September 26, 2025
RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our dakota marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in St. Louis that we thought you might like to know. For a more detailed list of RIAs in St. Louis, click here to see for free.
AUM: $42.80B
Moneta Group Inc. operates as a RIA with a focus on Multi Family Office services. The firm is located at 100 South Brentwood Boulevard, Clayton, MO, and serves the St. Louis metro area. Moneta Group Investment Advisors, LLC is recognized as one of the largest independent fee-only registered investment advisor firms in the country, managing $30.6 billion in assets under management (AUM).
Moneta Group reports a total AUM of $42.80 billion. The firm integrates alternative assets such as private credit, private equity, real estate, and infrastructure into client portfolios to achieve diversification. Moneta emphasizes personalized financial planning, institutional-level investment management, and a partner-owned model to ensure alignment with client goals. The firm's strategy also includes support for emerging managers and innovative investment ideas.
2. Buckingham Strategic Wealth
AUM: $29.51B
Buckingham Strategic Wealth is an RIA specializing in Multi Family Office services. The firm is headquartered at 8182 Maryland Avenue, St. Louis, MO, and operates within the St. Louis metro area. Buckingham Strategic Wealth, part of Focus Financial Partners, offers fee-only investment advisory services, including wealth management, asset management, institutional services, and retirement plans across more than 50 locations in the US.
The firm manages an impressive AUM of $29.51B and constructs portfolios primarily using passive and evidence-based ETFs and mutual funds. Their equity allocations encompass international, emerging market, and small-cap equities. Additionally, Buckingham Strategic Wealth incorporates allocations to alternatives through registered funds and model portfolios, with a preference for alternative investments accessed via registered funds.
AUM: $15B
ArchBridge Family Office operates as an RIA with a multifamily office focus. The firm is located at 7701 Forsyth Boulevard Suite 1100, St. Louis, MO, and serves the St. Louis metro area. Formerly known as St. Louis Trust & Family Office, the firm retains its ownership, leadership, and core values while managing over 50 clients, primarily through separately managed accounts (SMAs) and some mutual funds.
ArchBridge Family Office has an AUM of $15B. The firm employs a structured approach to manager research, led by Jeff Meyers, who reports to Alex Bates, the director of investments. It collaborates with Mercer for traditional investment strategies and LCG for alternative investments, focusing on customized asset allocation programs with an emphasis on tax efficiency and low manager turnover.
AUM: $9.5B
Central Trust Company is an RIA specializing in fee-only wealth management solutions. Situated at 7707 Forsyth Blvd. Second Floor, St. Louis, MO, the firm upholds the fiduciary standard, prioritizing clients' best interests since its establishment in 1902. With over $9.5 billion in client assets, Central Trust Company offers investment management, fiduciary services, and comprehensive financial, estate, and tax planning services, free from conflicts of interest.
The firm's platform underscores its fiduciary commitment, ensuring advice is solely in the client's best interest. Operating within the St. Louis metro area, Central Trust Company's client-centric approach, rooted in midwest values, emphasizes legendary client service and ethical wealth management practices.
AUM: $9.33B
Renaissance Financial is an RIA specializing in Multi Family Office services. The firm is situated at 5700 Oakland Avenue Suite 400, St. Louis, MO, operating within the St. Louis metro area. With a client-focused approach, Renaissance Financial prioritizes establishing enduring relationships with clients and their families, offering personalized strategies encompassing insurance, investments, retirement, and estate planning.
Renaissance Financial manages an AUM of $9.33B. Their advisory platform is structured around a team-based approach, tailoring long-term financial plans to clients' core values and life goals. The firm's commitment to integrity and transparency is evident in their comprehensive strategies, ensuring alignment with clients' evolving needs through wealth accumulation and retirement stages.
AUM: $7.30B
Plancorp, LLC is an RIA specializing in Multi Family Office services. Situated at 540 Maryville Centre Drive Suite 105, St. Louis, MO, the firm caters to clients nationwide with a comprehensive range of offerings. Plancorp's tailored approach includes wealth management, family office services, retirement plans, and asset management solutions. Client portfolios are strategically diversified using mutual funds, ETFs, and SMAs to align with individual risk tolerances.
The firm manages an AUM of $7.3B and focuses on a holistic and proactive wealth management strategy. Plancorp's services extend to alternative investments, providing bespoke solutions for high-net-worth individuals and families. With a strong emphasis on generational wealth management and financial planning, the firm is dedicated to delivering personalized and comprehensive financial solutions to its clientele in St. Louis.
7. Commerce Financial Advisors
AUM: $4.7B
Commerce Financial Advisors is an RIA organization headquartered at 8000 Forsyth Boulevard, St. Louis, MO. The firm, owned by Commerce Bank, operates with a network of over 20 Financial Advisors spanning Missouri, Kansas, Illinois, Oklahoma, and Colorado. It utilizes LPL Financial’s Institution Services platform to deliver financial services.
Commerce Financial Advisors manages an AUM of $4.7B and offers a managed account platform called Commerce Horizons. The firm's strategic focus is on providing financial advisory services across multiple states, emphasizing a personalized approach to wealth management through its team of experienced advisors within the St. Louis metro area.
AUM: $4.03B
Larson Financial Group LLC is an RIA specializing in Multi Family Office services. The firm is headquartered at 100 N Broadway, Suite 1700, St. Louis, MO, operating within the St. Louis metro area. Larson Financial Group, as the RIA affiliate of Larson Financial Holdings, offers a comprehensive range of financial services including investment advisory, broker dealer, alternative investment, insurance, tax planning, and physician-specialized advisory services.
Larson Financial Group LLC manages an AUM of $4.03B. The firm implements model asset allocation portfolios for clients, incorporating mutual funds, ETFs, and liquid alts. Additionally, Larson engages in direct private real estate capital investment as a general partner, enhancing its investment strategies and diversification efforts.
AUM: $3.55B
Matter Family Office is a RIA specializing in Multi Family Office services. The firm is situated at 7711 Bonhomme Avenue Suite 400, Clayton, MO, operating within the St. Louis metro area. Known for its endowment style investment management approach, Matter Family Office diversifies across asset classes, geographies, and styles, outsourcing manager due diligence to Asset Consulting Group (ACG) in St. Louis.
Matter Family Office manages an AUM of $3.55B, emphasizing a comprehensive and diversified investment strategy. The firm's collaborative model with ACG ensures rigorous due diligence, enhancing its investment decision-making process and client service delivery within the St. Louis region.
AUM: $3.55B
The organization Krilogy Financial Llc functions as a RIA specializing in Multi Family Office services. Situated at 275 North Lindbergh Boulevard Suite 20, Creve Coeur, MO, the firm operates within the St. Louis metro area. Krilogy Financial Llc adopts a values-based culture, embodying dedication, abundance, and leadership in its client interactions to provide comprehensive financial guidance and support. Krilogy Financial Llc manages an AUM of $3.54B and offers a diverse range of investment options, including equities, fixed income, mutual funds, and ETFs. The firm's investment philosophy emphasizes strategic asset allocation and a balanced mix of active and passive management strategies to optimize returns while effectively managing risks. Additionally, Krilogy Financial Llc provides access to alternative investments such as private equity, real estate, hedge funds, and commodities, aiming to enhance diversification and potential returns for clients seeking high-growth assets. By leveraging expertise and networks, the firm identifies opportunities in unconventional markets, aligning investments with client goals and risk tolerance for long-term success.
To see a full list of RIAs in St. Louis or other metros, book a demo of Dakota Marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
