New Advisers Weekly

Newly registered investment advisers in Missouri

3 adviser firms in Missouri had a first registration approved in the last 30 days, 13 in the last 90 and 46 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

DELTA WEALTH SOLUTIONS, LLC

North Kansas City · approved 2026-11-06

SEC-registeredalso notice-filed in 4 states

KALLOS CAPITAL MANAGEMENT, LLC

St. Louis · approved 2026-11-06

Exempt reporting

BROOKSIDE WEALTH MANAGEMENT LLC

MO · city not in the state feed · approved 2026-10-16

State-registered

The paid lists

The 3 above are the last 30 days in Missouri, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (43)

FirmCitySegmentApproved
ENCORE UGP LLCClaytonExempt reporting2026-10-13
VERTUMNUS CAPITAL LLCClaytonState-registered2026-10-08
4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLCCreve CoeurSEC-registered2026-10-07
MARK V CAPITALSt LouisState-registered2026-10-07
MEGAPRO CORPORATIONSt. LouisState-registered2026-09-29
PERCIPIENT ADVISORS LLC—State-registered2026-09-28
DIVERSIFIED WEALTH ADVISORS, LLCKansas CitySEC-registered2026-09-24
NORVIA WEALTH MANAGEMENT LLC—State-registered2026-09-21
PINKSTON WEALTH, LLC—State-registered2026-09-10
WORKING CLASS WEALTH SOLUTIONS LLC—State-registered2026-09-02
ARKHEON CAPITALBallwinExempt reporting2026-07-23
BOCKHORST WEALTH STRATAGIES LLC—State-registered2026-07-22
CROSSPATH CAPITAL—State-registered2026-07-10
QP FINANCIALLees SummitState-registered2026-07-09
SIMCOSaint LouisExempt reporting2026-07-07
HERITAGE FIRST WEALTH MANAGEMENT, LLCKansas CityState-registered2026-07-06
MONARCH FIDUCIARY, LLCKansas CityState-registered2026-06-30
SIMPLEXUS WEALTH MANAGEMENT—State-registered2026-06-26
BREITER WEALTH MANAGEMENT, LLCSt. LouisSEC-registered2026-06-25
HOFMAN WEALTH MANAGEMENTChesterfieldSEC-registered2026-06-22
GX VENTURES LLCSt. LouisExempt reporting2026-05-27
VISIONARY CAPITALSt. LouisExempt reporting2026-05-20
CULTIVATION CAPITAL, LLCSt. LouisSEC-registered2026-05-12
LANG & BECKER, INC.WashingtonSEC-registered2026-05-04
SBECIPHER CAPITAL MANAGEMENT LLCCreve CoeurExempt reporting2026-05-04
WEITE INVESTMENT QUANTIFICATIOChesterfieldExempt reporting2026-04-27
TBG-BEDFORD GROUP LLCSaint LouisSEC-registered2026-04-22
TEN PEAKS PARTNERS L.L.C.ClaytonSEC-registered2026-04-17
RYAN POAGE & CO.Kansas CitySEC-registered2026-04-14
VIRTUS FINANCIAL GROUPOlivetteSEC-registered2026-04-13
LAMINAR WEALTH LLCClaytonSEC-registered2026-04-10
TRANSCENDENT INVESTMENT ADVISORS, LLC—State-registered2026-04-09
COMMERCIAL TRUST FINANCIAL SERVICESFayetteSEC-registered2026-03-04
STEVEN HERMANN ADVISORY—State-registered2026-03-02
JKD FINANCIALSpringfieldState-registered2026-02-18
BUILDING WEALTH FINANCIAL ADVISORY LLC—State-registered2026-01-29
GENESIS FUND GP LLC—Exempt reporting2026-01-29
TIBURON CAPITAL ADVISORS LLC—State-registered2026-01-01
NINTH AVENUE CAPITAL, LPKansas CitySEC-registered2025-12-15
COFFMAN WEALTH ADVISORS, LLCPoplar BluffState-registered2025-12-11
VANCE FINANCIAL PLANNING—State-registered2025-12-08
IN THE GAME WEALTH MANAGEMENTNorth Kansas CityState-registered2025-11-21
CJ FINANCIALSpringfieldExempt reporting2025-11-14

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.