Insights

Growth and Expansion Larson Financial is actively expanding its real estate portfolio, including large-scale student housing developments near Texas A&M University and strategic acquisitions such as Midwest Wealth Management, indicating a focus on growth-driven investment opportunities. This presents potential for partners offering real estate financing, asset management, or further investment solutions.

Market Positioning With revenue estimates between $250 million and $500 million and a specialized focus on high-net-worth individuals, Larson Financial is positioned as a competitive player in the premium financial advisory market, ideal for premium service providers seeking strategic partnerships or tailored financial technology solutions.

Technological Adoption Larson leverages advanced financial management tools like Orion Advisor and NetSuite, alongside document security platforms such as DocuSign, highlighting an openness to innovative technology integrations. Vendors offering next-generation financial software or cybersecurity enhancements may find opportunities for collaboration.

Real Estate Strategy Recent relocations to downtown St. Louis and investments in substantial real estate projects suggest a strategic focus on real estate as a key asset class. This opens avenues for real estate investors, property management services, or infrastructure development firms aiming to target similar market segments.

Financial and Wealth Focus Larson’s commitment to holistic wealth management and comprehensive financial planning for high-net-worth clients signals a strong client base interested in tailored solutions. Companies offering specialized estate planning, tax optimization, or retirement solutions could benefit from engaging with Larson’s advisory services.

Larson Financial Tech Stack

Larson Financial uses 8 technology products and services including Canva, Microsoft PowerPoint, JSON-LD, and more. Explore Larson Financial's tech stack below.

  • Canva
    Audio, Video, Graphics
  • Microsoft PowerPoint
    Editors
  • JSON-LD
    Javascript Frameworks
  • DocuSign
    Miscellaneous
  • PHP
    Programming Languages
  • Microsoft Planner
    Project Management
  • Yoast SEO
    Search Engines
  • PixelYourSite
    Web Platform Extensions

Media & News

Larson Financial's Email Address Formats

Larson Financial uses at least 2 format(s):
Larson Financial Email FormatsExamplePercentage
First.Last@larsonfinancial.comJohn.Doe@larsonfinancial.com
81%
Last.First@larsonfinancial.comDoe.John@larsonfinancial.com
11%
LastFir@larsonfinancial.comDoeJoh@larsonfinancial.com
4%
Last_First@larsonfinancial.comDoe_John@larsonfinancial.com
4%
FLast@larson.comJDoe@larson.com
56%
First.Last@larson.comJohn.Doe@larson.com
35%
Last@larson.comDoe@larson.com
6%
First@larson.comJohn@larson.com
3%

Frequently Asked Questions

Where is Larson Financial's headquarters located?

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Larson Financial's main headquarters is located at 100 North Broadway Floor 17 St. Louis, Missouri 63102 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Larson Financial's phone number?

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You can contact Larson Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Larson Financial's official website and social media links?

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Larson Financial's official website is larson.com and has social profiles on LinkedIn.

What is Larson Financial's NAICS code?

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Larson Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Larson Financial have currently?

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As of June 2026, Larson Financial has approximately 180 employees across 2 continents, including North AmericaAsia. Key team members include Ceo: P. L.COO, Doctors Only & President, Larson Financial Group: E. R.CFO: S. L.. Explore Larson Financial's employee directory with LeadIQ.

What industry does Larson Financial belong to?

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Larson Financial operates in the Financial Services industry.

What technology does Larson Financial use?

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Larson Financial's tech stack includes CanvaMicrosoft PowerPointJSON-LDDocuSignPHPMicrosoft PlannerYoast SEOPixelYourSite.

What is Larson Financial's email format?

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Larson Financial's email format typically follows the pattern of First.Last@larsonfinancial.com. Find more Larson Financial email formats with LeadIQ.

When was Larson Financial founded?

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Larson Financial was founded in 2006.

Larson Financial

Financial ServicesMissouri, United States51-200 Employees

Larson Financial is a St. Louis-based financial services firm that serves high-net-worth individuals with tailored, long-term guidance across the wealth-management spectrum. Its approach emphasizes holistic financial planning to help clients navigate complex financial landscapes, protect their assets, and pursue enduring success. The firm provides a broad range of services, including asset protection, investment management, tax planning, retirement planning, risk management, and estate planning, as well as related areas such as employee benefits and pensions, contract negotiation, and mortgage planning. By integrating these disciplines, Larson Financial aims to offer comprehensive guidance across its clients’ financial lives.

Headquartered in downtown St. Louis, Missouri, the company operates within the financial services industry as a holistic wealth adviser focused on asset preservation and growth. The organization has expanded through strategic moves in recent years, including relocating its headquarters to downtown St. Louis in 2022 and acquiring other advisory firms such as Midwest Wealth in 2022. In 2025, affiliated entities announced a 1,738-bed student housing project near Texas A&M University, reflecting activity beyond traditional advisory services.

Section iconCompany Overview

Headquarters
100 North Broadway Floor 17 St. Louis, Missouri 63102 United States
Phone number
Website
larson.com
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

    Larson Financial's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Larson Financial's revenue is estimated to be in the range of $250M$500M

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