervest-venture-partners-st-louis-mo-160239", "city": "St. Louis", "state": "MO", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169931, "name": "Rogers Consulting Associates, Inc.", "name_as_filed": "ROGERS CONSULTING ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/rogers-consulting-associates-inc-st-louis-mo-169931", "city": "St. Louis", "state": "MO", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116909, "name": "Rubinbrown Advisors LLC", "name_as_filed": "RUBINBROWN ADVISORS LLC", "url": "https://advisorcensus.com/firm/rubinbrown-advisors-llc-st-louis-mo-116909", "city": "St. Louis", "state": "MO", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116161, "name": "S.P. Parkin & Co", "name_as_filed": "S.P. 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