RIA IntelAdvisersMissouriB1B FINANCIAL SOLUTIONS LLC

B1B FINANCIAL SOLUTIONS LLC

Advisory

MO

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in MO
#308
of 342 advisers by AUM
Average account
$483K
across 124 accounts
AUM per adviser
$30M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$60M
Discretionary %
100%
Clients
58
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

FOREST PARK CAPITAL LLC
O FALLON, MO
$60M
WEALTH AMBASSADORS, LLC
LAKE ST. LOUIS, MO
$60M
B.E.S.T. WEALTH MANAGEMENT LLC
ST. LOUIS, MO
$58M
NEXTGEN WEALTH, LLC
$62M
RON STENGER, L.L.C.
SPRINGFIELD, MO
$58M
-9.4% 1Y
LEWIS & CLARK ADVISORS, LLC
$58M

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