Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in St. Louis, United States

RevenueBase identified 50 investment consulting firms headquartered in St. Louis, United States as of September 2026 and tracks 66,203 professional contacts across them, including 36,234 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); St. Louis has 50.

This list covers investment consulting firms 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 26, 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 26, 2026 86% judged on-target in blind review
50Companies
66,203Contacts tracked
36,234Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment consulting firms based in St. Louis, United States

Ranked by team size
Top 25 of 50 investment consulting firms based in St. Louis, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: 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 26, 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 26, 2026
2Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 202610001+13,910 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 26, 2026
3Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20265,001-10,0006,913 contacts →

Partial evidence

“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…”

Source: RevenueBase Database · checked Sep 26, 2026
4Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261,001-5,0001,249 contacts →

Indirect 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 26, 2026
5Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 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 26, 2026
6Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 2026201-500166 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 26, 2026
7Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 202651-200102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 26, 2026
8Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 202611-5052 contacts →

Strong 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 26, 2026
9Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 202611-5029 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 26, 2026
10Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-1029 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 26, 2026
11Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 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 26, 2026
12Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 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 26, 2026
13Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 202611-5020 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 26, 2026
14Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 202611-5013 contacts →

Indirect evidence

“Headquartered in St.”

Source: RevenueBase Database · checked Sep 26, 2026
15Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-1012 contacts →

Indirect evidence

“Warson Capital Partners was founded as Frontenac Financial Group, Inc.”

Source: RevenueBase Database · checked Sep 26, 2026
16Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-1010 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 26, 2026
17Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 202611-506 contacts →

Indirect evidence

“TERRIL & COMPANY is a financial services company based out of CityPlace 6, 6 Cityplace Dr, STE.”

Source: RevenueBase Database · checked Sep 26, 2026
18Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-106 contacts →

Indirect evidence

“Many people aren't sure if they're making good financial decisions.”

Source: RevenueBase Database · checked Sep 26, 2026
19Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-105 contacts →

Indirect evidence

“Denali provides strategic, operational, and financial advisory to mid-size companies.”

Source: RevenueBase Database · checked Sep 26, 2026
20Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-103 contacts →

Indirect evidence

“A family firm that puts your family first We know that financial decisions aren’t just about money, they’re about protecting and providing for the people you love.”

Source: RevenueBase Database · checked Sep 26, 2026
21Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-103 contacts →

Partial evidence

“Anderson, Hoagland is a federally registered investment advisor providing investment management and financial advisory services to approximately 100 families with cumulative…”

Source: RevenueBase Database · checked Sep 26, 2026
22Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-102 contacts →

Indirect evidence

“Adrian Stevens has been working with individuals and businesses in the St.”

Source: RevenueBase Database · checked Sep 26, 2026
23Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-102 contacts →

Partial evidence

“Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser.”

Source: RevenueBase Database · checked Sep 26, 2026
24Indirect evidenceSt. Louis, United StatesHQ checked Sep 26, 20261-102 contacts →

Indirect evidence

“Heise Advisory Group empowers individuals to retire with confidence through purposeful planning.”

Source: RevenueBase Database · checked Sep 26, 2026
25Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 26, 20261-102 contacts →

Indirect evidence

“Holistic, coordinated wealth planning:wealth management for entrepreneurs, business owners, executives & professionals Securities and Advisory Services offered through LPL…”

Source: RevenueBase Database · checked Sep 26, 2026

Showing 25 of 50 investment consulting firms based in St. Louis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 36,234 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 26, 2026
54.7%Verified-email coverage
1324.1Average contacts per company
1-10Median size (employees)
Sep 26, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
8
51-200
4
201-500
2
501-1,000
1
1,001-5,000
1
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 50 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 investment consulting firms, 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 “investment consulting firms”. 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 investment consulting firms), 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 investment consulting firms, 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, 36,234 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 26, 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.

Investment consulting firms 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 investment consulting firms, 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 investment consulting firms are there based in St. Louis, United States?

RevenueBase identified 50 investment consulting firms 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 investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). St. Louis has 50.

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 36,234 verified decision-maker contacts tracked across these 50 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 26, 2026.

Ready to reach these companies? Verified emails and direct dials for all 50 investment consulting firms based in St. Louis, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.