RIA Intel›Advisers›Missouri›MIDWEST ADVISORS LLC

MIDWEST ADVISORS LLC

Advisory

ST. LOUIS, MO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MO

#331

of 342 advisers by AUM

Average account

$4M

across 12 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$11M

Non-Discretionary AUM$35M

Discretionary %23.5%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

6 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

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

CWOS FOR HIRE LLC

SAINT LOUIS, MO

$46M

SKROBONJA WEALTH MANAGEMENT, LLC

$46M

BAGBY INVESTMENT CONSULTANTS, LLC

$47M

WEALTH MANAGEMENT ADVISORS, INC.

$47M

CHARTERMAC REAL ESTATE SECURITIES, LLC

KANSAS CITY, MO

$46M

LINDBERGH CAPITAL MANAGEMENT INC

$45M

Get the full picture on MIDWEST ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MIDWEST ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans