Clients per advisor for Supported firms serving clients in Missouri

In Missouri, supported financial advisory firms tend to have a higher client load per advisor compared to the national median. With 293 firms and a median of 67 clients per advisor—above the national median of 51—Missouri advisors often manage larger client bases. This suggests that many firms in the state operate with more structured, scalable service models, potentially offering broader access or lower minimums. While this may mean less personalized attention than firms with smaller client loads, it reflects a balance between efficiency and client service that fits a diverse range of needs in Missouri’s advisory market.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Plan Confidence Corporation	Very High 859	859	1	3
Renaud & Company, LLC	Very High 477	953	2	5
The Worley Banks Group, LLC	Very High 375	749	2	3
Heritage Asset Management, LLC	Very High 373	746	2	2
R2 Wealth Management Partners	Very High 369	737	2	8
Cobler Capital Management, LLC	Very High 357	714	2	3
Floyd Financial Group LLC	Very High 343	686	2	5
Webb Financial Group	Very High 337	673	2	8
San Blas Advisory, Inc.	Very High 332	664	2	13
SavvyFi	Very High 307	307	1	15
Aspire Wealth Management	Very High 302	302	1	12
Its Asset Management, L.P.	Very High 293	586	2	9
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Wisniewski Wealth Management	Very High 273	273	1	5
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
Tuve Investment Management, Inc.	Very High 262	523	2	6
Altitude Wealth Management, LLC	Very High 251	502	2	2
Guardian Financial, Inc.	Very High 248	248	1	3
Maynerich Financial	Very High 239	478	2	6
Challenger Wealth Management	Very High 238	238	1	3
Maxele Advisors, LLC	Very High 234	234	1	3
Des Moines Investments, LLC	Very High 233	700	3	4
Kiker Wealth Management, LLC	Very High 224	894	4	9
Camelot Portfolios, LLC	Very High 221	662	3	7
TFP Management, LLC	Very High 220	660	3	4
Solomon API LLC	Very High 204	613	3	3
RLB Financial	Very High 202	607	3	4
Virtus Financial Partners	Very High 201	602	3	6
Thrasher & Chambers Wealth Management, LLC	Very High 199	398	2	5
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Stackhouse Enterprises	Very High 196	196	1	4
Lester Financial Group, LLC	Very High 196	784	4	5
Fund Advisors of America Inc	Very High 195	585	3	3
Windle Wealth	Very High 194	388	2	3
Powers Advisory Group, LLC	Very High 192	575	3	6
MN Wealth Advisors, LLC	Very High 190	571	3	5
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Duncan Financial Management, Inc.	Very High 188	375	2	2
Alliance Wealth Advisors	Very High 183	366	2	3
Morey & Quinn Wealth Partners	Very High 183	548	3	4
Latour Asset Management LLC	Very High 178	710	4	4
BCO Wealth Management, LLC	Very High 175	526	3	9
Paladin Financial	Very High 165	494	3	7
Shaker Financial Services	Very High 165	329	2	6
Dickinson Barnum Investment Management, LLC	Very High 162	323	2	2
MarketRiders	Very High 159	477	3	6
Orion Investment Co	Very High 157	627	4	6
BG Wealth Advisory, LLC	Very High 154	462	3	4
Metanoia Financial, LLC	Very High 151	151	1	3
Fidelis Financial Planning, LLC	Very High 149	149	1	3
Clark Wealth Partners, LLC	Very High 148	444	3	6
The Perspective Group	Very High 148	295	2	5
Wilkerson Advisory Group LLC	Very High 146	582	4	10
CSH Investment Management	Very High 145	290	2	2
Prosperity Advisers, LLC	Very High 145	289	2	8
Boulder Investment Group	Very High 144	144	1	3
Lyons Capital Group	Very High 144	287	2	6
