Clients per advisor for Independent firms in Missouri

In Missouri, independent financial advisors tend to serve more clients per advisor than the typical national independent firm, with a median of 36 clients compared to the national median of 26. This suggests that Missouri advisors may be balancing personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are growing their practices and those aiming to maintain manageable caseloads. With 180 independent firms in the state, clients may find a range of service models—from more intimate, relationship-focused approaches to those that accommodate a broader clientele—offering options depending on the level of attention and service they seek.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Tiburon Capital Advisors LLC	Very Low 1	1	1	1
Fee-Only Financial Services LLC	Very Low 1	1	1	1
Money Consultants Advisory, Inc.	Very Low 1	1	1	1
Vance Financial Planning	Very Low 1	1	1	1
Two Palms Financial	Very Low 2	2	1	1
CedarMill Financial	Very Low 2	2	1	1
Peoples Savings Wealth Management LLC	Very Low 3	3	1	1
Vanda Advisers	Very Low 3	3	1	1
Portfolio Guide	Very Low 4	4	1	1
Schram, Lori	Very Low 4	4	1	1
Compton Advisors, LLC	Very Low 5	5	1	1
Hill-Top Financial Planning, LLC	Very Low 6	6	1	1
Family Financial Planning	Very Low 6	6	1	1
Webster Wealth Management	Very Low 6	6	1	1
Midwest Advisors LLC	Very Low 6	6	1	1
Charles Capital	Very Low 6	6	1	1
Alitus Financial Services	Very Low 7	7	1	1
Elite Investment Advisors, LLC	Very Low 7	7	1	1
Weatherby Capital, LLC	Very Low 7	7	1	1
JM Lotshaw Consulting	Very Low 7	7	1	1
First Class Capital	Very Low 8	8	1	1
Cratero Capital LLC	Very Low 8	8	1	1
Adaptive Wealth Management, LLC	Very Low 8	8	1	1
Generational Wealth Development	Very Low 8	8	1	1
QuantumLeap Wealth Management, LLC	Very Low 9	9	1	1
Wynne Capital Management, Incorporated	Very Low 9	9	1	1
Epoch Family Wealth	Very Low 9	9	1	1
Generational Wealth Specialists	Low 10	10	1	1
Armory Oak Wealth LLC	Low 10	10	1	1
Michael Piper, LLC	Low 11	11	1	1
Noble Financial Advisors LLC	Low 11	11	1	1
Penta Investment Counsel LLC	Low 12	12	1	1
Macro Trend, LLC	Low 12	12	1	1
Sigma Advisors, LLC	Low 12	12	1	1
Sharp Wealth Management	Low 12	12	1	1
Carroll Wealth Management Inc.	Low 13	13	1	1
In The Game Wealth Management	Low 13	13	1	1
Dynamic Wealth LLC	Low 13	13	1	1
ProsPurpose Wealth	Low 13	13	1	1
Pillar Financial Planning	Low 14	14	1	1
R L Capital, LLC	Low 14	14	1	1
Westwood Asset Management, LLC	Low 14	14	1	1
LegaTrust Financial Advisors, Inc.	Low 15	15	1	1
Equity Management, Inc.	Low 15	15	1	1
Capital360Financial	Low 15	15	1	1
BlueVine Advice	Low 15	15	1	1
HFP Investments	Low 15	15	1	1
Krueger Asset Management, LLC	Low 15	15	1	1
Lamke Financial LLC	Low 15	15	1	1
Erickson Financial Solutions, LLC	Low 15	15	1	1
Grand Street Advisors, LLC	Low 16	16	1	1
Bemiston Asset Management, LLC	Low 17	17	1	1
Atomic Planning LLC	Low 18	18	1	1
Livingston & Associates, Ltd.	Low 18	18	1	1
K-12 Planning	Low 18	18	1	1
Mayfair Financial, LLC	Low 19	19	1	1
Tandem Financial Guidance, LLC	Low 19	19	1	1
Heffernan & Associates, Inc.	Low 20	20	1	2
MVK Financial Planning, LLC	Low 20	20	1	1
BN Investment, LLC	Typical 23	23	1	1
WorthyNest LLC	Typical 23	23	1	1
Mobjack Investments	Typical 23	23	1	1
AIS Financial	Typical 24	24	1	1
Crossroads Asset Management LLC	Typical 24	24	1	1
Rising Tide Wealth Advisory Solutions LLC	Typical 24	24	1	1
1035 Capital Management LLC	Typical 24	24	1	1
Wainwright Wealth Management, LLC	Typical 25	25	1	1
Prism Capital	Typical 25	25	1	1
Peakview Strategies	Typical 25	25	1	1
Consolidated Wealth Management	Typical 25	25	1	2
New Perspective Wealth Management	Typical 25	25	1	1
Integra Wealth Advisors	Typical 25	25	1	1
Heisner Financial, LLC	Typical 26	26	1	1
Consolidated Asset Management, LLC	Typical 27	27	1	1
Baldwin Wealth Management, LLC	Typical 28	28	1	1
Coplanning Financial LLC	Typical 28	28	1	1
Artisan Financial Planning	Typical 28	28	1	1
Maclura Investments	Typical 29	29	1	1
Main Street Investments	Typical 30	30	1	1
Mills Barrington Advisors, LLC.	Typical 30	30	1	1
Harrison Financial Planning	Typical 30	30	1	1
BIY Financial, LLC	Typical 30	30	1	1
Nasche Asset Management LLC	Typical 30	30	1	1
Financial Management Consultants LLC	Typical 30	30	1	1
Freedom Financial Advisors, LLC	Typical 33	33	1	1
Dittrich Financial Group LLC	Typical 33	33	1	1
