Best Wealth Managers – Jacob Hong

Financial Advisor Magazine’s 2025 RIA Ranking was published in July 2025 and is based on data reported by participating firms through the publication’s annual RIA survey. Rankings are based primarily on assets under management reported as of December 31, 2024 (or the most recent reporting period available). Participation in the survey is voluntary and not all firms choose to participate. Archford Capital Strategies did not pay a fee to participate in or be included in this ranking. Rankings are based on self-reported data and may not represent all RIAs operating in the United States. Third-party rankings and recognitions should not be construed as an endorsement of Archford Capital Strategies by any client nor are they indicative of future performance or client experience.

To be considered for this List, companies must have a three-year sales history with an increase in each fiscal year, revenue of more than $1 million in fiscal 2024, and be a locally-based, independent, privately held business, not a subsidiary, division or franchise. Information on The List was supplied by individual companies and company representatives through questionnaires and could not be independently verified by the St. Louis Business Journal. Local is defined as St. Louis, St. Charles, Lincoln, Warren, Franklin, Washington and Jefferson counties and the city of St. Louis in Missouri; and St. Clair, Madison, Jersey, Clinton, Calhoun, Macoupin, Bond and Monroe counties in Illinois.

Third-Party Rating Information: the following firms were nominated by individuals and selected by St. Louis Small Business Monthly (SBM) to recognize the fastest-growing small businesses in the St. Louis area. SBM announces its Best in Customer Service list in its January issue. Nominations for recognition are based on reader surveys conducted in the previous months of the same year. Nomination received in January 2022. Archford did not pay a fee for recognition.

Third-Party Rating Information: The Titan 100 is a national program in the United States that recognizes CEOs and C-level executives in a region for both the private and public sector. St. Louis Titan 100 nominees must live and work in the Greater St. Louis Metropolitan Area; must work for a business before 2020 prior to awarding year that generates one million dollars in annual revenue, at minimum; hold a C-level title and/or hold an executive title. Nominations were open from September 2022 through December 2022. Archford was notified of the award in January 2023. Rating may not be representative of any one client’s experience and rating is not indicative of future results or performance. Archford paid a membership fee for participation in the award rating.

Third-Party Rating Information: the following firms were nominated by individuals and selected by St. Louis Small Business Monthly (SBM) to recognize the fastest-growing small businesses in the St. Louis area. SBM announces its Top Business Executives in its May issue. Nominations for recognition are based on reader surveys conducted in the previous months of the same year. Nomination received in May 2022. Archford did not pay a fee for recognition.

Third-Party Rating Information: in 2022, Archford was named by ThinkAdvisor as a 2022 Community Impact Luminary Award Finalist. The Luminary Awards are created and tabulated by ThinkAdvisor. This award recognizes firms for innovative community service projects and have demonstrated clear, measurable, and replicable results. Nomination received in June 2022. Criteria may not be directly related to the quality of investment advice provided. No compensation was provided to ThinkAdvisor to obtain inclusion on the list.

Third-Party Rating Information: the St. Louis Business Journal honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements, and contributions to their organizations and local community. This list includes small companies, which are defined as having fewer than 100 total employees. Companies are ranked by charitable contributions to qualifying non-profit organizations, including local cash and in-kind giving during the 2021 calendar year. Local is defined as St. Louis, St. Charles, Lincoln, Warren, Franklin, Washington and Jefferson counties and the city of St. Louis in Missouri; and St. Clair, Madison, Jersey, Clinton, Calhoun, Macoupin, Bond and Monroe counties in Illinois. Nomination received in April 2022. Archford did not pay a fee for participation.

Third-Party Rating Information: the ranking was based on 2021 year-end discretionary and non-discretionary AUM reported on the firms’ ADV. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management at year end. The list was segmented by asset categories: 1) $1 billion and over; 2) $500 million to

Third-Party Rating Information: Archford Capital Strategies is awarded the Inc. 5000 list of the fastest-growing private companies in America. The 2022 Inc. 5000 was ranked by percentage revenue growth during the period 2018 to 2021. To qualify, companies must have been founded and generated revenue by March 31, 2018. They had to be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2021. Archford paid a processing fee to be considered for qualification, however, no further fees are paid by Archford for inclusion. Inclusion in the Inc. 5000 is absolutely not indicative of Archford’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Archford is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of Archford by any of its clients. Nomination received in August 2022.

Third-Party Rating Information: the following firms were nominated by individuals and selected by St. Louis Small Business Monthly (SBM) to recognize the fastest-growing small businesses in the St. Louis area. SBM announces its Future 50 in its September 2022 issue. Nominations for recognition are based on reader surveys conducted in the previous months of the same year. Nomination received in September 2022. Archford did not pay a fee for recognition.

Third-Party Rating Information: the following firms were nominated by individuals and selected by St. Louis Small Business Monthly (SBM) to recognize the fastest-growing small businesses in the St. Louis area. SBM announces its Top Business Executives in its October issue. Nominations for recognition are based on reader surveys conducted in the previous months of the same year. Nomination received in October 2022. Archford did not pay a fee for recognition.

