RIA IntelAdvisersMissouriTHE PRIVATE FAMILY ADVISORS, LLC

THE PRIVATE FAMILY ADVISORS, LLC

Advisory

ST. LOUIS, MO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MO
#282
of 342 advisers by AUM
Average account
$319K
across 258 accounts
AUM per adviser
$41M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$82M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$82M
Discretionary AUM$81M
Non-Discretionary AUM$2M
Discretionary %97.9%
Total Clients53
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
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.

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SMART STEPS WEALTH MANAGEMENT LLC
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PARADIGM WEALTH ADVISORS, LLC
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BRISTOL FINANCIAL LLC
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$84M

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