LARSON FINANCIAL GROUP, LLC
CRD #140599 SEC #801-71543 SAINT LOUIS, MO 866.569.2450
SEC Registered Broker-Dealer Disclosures
Total AUM
$4B
Discretionary
$3.5B
Employees
115
Clients
--
Accounts
24,504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4B | $3.5B | $544.9M | 115 | 0 |
| Mar 2025 | $4B | $3.5B | $544.9M | 115 | 0 |
| Aug 2024 | $2.7B | $2.3B | $468.8M | 75 | 0 |
| Jun 2024 | $2.7B | $2.3B | $468.8M | 75 | 0 |
| Mar 2024 | $2.7B | $2.3B | $468.8M | 75 | 0 |
| Mar 2024 | $2.3B | $1.9B | $399M | 160 | 0 |
| Aug 2023 | $2.3B | $1.9B | $399M | 160 | 0 |
| Mar 2023 | $2.3B | $1.9B | $399M | 160 | 0 |
| Mar 2023 | $2.3B | $1.9B | $399M | 160 | 0 |
| Dec 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Sep 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Sep 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Apr 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Mar 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Feb 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Jan 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Jan 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Jan 2022 | $2.2B | $1.7B | $455.8M | 121 | 0 |
| Jul 2021 | $1.5B | $1.3B | $195.2M | 137 | 0 |
| Jul 2021 | $1.5B | $1.3B | $195.2M | 137 | 0 |
| Mar 2021 | $1.5B | $1.3B | $195.2M | 137 | 0 |
| Dec 2020 | $1.3B | $1.1B | $180.7M | 133 | 0 |
| Aug 2020 | $1.5B | $1.2B | $286.3M | 133 | 0 |
| Jun 2020 | $1.5B | $1.2B | $286.3M | 133 | 0 |
| May 2020 | $1.5B | $1.2B | $286.3M | 133 | 0 |
| Mar 2020 | $1.5B | $1.2B | $286.3M | 133 | 0 |
| Jan 2020 | $1.3B | $1B | $246.5M | 135 | 0 |
| Nov 2019 | $1.1B | $847.3M | $264.6M | 135 | 0 |
| Mar 2019 | $1.1B | $847.3M | $264.6M | 135 | 0 |
| Feb 2019 | $1.3B | $833.5M | $418.6M | 157 | 0 |
| Jan 2019 | $1.3B | $833.5M | $418.6M | 157 | 0 |
| Nov 2018 | $1.3B | $833.5M | $418.6M | 157 | 0 |
| Nov 2018 | $1.3B | $833.5M | $418.6M | 157 | 0 |
| Oct 2018 | $1.3B | $833.5M | $418.6M | 157 | 0 |
| Oct 2018 | $1.3B | $833.5M | $418.6M | 157 | 0 |
| Mar 2018 | $1.3B | $833.5M | $418.6M | 157 | 0 |
| Dec 2017 | $1B | $694.3M | $347.1M | 157 | 0 |
| Sep 2017 | $1B | $694.3M | $347.1M | 157 | 3,700 |
| Aug 2017 | $1B | $694.3M | $347.1M | 157 | 3,700 |
| Jul 2017 | $1B | $694.3M | $347.1M | 157 | 3,700 |
| Jun 2017 | $1B | $694.3M | $347.1M | 157 | 3,700 |
| Mar 2017 | $1B | $694.3M | $347.1M | 157 | 3,700 |
| Feb 2017 | $768.2M | $506.7M | $261.5M | 153 | 6,500 |
| Aug 2016 | $768.2M | $506.7M | $261.5M | 153 | 6,500 |
| Mar 2016 | $768.2M | $506.7M | $261.5M | 153 | 6,500 |
| Mar 2015 | $623.1M | $388.6M | $234.5M | 203 | 2,200 |
| Feb 2015 | $377.1M | $283.6M | $93.5M | 150 | 1,800 |
| Mar 2014 | $377.1M | $283.6M | $93.5M | 150 | 1,800 |
| Feb 2014 | $314M | $243.4M | $70.6M | 130 | 1,300 |
| Oct 2013 | $314M | $243.4M | $70.6M | 130 | 1,300 |
| Sep 2013 | $260.1M | $204.2M | $55.9M | 116 | 1,300 |
| May 2013 | $202.4M | $160.5M | $41.8M | 116 | 1,300 |
| Apr 2013 | $202.4M | $160.5M | $41.8M | 116 | 1,300 |
| Apr 2013 | $202.4M | $160.5M | $41.8M | 116 | 1,300 |
| Mar 2013 | $202.4M | $160.5M | $41.8M | 116 | 1,300 |
| Mar 2013 | $202.4M | $160.5M | $41.8M | 116 | 1,300 |
| Sep 2012 | $161.1M | $125.2M | $35.9M | 51 | 1,300 |
