RIA Intel›Advisers›Missouri›GREATER THAN FINANCIAL LLC

GREATER THAN FINANCIAL LLC

Advisory

MO

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in MO

#303

of 342 advisers by AUM

Average account

$122K

across 525 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

163 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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