Overview
Assets Under Management: $4.0 billion
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 1,270
Average Client Assets: $2 million
Frequently Asked Questions
LARSON FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140599), LARSON FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
LARSON FINANCIAL GROUP, LLC is headquartered in SAINT LOUIS, MO.
LARSON FINANCIAL GROUP, LLC serves 1,270 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, LARSON FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LARSON FINANCIAL GROUP, LLC manages $4.0 billion in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, LARSON FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 24,504
Discretionary Accounts: 21,483
Non-Discretionary Accounts: 3,021
Regulatory Filings
CRD Number: 140599
Filing ID: 1958376
Last Filing Date: 2025-03-21 14:46:00
Website: https://larson.com