| Sep 2012 | $161.1M | $125.2M | $35.9M | 51 | 1,300 |
| Mar 2012 | $113.7M | $93.4M | $20.3M | 51 | 1,300 |
| Mar 2012 | $113.7M | $93.4M | $20.3M | 51 | 1,300 |
| Aug 2011 | $91M | $91M | $0 | 51 | -- |
| Jul 2011 | $91M | $91M | $0 | 51 | -- |
| Jul 2011 | $91M | $91M | $0 | 51 | -- |
| Jul 2011 | $91M | $91M | $0 | 51 | -- |
| Jun 2011 | $67M | $67M | $0 | 51 | -- |
| Mar 2011 | $67M | $67M | $0 | 51 | -- |
| Jan 2011 | $59.5M | $59.5M | $0 | 51 | -- |
| Sep 2010 | $44M | $0 | $44M | -- | -- |
| Sep 2010 | $44M | $0 | $44M | -- | -- |
| Aug 2010 | $36M | $0 | $36M | -- | -- |
| Jul 2010 | $33M | $0 | $33M | -- | -- |
| Jun 2010 | $27M | $0 | $27M | -- | -- |
DateSep 2025
Total AUM$4B
Discretionary$3.5B
Non-Disc.$544.9M
Employees115
Clients0
DateMar 2025
Total AUM$4B
Discretionary$3.5B
Non-Disc.$544.9M
Employees115
Clients0
DateAug 2024
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$468.8M
Employees75
Clients0
DateJun 2024
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$468.8M
Employees75
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$468.8M
Employees75
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$399M
Employees160
Clients0
DateAug 2023
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$399M
Employees160
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$399M
Employees160
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$399M
Employees160
Clients0
DateDec 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateSep 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateSep 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateApr 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateFeb 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateJan 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateJan 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateJan 2022
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$455.8M
Employees121
Clients0
DateJul 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$195.2M
Employees137
Clients0
DateJul 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$195.2M
Employees137
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$195.2M
Employees137
Clients0
DateDec 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$180.7M
Employees133
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$286.3M
Employees133
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$286.3M
Employees133
Clients0
DateMay 2020
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$286.3M
Employees133
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$286.3M
Employees133
Clients0
DateJan 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$246.5M
Employees135
Clients0
DateNov 2019
Total AUM$1.1B
Discretionary$847.3M
Non-Disc.$264.6M
Employees135
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$847.3M
Non-Disc.$264.6M
Employees135
Clients0
DateFeb 2019
Total AUM$1.3B
Discretionary$833.5M
Non-Disc.$418.6M
Employees157
Clients0
DateJan 2019
Total AUM$1.3B
Discretionary$833.5M
Non-Disc.$418.6M
Employees157
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$833.5M
Non-Disc.$418.6M
Employees157
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$833.5M
Non-Disc.$418.6M
Employees157