Third-Party Rating Information: the Titan 100 is a national program in the United States that recognizes CEOs and C-level executives in a region for both the private and public sector. St. Louis Titan 100 program nominees must live and work in the Greater St. Louis Metropolitan Area; must work for a business founded before 2021 that generates one million dollars in annual revenue, at minimum; hold a C-level title and/or hold an executive title. Nominations were open from September 2023 through December 2023. Archford was notified of the award in January 2024. Rating may not be representative of any one client’s experience and rating is not indicative of future results or performance. Archford paid a membership fee for participation in the award rating.

Third-Party Rating Information: the following firms were nominated by individuals and selected by St. Louis Small Business Monthly (SBM) to recognize the fastest-growing small businesses in the St. Louis area. SBM announces its Best Accounting Firms in its May issue. Nominations for recognition are based on reader surveys conducted in the previous months of the same year. Nomination received in May 2023. Archford did not pay a fee for recognition.

3rd Party Rating Information: The St. Louis Business Journal honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements, and contributions to their organizations and local community. This list includes small companies, which are defined as having fewer than 100 total employees. Companies are ranked by charitable contributions to qualifying non-profit organizations, including local cash and in-kind giving during the 2022 calendar year. Local is defined as St. Louis, St. Charles, Lincoln, Warren, Franklin, Washington and Jefferson counties and the city of St. Louis in Missouri; and St. Clair, Madison, Jersey, Clinton, Calhoun, Macoupin, Bond and Monroe counties in Illinois. Nomination received in April 2023. Archford did not pay a fee for participation.

Third-Party Rating Information: the Titan 100 is a national program in the United States that recognizes CEOs and C-level executives in a region for both the private and public sector. St. Louis Titan 100 nominees must live and work in the Greater St. Louis Metropolitan Area; must work for a business founded before 2022 that generates one million dollars in annual revenue, at minimum; hold a C-level title and/or hold an executive title. Nominations were open from September 2023 through December 2023. Archford was notified of the award in January 2024. Rating may not be representative of any one client’s experience and rating is not indicative of future results or performance. Archford paid a membership fee for participation in the award rating.

Third-Party Rating Information: the following firms were nominated by individuals and selected by St. Louis Small Business Monthly (SBM) to recognize the fastest-growing small businesses in the St. Louis area. SBM announces its Best Accounting Firms Top Accountants in its August issue. Nominations for recognition are based on reader surveys conducted in the previous months of the same year. Nomination received in August 2024. Archford did not pay a fee for recognition.

Disclosure. Archford Capital Strategies, LLC (“Archford) is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training. Archford provides investment management and related services for clients nationally. Tax and accounting services are offered through Archford Accounting, LLC, an affiliated entity of Archford Capital Strategies. Consulting and Family Coaching services are offered through Archford Consulting, LLC, an affiliated entity of Archford Capital Strategies. The Vistage Lifetime Achievement Award recognizes a Vistage member who exemplifies leadership and has 10+ year tenure. Rating may not be representative of any one client’s experience and rating is not indicative of future results or performance. This award was created by Vistage Worldwide, Inc. The winner selection process and criteria are determined by a market’s Vistage Chair group (VCG). Archford paid no fee for participation in the award rating.

The Titan 100 is a national program in the United States that recognizes CEOs and C-level executives in a region for both the private and public sector. St. Louis Titan 100 nominees must live and work in the Greater St. Louis Metropolitan Area; must work for a business founded before 2022 that generates one million dollars in annual revenue, at minimum; hold a C-level title and/or hold an executive title. Nominations were open from September 2024 through December 2024. Archford was notified of the award in January 2025. Rating may not be representative of any one client’s experience and rating is not indicative of future results or performance. Archford paid a membership fee for participation in the award rating.

Third-Party Ranking Information: the following firms were nominated by individuals and selected by St. Louis Small Business Monthly (SBM) to recognize the fastest-growing small businesses in the St. Louis area. SBM announces its Best Wealth Managers in its February issue. Nominations for recognition are based on reader surveys conducted in the late months of the previous year. Nomination received in February 2025. Archford did not pay a fee for recognition.

Third-Party Rating Information: St. Louis Small Business Monthly recognizes the Best M&A Providers in St. Louis in its March 2025 issue. Rating may not be representative of future results or performance. This award was created by St. Louis Small Business Monthly. The winner selection process and criteria are determined by reader surveys. Nomination received in March 2025. Archford paid no fee for participation in the award rating.

Third-Party Rating Information: the St. Louis Business Journal honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements, and contributions to their organizations and local community. This list includes small companies, which are defined as having fewer than 100 total employees. Companies are ranked by charitable contributions to qualifying non-profit organizations, including local cash and in-kind giving during the 2024 calendar year. Local is defined as St. Louis, St. Charles, Lincoln, Warren, Franklin, Washington and Jefferson counties and the city of St. Louis in Missouri; and St. Clair, Madison, Jersey, Clinton, Calhoun, Macoupin, Bond and Monroe counties in Illinois. Nomination received in April 2025. Archford did not pay a fee for participation.