R2 Wealth Management Partners	Very High 143	430	3	3
Wall Street Financial Group, Inc.	Very High 142	425	3	3
Derks Financial, LLC	Very High 138	275	2	2
Pearl Wealth Group	Very High 137	273	2	4
MRM Group	Very High 136	136	1	3
Lakeshore Wealth Management LLC	Very High 136	407	3	3
Advisifi LLC	Very High 133	133	1	6
Truenorth Wealth & Impact, LLC	Very High 132	395	3	5
Nicholson Meyer Capital Management, Inc.	Very High 131	261	2	6
Alcyon Wealth Partners	Very High 128	383	3	5
M1 Capital Management LLC	Very High 128	383	3	12
PathFinder Financial Services	Very High 126	252	2	3
Diversified Wealth Advisors, LLC	Very High 125	375	3	5
Embark Wealth Management, LLC	Very High 123	369	3	3
Mokosak Advisory Group, LLC	Very High 123	490	4	4
Rachor Investment Advisory Services, LLC	Very High 123	490	4	16
Oliver Wealth Management	Very High 121	484	4	6
Wealth Management Advisors, inc.	Very High 121	242	2	3
Wager Wealth Management and Financial Planning LLC	Very High 121	121	1	3
Porter Kickham	Very High 120	120	1	3
Professional Retirement Strategies LLC	Very High 119	238	2	2
O'Connor Financial Group LLC	Very High 118	355	3	6
Berkeley Capital Management, LLC	Very High 118	354	3	5
Parrish Capital, LLC	Very High 117	234	2	3
Cornerstone Advisors	Very High 116	464	4	4
BCD Advisors	Very High 112	448	4	4
Blue Capital	Very High 111	443	4	7
Tranquilli Financial Advisor, LLC	Very High 111	221	2	2
Meredith Wealth Planning	Very High 111	221	2	2
ETF Portfolio Partners, Inc.	Very High 107	429	4	8
Hickory Wealth Management, LLC	High 105	209	2	4
Boyle Capital	High 105	418	4	5
FamilyWealth Asset Management	High 103	413	4	4
Cambridge Financial Group, Inc.	High 102	306	3	6
Waystone Advisors LLC	High 101	303	3	13
Guardian Investment Management, LLC	High 100	100	1	5
Walker Asset Management, LLC	High 98	195	2	4
Stewardship Capital	High 96	385	4	5
Elevation Advisory Partners LLC	High 95	378	4	5
Prosperity Financial Group	High 94	188	2	3
Integrity Wealth Solutions LLC	High 93	186	2	2
Sarver Vrooman Wealth Advisors LLC	High 93	371	4	5
An Exceptional Life Financial, LLC	High 93	370	4	4
Peninsula Asset Management Inc	High 93	185	2	4
Everest Wealth Management	High 91	91	1	2
Imperium Wealth Management, LLC	High 89	177	2	6
Hiley Hunt Wealth Management, Inc.	High 88	265	3	3
Sterling Investment Advisors, LLC	High 88	265	3	5
RCA Wealth Strategies LLC	High 87	262	3	3
Sheller Wealth Management, Inc.	High 87	174	2	3
Genesis Wealth Management	High 87	347	4	4
MOKAN Wealth Management	High 87	173	2	4
Perspective Advisors, LLC	High 86	172	2	3
Cambridge Capital Management, LLC	High 85	339	4	5
Angell Capital Management, LLC	High 85	169	2	2
Midwest Heritage Financial Advisors	High 84	334	4	6
Benchmark Capital Group Ltd.	High 83	166	2	3
Greater Than Financial	High 82	163	2	2
Investable	High 81	81	1	4
Nova R Wealth, Inc.	High 81	323	4	8
Gentry Private Wealth	High 80	241	3	8
Balanced Financial Planning, Inc.	High 80	80	1	3
Aquilant Advisors	High 79	314	4	5
Legacy Advisory Limited Company	High 78	156	2	3
Thunderbird Wealth Management, Inc.	High 78	155	2	2
McCartney Wealth Management LLC	High 77	154	2	2
Modern Dollar Planning, LLC	High 77	153	2	2
Forest Capital	High 76	152	2	4
Generations Wealth Design	High 74	147	2	4
Bagby Wealth Management	High 74	147	2	4
Legacy Investment Partners, LLC	High 72	216	3	4
World Class Unlimited, Inc.	High 72	143	2	2
Investable Wealth, LLC	High 72	143	2	2
Douglass Investment Group	High 71	142	2	3
Cannon Capital Management, Inc.	High 70	211	3	8
Zenith Advisory Group, LLC	High 70	139	2	2
