Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
3g Capital Management LLC St. Louis MO US 0.0 
4-c Personal Wealth Management Consultants, LLC Saint Louis MO US 45.1 
Acr Alpine Capital Research, LLC St. Louis MO USA 3284.5 
Acropolis Investment Management, LLC. St. Louis MO US 1012.8 
Adk Wealth Advisory Group St. Louis MO US 276.7 
Advisor One, LLC Springfield MO US 8.0 
Alexander Labrunerie & Co., Inc. Columbia MO US 118.8 
Alpine Private Capital, LLC Saint Louis MO USA 407.9 
American Century Investment Management Inc Kansas City MO US 137422.7 
Anchor Pointe Wealth Management Jackson MO US 35.6 
Anderson Hoagland & Co St Louis MO US 404.8 
Angell Capital Management, LLC St. Charles MO US 50.3 
Aquilant Town And Country MO US 96.0 
Argent Capital Management LLC Clayton MO US 2378.5 
Argos Investment Advisors, LLC St. Louis MO US 716.7 
ASA Advisors, Inc. St. Louis MO US 0.0 
Ascension Investment Management Clayton MO US 33102.5 
Ascension Ventures Saint Louis MO US 0.0 
Asset Consulting Group, LLC Clayton MO US 73.0 
Asset Planners, Inc. Clayton MO US 0.0 
Associated Service In Insurance,Inc Grain Valley MO US 0.0 
Atwood & Palmer, Inc. Kansas City MO US 581.4 
Aura Wealth Advisors LLC Jefferson City MO US 50.5 
Auxan Capital Advisors, LLC Springfield MO US 12.4 
B & B Financial Planning Co., Inc. Ofallon MO US 47.0 
B.e.s.t. Wealth Management LLC St. Louis MO US 16.3 
Bagby Wealth Management Dexter MO US 46.6 
Baldwin Wealth Management, LLC St. Louis MO US 44.1 
Bam Advisor Service, LLC St. Louis MO USA 3450.2 
Bdo Wealth Advisors, LLC St. Louis MO USA 344.5 
Benjamin F. Edwards & Company, Inc St. Louis MO US 4221.5 
Bkd Wealth Advisors, LLC Springfield MO US 2521.2 
Blue Ocean Portfolios, LLC Saint Louis MO US 112.9 
Bn Investment, LLC Savannah MO US 0.0 
Bonifacio & Company, LLC Saint Louis MO US 0.0 
Brand Asset Management Group, Inc. Chesterfield MO US 568.8 
Bridgewater Asset Management LLC Chesterfield MO US 119.5 
Bristol Financial LLC Clayton MO US 0.0 
Btc Financial Management Co. Bethany MO US 4.6 
Buckingham Strategic Wealth St Louis MO USA 8766.4 
Bush Odonnell Investment Advisors, Inc St Louis MO US 155.2 
Butcherjoseph & Co. LLC Clayton MO US 0.0 
Butler Associates Financial Planners, Inc. St. Louis MO US 47.7 
Buttonwood Financial Group, LLC Kansas City MO US 350.2 
Byw St. Louis MO US 50.0 
Capital Investment Management, Inc Lees Summit MO US 198.0 
Capital Management Service, Inc. Manchester MO US 13.5 
Capital Mortgage Management Inc Manchester MO US 362.9 
Carroll Wealth Management Inc. Chesterfield MO US 3.6 
Cauble & Harre Wealth Management, Inc. St. Louis MO US 150.3 
Central Trust Bank Jefferson City MO US 515.6 
Century Securities Associates Inc St Louis MO USA 572.2 
Chrysalis Investment Management, LLC St. Louis MO US 34.8 
Claris Advisors, LLC St. Louis MO USA 279.4 
Clarity Financial Columbia MO US 3.1 
Clarity Financial Planners St. Louis MO US 295.7 
Clark Financial Service Group, Inc. Chesterfield MO USA 182.5 
Cobb Wealth Management, LLC Kansas City MO US 16.3 
Commerce Brokerage Service, Inc Clayton MO US 346.4 
Commerce Investment Advisors, Inc. Kansas City MO US 2274.9 
