$5.5B Total AUM
$4.8B Disc. AUM
33.3% 3Y CAGR
131 Employees
4,961 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Atlas momentumTimber +more
- Established Date
- 07-19-2007
- Office Locations
- 32
Office Locations
100 N. Broadway Suite 1700 St. Louis MO
1012 1ST Capitol DR St. Charles MO
10151 Deerwood Park Blvd Building 200 Suite 250 Jacksonville FL
About Larson Financial Group, LLC
Larson Financial Holdings is an integrated financial services firm founded in 2006, delivering comprehensive financial planning and investment advice with in-house tax and insurance resources. The firm serves physicians/health care professionals, business owners, retirees, and family offices/institutions, supported by a network of 200+ advisors across 30 states. Larson is part of the Schwab Advisor Network and was recognized among 2025’s fastest-growing RIAs.
Team overview
40 AVG AGE
$80.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.7 yrs AVG TENURE
131 Employees
68 Advisory Reps
68 RIA Reps
18yrs Firm Age
Insights
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Accredited Investors
Radial
Asset Classes
Pathway Eagle Vector crest Quantum north Prime Atlas legacy Crest Foundation Radial Focus
Client Personas
Alpha Zenith momentum Peak Capital
CRM
Timber
Custodian
Wave Meridian momentum Delta Signal bridge Vital Zenith Vertex prime Frontier harbor Catalyst Signal catalyst Oak radial Peak peak Foundation signal Prime unison
Investment Themes
Pathway foundation Delta Frontier Capital Bridge Oak quantum
Investment Vehicles
Frontier oak Foundation atlas Legacy Quantum meridian
Platform
Capital
Services
Timber beacon Signal quantum Glacier pioneer Zenith Unison wave Value foundation Insight legacy Focus Atlas Legacy
Technology
Oak legacy Foundation unison Radial Bridge Legacy glacier
Owner & Executives
R
RANDY SCOTT MILLER
Chief Compliance Officer
- CRD
- #4798775
- Ownership
- Less than 5%
(278) 390-8876
alpha.horizon@elementcapital.com
in linkedin.com/in/pathway-radial
COLIN GREGORY WIENS
Financial Advisor, General Partner, President
- CRD
- #5841752
- Ownership
- Less than 5%
(300) 906-9132
ridge.ridge@timbercapital.com
in linkedin.com/in/oak-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
DARIN DEAN ARCHBOLD
Financial Advisor, General Partner
- CRD
- #2571156
(455) 560-9373
timber.legacy@focuscapital.com
in linkedin.com/in/timber-summit
ANDREW THOMAS BAKER
Financial Advisor
- CRD
- #5874936
(916) 337-3038
ridge.eagle@atlascapital.com
in linkedin.com/in/peak-zenith
F
Fusion ridge
Zenith harbor
- CRD
- #64569
(414) 911-6794
vector.matrix@oakcapital.com
in linkedin.com/in/crest-ember
Showing 2 of 65 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,842,393,180 | $213,115 |
| Non-Discretionary | $639,449,208 | $199,578 |
| Total | $5,481,842,388 | $211,442 |
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Separately Managed Accounts
Total SMA Asset: $5,481,842,388
Public Funds:
13.7% Equity - Exchange:
19.0% Other:
7.5% Cash:
19.7% Corporate - Investment Grade:
18.7% Equity - OTC:
13.6% Municipal Bonds:
4.1% U.S. Government/Agency:
3.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $504,643,231 | 13.7% |
| Equity - Exchange | $699,870,175 | 19.0% |
| Other | $276,264,543 | 7.5% |
| Cash | $725,654,866 | 19.7% |
| Corporate - Investment Grade | $688,819,593 | 18.7% |
| Equity - OTC | $500,959,704 | 13.6% |
| Municipal Bonds | $151,024,617 | 4.1% |
| U.S. Government/Agency | $136,290,508 | 3.7% |
| Total | $3,683,527,237 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY CAPITAL | INSIGHT ALPHA | 4HJ0O1DWT | WACB | 7.02% | $111,812,528 |
| MOMENTUM BRIDGE | SUMMIT PIONEER | 0L9EYTRI5 | ORLB | 8.68% | $116,012,875 |
| NORTH MATRIX TIMBER | EAGLE SIGNAL | E5IOD6CZH | DYW | 6.75% | $104,412,497 |
| FRONTIER GLACIER | FOCUS MATRIX | Y2C2ILECV | JTAK | 6.67% | $29,216,872 |
| MERIDIAN NORTH | PIONEER VECTOR | 753NEQJNX | JMB | 7.23% | $23,975,988 |
| PIONEER GLACIER | GLACIER EMBER | 2L430M3S4 | WMX | 9.08% | $73,887,609 |
| VALUE PEAK BEACON | OAK MOMENTUM | 4R5ZB9UI6 | MUA | 9.75% | $38,360,239 |
| MOMENTUM INSIGHT | TIMBER RADIAL | 2P4IEII1Q | QBXVF | 12.58% | $87,674,151 |