# Financial advisors in Saint Louis, MO > AdvisorCensus lists 28 investment advisory firms with a principal office in Saint Louis, Missouri (part of the St. Louis metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full St. Louis metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/st-louis/saint-louis ## At a glance - Investment advisory firms: 28 - Registration: SEC-registered investment adviser: 14, State-registered investment adviser: 9, Exempt reporting adviser: 5 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (43%); Percentage of assets 23 (100%); Hourly charges 11 (48%); Subscription fees (newsletter or periodical) 1 (4%); Fixed fees 17 (74%); Performance-based fees 2 (9%); Other 3 (13%); No compensation arrangements reported 5 - Regulatory assets under management (Item 5.F): Under $25 million 3 (11%); $25 million to $100 million 5 (18%); $100 million to $500 million 6 (21%); $500 million to $1 billion 3 (11%); $1 billion to $5 billion 2 (7%); Over $5 billion 3 (11%); Not reported 6 (21%) - Years registered: Under 5 years 9 (32%); 5 to 9 years 9 (32%); 10 to 19 years 8 (29%); 20 years or more 2 (7%) ## Firms (page 1 of 1, 1 to 28 of 28, 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 | | [AIS Financial](https://advisorcensus.com/firm/ais-financial-saint-louis-mo-282713) ([md](https://advisorcensus.com/firm/ais-financial-saint-louis-mo-282713.md)) | 282713 | Saint Louis, MO | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee | | [Alpine Private Wealth](https://advisorcensus.com/firm/alpine-private-wealth-saint-louis-mo-286072) ([md](https://advisorcensus.com/firm/alpine-private-wealth-saint-louis-mo-286072.md)) | 286072 | Saint Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee | | [Armory Oak Wealth LLC](https://advisorcensus.com/firm/armory-oak-wealth-llc-saint-louis-mo-311092) ([md](https://advisorcensus.com/firm/armory-oak-wealth-llc-saint-louis-mo-311092.md)) | 311092 | Saint Louis, MO | State-registered investment adviser | Under $25 million | 5 | % of assets | | [Ascension Ventures](https://advisorcensus.com/firm/ascension-ventures-saint-louis-mo-161371) ([md](https://advisorcensus.com/firm/ascension-ventures-saint-louis-mo-161371.md)) | 161371 | Saint Louis, MO | Exempt reporting adviser | Not reported | 14 | Not reported | | [Bonifacio & Company, LLC](https://advisorcensus.com/firm/bonifacio-and-company-llc-saint-louis-mo-150820) ([md](https://advisorcensus.com/firm/bonifacio-and-company-llc-saint-louis-mo-150820.md)) | 150820 | Saint Louis, MO | State-registered investment adviser | Not reported | 17 | % of assets, Fixed fee, Other | | [Brady Family Wealth, LLC](https://advisorcensus.com/firm/brady-family-wealth-llc-saint-louis-mo-315635) ([md](https://advisorcensus.com/firm/brady-family-wealth-llc-saint-louis-mo-315635.md)) | 315635 | Saint Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [Confluence Investment Management LLC](https://advisorcensus.com/firm/confluence-investment-management-llc-saint-louis-mo-146019) ([md](https://advisorcensus.com/firm/confluence-investment-management-llc-saint-louis-mo-146019.md)) | 146019 | Saint Louis, MO | SEC-registered investment adviser | Over $5 billion | 18 | % of assets | | [Conway Investment Solutions](https://advisorcensus.com/firm/conway-investment-solutions-saint-louis-mo-154659) ([md](https://advisorcensus.com/firm/conway-investment-solutions-saint-louis-mo-154659.md)) | 154659 | Saint Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Performance fee | | [Cwos for Hire](https://advisorcensus.com/firm/cwos-for-hire-saint-louis-mo-282564) ([md](https://advisorcensus.com/firm/cwos-for-hire-saint-louis-mo-282564.md)) | 282564 | Saint Louis, MO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee | | [Daytona Street Capital](https://advisorcensus.com/firm/daytona-street-capital-saint-louis-mo-316666) ([md](https://advisorcensus.com/firm/daytona-street-capital-saint-louis-mo-316666.md)) | 316666 | Saint Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [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 | | [Gateway Wealth Management, LLC](https://advisorcensus.com/firm/gateway-wealth-management-llc-saint-louis-mo-323278) ([md](https://advisorcensus.com/firm/gateway-wealth-management-llc-saint-louis-mo-323278.md)) | 