Company lists · Data refreshed October 2026

Top 22 Digital wealth management firms based in St. Louis, United States

Name: Digital wealth management 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 11, 2026 36 companies tracked

RevenueBase identified 36 company matches for digital wealth management firms associated with St. Louis, United States as of October 2026 and tracks 47,971 professional contacts across them, including 27,392 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); St. Louis has 36.

This list covers company matches for digital wealth management 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 11, 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 11, 2026 How this list was built

36Companies

47,971Contacts tracked

27,392Verified emails

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The 22 largest digital wealth management firms based in St. Louis, United States

Ranked by team size

Top 22 of 36 company matches for digital wealth management firms based in St. Louis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	10001+	43,780 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,482 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Scottrade	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1,001-5,000	821 contacts →
	Exact match “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	501-1,000	538 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Larson Financial	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	201-500	177 contacts →
	Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Plancorp Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	51-200	117 contacts →
	Exact match “Plancorp is a financial services firm and Registered Investment Advisor founded in 1983.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Gatewood Wealth Solutions	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	11-50	39 contacts →
	Exact match “Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Msmf Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	11-50	30 contacts →
	Exact match “MSMF Wealth Management takes pride in our approach to wealth management.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Mosaic Wealth	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	11-50	29 contacts →
	Exact match “Mosaic Wealth is an independent wealth management and investment advisory firm providing objective advice and personalized wealth management solutions designed to help you…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Signify Wealth	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	11-50	24 contacts →
	Exact match “Signify Wealth is a fast growing privately-held wealth management firm providing comprehensive financial planning for the Influential.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Hill Investment Group	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1-10	18 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 11, 2026 · View company records in RevenueBase
12	Detalus	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	11-50	14 contacts →
	Exact match “Headquartered in St.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Laclede Private Capital	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1-10	14 contacts →
	Exact match “Laclede Private Capital was founded to deliver a more sophisticated, client-first approach to wealth management, one designed specifically for individuals and families with…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Precision Wealth Strategies	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 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 11, 2026 · View company records in RevenueBase
15	Droms Strauss Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “Droms Strauss Wealth Management brings institutional-quality investment management and the highest level of professional financial planning services to successful business owners…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Hawthorne Capital Wealth Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	11-50	7 contacts →
	Exact match “At Hawthorne Capital, we exist for one reason only; to create and guide you along an easy-to-understand path forward so you arrive safely in retirement.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	PWM Planning	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “The Personal Side of Wealth - PWM Planning is a leading provider of client-centered financial planning and wealth management for individuals, families, entrepreneurs, and business…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Terril & Company	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	11-50	6 contacts →
	Exact match “TERRIL & COMPANY is a financial services company based out of CityPlace 6, 6 Cityplace Dr, STE.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Duncker Streett & CO	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “St.Louis Wealth Management and Financial Planning firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Bristol Financial LLC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Registered Investment Advisory Firm WEALTH MANAGEMENT CORPORATE RETIREMENT PLANS INSTITUTIONAL ASSET MANAGEMENT” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Marketdesk	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Founded in 2019, MarketDesk provides financial advisors with a full suite of institutional tools that save time, strengthen your client experience, and enable growth without…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	D&b Strategic Wealth	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 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 “digital wealth management 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 36 digital wealth management firms based in St. Louis, United States

See the full list, filter by size, metro and specialty, and access 27,392 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management firms based in St. Louis, United States at a glance

As of Oct 11, 2026

57.1%Verified-email coverage

1332.5Average contacts per company

11-50Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 36 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 “digital wealth management 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 27,392 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 11, 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.

Digital wealth management 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in St. Louis, United States?

RevenueBase identified 36 company matches for digital wealth management 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?

Edward Jones 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 digital wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). St. Louis has 36.

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 27,392 professional contacts with verified work emails tracked across these 36 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 11, 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.