Compass Retirement Group LLC St. Louis MO US 0.0 
Confluence Investment Management LLC Saint Louis MO US 3882.2 
Constantiam St Louis MO USA 124.0 
Convergent Wealth Management, LLC Chesterfield MO US 31.7 
Conway Financial Group, LLC Chesterfield MO US 0.0 
Conway Investment Research, LLC Saint Louis MO US 21.9 
Cornerstone Select Advisors, LLC St. Louis MO US 65.8 
Cornerstone Wealth Management, LLC St. Peters MO USA 1394.6 
Cortland Associates Inc St. Louis MO US 605.0 
Country Club Financial Service, Inc. Kansas City MO US 41.2 
Cultivation Capital, LLC St. Louis MO US 0.0 
Cutter & Company, Inc. Ballwin MO US 562.6 
Cuttingedge Advisors St. Louis MO US 43.7 
Cwos For Hire LLC St. Peters MO US 1.3 
Dane Financial LLC Springfield MO US 0.0 
Datatex Investment Service Inc Clayton MO US 26.0 
Detalus Advisors, LLC St. Louis MO US 1723.7 
Dew Wealth Strategies, LLC Clayton MO US 110.7 
Diversified Financial Advisors, LLC Town And Country MO US 208.8 
Douglasbagwell & Co. Springfield MO US 30.3 
Droms Strauss Wealth Management St. Louis MO US 383.4 
Duncan Financial Management, Inc. Fenton MO US 10.0 
Duncker Streett & Co., LLC St. Louis MO US 362.5 
Eagle Private Capital, LLC St. Louis MO US 0.0 
Ebg LLC Clayton MO US 18.0 
Ed Douglas Chillicotle MO US 0.0 
Edward Jones St. Louis MO USA 204205.7 
Eidelman Virant Capital St Louis MO US 287.0 
Ekon Advisors, LLC St. Louis MO US 107.8 
Equinet, Inc. Kansas City Mo 0.0 
Family Investment Center Saint Joseph MO US 142.2 
Fee-only Investment Advisors, LLC Jefferson City MO US 10.0 
Fidelis Financial Planning, LLC Saint Charles MO US 0.0 
Fiduciary Advisors, Inc. St. Louis MO US 687.4 
Fiduciary Consultants Inc St. Louis MO US 4594.9 
Fiduciary Tactical Strategies, Inc. Ballwin MO US 4.3 
Financial & Tax Architects St. Louis MO US 2.5 
Financial Legacy Associates Chesterfield MO US 29.1 
Financial Planning Associates, Inc. Ellisville MO US 17.1 
First Class Capital Liberty MO US 5.0 
First Heartland Consultants, Inc. Lake St Louis MO US 1045.2 
First State Financial Management Farmington MO US 0.1 
Fisher Financial Service, LLC Blue Springs MO US 2.3 
Floyd Financial Group LLC Springfield MO US 12.0 
Foundation Wealth Management, LLC St. Louis MO US 232.2 
Fourthstone LLC St. Louis MO US 27.6 
Freedom Wealth Advisors, LLC Lees Summit MO US 28.0 
Freund & Co Investment Advisors, L.c. St. Louis MO US 25.6 
Frontier Wealth Management, LLC Kansas City MO USA 1695.2 
Genex Consulting Town & Country MO US 0.0 
Green Light Investment Advisors, LLC St. Louis MO US 0.0 
Greenway Family Office, LLC St Louis MO USA 353.2 
Greystone Investment Advisors, Inc. Springfield MO US 16.5 
Harbour Group INDS, Inc. St. Louis MO US 1355.9 
Heartland Capital Advisors, L.c. Independence MO US 43.5 
Heffernan & Associates, Inc. St Louis MO US 25.0 
Heisner Financial, LLC St.louis MO US 29.7 
Herzog Financial Group, LLC Saint Louis MO US 32.4 
Hill Investment Group St. Louis MO USA 569.7 
Hm Capital Management, LLC Clayton MO US 1406.7 
Huntleigh Advisors, Inc. St. Louis MO US 178.6 
Huntleigh Byrne Investment Advisors Inc St Louis MO US 54.8 
Hya Advisors, Inc Springfield MO US 419.5 
