Wealth Manager
    SEC Registered
    Manages Private Funds

    Larson Financial Group, LLC

    Registered investment advisor · Saint Louis, Missouri · CRD #140599

    Assets Under Management
    $5.5B
    Client Accounts
    25,926
    Employees
    131
    CRD Number
    140599
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Larson Financial Group, LLC

    Larson Financial Holdings is a financial services company based in Chesterfield, Missouri, founded in 2006. The company aims to empower individuals and communities to flourish by providing a comprehensive range of financial services. Originally focused on financial planning for healthcare professionals, Larson has grown to support over 200 advisors across 30 states, managing $4.6 billion in assets and advising on an additional $7.5 billion. The company offers a variety of services, including fi

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Larson Financial Group, LLC's AUM?

    Larson Financial Group, LLC reports approximately $5.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Larson Financial Group, LLC headquartered?

    Larson Financial Group, LLC is headquartered in Saint Louis, Missouri.

    What is Larson Financial Group, LLC's CRD number?

    Larson Financial Group, LLC's CRD number is 140599. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Larson Financial Group, LLC manage?

    Larson Financial Group, LLC manages approximately 25,926 client accounts according to its latest SEC filing.

    Is Larson Financial Group, LLC SEC registered?

    Yes, Larson Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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