Company lists · Data refreshed September 2026

Top 25 Asset management companies for estates based in St. Louis, United States

RevenueBase identified 91 asset management companies for estates headquartered in St. Louis, United States as of September 2026 and tracks 46,869 professional contacts across them, including 27,912 with verified work emails. Across the United States, New York is the largest hub for this category (560 companies); St. Louis has 91.

This list covers asset management companies for estates headquartered in St. Louis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review
91Companies
46,869Contacts tracked
27,912Verified emails
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The 25 largest asset management companies for estates based in St. Louis, United States

Ranked by team size
Top 25 of 91 asset management companies for estates based in St. Louis, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management companies for estates: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 30, 2026
2Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 20261,001-5,0001,249 contacts →

Strong evidence

“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.”

Source: RevenueBase Database · checked Sep 30, 2026
3Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 2026501-1,000520 contacts →

Indirect evidence

“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.”

Source: RevenueBase Database · checked Sep 30, 2026
4Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 2026201-500389 contacts →

Indirect evidence

“NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.”

Source: RevenueBase Database · checked Sep 30, 2026
5Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 2026201-500166 contacts →

Partial evidence

“Our reputation for excellence is built on our long-term commitment to responsible financial management.”

Source: RevenueBase Database · checked Sep 30, 2026
6Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202651-200102 contacts →

Indirect evidence

“Plancorp is a financial services firm and Registered Investment Advisor founded in 1983.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5052 contacts →

Partial evidence

“Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select clientele.”

Source: RevenueBase Database · checked Sep 30, 2026
8Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202651-20040 contacts →

Indirect evidence

“Financial & Tax Architects is a fiduciary firm helping individuals reach their retirement goals and objectives.”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5037 contacts →

Indirect evidence

“At Forsythe Findley, our curated team of Advisors unite with a shared goal – growing and protecting your financial well-being.”

Source: RevenueBase Database · checked Sep 30, 2026
10Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5034 contacts →

Indirect evidence

“Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.”

Source: RevenueBase Database · checked Sep 30, 2026
11Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5029 contacts →

Partial evidence

“MSMF Wealth Management takes pride in our approach to wealth management.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 20261-1029 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5026 contacts →

Partial evidence

“Signify Wealth is a fast growing privately-held wealth management firm providing comprehensive financial planning for the Influential.”

Source: RevenueBase Database · checked Sep 30, 2026
14Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5025 contacts →

Partial evidence

“Mosaic Wealth is an independent wealth management and investment advisory firm providing objective advice and personalized wealth management solutions designed to help you…”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5022 contacts →

Indirect evidence

“At Wheelhouse Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5022 contacts →

Partial evidence

“Since 1998, Argent Capital Management has been helping institutional investors, investment advisors and high net worth individuals meet their investment goals.”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5022 contacts →

Indirect evidence

“Sunpointe Investments is an independent, SEC-registered investment advisor and multi-family office headquartered in St.”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 20261-1021 contacts →

Indirect evidence

“OUR PHILOSOPHY Through years of experience, we know that if you are not a current client, your investing world is most likely overly complex, opaque, and expensive.”

Source: RevenueBase Database · checked Sep 30, 2026
19Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5020 contacts →

Indirect evidence

“Arch Brokerage has been servicing our clients since 1969.”

Source: RevenueBase Database · checked Sep 30, 2026
20Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5016 contacts →

Partial evidence

“25 Financial is a private wealth management firm providing financial planning for physicians, business owners, and other high-net-worth accredited investors.”

Source: RevenueBase Database · checked Sep 30, 2026
21Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 20261-1014 contacts →

Partial evidence

“Correct Capital is an independent, privately held wealth advisory firm that specializes in retirement planning, financial planning, portfolio management and investment advice.”

Source: RevenueBase Database · checked Sep 30, 2026
22Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5013 contacts →

Partial evidence

“Precision Wealth Strategies is a boutique wealth management firm, headquartered in St.”

Source: RevenueBase Database · checked Sep 30, 2026
23Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 20261-1013 contacts →

Indirect evidence

“Alpine Private Wealth manages the wealth of high-net-worth investors, families and institutions to solve their complex financial, investment, and wealth structuring needs.”

Source: RevenueBase Database · checked Sep 30, 2026
24Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5013 contacts →

Indirect evidence

“Headquartered in St.”

Source: RevenueBase Database · checked Sep 30, 2026
25Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 30, 202611-5012 contacts →

Indirect evidence

“Trusted, Independent Advice At the law firm of Lowenhaupt & Chasnoff (L&C), we’ve been helping individuals and families of significant wealth for more than 117 years.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 91 asset management companies for estates based in St. Louis, United States

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Asset management companies for estates based in St. Louis, United States at a glance

As of Sep 30, 2026
59.6%Verified-email coverage
515.0Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
30
51-200
5
201-500
4
501-1,000
2
1,001-5,000
1
5,001-10,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for St. Louis, so it is reported there. Company counts and contact totals on this page are exact for St. Louis, over 91 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management companies for estates, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in St. Louis, United States whose own description of what they do matches “asset management companies for estates”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management companies for estates), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management companies for estates, and records with no verified work email. Companies headquartered outside St. Louis are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 27,912 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management companies for estates by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management companies for estates, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management companies for estates are there based in St. Louis, United States?

RevenueBase identified 91 asset management companies for estates headquartered in St. Louis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city in the United States has the most asset management companies for estates?

New York leads the United States with 560 headquartered companies, followed by Atlanta (250) and Houston (242). St. Louis has 91.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 27,912 verified decision-maker contacts tracked across these 91 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.