Hynes Advisory Group LLC St Louis MO US 7.5 
Ifg Advisors, LLC St. Louis MO US 174.0 
Innovative Financial Planners, LLC Cape Girardeau MO US 12.7 
Institutional Investors Advisory Company St Louis MO US 370.0 
Integrated Wealth Advisors LLC Chesterfield MO US 20.0 
Integrity Investors, LLC. Creve Coeur MO US 22.7 
Iti Financial Management Springfield MO US 70.0 
J. Stephan & Company, Inc. Kansas City MO US 0.0 
Jag Capital Management LLC St. Louis MO US 1077.3 
Jjp Capital Management, Inc. Columbia MO US 164.9 
Jml Capital LLC St. Louis MO USA 0.0 
John C. Gower, Cfp, Ea St. Louis MO US 19.2 
John G. Baker, Cfp Chesterfield MO US 5.4 
Kansas City Private Wealth Management, LLC Kansas City MO US 17.7 
Kennedy Capital Management St Louis MO US 5433.1 
Kirk A. Heyle Investments Springfield MO US 0.0 
Krilogy Financial LLC St. Louis MO USA 664.2 
Laminar Wealth LLC Chesterfield MO US 13.2 
Lamke Financial LLC Ballwin MO US 0.0 
Land Advisory Co., LLC St. Louis MO US 11.3 
Landmark Financial Planning, LLC St. Louis MO US 0.0 
Lang & Becker, Inc. Washington MO US 48.0 
Larson Financial Group, LLC Saint Louis MO US 768.2 
Latour Asset Management LLC Springfield MO US 0.0 
Ledgestone Capital Management, LLC Springfield MO US 16.2 
Legatrust Financial Advisors, Inc. Saint Louis MO US 3.9 
Level Paths LLC Rolla MO US 37.4 
Lewer Financial Advisors, LLC Kansas City MO US 11.6 
Lewis & Clark Venture Capital, LLC St. Louis MO US 0.0 
Liberty Hill Capital, LLC Rogersville MO US 0.0 
Lindbergh Capital Management Inc St. Louis MO US 46.0 
Lockton Investment Advisors, LLC Kansas City MO US 0.0 
Lowenhaupt Global Advisors, LLC St. Louis MO US 919.7 
Lsa Tpm, LLC Lees Summit MO US 0.0 
Lucky Man, LLC Kansas City MO US 4.6 
Mader & Shannon Wealth Management Kansas City MO US 154.4 
Madison Wealth Advisors, LLC Lees Summit MO US 46.9 
Mapa Investments, LLC Farmington MO US 0.0 
Marketriders Chesterfield MO USA 1.0 
Mason Road Wealth Advisors, LLC. Chesterfield MO US 70.3 
Matrix 360 Advisor, LLC Kansas City MO USA 0.0 
Matter Family Office Clayton MO USA 2344.2 
Maxele Advisors, LLC Webster Groves MO US 70.4 
Mbm Wealth Consultants, LLC Town & Country MO US 55.4 
Mccartney Wealth Management LLC Saint Louis MO US 81.7 
Mcliney And Company Kansas City Mo 0.0 
Method Finance, LLC St. Louis MO US 8.0 
Midwest Advisors LLC St. Louis MO US 53.8 
Midwest Investment Advisors, LLC Fenton MO US 19.1 
Mike Oreilly LLC Chesterfield MO US 0.0 
Militello Wealth Management, LLC. Clayton MO US 70.6 
Mills Barrington Advisors, LLC. Chesterfield MO US 7.2 
Millstone Capital Advisors, LLC Saint Louis MO USA 0.0 
Mission Peak Capital Advisors, LLC Kansas City MO US 0.0 
Modern Dollar Planning, LLC St. Louis MO US 3.6 
Moloney Securities Asset Management LLC Manchester MO US 407.3 
Moneta Group Investment Advisors, LLC Clayton MO US 14528.4 
Monetary Management Group Inc St Louis MO US 315.6 
Moody Reid Financial Advisors L.P. Kansas City MO US 0.0 
Mosaic Family Wealth, LLC St. Louis MO USA 440.4 
Mrm Group St Louis MO US 87.0 
National Pension & Group Consultants, Inc. Kansas City MO US 30.8 
New Pinnacle Capital, LLC St. Louis MO US 3.0 
Nicholson Capital Management, Inc. Kansas City MO US 101.3 