323278 | Saint Louis, MO | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee | | [Haven Wealth Planning](https://advisorcensus.com/firm/haven-wealth-planning-saint-louis-mo-328258) ([md](https://advisorcensus.com/firm/haven-wealth-planning-saint-louis-mo-328258.md)) | 328258 | Saint Louis, MO | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee | | [Herzog Financial Group, LLC](https://advisorcensus.com/firm/herzog-financial-group-llc-saint-louis-mo-174141) ([md](https://advisorcensus.com/firm/herzog-financial-group-llc-saint-louis-mo-174141.md)) | 174141 | Saint Louis, MO | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly | | [Larson Financial Group, LLC](https://advisorcensus.com/firm/larson-financial-group-llc-saint-louis-mo-140599) ([md](https://advisorcensus.com/firm/larson-financial-group-llc-saint-louis-mo-140599.md)) | 140599 | Saint Louis, MO | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Hourly, Fixed fee | | [Legatrust Financial Advisors, Inc.](https://advisorcensus.com/firm/legatrust-financial-advisors-inc-saint-louis-mo-152749) ([md](https://advisorcensus.com/firm/legatrust-financial-advisors-inc-saint-louis-mo-152749.md)) | 152749 | Saint Louis, MO | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Subscription, Fixed fee | | [McCartney Wealth Management LLC](https://advisorcensus.com/firm/mccartney-wealth-management-llc-saint-louis-mo-154722) ([md](https://advisorcensus.com/firm/mccartney-wealth-management-llc-saint-louis-mo-154722.md)) | 154722 | Saint Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee | | [Millstone Capital Advisors, LLC](https://advisorcensus.com/firm/millstone-capital-advisors-llc-saint-louis-mo-167266) ([md](https://advisorcensus.com/firm/millstone-capital-advisors-llc-saint-louis-mo-167266.md)) | 167266 | Saint Louis, MO | Exempt reporting adviser | Not reported | 10 | Not reported | | [Moment Private Wealth](https://advisorcensus.com/firm/moment-private-wealth-saint-louis-mo-313223) ([md](https://advisorcensus.com/firm/moment-private-wealth-saint-louis-mo-313223.md)) | 313223 | Saint Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [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 | | [Sage Capital LLC](https://advisorcensus.com/firm/sage-capital-llc-saint-louis-mo-288430) ([md](https://advisorcensus.com/firm/sage-capital-llc-saint-louis-mo-288430.md)) | 288430 | Saint Louis, MO | Exempt reporting adviser | Not reported | 8 | Not reported | | [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 | | [Simco](https://advisorcensus.com/firm/simco-saint-louis-mo-341001) ([md](https://advisorcensus.com/firm/simco-saint-louis-mo-341001.md)) | 341001 | Saint Louis, MO | Exempt reporting adviser | Not reported | 0 | Not reported | | [Stadia Capital, LLC](https://advisorcensus.com/firm/stadia-capital-llc-saint-louis-mo-283491) ([md](https://advisorcensus.com/firm/stadia-capital-llc-saint-louis-mo-283491.md)) | 283491 | Saint Louis, MO | Exempt reporting adviser | Not reported | 0 | Not reported | | [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 | | [Vestech Asset Management Inc.](https://advisorcensus.com/firm/vestech-asset-management-inc-saint-louis-mo-285685) ([md](https://advisorcensus.com/firm/vestech-asset-management-inc-saint-louis-mo-285685.md)) | 285685 | Saint Louis, MO | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee | ## Questions people ask **How many financial advisory firms are there in Saint Louis, MO?** AdvisorCensus lists 28 investment advisory firms with a principal office in Saint Louis, Missouri (part of the St. Louis metro area), from Form ADV filings as of October 2026: 14 SEC-registered, 9 state-registered, and 5 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 Saint Louis, MO?** 10 of the 28 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 Saint Louis, MO offer financial planning?** 18 of the 23 firms in Saint 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 Saint 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 10 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. 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Financial advisors in Saint Louis, MO: 28 firms from Form ADV filings as of October 2026.