Company lists · Data refreshed October 2026

Top 25 Financial services investment managers based in St. Louis, United States

RevenueBase identified 86 company matches for financial services investment managers associated with St. Louis, United States as of October 2026 and tracks 63,438 professional contacts across them, including 32,873 with verified work emails. Across the United States, New York is the largest hub for this category (549 companies); St. Louis has 86.

This list covers company matches for financial services investment managers 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 12, 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 12, 2026 How this list was built
86Companies
63,438Contacts tracked
32,873Verified emails
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The 25 largest financial services investment managers based in St. Louis, United States

Ranked by team size
Top 25 of 86 company matches for financial services investment managers based in St. Louis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202610001+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 12, 2026 · View company records in RevenueBase
2Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202610001+14,554 contacts →

Exact match

“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 20261,001-5,0001,482 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 12, 2026 · View company records in RevenueBase
4Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 20261,001-5,000821 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 12, 2026 · View company records in RevenueBase
5Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 2026501-1,000538 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 12, 2026 · View company records in RevenueBase
6Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 2026201-500407 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 12, 2026 · View company records in RevenueBase
7Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 2026201-500177 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 12, 2026 · View company records in RevenueBase
8Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202651-200117 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202651-20063 contacts →

Exact match

“Kennedy Capital Management (KCM) is a St.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5054 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 12, 2026 · View company records in RevenueBase
11Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5039 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5037 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5030 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5029 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 12, 2026 · View company records in RevenueBase
15Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5025 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 12, 2026 · View company records in RevenueBase
16Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5024 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 12, 2026 · View company records in RevenueBase
17Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5023 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5019 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 20261-1018 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 12, 2026 · View company records in RevenueBase
20Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5016 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 20261-1015 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 20261-1014 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5014 contacts →

Exact match

“Headquartered in St.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 20261-1014 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 12, 2026 · View company records in RevenueBase
25Exact matchSt. Louis, MO, United StatesHQ recorded Oct 12, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 86 financial services investment managers based in St. Louis, United States

See the full list, filter by size, metro and specialty, and access 32,873 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investment managers based in St. Louis, United States at a glance

As of Oct 12, 2026
51.8%Verified-email coverage
737.7Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
26
51-200
6
201-500
4
501-1,000
2
1,001-5,000
2
5,001-10,000
1
10001+
2

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 86 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 “financial services investment managers” 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 32,873 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 12, 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.

Financial services investment managers 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 “financial services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in St. Louis, United States?

RevenueBase identified 86 company matches for financial services investment managers 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 financial services investment managers?

New York leads the United States with 549 company records, followed by Atlanta (220) and Houston (209). St. Louis has 86.

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 32,873 professional contacts with verified work emails tracked across these 86 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 12, 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.