Nisa Investment Advisors, LLC St. Louis MO US 131600.6 
Nuance Investments, LLC Kansas City MO US 913.5 
Oakwood Medical Management Iv, LLC. Saint Louis MO US 0.0 
Oakwood Medical Management, LLC. Saint Louis MO US 0.0 
Olive Street Investment Advisers, LLC St. Louis MO US 22635.8 
Orion Investment Co St Louis MO USA 303.7 
Osborne Global Investors, Inc. Odessa MO US 10.5 
Panoptic Wealth Advocates Saint Louis MO US 0.0 
Paradigm Financial Advisors LLC Des Peres MO USA 405.5 
Paramount Financial LLC St. Louis MO US 75.0 
Passport Research, Limited. St. Louis MO US 18869.6 
Pension Consultants Inc Springfield MO US 258.5 
Pettibone Wealth Management, LLC Hannibal MO US 17.6 
Philip Vongontard, Cfa, LLC St.louis MO US 161.5 
Piermont Capital Management Inc. St. Louis MO US 319.4 
Pines Wealth Management, LLC St.louis MO US 96.9 
Pinnacle Family Advisors, LLC Springfield MO US 127.4 
Plancorp, LLC Saint Louis MO USA 3440.7 
Plumpe Investments, LLC Springfield MO US 32.0 
Portfolio Management Co. St. Louis MO US 24.8 
Prairie Capital Management, LLC Kansas City MO USA 4633.2 
Premier Financial Partners, LLC St. Louis MO US 0.0 
Premier Wealth Advisory Service, Inc. Chesterfield MO US 5.1 
Prescott Capital Management, Inc. St. Louis MO US 0.1 
Private Label Money Management, Inc. Kirkwood MO US 13.6 
Proactive Money Management Inc Dardenne Prairie MO US 15.6 
Profusion Financial St. Louis MO US 31.4 
Prolog Ventures Hl Ii, LLC St. Louis MO US 0.0 
Prolog Ventures Hl, LLC St Louis MO US 0.0 
Prolog Ventures Ii, LLC St Louis MO US 0.0 
Prolog Ventures, LLC St Louis MO US 0.0 
Prosper Capital LLC St. Louis MO US 0.0 
Providence Financial Jefferson City MO US 0.0 
Quantum Wealth Management St. Louis MO US 5.0 
Quantumleap Wealth Management, LLC St. Charles MO US 9.5 
R.t. Jones Capital Equities Management Inc. St. Louis MO US 429.2 
Rbf & Co. Wealth Advisors St Louis MO US 207.5 
Renaud & Company, LLC Ofallon MO US 46.0 
Rice Money Managers, Inc. Saint Louis MO US 31.4 
Risley Capital Management LLC Ellisville MO US 53.5 
Rivervest Venture Partners St. Louis MO US 0.0 
Rlb Financial Springfield MO US 10.7 
Robert A. Almony, Jr. LLC Columbia MO US 0.0 
Robert Olsen Wealth Group, P.c. Chesterfield MO US 25.1 
Rockwood Capital Advisors LLC St. Louis MO US 577.8 
Rogers Consulting Associates, Inc. St. Louis MO US 39.0 
Rollins Capital Management, LLC Columbia MO US 0.0 
Rt Financial Advisors, LLC Saint Louis Mo 0.0 
Rubinbrown Advisors LLC St. Louis MO US 1157.0 
Ryan Poage & Co. Kansas City MO US 40.4 
S.p. Parkin & Co Chesterfield MO US 37.3 
Saxony Capital Management, LLC Saint Louis MO USA 264.5 
Schnell Financial Group, LLC Sedalia MO US 18.4 
Scottrade Investment Management Saint Louis MO US 1266.2 
Scout Distributors, LLC Kansas City MO US 0.0 
Scout Investments, Inc. Kansas City MO USA 27268.3 
Severin Investments LLC Creve Coeur MO US 65.4 
Sfc Financial LLC St. Louis MO US 101.6 
Signalpoint Asset Management LLC Springfield MO US 481.0 
Signify Wealth LLC St. Louis MO US 40.7 
Smith Moore & Co. Clayton MO US 611.8 
Snider Talbot Financial Planning LLC Liberty MO US 16.6 
Sonas Financial Group, Inc. Kansas City MO US 78.6 
