Insights

High-Net-Worth Client Base Larson Financial specializes in personalized financial solutions for high-net-worth individuals, presenting opportunities to offer premium investment products, estate planning services, and exclusive wealth management solutions tailored to affluent clients.

Growth & Development Recent projects such as the development of a 1,738-bed student housing near Texas A&M University indicate an active growth market, suggesting potential for strategic partnerships in real estate investments and specialized financial services supporting large-scale developments.

Technological Integration Utilization of modern financial and management software like Orion Advisor, NetSuite, and DocuSign underscores Larson’s commitment to efficiency, providing sales opportunities in advanced fintech solutions, digital onboarding, and integrated financial planning tools.

Market Expansion Relocating headquarters to downtown St. Louis and acquiring firms like Midwest Wealth demonstrate an expansion strategy that could be complemented by targeted outreach to regional high-growth markets and potential collaboration on localized financial initiatives.

Asset Investment Activity The company’s recent stakes in assets such as Lazard and Service Co. reveal an active investment portfolio, opening avenues for sales of alternative investments, asset management products, and bespoke financial strategies to enhance their existing portfolio.

Larson Financial Tech Stack

Larson Financial uses 8 technology products and services including Orion Advisor, NetSuite, Microsoft 365, and more. Explore Larson Financial's tech stack below.

  • Orion Advisor
    Accounting And Finance
  • NetSuite
    E-commerce
  • Microsoft 365
    Email
  • DocuSign
    Miscellaneous
  • Office 365
    Office Suites
  • SAP Maintenance, Repair, and Overhaul
    Operations
  • Smartsheet
    Project Management
  • GoDaddy
    Web Hosting

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
61%
Last.First@larsonfinancial.comDoe.John@larsonfinancial.com
8%
LastFir@larsonfinancial.comDoeJoh@larsonfinancial.com
4%
Last_First@larsonfinancial.comDoe_John@larsonfinancial.com
3%
First-Last@larsonfinancial.comJohn-Doe@larsonfinancial.com
2%
FirstLast@larsonfinancial.comJohnDoe@larsonfinancial.com
3%
LastFirst@larsonfinancial.comDoeJohn@larsonfinancial.com
2%
First_Last@larsonfinancial.comJohn_Doe@larsonfinancial.com
2%
FLast@larsonfinancial.comJDoe@larsonfinancial.com
3%
FirLast@larsonfinancial.comJohDoe@larsonfinancial.com
2%
First_L@larsonfinancial.comJohn_D@larsonfinancial.com
1%
F.Last@larsonfinancial.comJ.Doe@larsonfinancial.com
1%
FirstLa@larsonfinancial.comJohnDo@larsonfinancial.com
1%
First-L@larsonfinancial.comJohn-D@larsonfinancial.com
1%
FirstL@larsonfinancial.comJohnD@larsonfinancial.com
1%
First.L@larsonfinancial.comJohn.D@larsonfinancial.com
1%
F_Last@larsonfinancial.comJ_Doe@larsonfinancial.com
1%
L.First@larsonfinancial.comD.John@larsonfinancial.com
1%
First@larsonfinancial.comJohn@larsonfinancial.com
1%
FirstLas@larsonfinancial.comJohnDoe@larsonfinancial.com
1%
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?

Minus sign iconPlus sign icon
Larson Financial's main headquarters is located at 100 N. Broadway, Floor 17 St. Louis, Missouri 63102, US. The company has employees across 2 continents, including North AmericaAsia.

What is Larson Financial's phone number?

Minus sign iconPlus sign icon
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 stock symbol?

Minus sign iconPlus sign icon
Larson Financial is a publicly traded company; the company's stock symbol is N/A.

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

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

How much revenue does Larson Financial generate?

Minus sign iconPlus sign icon
As of October 2025, Larson Financial's annual revenue is estimated to be $7M.

What is Larson Financial's SIC code NAICS code?

Minus sign iconPlus sign icon
Larson Financial's SIC code is 5946 - Camera and Photographic Supply Stores NAICS code is 52 - Finance and Insurance.

How many employees does Larson Financial have currently?

Minus sign iconPlus sign icon
As of October 2025, Larson Financial has approximately 201 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?

Minus sign iconPlus sign icon
Larson Financial operates in the Financial Services industry.

What technology does Larson Financial use?

Minus sign iconPlus sign icon
Larson Financial's tech stack includes Orion AdvisorNetSuiteMicrosoft 365DocuSignOffice 365SAP Maintenance, Repair, and OverhaulSmartsheetGoDaddy.

What is Larson Financial's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Larson Financial was founded in 2006.

Larson Financial

Financial ServicesUnited States201-500 Employees

Our reputation for excellence is built on our long-term commitment to responsible financial management. We are committed to delivering personalized, comprehensive financial solutions for high-net-worth individuals. We understand each client has unique financial needs, and our goal is to provide strategic advice to help them navigate complex financial landscapes, protect their assets, and achieve long-term success. 

Our approach focuses on holistic financial planning, ensuring our clients receive tailored guidance across a broad range of services. From investment management and tax planning to retirement strategies and risk management, we are dedicated to helping our clients build and preserve their wealth while empowering them to thrive in all areas of their financial lives. 
 
We specialize in: 
-Asset Protection 
-Investment Management 
-Tax Planning 
-Employee Benefits & Pensions 
-Practice Management 
-Retirement Planning 
-Contract Negotiation 
-Mortgage Planning 
-Risk Management 
-Estate Planning 

At Larson, we’re committed to providing holistic financial strategies that allow our clients to build, grow, and preserve their wealth, empowering them to thrive today and in the future.

Section iconCompany Overview

Headquarters
100 N. Broadway, Floor 17 St. Louis, Missouri 63102, US
Phone number
Website
larson.com
SIC Code
5946 - Camera and Photographic Supply Stores
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Larson Financial's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Larson Financial's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.