Company lists · Data refreshed September 2026

Top 21 Wealth management companies based in St. Louis, United States

RevenueBase identified 34 wealth management companies headquartered in St. Louis, United States as of September 2026 and tracks 45,324 professional contacts across them, including 27,374 with verified work emails. New York is the largest hub.

This list covers wealth management companies 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 16, 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 16, 2026 86% judged on-target in blind review
34Companies
45,324Contacts tracked
27,374Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 21 largest wealth management companies based in St. Louis, United States

Ranked by team size
Top 21 of 34 wealth management companies based in St. Louis, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: 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 16, 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 16, 2026
2Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261,001-5,0001,249 contacts →

Strong 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 16, 2026
3Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 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 16, 2026
4Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 2026201-500166 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 202651-200102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 202611-5052 contacts →

Indirect 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 16, 2026
7Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 202611-5029 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261-1029 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
9Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 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 16, 2026
10Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 202611-5013 contacts →

Indirect evidence

“Headquartered in St.”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 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 16, 2026
12Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 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 16, 2026
13Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 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 16, 2026
15Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 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 16, 2026
16Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
17Partial evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“Modern Dollar Planning is a fee-only financial planning and investment management firm located in St.”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceSt. Louis, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
19Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261-102 contacts →

Strong 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 16, 2026
20Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 202651-2001 contacts →

Strong evidence

“Equis Group is a boutique wealth management firm specializing in financial management for athletes and artists.”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Sigma Advisors, LLC provides investment and asset protection strategies to a limited number of very-high and ultra-high net worth individuals and families, endowments and…”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 21 of 34 wealth management companies 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 27,374 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management companies based in St. Louis, United States at a glance

As of Sep 16, 2026
60.4%Verified-email coverage
1333.1Average contacts per company
1-10Median size (employees)
1402.9%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
5
51-200
4
201-500
2
501-1,000
1
1,001-5,000
1
10001+
1

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 34 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 wealth management companies, 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 “wealth management companies”. 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 wealth management companies), 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 wealth management companies, 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, 27,374 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 16, 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.

Wealth management companies 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 wealth management companies, 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 wealth management companies are there based in St. Louis, United States?

RevenueBase identified 34 wealth management companies 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 has the most wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

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 27,374 verified decision-maker contacts tracked across these 34 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 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 34 wealth management companies 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.