P.R. Curtman Investments LLC	Typical 34	34	1	1
Retirement Roots Wealth Management LLC	Typical 35	35	1	1
Design Asset Management, LLC	Typical 35	35	1	1
Starkey & Associates, Inc.	High 36	36	1	1
80/20 Financial Services	High 36	36	1	1
Gargas Investments LLC	High 37	37	1	1
State Line Wealth Management	High 38	38	1	1
Me Financial, PLLC	High 38	38	1	1
Clarity Financial Planners	High 38	38	1	2
Your Financial Partnership	High 39	39	1	1
Trek Wealth Planning	High 39	39	1	1
Osborne Global Investors, Inc.	High 39	39	1	1
Nidhi Capital, LLC	High 39	39	1	1
Summit Vision Financial, LLC	High 39	39	1	1
Roth Investment Management, LLC	High 42	42	1	1
Wheeler Financial Planning LLC	High 44	44	1	1
Pettibone Wealth Management, LLC	High 44	44	1	2
Sawyer Capital Management	High 45	45	1	1
Terrance P Davis Cpa/Pfs	High 45	45	1	1
Foundations Financial Planning, LLC	High 47	47	1	1
Gateway Wealth Management, LLC	High 51	51	1	1
Clarity Financial	High 52	52	1	1
Halyard Financial, LLC	High 52	52	1	1
Parke Investment Management, Inc.	High 53	53	1	1
Long River Investment Management LLC	High 53	53	1	1
Baker Capital Management	High 53	53	1	1
Alvarado & Associates, LLC	High 56	56	1	1
Method Finance, LLC	High 56	56	1	1
AtlanticMidwest Investment Research, LLC	High 58	58	1	1
Premier Wealth Advisory Services, Inc.	High 58	58	1	1
Flattery Wealth Management LLC	High 58	58	1	1
Prairie Ridge Asset Management, LLC	High 58	58	1	1
Financial Planning Associates, Inc.	High 59	59	1	2
CWOS for Hire	High 59	59	1	1
Comprehensive Wealth Planning, LLC	High 60	60	1	1
Greystone Investment Advisors, Inc.	High 60	60	1	1
NextGen Wealth	High 61	61	1	1
Chladek Wealth Management, LLC	High 63	63	1	1
CKHFinancial LLC	High 64	64	1	1
John C. Gower, CFP, EA	High 64	64	1	1
Lal Ltd.	High 65	65	1	1
Focal Point Financial Group	Very High 68	68	1	1
Kedrec LLC	Very High 69	69	1	1
Kirwan Capital	Very High 69	69	1	1
Proactive Planning Wealth Advisory	Very High 69	69	1	1
Sound Investments Inc.	Very High 70	70	1	1
Financial Planning Partners	Very High 71	71	1	1
Valoir Wealth LLC	Very High 72	72	1	1
Zenith Financial Planning Inc	Very High 72	72	1	1
S.P. Parkin & Co	Very High 75	75	1	1
Glass Lakes Capital Management LLC	Very High 75	75	1	1
Irish Capital LLC	Very High 78	78	1	1
Durham Wealth Management, LLC	Very High 80	80	1	1
AECH Financial	Very High 82	82	1	1
Centorbi Financial Group, Inc.	Very High 86	86	1	1
Herzog Financial Group, LLC	Very High 87	87	1	1
Capital-E-Advisors	Very High 87	87	1	1
Kam-South, LLC	Very High 87	87	1	1
Oakview Wealth Solutions LLC	Very High 88	88	1	1
Emerald Wealth Management, Inc.	Very High 90	90	1	1
Beacon Financial Advisors, LLC	Very High 94	94	1	1
Kilcullin Financial Life Planning, LLC	Very High 96	96	1	1
Starkel Wealth Advisors, LLC	Very High 99	99	1	1
Virtual Investment Planning LLC	Very High 102	102	1	2
Bobb Financial Incorporated	Very High 105	105	1	1
ITI Financial Management	Very High 106	106	1	2
Kansas City Private Wealth Management, LLC	Very High 107	107	1	1
Overland Park Wealth Management LLC	Very High 108	108	1	1
Successful Resource Management, Ltd.	Very High 111	111	1	2
Deep Roots Capital	Very High 111	111	1	1
MacroVex Capital	Very High 121	121	1	2
Black Financial Planning, LLC	Very High 125	125	1	1
Mottet Wealth	Very High 130	130	1	1
Saint Louis Investment Advisors Inc	Very High 147	147	1	1
Stone Financial	Very High 148	148	1	1
Robert A. Almony, Jr. LLC	Very High 150	150	1	1
Tax Advantage Advisors, Inc.	Very High 151	151	1	1
Risley Capital Management LLC	Very High 159	159	1	1
Maciel Wealth Management	Very High 170	170	1	1
Wealth Partners Corporation	Very High 175	175	1	1
Summer Fields Investments, LLC	Very High 186	186	1	1
Parco Wealth Management LLC	Very High 191	191	1	2
Retirement Planning Specialists - Midwest, LLC	Very High 200	200	1	1
Wealth Ambassadors, LLC	Very High 203	203	1	1
Financial Planning Advisors, Inc.	Very High 225	225	1	1
The Retirement Planners, USA, LLC	Very High 234	234	1	2
Investment Advisors Group, LLC	Very High 259	259	1	1
Midwest Investment Advisors, LLC	Very High 273	273	1	1
Smart Steps Wealth Management LLC	Very High 278	278	1	1
Schaefer Wealth Management, Inc.	Very High 296	296	1	2
Strategic Investment Advisors, Ltd.	Very High 301	301	1	1
Shankland Financial Advisors, LLC	Very High 308	308	1	2
Bell City Wealth, Inc.	Very High 337	337	1	2
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Missouri