RIA Intel›Advisers›Missouri›PORTFOLIO SERVICES GROUP, LLC

PORTFOLIO SERVICES GROUP, LLC

Advisory

SPRINGFIELD, MO

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in MO
#265
of 342 advisers by AUM
Average account
$263K
across 373 accounts
AUM per adviser
$49M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$98M
Discretionary %
100%
Clients
188
Employees
3

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$98M
Discretionary AUM$98M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients188
Team
Total Employees3
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.

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC
CREVE COEUR, MO
$98M
BISON FINANCIAL GROUP, LLC
CREVE COEUR, MO
$96M
VESTECH ASSET MANAGEMENT INC.
SAINT LOUIS, MO
$100M
ITI FINANCIAL MANAGEMENT, L.L.C.
SPRINGFIELD, MO
$96M
ROGERS CONSULTING ASSOCIATES, INC.
ST. LOUIS, MO
$95M
GREYSTONE CAPITAL PARTNERS GROUP LLC
KANSAS CITY, MO
$101M

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