Pinnacle Wealth Management, LLC	High 70	139	2	2
Lang & Becker, Inc.	High 69	138	2	2
Bison Financial Group, LLC	High 69	275	4	4
Williams & Novak Wealth Management, LLC	High 69	275	4	8
Cornerstone Select Advisors, LLC	High 68	204	3	4
Skrobonja Wealth Management, LLC	High 68	204	3	7
The Sherry Group, Inc.	High 68	203	3	6
Strategic Asset Management, LLC	High 68	135	2	2
Leibman Financial Servces, Inc.	High 68	270	4	4
JJP Capital Management, Inc.	High 67	67	1	3
Archway Wealth Management, LLC	High 67	200	3	4
Delta Wealth Solutions, LLC	High 67	133	2	2
Index Wealth Advisors, LLC	High 65	129	2	2
Ryan Poage & Co.	High 64	191	3	3
Peak Wealth Group LLC	Typical 64	127	2	2
Sphinx Investments LLC	Typical 63	125	2	3
The Nestegg Group, Inc.	Typical 62	187	3	3
Sterneck Capital Management LLC	Typical 62	249	4	5
American Financial Management, Ltd.	Typical 62	124	2	2
Shearwater Capital	Typical 60	180	3	4
360 Ira	Typical 60	180	3	3
Scherer Financial Advisory Services, LLC	Typical 59	178	3	5
Mench Financial Inc	Typical 58	175	3	4
Paragon Investing, LLC	Typical 58	175	3	3
Dogwood Wealth Management, LLC	Typical 58	233	4	6
Summit Investment Advisory Group LLC	Typical 58	116	2	3
B.E.S.T. Wealth Management LLC	Typical 57	113	2	2
Fruitage Financial LLC	Typical 56	56	1	3
Konza Global Wealth Group	Typical 56	112	2	2
Eagle Bluffs Wealth Management LLC	Typical 55	165	3	5
Equitta Advisors LLC	Typical 55	109	2	2
Mark Gillam Enterprises	Typical 54	108	2	6
Optima Capital Management	Typical 54	215	4	4
Fiduciary Tactical Strategies, Inc.	Typical 54	107	2	2
Trend Management, Inc.	Typical 53	160	3	3
Lashley Wealth Management	Typical 53	53	1	3
Sonas Financial Group, Inc.	Typical 53	105	2	3
Delarme Wealth Management, Inc.	Typical 52	156	3	3
CJW Capital, LLC	Typical 51	153	3	4
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Sapphire Wealth Planning LLC	Typical 50	100	2	2
Pinafore Wealth Counsel Inc.	Typical 50	100	2	2
Tax Favored Retirement	Typical 50	149	3	3
Holistic Finance LLC	Typical 50	198	4	5
Divvi Wealth Management	Typical 49	197	4	4
Beyond Wealth	Typical 49	147	3	4
Insight Investment Advisers LLC	Typical 48	145	3	5
Rise Retirement, LLC	Typical 48	96	2	2
Friedenthal Financial, LLC	Typical 48	190	4	4
Strategic Advocates, LLC	Typical 47	141	3	3
White Sand Wealth Management	Typical 47	188	4	7
Collaborative Portfolio Management	Typical 46	182	4	4
Yukon Wealth Management, Inc.	Typical 46	91	2	4
Capital City Wealth Management, Inc.	Typical 45	135	3	6
PurposePath Capital, LLC	Typical 45	135	3	5
LFN Advisors Inc.	Typical 45	179	4	4
Storyone Family Office	Typical 44	132	3	8
Providence Financial Advisors, LLC	Typical 44	175	4	5
W. Swartz & Co., LLC	Typical 44	87	2	2
Hynes Advisory Group LLC	Typical 43	86	2	2
Integrity Investment Advisors, LLC	Typical 43	170	4	6
Snider Talbot Financial Planning LLC	Typical 43	170	4	4
Gilpin Wealth Management LLC	Typical 42	169	4	4
Conway Financial Group, LLC	Typical 42	84	2	3
Schwantes Financial, LLC	Typical 42	84	2	2
Clearpath Wealth Management, L.C.	Typical 41	165	4	4
Curtis Capital Advisors	Typical 41	82	2	2
The Wealth Conservatory	Typical 40	121	3	4
B & B Financial Planning Co., Inc.	Typical 40	121	3	3
Monterey Wealth	Typical 40	121	3	3
Sage Wealth Planning	Low 40	119	3	3
Alspaugh Wealth Management	Low 40	79	2	2
Greystone Capital Partners Group LLC	Low 39	157	4	4
Mission Financial Planning, Inc.	Low 39	117	3	3
FinanciaLife Outfitters LLC	Low 39	77	2	2
Datalign	Low 38	38	1	20
Mike Wolters & Associates, Ltd.	Low 37	74	2	3
Monetary Management Group Inc	Low 37	146	4	6
