Aquilant Advisors

What Aquilant Advisors does

Aquilant Advisors is an independent, federally registered investment advisor headquartered in Town & Country, Missouri, in the West County area of St. Louis. The firm operates as a multi-family office serving approximately 296 affluent households with more than $215 million in assets under management, with deep generational roots in the local community. Its service offering spans an integrated wealth-management platform branded "Define Your Wealth℠," covering financial planning, investment management, retirement planning, risk management, estate planning (bestow), and insurance. The firm is delivered through two named financial advisors, Brett Parker and Steven Farris, with no proprietary technology platform and reliance on third-party custody and planning infrastructure (Charles Schwab, eMoney, AssetMark).

Aquilant makes money through fee-based advisory arrangements on client assets under management, consistent with standard RIA economics; pricing is not publicly disclosed. Securities transactions are executed through a partnership with Cambridge Investment Research, Inc. (Broker/Dealer, FINRA/SIPC member), and advisory services are facilitated through Cambridge Investment Research Advisors, Inc., with both Cambridge entities explicitly unaffiliated with Aquilant. The go-to-market model is direct, relationship-driven advisory serving a single horizontal customer segment — affluent individuals and families in the greater St. Louis metropolitan area — with no institutional, corporate, or geographic diversification indicated. Marketing is limited to a corporate website (aquilantadvisors.com) and standard SEC/FINRA disclosure documentation.

Operationally, Aquilant is a privately held, single-office practice with no disclosed subsidiaries, parent company, funding rounds, M&A activity, or external equity ownership. The firm maintains current SEC registration through 2026-dated Form ADV Part 2A (filed 04-24-2026) and Form CRS (filed 03-17-2026), confirming active regulatory standing.

Name

Aquilant Advisors

Legal name

Aquilant Advisors

Website

https://aquilantadvisors.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Aquilant Advisors is an independent registered investment advisor in Town & Country, Missouri, serving approximately 296 affluent households with $215 million in assets under management through integrated financial planning, investment, retirement, risk, estate, and insurance services.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Discretionary Portfolio Management (Retail) (FSAAAAAH), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Retirement planning services
• Estate planning advisory

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Distribution channels1 record

Marketing channels1 record

Core offering

Aquilant Advisors is an independent Registered Investment Advisor delivering integrated wealth management to affluent individuals and families in the greater St. Louis area. Its core services span financial planning, investment management, retirement planning, risk management, estate/bestow planning, and insurance, organized around a continuous "Define Your Wealth℠" planning process. The firm manages more than $215 million for approximately 296 families through its dedicated advisors Brett Parker and Steven Farris.

Product overview

Aquilant Advisors is a full-service financial advisory firm offering integrated wealth management services. Their core offering encompasses financial planning, investment management, retirement planning, risk management, estate planning (bestow), and insurance services. They operate as a family office approach, managing $215 million for approximately 296 families in the St. Louis, Missouri area. Their service model includes dedicated financial advisors Brett Parker and Steven Farris, with client accounts facilitated through third-party platforms including Charles Schwab, eMoney, and AssetMark.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning (Plan) Comprehensive financial planning services for affluent individuals and families, organized as the "Plan" pillar of the firm's "Define Your Wealth℠" process. Covers goal-setting, education funding, and ongoing alignment of financial realities with client goals.
• Investment Management (Invest) Investment management services delivered as part of Aquilant's wealth management offering, supported by the AssetMark investment platform and custody at Charles Schwab. Manages more than $215 million in client assets.
• Retirement Planning (Retire) Retirement planning services for affluent individuals and families, integrated within Aquilant's continuous wealth planning process.
• Risk Management (Risk) Risk management services for affluent clients, integrated into Aquilant's holistic wealth management offering.
• Estate / Bestow Planning (Bestow) Estate planning and wealth transfer ("bestow") services for affluent families, focused on legacy creation and multi-generational wealth transfer.
• Insurance Planning (Insure) Insurance planning services integrated into Aquilant's holistic wealth management offering for affluent individuals and families.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Cambridge Investment Research, Inc.coreOthersSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Aquilant Advisors are not affiliated.
• Cambridge Investment Research Advisors, Inc.coreOthersAdvisory services provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Aquilant Advisors are not affiliated.

Scale indicators3 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Ameriprise Financial Advisors: Large national wealth manager offering financial planning, investment advisory, and insurance products to affluent retail clients through a franchise/advisor model; broad incumbent with overlapping service lines targeting similar affluent demographics.
• Edward Jones: Major St. Louis-headquartered wealth management firm serving individual investors and families with investment advisory and financial planning services; overlaps with Aquilant's affluent-client focus but operates a much broader branch-based distribution model.
• Stifel Independent Advisors: St. Louis-headquartered broker-dealer and wealth manager offering investment advisory, retirement, and wealth planning to affluent individuals; a broad incumbent competitor with overlapping services and significant scale advantages.
• Robert W. Baird & Co. Midwest-headquartered wealth management and investment firm providing financial planning, investment management, and advisory services to affluent individuals and families; overlaps with Aquilant's Midwest affluent-client focus and family-office style service mix.

Direct peers

• Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, retirement, and estate services to high-net-worth households; directly comparable independent-RIA model with similar integrated advisory approach.
• Mariner Wealth Advisors: National independent RIA providing comprehensive financial planning, investment management, tax, and estate services to affluent households; directly comparable business model and service breadth, though with significantly larger scale and broader geographic footprint.
• Moneta Group: Large independent, fee-only RIA headquartered in St. Louis (Town & Country area) serving high-net-worth individuals and families with comprehensive financial planning, investment management, and tax services — the closest direct local peer to Aquilant by geography, business model, and service mix.

Others

• Cambridge Investment Research: Independent broker-dealer and RIA platform provider that hosts Aquilant Advisors' securities and advisory infrastructure; comparable in that many of its affiliated advisors run independent RIAs of similar size and structure to Aquilant.

Emerging players

• Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management to affluent households; relevant as an emerging competitor applying technology-driven pricing pressure to traditional local RIA models like Aquilant's.
• Focus Financial Partners: Aggregator of independent RIAs serving high-net-worth clients with wealth management and planning services; relevant as both a competitive roll-up buyer and as a model for what scaled independent wealth platforms look like, with similar client segment to Aquilant.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks3 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Aquilant Advisors