Larson Financial Holdings
As of 3 November 2026, Larson Financial Holdings has 19 open roles (19 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Microsoft Office and Microsoft Outlook as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- St. Louis, Missouri, United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- individual investors, retirees, business owners
- Certifications on site
- Site languages
- EN
- Career system
- Paylocity
Larson Financial Holdings in one screen
Read from larson.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Larson Financial Holdings is a financial firm that provides financial planning, investment advice, and wealth management for individual investors, retirees, business owners, and family offices. Its offerings include strategic investment advice, retirement and mortgage planning, tax and accounting, estate planning, real estate, property management, and insurance. The firm operates as a network of aligned companies serving advisors and clients.
Named on the site: individual investors, retirees, business owners, family offices and institutions, doctors, family offices, financial advisors.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 561 scored.
What Larson Financial Holdings says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Maintain organized records of advisor interactions, meeting notes, and pipeline activity in Salesforce CRM.• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)• Proficiency in Microsoft Office and Outlook• Experience using CRM tools, such as Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)• Experience using CRM tools, such as Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)• Working knowledge of the acquisition and disposition cycle and is proficient in Argus.• Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)• Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.• Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.• Experience with GIS mapping platforms, Bluebeam Revu, Microsoft Project, or Smartsheet.• Experience with GIS mapping platforms, Bluebeam Revu, Microsoft Project, or Smartsheet.Vendors whose code loads on larson.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
19 open roles, 19 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 11 · 11 |
| Legal, compliance & risk | 3 · 3 |
| Real estate and property | 3 · 3 |
| Business development & strategy | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Larson Financial Holdings to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Larson Financial Holdings
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 561 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Larson Financial Holdings (St. Louis, United States, 51-200 employees) has 19 open roles, 19 new in 30 days, and names 14 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/larson.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from larson.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Paylocity career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Larson Financial Holdings: questions
Does Larson Financial Holdings use Salesforce?
Yes, by the company's own words: 10 postings name it, first seen 2026-10-19, in the finance & accounting team.
Is Larson Financial Holdings hiring?
19 open roles as of 3 November 2026, 19 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From larson.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Paylocity) hourly since. Headcount is from LinkedIn.
Who should I write to at Larson Financial Holdings?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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