# First Heartland Consultants

First Heartland Consultants is a Bank / Wealth / Trust based in Lake St. Louis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake St. Louis, United States
- **Region:** North America
- **Address:** St. Louis, MO, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** firstheartland.com
- **LinkedIn:** https://www.linkedin.com/company/firstheartlandcompanies

## Regulatory record

- **CRD number:** 110377
- **SEC file number:** 801-46595
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110377

## About

First Heartland Consultants was founded in 1984 and has maintained its base in St. Louis, Missouri across four decades. The firm operates as a registered investment advisor, providing portfolio management and financial planning services to individuals, trusts, and business entities. Louis region. The firm's service model covers both discretionary and non-discretionary asset management, a structure that gives its clients flexibility in how much authority they cede over portfolio decisions. First Heartland's regulatory filings as an RIA confirm a focus on separately managed accounts and financial planning, with no evidence of proprietary fund products or pooled investment vehicles. First Heartland's scale and team size are not publicly disclosed, consistent with a closely held advisory practice that has not sought outside capital or a public profile. The firm has maintained a deliberately low-profile posture, with no detachable institutional brand, no subsidiary wealth-management platform, and no public record of acquisitions or office expansions. The St. Louis headquarters has remained its sole disclosed location. The structural differentiator for First Heartland Consultants is its independence. Four decades without a change in control, a publicized merger, or a rebranding is rare in the RIA space — particularly in the Midwest, where regional banks and aggregators have absorbed many comparably aged practices. That continuity, combined with a dual discretionary and non-discretionary mandate, gives the firm a governance architecture that is unusually stable for an advisory practice of its vintage.

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- [First Foundation Advisors](https://altss.com/profile/first-foundation-advisors)
- [First Horizon Advisors](https://altss.com/profile/first-horizon-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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