Mercury Capital Management, Inc.	Low 36	72	2	2
Brady Family Wealth, LLC	Low 36	108	3	5
Mindful Wealth	Low 36	71	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Tenet Retirement Services LLC	Low 35	35	1	3
Keith McBride Financial Services Inc.	Low 35	70	2	2
Bridgewater Advisory Group LLC	Low 35	70	2	4
Aspen Wealth Management, Inc.	Low 34	102	3	3
MacKay Financial Planning, LLC	Low 34	68	2	2
Toberman Becker Wealth, LLC	Low 34	102	3	3
DB Advisors	Low 34	134	4	4
Fiduciary Trust Private Wealth Counsel LLC	Low 34	67	2	3
Oak Road Wealth Management	Low 33	100	3	3
Shelter Rock Management, LLC	Low 33	133	4	6
Trinity Wealth Advisors LLC	Low 33	132	4	8
Trinity Capital Management, LLC	Low 33	65	2	2
Your Wealth Matters LLC	Low 32	129	4	4
Truman Wealth Advisors	Low 32	96	3	3
J. Loyd Capital Management, LLC	Low 31	62	2	2
Jupiter Wealth Management, LLC	Low 31	92	3	4
Schnell Financial Group, LLC	Low 30	89	3	4
Vision Capital & Management	Low 30	59	2	5
4-C Personal Wealth Management Consultants, LLC	Low 30	59	2	2
Family Legacy Advisors, LLC	Low 29	116	4	4
B1B Financial Solutions	Low 29	58	2	2
Creative Resources Investment Advisors LLC	Low 28	85	3	4
Rockway Wealth Partners	Low 27	107	4	6
The Private Family Advisors, LLC	Low 27	53	2	2
Fortify Wealth, Inc.	Low 26	79	3	3
Cauble & Harre Wealth Management, Inc.	Low 26	104	4	4
Fern Financial Group, LLC	Low 26	77	3	3
Profusion Private Wealth	Low 26	77	3	3
Bristol Financial LLC	Low 26	51	2	2
Fairway Asset Management, LLC	Low 25	74	3	4
Redstone Advisors Inc	Low 25	98	4	6
K&H Wealth Partners	Low 24	71	3	3
The Jamison Edward Group	Low 24	71	3	3
Signify Wealth LLC	Low 24	94	4	17
Financial Avenues	Low 24	94	4	4
Forest Park Capital LLC	Low 23	70	3	3
Arimathea	Low 23	23	1	5
EVP Capital Advisors, LLC	Low 23	46	2	2
Twin Robins Capital	Low 23	45	2	2
Kennon-Green & Co.	Low 23	90	4	4
Retirement Resources Inc.	Low 22	44	2	2
Freedom Value Partners, LLC	Low 22	43	2	2
Dew Wealth Strategies, LLC	Very Low 21	42	2	2
Sentinel Wealth Inc	Very Low 20	20	1	3
SFC Financial LLC	Very Low 19	77	4	4
Next Bloom Wealth	Very Low 19	37	2	2
Vista Finance, LLC	Very Low 18	73	4	5
Birch Capital Management, LLC	Very Low 18	35	2	2
Lci Advisors	Very Low 17	50	3	3
Black Capital Management, LLC	Very Low 16	48	3	3
Java Wealth Planning	Very Low 16	31	2	2
BXM Wealth LLC	Very Low 15	61	4	4
Gaughan & Connealy Wealth Management, LLC	Very Low 15	30	2	2
Prospera Capital Management, LLC	Very Low 15	44	3	3
Servatus Capital	Very Low 15	29	2	2
Laminar Wealth LLC	Very Low 14	27	2	2
TAVCO Financial Advisory, Inc	Very Low 13	53	4	4
Innovation Partners LLC	Very Low 13	26	2	305
Daytona Street Capital	Very Low 13	50	4	6
Wall Street Capital Advisors, LLC	Very Low 13	25	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Belmont Private Wealth	Very Low 10	29	3	3
Freund & Co Investment Advisors, L.C.	Very Low 10	19	2	3
Three Oaks Partners Investment Counsel LLC	Very Low 10	19	2	2
The Wealth Collaborative	Very Low 7	13	2	3
Symphony Wealth Management	Very Low 6	6	1	3
Marketocracy Masters Capital Management LLC	Very Low 6	18	3	7
St. Louis Financial Planners Inc.	Very Low 6	18	3	9
Thousand Wealth Management	Very Low 6	11	2	2
Midwest Wealth Management Inc	Very Low 5	10	2	2
Coffman Wealth Advisors, LLC	Very Low 5	10	2	2
Rogers Consulting Associates, Inc.	Very Low 5	10	2	3
Investment Consulting Services, LLC	Very Low 3	6	2	3
First American Financial Advisors, Inc.	Very Low 3	11	4	4
Zacks Intelligence LLC	Very Low 1	1	1	7

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