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LARSON FINANCIAL GROUP, LLC
CRD 140599 · SEC 801-71543
100 N BROADWAY, SUITE 1700, SAINT LOUIS, MO, 63102, United States
Phone
866.569.2450
Fax
314.787.7433
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.48B
Discretionary AUM
$4.84B
Team
131 total employees; 68 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3218 | $1.01B |
| High net worth individuals | 1719 | $4.43B |
| Pension/profit sharing plans | 13 | $15.5M |
| Charitable organizations | 5 | $26.7M |
| Corporations/business entities | 6 | $950K |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD