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Fastest Growing RIAs
in Missouri

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Clarity Financial Planners
Saint Louis, 
MO
3 Year Grow Rate:
176%
AUM (MM):
$67

#

Sunpointe Investments
Saint Louis, 
MO
3 Year Grow Rate:
145%
AUM (MM):
$110

#

Kilcullin Financial Life Planning, LLC
O Fallon, 
MO
3 Year Grow Rate:
117%
AUM (MM):
$35

#

Profusion Financial
Saint Louis, 
MO
3 Year Grow Rate:
92%
AUM (MM):
$63

#

S.P. Parkin & Co
Chesterfield, 
MO
3 Year Grow Rate:
83%
AUM (MM):
$82

#

Laminar Wealth LLC
Chesterfield, 
MO
3 Year Grow Rate:
70%
AUM (MM):
$31

#

SFC Financial LLC
Saint Louis, 
MO
3 Year Grow Rate:
53%
AUM (MM):
$159

#

Mosaic Family Wealth, LLC
Saint Louis, 
MO
3 Year Grow Rate:
51%
AUM (MM):
$812

#

Moneta Group Investment Advisors, LLC
Saint Louis, 
MO
3 Year Grow Rate:
47%
AUM (MM):
$23,734

#

Cauble & Harre Wealth Management, Inc.
Saint Louis, 
MO
3 Year Grow Rate:
46%
AUM (MM):
$219

#

Anderson Hoagland & Co
Saint Louis, 
MO
3 Year Grow Rate:
45%
AUM (MM):
$634

#

Shearwater Capital
Saint Louis, 
MO
3 Year Grow Rate:
44%
AUM (MM):
$250

#

Philip Vongontard, CFA, LLC
Saint Louis, 
MO
3 Year Grow Rate:
41%
AUM (MM):
$227

#

Baldwin Wealth Management, LLC
Saint Louis, 
MO
3 Year Grow Rate:
40%
AUM (MM):
$71

#

Argos Capital Partners, LLC
Saint Louis, 
MO
3 Year Grow Rate:
38%
AUM (MM):
$924

#

Alpine Private Capital, LLC
Saint Louis, 
MO
3 Year Grow Rate:
36%
AUM (MM):
$556

#

Paradigm Financial Advisors LLC
Saint Louis, 
MO
3 Year Grow Rate:
25%
AUM (MM):
$505

#

Lang & Becker, Inc.
Washington, 
MO
3 Year Grow Rate:
24%
AUM (MM):
$61

#

Matter Family Office
Saint Louis, 
MO
3 Year Grow Rate:
24%
AUM (MM):
$2,910

#

Heisner Financial, LLC
Saint Louis, 
MO
3 Year Grow Rate:
24%
AUM (MM):
$39

#

Terrance P Davis CPA/PFS
Saint Louis, 
MO
3 Year Grow Rate:
21%
AUM (MM):
$91

#

Atwood & Palmer, Inc.
Kansas City, 
MO
3 Year Grow Rate:
21%
AUM (MM):
$841

#

Black Capital Management, LLC
Grain Valley, 
MO
3 Year Grow Rate:
20%
AUM (MM):
$99

#

Integrated Wealth Advisors LLC
Chesterfield, 
MO
3 Year Grow Rate:
20%
AUM (MM):
$24

#

Plancorp, LLC
Saint Louis, 
MO
3 Year Grow Rate:
16%
AUM (MM):
$4,539
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