Clients0
DateOct 2018
Total AUM$1.3B
Discretionary$833.5M
Non-Disc.$418.6M
Employees157
Clients0
DateOct 2018
Total AUM$1.3B
Discretionary$833.5M
Non-Disc.$418.6M
Employees157
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$833.5M
Non-Disc.$418.6M
Employees157
Clients0
DateDec 2017
Total AUM$1B
Discretionary$694.3M
Non-Disc.$347.1M
Employees157
Clients0
DateSep 2017
Total AUM$1B
Discretionary$694.3M
Non-Disc.$347.1M
Employees157
Clients3,700
DateAug 2017
Total AUM$1B
Discretionary$694.3M
Non-Disc.$347.1M
Employees157
Clients3,700
DateJul 2017
Total AUM$1B
Discretionary$694.3M
Non-Disc.$347.1M
Employees157
Clients3,700
DateJun 2017
Total AUM$1B
Discretionary$694.3M
Non-Disc.$347.1M
Employees157
Clients3,700
DateMar 2017
Total AUM$1B
Discretionary$694.3M
Non-Disc.$347.1M
Employees157
Clients3,700
DateFeb 2017
Total AUM$768.2M
Discretionary$506.7M
Non-Disc.$261.5M
Employees153
Clients6,500
DateAug 2016
Total AUM$768.2M
Discretionary$506.7M
Non-Disc.$261.5M
Employees153
Clients6,500
DateMar 2016
Total AUM$768.2M
Discretionary$506.7M
Non-Disc.$261.5M
Employees153
Clients6,500
DateMar 2015
Total AUM$623.1M
Discretionary$388.6M
Non-Disc.$234.5M
Employees203
Clients2,200
DateFeb 2015
Total AUM$377.1M
Discretionary$283.6M
Non-Disc.$93.5M
Employees150
Clients1,800
DateMar 2014
Total AUM$377.1M
Discretionary$283.6M
Non-Disc.$93.5M
Employees150
Clients1,800
DateFeb 2014
Total AUM$314M
Discretionary$243.4M
Non-Disc.$70.6M
Employees130
Clients1,300
DateOct 2013
Total AUM$314M
Discretionary$243.4M
Non-Disc.$70.6M
Employees130
Clients1,300
DateSep 2013
Total AUM$260.1M
Discretionary$204.2M
Non-Disc.$55.9M
Employees116
Clients1,300
DateMay 2013
Total AUM$202.4M
Discretionary$160.5M
Non-Disc.$41.8M
Employees116
Clients1,300
DateApr 2013
Total AUM$202.4M
Discretionary$160.5M
Non-Disc.$41.8M
Employees116
Clients1,300
DateApr 2013
Total AUM$202.4M
Discretionary$160.5M
Non-Disc.$41.8M
Employees116
Clients1,300
DateMar 2013
Total AUM$202.4M
Discretionary$160.5M
Non-Disc.$41.8M
Employees116
Clients1,300
DateMar 2013
Total AUM$202.4M
Discretionary$160.5M
Non-Disc.$41.8M
Employees116
Clients1,300
DateSep 2012
Total AUM$161.1M
Discretionary$125.2M
Non-Disc.$35.9M
Employees51
Clients1,300
DateSep 2012
Total AUM$161.1M
Discretionary$125.2M
Non-Disc.$35.9M
Employees51
Clients1,300
DateMar 2012
Total AUM$113.7M
Discretionary$93.4M
Non-Disc.$20.3M
Employees51
Clients1,300
DateMar 2012
Total AUM$113.7M
Discretionary$93.4M
Non-Disc.$20.3M
Employees51
Clients1,300
DateAug 2011
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees51
Clients--
DateJul 2011
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees51
Clients--
DateJul 2011
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees51
Clients--
DateJul 2011
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees51
Clients--
DateJun 2011
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees--
Clients--
DateSep 2010
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees--
Clients--
DateAug 2010
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees--
Clients--
DateJul 2010
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees--
Clients--
DateJun 2010
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees--
Clients--