SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Visionary Wealth Advisors, LLC
St. Louis, MO
CRD 169610
Firm filing updated March 31, 2026 ·
- $3.5BAssets
- 4,262Clients
- 51Advisory staff
- 11,041Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals3,288
- High net worth individuals898
- Corporations or other businesses76
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,288 | $903.9 million |
| High net worth individuals | 898 | $2.5 billion |
| Corporations or other businesses not listed above | 76 | $108.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$3.5 billion
- Accounts11,041
- Discretionary$3.5 billion · 11,030 accounts
- Non-discretionary$35.9 million · 11 accounts
People
- Employees74
- Advisory staff51
- Broker-dealer reps0
- Licensed insurance agents26
- Planning clients2,500
Advisors
26 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 169610, SEC file 801-78788.
- Registered with the SEC as an investment advisor (status date on record: November 12, 2013).
Is Visionary Wealth Advisors, LLC a fiduciary?
Short answer: Visionary Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
26 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.