Company lists · Data refreshed October 2026

Top 22 Asset management consulting firms based in St. Louis, United States

Name: Asset management consulting firms based in St. Louis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 42 companies tracked

RevenueBase identified 42 company matches for asset management consulting firms associated with St. Louis, United States as of October 2026 and tracks 1,219 professional contacts across them, including 463 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); St. Louis has 42.

This list covers company matches for asset management consulting firms associated with St. Louis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

42Companies

1,219Contacts tracked

463Verified emails

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The 22 largest asset management consulting firms based in St. Louis, United States

Ranked by team size

Top 22 of 42 company matches for asset management consulting firms based in St. Louis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Nisa Investment Advisors, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	201-500	389 contacts →
	Exact match “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Socium Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	68 contacts →
	Exact match “Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Asset Consulting Group	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	52 contacts →
	Exact match “Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select clientele.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Fefa Financial	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	26 contacts →
	Exact match “We are financial advisors who help you strategize your retirement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Wheelhouse Advisory Group, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “At Wheelhouse Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Hill Investment Group	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	21 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Arch Brokerage INC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “Arch Brokerage has been servicing our clients since 1969.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Precision Wealth Strategies	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Precision Wealth Strategies is a boutique wealth management firm, headquartered in St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Detalus	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Headquartered in St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	IFG Advisors, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “At IFG Advisors, we allow our clients to do what they do best, commit 100% of their focus to their families and their businesses, while we manage your personal financial plan.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Clayton Investment Associates	Exact match	St. Louis, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “Clayton Investment Associates is a comprehensive financial services firm committed to helping you improve your long-term financial success.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	First Element Insurance Planners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “Wealth management firms are progressively shifting to a fee-only planning model with the goal of providing comprehensive, holistic guidance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Claris Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Founded in 1998, Claris Advisors is a fee-only investment advisor committed to helping individuals, institutions, and retirement plan sponsors become smarter investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	J.A. Glynn Investments	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “J.A.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Bristol Financial LLC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Registered Investment Advisory Firm WEALTH MANAGEMENT CORPORATE RETIREMENT PLANS INSTITUTIONAL ASSET MANAGEMENT” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Stevens Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Adrian Stevens has been working with individuals and businesses in the St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Walsh Financial Services, ST Louis	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “As independent financial advisors at Walsh Financial Services-a family-founded firm with over 60 years of history-we work with people from all walks of life to build financial…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Heise Advisory Group	Exact match	St. Louis, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Heise Advisory Group empowers individuals to retire with confidence through purposeful planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	TEN Peaks Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Ten Peaks Partners offers asset management services to employer sponsored retirement plans, institutions and investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Eidelman Virant Capital	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Founded in 1982, Eidelman Virant Capital is an independent St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Folio Strategic Finance	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Folio Strategic’s Principal, Marc Thuot, CFA, brings over 10 years of financial modeling and buy-side investment experience to every engagement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Rising Tide Wealth Advisory Solutions, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Providing a range of investment consulting and analytical services to financial professionals and investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 22 of 42 asset management consulting firms based in St. Louis, United States

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Asset management consulting firms based in St. Louis, United States at a glance

As of Oct 1, 2026

38.0%Verified-email coverage

29.0Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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 42 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with St. Louis, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 463 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in St. Louis, United States?

RevenueBase identified 42 company matches for asset management consulting firms associated with St. Louis, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Nisa Investment Advisors, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). St. Louis has 42.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 463 professional contacts with verified work emails tracked across these 42 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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 SmartSearch, 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.