Company lists · Data refreshed October 2026

Top 22 Investment advisory platforms based in St. Louis, United States

Name: Investment advisory platforms 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 36 companies tracked

RevenueBase identified 36 company matches for investment advisory platforms associated with St. Louis, United States as of October 2026 and tracks 58,352 professional contacts across them, including 31,000 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); St. Louis has 36.

This list covers company matches for investment advisory platforms 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

36Companies

58,352Contacts tracked

31,000Verified emails

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The 22 largest investment advisory platforms based in St. Louis, United States

Ranked by team size

Top 22 of 36 company matches for investment advisory platforms 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	13,910 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 1, 2026 · View company records in RevenueBase
3	Scottrade	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1,001-5,000	752 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 1, 2026 · View company records in RevenueBase
4	Stifel Independent Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	51-200	34 contacts →
	Exact match “Stifel Independent Advisors is a premier independent broker-dealer providing financial advisors with a deep platform of products and services, and a bespoke business model…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Saxony Securities, INC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	51-200	27 contacts →
	Exact match “Saxony is an independent, privately owned broker-dealer and RIA built for advisors who want autonomy, transparency, and real support.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Conway Investment Solutions	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	24 contacts →
	Exact match “Conway is a technology-driven investment research firm that connects financial advisors and their clients to a curated set of alternative and traditional investment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Sunpointe Investments	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	22 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 1, 2026 · View company records in RevenueBase
8	Correct Capital Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	14 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 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	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
11	Artesys	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Artesys® is a managed account product created and offered by R.T.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Hawthorne Capital Wealth Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	6 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 1, 2026 · View company records in RevenueBase
13	Conway	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “Conway is a technology-driven investment research firm that connects financial advisors and their clients to a curated set of alternative and traditional investment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Advisormax	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “We have built a community of advisors who help each other grow.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Cauble & Harre Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Our mission is to make a positive impact in the quality of your life by making your financial position as secure as possible, thereby increasing your peace of mind.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Guardian Wealth Management, LLC	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Guardian Wealth Management, LLC, a Fee- Based, Registered Investment Advisory firm (RIA) serving Midwest families and small businesses, provides financial guidance and fiduciary…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Fortify Wealth	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Tailored financial planning that aligns your wealth with your most important goals and deeply held values, freeing you to focus on things more important than money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Marketdesk	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 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 1, 2026 · View company records in RevenueBase
19	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
20	Panoptic Wealth Advocates	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Holistic, coordinated wealth planning:wealth management for entrepreneurs, business owners, executives & professionals Securities and Advisory Services offered through LPL…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Wallet1000	Exact match	St. Louis, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “is simple software that makes a big difference.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	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

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 “investment advisory platforms”. 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 investment advisory platforms based in St. Louis, United States

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Investment advisory platforms based in St. Louis, United States at a glance

As of Oct 1, 2026

53.1%Verified-email coverage

1620.9Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 “investment advisory platforms” 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 31,000 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.

Investment advisory platforms 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory platforms are there based in St. Louis, United States?

RevenueBase identified 36 company matches for investment advisory platforms 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 investment advisory platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). 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 31,000 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 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.