Sparrow Capital Management Inc St. Louis MO US 95.0 
St. Louis Financial Planners Asset Management, LLC Chesterfield MO US 100.1 
St. Louis Financial Planners Inc. Chesterfield MO US 24.5 
Stadia Capital, LLC St. Louis MO US 0.0 
Step Change Advisors, LLC Saint Louis MO US 56.6 
Stephen Mathias & Co., Inc. Creve Coeur MO US 14.3 
Sterling Capital Management St.louis MO US 149.4 
Sterling Investment Advisors,LLC Bolivar MO US 116.3 
Sterneck Capital Management LLC Kansas City MO US 306.4 
Steve P. Hagan & Associates Mexico MO US 13.2 
Steve Robbins, Inc. Florissant MO US 44.3 
Stewardship Capital Independence MO US 80.1 
Stieven Capital Advisors, L.P. St. Louis MO US 407.9 
Stifel, Nicolaus & Company, Inc St Louis MO USA 53887.2 
Strategic Investment Advisors, Limited. Cape Girardeau MO US 49.1 
Summit Realty Ventures LLC St. Louis MO US 0.0 
Summit Strategies Group St Louis MO US 3130.7 
Summit X Chesterfield MO US 289.1 
Sundvold Financial Columbia MO US 411.0 
Sunpointe Clayton MO US 0.0 
T. G. Crowley & Co., Inc. St. Louis MO US 0.0 
Ten Peaks Partners LLC. Clayton MO US 14.0 
Terrance P Davis Cpa/pfs St. Louis MO US 75.0 
Terril & Company Saint Louis MO US 653.0 
Tgp Investments Kansas City MO US 0.0 
Tgp Investments, LLC Kansas City MO US 0.0 
The Garbacz Group Inc. St. Louis MO US 12.4 
The Planned Approach, Inc. Kansas City MO US 175.2 
The Yanker Group Manchester MO US 0.0 
Thebeau-kelly, Inc. St. Louis MO US 20.4 
Thompson & Thompson Cpa Pc Jefferson City MO US 28.4 
Thompson Street Capital Manager LLC St. Louis MO US 1268.3 
Tower Wealth Managers Kansas City MO USA 1399.9 
Towerhill Wealth Management, LLC St. Louis MO USA 0.8 
Towle & Co St Louis MO US 459.4 
Trend Management, Inc. Springfield MO US 47.0 
Tri-lakes Financial Service, LLC. Forsyth MO US 12.0 
Trinity Wealth Advisors LLC St. Louis MO US 147.0 
Truegate Capital Management St. Louis MO US 1.4 
U.s. Institutional Corporation St. Louis MO US 0.0 
Umb Financial Service, Inc. Kansas City MO US 16.9 
Vanda Advisers St. Louis MO US 0.0 
Vantage Investment Partners, LLC Kansas City MO US 1956.5 
Viagem, LLC St. Louis MO US 8.0 
Visionary Wealth Advisors, LLC St. Louis MO US 347.7 
Wall Street Capital Advisors, LLC Ladue MO US 8.0 
Watercredit, LLC Kansas City MO US 0.0 
Wealth Ambassadors, LLC St. Louis MO US 27.2 
Wealth Management Advisors, Inc. St. Louis MO US 0.0 
Wealthcare, LLC Springfield MO US 10.2 
Wedgewood Partners, Inc. St Louis MO US 4378.6 
Wells Fargo Advisors Financial Network, LLC St. Louis MO USA 42504.1 
Wells Fargo Clearing Service, LLC St. Louis MO USA 409716.3 
Wheeler Financial Planning LLC St. Charles MO US 0.0 
William Greenleaf Eliot Seed Fund Manager St. Louis MO US 0.0 
William R Diepenbrock Jr. St Louis MO US 23.5 
Wise Wealth, LLC Lees Summit MO US 6.5 
Your Wealth Matters LLC St. Louis MO US 6.5 
Yu Financial Advice, LLC Chesterfield MO US 0.0 
Zemenick & Walker Inc St Louis MO US 1884.8 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
DISCLAIMER
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.




Home | Download Data | Links | Contact Us

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions