What Larson Financial does

Larson Financial Holdings is a privately-held, founder-owned financial services firm headquartered in St. Louis, Missouri, founded in 2006 by CEO Paul Larson. The company operates as a multi-affiliate platform — encompassing Larson Financial Securities (FINRA/SIPC broker-dealer), Larson Financial Group (RIA), Larson Capital Management (alternatives and real estate), Larson Tax Partners, Intrua Financial (LPL Financial Firm), Student Loan Professor, and Physicians Thrive — delivering integrated advisory, brokerage, tax, insurance, alternative investment, and specialized services through 200+ advisors across 30+ states and 30+ physical offices. Its core customer base comprises high-net-worth individuals, retirees, business owners, ultra-affluent family offices, and a focused niche of physicians and healthcare professionals served through dedicated divisions addressing student debt and physician compensation.

The underlying technology stack combines a proprietary advisor-facing platform with deep third-party integrations: Intrua Financial operates on the LPL Financial infrastructure, and Larson participates in the Schwab Advisor Network for referral and co-service distribution. Investment offerings span traditional diversified portfolios, dynamic management, equity SMAs, custom indexing, thematic sleeves, synthetic structured notes, and unique options strategies, alongside private placement real estate and alternative investments for accredited investors. Pricing is fee-based, primarily a percentage of assets under management, with insurance commissions, tax preparation fees, and real estate leasing as supplemental revenue streams; no public pricing disclosure is provided.

The business model is consultative and sales-led, distributing services through direct advisor relationships, online consultation booking, a 'Find an Advisor' directory, the affiliated company network, and physical office locations. Revenue is generated through recurring advisory fees on $4.6B–$9.5B in assets under advisement/advisement, insurance product commissions, tax and accounting fees, alternative investment management and property revenue, and physician-specific service fees. Growth has been achieved through a combination of organic advisor recruiting and targeted acquisitions (Midwest Wealth Management 2022, T.A. Ohlms 2022) and partnerships (Ta-Check Financial 2026).

Name

Larson Financial

Legal name

Larson Financial Holdings

Website

https://larson.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

101–250 employees

Short description

Larson Financial Holdings is a founder-owned financial services platform providing integrated advisory, brokerage, tax, insurance, and alternative investment services through 200+ advisors across 30+ U.S. states, serving high-net-worth individuals, business owners, family offices, and a specialized physician/healthcare professional niche.

Ownership category

akta.pro rank

Product category

Financial Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Fairness Opinions & Independent Financial Advice (BPAHAOAF)

akta.pro secondary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• Financial advisory services
• Wealth management solutions
• Investment advisory services
• Estate planning services
• Alternative investment management

Headquarters

HQ city

Chesterfield

HQ country

United States

HQ region

North America

Offices31 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Advisory Services: Fiduciary financial planning and investment advisory services including strategic investment advice, wealth management, retirement planning, and estate planning. Revenue generated through advisory fees, typically a percentage of assets under management.
2. Alternative Investments / Real Estate: Larson Capital Management provides alternative investment solutions including real estate development funds, private placements, and property management. Revenue from investor capital deployment and property investment returns.
3. Insurance Services: Disability and life insurance products offered through in-house insurance specialists.
4. Tax and Accounting: Tax preparation, compliance, and planning services through Larson Tax Partners.
5. Specialized Physician Services: Physician compensation review, contract negotiation, student loan support, and practice management services through Student Loan Professor and Physicians Thrive divisions.
6. Real Estate Leasing: Commercial real estate leasing services for tenants in office buildings owned or managed by Larson.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Larson Financial is a multi-affiliate financial services platform delivering fiduciary advisory, wealth management, retirement planning, estate planning, alternative investments (including real estate), insurance (disability and life), and tax preparation services. It also offers specialized physician-focused services covering compensation review, contract negotiation, student loan support, and practice management, distributed through 200+ advisors across 30+ states and a national network of offices.

Product overview

Larson Financial is a comprehensive financial services platform built as a family of affiliated companies providing integrated advisory, real estate, insurance, and specialized finance services. The platform is organized around parent company Larson Financial Holdings, with core subsidiaries including Larson Financial Securities (FINRA/SIPC broker dealer), Larson Financial Group (RIA), Larson Capital Management (alternative investments), Larson Tax Partners (tax services), Intrua Financial (LPL-based planning), Student Loan Professor (student loan services), and Physicians Thrive (physician-focused planning). These entities operate together to offer advisory services, alternative investments, insurance, and specialized services for niche markets including doctors, business owners, retirees, and family offices. The integrated model allows clients to access financial planning, brokerage services, investment management, tax preparation, real estate investing, and insurance under one coordinated network.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Fiduciary advisory services covering strategic investment advice, wealth management, employee stock options, retirement planning, mortgage planning, tax and accounting, income building strategies, and estate planning. Designed for individual investors, retirees, business owners, and family offices seeking integrated financial planning.
• Alternative Investments Diversified alternative investment solutions including real estate investments, tax-efficient investments, property management, and real estate leasing services, delivered for accredited investors through Larson Capital Management.
• Insurance Services Insurance solutions including disability insurance and life insurance (term and permanent options such as whole life and universal life) offered through in-house insurance specialists.
• Specialized Services Niche market services including physician compensation review and negotiation, student loan support, practice management, asset protection, employee benefits, selling a business, executive compensation, and bookkeeping and tax filing for physicians, business owners, and high-net-worth clients.
• Family Office Services Fully integrated family office services for ultra-affluent families including legacy planning, mortgage planning, asset protection, wealth transfer, tax services, property management, and business liquidity event advisory.
• Larson Financial Securities (Broker-Dealer) FINRA/SIPC member broker-dealer providing brokerage services including the buying and selling of securities on behalf of clients.
• Larson Financial Group (RIA) Registered Investment Advisor providing investment advisory services through portfolio management, financial planning, selection of other advisers, advisory consulting, pension consulting, and sponsor/manager of wrap fee programs.
• Larson Tax Partners In-house CPA firm providing tax preparation, compliance, and tax planning services with a forward-looking approach to maximize tax savings for clients.
• Intrua Financial Business, estate, and tax planning resource operating as an LPL Financial Firm, providing comprehensive planning solutions for clients.
• Student Loan Professor Student loan repayment and forgiveness strategy services for graduate health professionals (formerly Doctors Without Quarters).
• Physicians Thrive Full-service financial planning company helping doctors take control of their finances through comprehensive planning services.

Quantifiable outcome

• Over $9.5 billion in assets under advisement across the platform
• +3 more outcomes

Named customers5 records

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Ta-Check Financial and Ta-Check Tax ServicecoreStrategic or Co-development Partner · 8 May 2026Strategic partnership integrating Ta-Check Financial (approximately $576 million in assets under management) into the Intrua Financial platform. Ta-Check, an Ohio-based firm, continues operating with existing advisory teams while gaining expanded capabilities, technology, and strategic support within the broader Larson Financial ecosystem.
• 99.1 JOY FMminorGTM or Marketing PartnerCommunity partnership with 99.1 JOY FM radio station for the Community Impact initiative, connecting people with local volunteer opportunities in St. Louis.
• BOOST 95.5minorGTM or Marketing PartnerCommunity partnership with BOOST 95.5 radio station for the Community Impact initiative supporting local nonprofits.
• 88.1 WORSHIP ONEminorGTM or Marketing PartnerCommunity partnership with 88.1 WORSHIP ONE radio station for the Community Impact initiative supporting local nonprofits.
• Oasis InternationalminorGTM or Marketing PartnerNonprofit partnership for volunteer initiatives serving refugees and immigrant families with practical support and community connection.
• LPL FinancialcoreTechnology or IntegrationIntrua Financial operates as an LPL Financial Firm, providing access to LPL's platform, network, tools, and infrastructure for financial services delivery.
• Schwab Advisor NetworkcoreChannel Partner/ Reseller/ DistributorLarson joined the Schwab Advisor Network and partners with Financial Consultants across the country to bring their family of services to clients and increase overall value.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Steward Partners: Full-service wealth management firm with integrated investment, tax, and family office capabilities. Comparable multi-affiliate structure and high-net-worth focus.
• Hightower Advisors: RIA partnership model with advisor firms, offering comprehensive wealth management including investments, planning, and family office services. Similar affiliated advisor network and acquisition strategy.
• Edelman Financial Engines: Large national RIA offering integrated financial planning, investment management, and retirement services. Comparable scale and full-service wealth management positioning.
• Mariner Wealth Advisors: Large national RIA with an integrated multi-affiliate platform including advisory, tax, retirement, and alternatives services. Highly comparable in scale, M&A strategy, and integrated service model to Larson Financial.
• Focus Financial Partners: RIA roll-up platform partnering with independent advisor firms. Comparable M&A-driven growth model and emphasis on integrated wealth management capabilities, though now private under CD&R.
• Cambridge Investment Research: Independent broker-dealer and RIA supporting thousands of financial advisors. Similar affiliated-advisor model and breadth of services offered to clients.
• Creative Planning: Privately held RIA with a comprehensive family-of-companies structure offering wealth management, tax, estate planning, and specialized services. Similar integrated platform approach and founder-led growth trajectory.

Others

• LPL Financial Holdings: Largest independent broker-dealer in the U.S. and the technology/clearing platform on which Intrua Financial operates. A direct infrastructure partner and broader industry incumbent.

Broad incumbents

• Cetera Financial Group: Large affiliated broker-dealer and RIA network serving independent advisors. Comparable in providing a multi-entity platform for advisors and clients, though broader and more established than Larson.
• Charles Schwab: Major wealth management incumbent operating one of the largest RIA custodian platforms; Larson is part of the Schwab Advisor Network. Comparable in serving HNW clients but vastly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCkVF-IxDxOgPls95WHgX9LA
• Facebookfacebook.com/larsonfinancial
• LinkedInlinkedin.com/company/larson-financial
• Xx.com/larsonfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries9 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Larson Financial