Company lists · Data refreshed September 2026

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

Name: Wealth management consulting 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 Sep 29, 2026 96 companies tracked

RevenueBase identified 96 company matches for wealth management consulting firms associated with St. Louis, United States as of September 2026 and tracks 60,485 professional contacts across them, including 32,592 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); St. Louis has 96.

This list covers company matches for wealth management consulting 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 September 29, 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 Sep 29, 2026 How this list was built

96Companies

60,485Contacts tracked

32,592Verified emails

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

Ranked by team size

Top 25 of 96 company matches for wealth management consulting firms based in St. Louis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
2	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
3	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,249 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 · Sep 29, 2026 · View company records in RevenueBase
4	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	501-1,000	520 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 · Sep 29, 2026 · View company records in RevenueBase
5	Larson Financial	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	201-500	166 contacts →
	Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Plancorp Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	51-200	102 contacts →
	Exact match “Plancorp is a financial services firm and Registered Investment Advisor founded in 1983.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Socium Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	68 contacts →
	Exact match “Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Asset Consulting Group	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	52 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 · Sep 29, 2026 · View company records in RevenueBase
9	Financial & TAX Architects	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	51-200	40 contacts →
	Exact match “Financial & Tax Architects is a fiduciary firm helping individuals reach their retirement goals and objectives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Forsythe Findley Wealth Strategies	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	37 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 · Sep 29, 2026 · View company records in RevenueBase
11	Gatewood Wealth Solutions	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	34 contacts →
	Exact match “Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Msmf Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	29 contacts →
	Exact match “MSMF Wealth Management takes pride in our approach to wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	ASA Advisors, INC	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	1-10	29 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Signify Wealth	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	26 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 · Sep 29, 2026 · View company records in RevenueBase
15	Mosaic Wealth	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	25 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 · Sep 29, 2026 · View company records in RevenueBase
16	Sunpointe Investments	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
17	Hill Investment Group	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	1-10	21 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 · Sep 29, 2026 · View company records in RevenueBase
18	Arch Brokerage INC	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	20 contacts →
	Exact match “Arch Brokerage has been servicing our clients since 1969.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	E3 Consultantsgroup	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	51-200	19 contacts →
	Exact match “e3 ConsultantsGROUP is a comprehensive wealth management, tax and accounting firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	25 Financial	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	16 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 · Sep 29, 2026 · View company records in RevenueBase
21	Correct Capital Wealth Management	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
22	Clayton Financial Group	Exact match	St. Louis, United StatesHQ recorded Sep 29, 2026	1-10	14 contacts →
	Exact match “Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate, and risk management solutions that enable its clients to…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Precision Wealth Strategies	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
24	Alpine Private Wealth	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	1-10	13 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 · Sep 29, 2026 · View company records in RevenueBase
25	Detalus	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Headquartered in St.” Recorded in the RevenueBase company graph · Sep 29, 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 “wealth management consulting 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 25 of 96 wealth management consulting firms based in St. Louis, United States

See the full list, filter by size, metro and specialty, and access 32,592 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

53.9%Verified-email coverage

630.1Average contacts per company

1-10Median size (employees)

Sep 29, 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 96 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 “wealth management consulting 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 32,592 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 September 29, 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.

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

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

RevenueBase identified 96 company matches for wealth management consulting firms associated with St. Louis, United States as of September 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 wealth management consulting firms?

New York leads the United States with 624 company records, followed by Atlanta (279) and Houston (265). St. Louis has 96.

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 32,592 professional contacts with verified work emails tracked across these 96 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 September 29, 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.