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Find The Best Financial Advisors in Missouri

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

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How To Find The Best Financial Advisors in Missouri

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Missouri, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Missouri, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Missouri have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Missouri

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David Naert

Oppenheimer & Company

314-746-2540

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John C. Wahl

One Bridge Wealth Management

314-924-8009

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Lisa J Hamilton

Hamilton Financial Planning, LLC

417-464-3247

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William L. Meyer

Cutter & Company, Inc.

636-537-8770

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Shuyang Balazi

Capital360Financial

417-350-1113

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Michael Becker

Toberman Becker Wealth

314-783-9860

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Nick Love

Prudential

417-655-0519

Top Financial Advisor Firms in Missouri (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
EDWARD JONES
12555 Manchester Rd,
St. Louis, MO, 63131
250 $593,126,816,828 4558331 A Percentage of AUM, Other (SEE SCHEDULE D - MISCELLANEOUS)
WELLS FARGO CLEARING SERVICES, LLC
One North Jefferson Avenue, Mail Code: H0004-063
St. Louis, MO, 63103-2205
19616 $524,940,620,141 1428999 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
NISA INVESTMENT ADVISORS, LLC
101 South Hanley Road Suite 1700,
St. Louis, MO, 63105-3787
107313 $277,313,111,722 216 A Percentage of AUM, Fixed Fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
4500 Main Street,
Kansas City, MO, 64111-7709
105778 $215,298,863,331 464 A Percentage of AUM, Fixed Fees, Performance Based
OLIVE STREET INVESTMENT ADVISERS, LLC
12555 Manchester Road,
St. Louis, MO, 63131
166710 $149,003,820,688 12 A Percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
STIFEL, NICOLAUS & COMPANY, INCORPORATED
501 N Broadway,
St Louis, MO, 63102
793 $132,550,931,898 334814 A Percentage of AUM, Fixed Fees, Commission Based
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
One North Jefferson Avenue, Mail Code: H0004-063
St. Louis, MO, 63103
11025 $103,107,458,350 267333 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
ASCENSION INVESTMENT MANAGEMENT
4600 Edmundson Road St.,
St. Louis, MO, 63134
159767 $40,060,183,528 14 A Percentage of AUM, Fixed Fees, Other (REIMBURSEMENT OF EXPENSES)
MONETA GROUP INVESTMENT ADVISORS, LLC
100 South Brentwood Blvd.,
St. Louis, MO, 63105
104727 $30,651,380,206 37339 A Percentage of AUM, Hourly charges, Fixed Fees
SCOUT INVESTMENTS, INC.
1201 Walnut St, 21st Floor
Kansas City, MO, 64106
111787 $26,303,652,335 160 A Percentage of AUM, Fixed Fees, Performance Based
BUCKINGHAM STRATEGIC WEALTH, LLC
8182 Maryland Avenue, Suite 500
St Louis, MO, 63105
143323 $24,329,498,629 46117 A Percentage of AUM, Hourly charges, Fixed Fees
BUCKINGHAM STRATEGIC PARTNERS, LLC
8182 Maryland Avenue, Suite 500
St. Louis, MO, 63105
143319 $24,258,657,720 76566 A Percentage of AUM, Fixed Fees, Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
One North Brentwood Boulevard, Suite 850
St. Louis, MO, 63105
146936 $11,262,450,812 42128 A Percentage of AUM, Hourly charges, Fixed Fees
FORVIS WEALTH ADVISORS, LLC
910 East St Louis St,
Springfield, MO, 65806
110905 $7,888,121,845 12298 A Percentage of AUM, Hourly charges, Fixed Fees
CONFLUENCE INVESTMENT MANAGEMENT LLC
20 Allen Avenue, Ste 300,
Saint Louis, MO, 63119
146019 $6,928,892,883 17616 A Percentage of AUM, Fixed Fees

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