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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 180 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 20 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

advisor

David Naert

Oppenheimer & Company

call314-746-2540

advisor

Joe Roddy

West End Advisory Group

call314-880-7560

advisor

John C. Wahl

One Bridge Wealth Management

call314-924-8009

advisor

Lisa J Hamilton

Hamilton Financial Planning, LLC

call417-464-3247

advisor

William L. Meyer

Cutter & Company, Inc.

call636-537-8770

advisor

George Timson

SignalPoint Asset Management

call417-861-4332

advisor

Dan Hummert

Hummert Financial

call636-681-3100

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 $824,988,034,503 5086856 A percentage of AUM, Fixed fees, Other (SEE SCHEDULE D - MISCELLANEOUS)
WELLS FARGO ADVISORS
One North Jefferson Avenue, Mail Code: H0004-05e
St. Louis, MO, 63103-2205
19616 $558,464,518,060 1352052 A percentage of AUM, Fixed fees, Commission Based
NISA INVESTMENT ADVISORS, LLC
7676 Forsyth Blvd Suite 1100,
St. Louis, MO, 63105-4141
107313 $306,242,186,324 282 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 $229,554,718,263 647 A percentage of AUM, Fixed fees, Performance Based
OLIVE STREET INVESTMENT ADVISERS, LLC
12555 Manchester Road,
St. Louis, MO, 63131
166710 $169,541,361,944 13 A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
WELLS FARGO ADVISORS
One North Jefferson Avenue, Mail Code: H0004-05e
St. Louis, MO, 63103
11025 $154,192,149,347 346499 A percentage of AUM, Fixed fees, Commission Based
STIFEL, NICOLAUS & COMPANY, INCORPORATED
501 N Broadway,
St Louis, MO, 63102
793 $149,248,936,163 348524 A percentage of AUM, Fixed fees, Commission Based
ASCENSION INVESTMENT MANAGEMENT
4600 Edmundson Road,
St. Louis, MO, 63134
159767 $40,337,272,573 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 $37,481,639,918 40790 A percentage of AUM, Hourly charges, Fixed fees
SCOUT INVESTMENTS, INC.
1201 Walnut St, 21st Floor
Kansas City, MO, 64106
111787 $33,033,194,860 140 A percentage of AUM, Fixed fees, Performance Based
BUCKINGHAM STRATEGIC PARTNERS, LLC
190 Carondelet Plaza, Suite 600
St. Louis, MO, 63105
143319 $29,339,693,896 81837 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 $13,158,414,504 44978 A percentage of AUM, Hourly charges, Fixed fees
FORVIS MAZARS WEALTH ADVISORS, LLC
910 East St Louis St,
Springfield, MO, 65806
110905 $8,922,002,847 12871 A percentage of AUM, Hourly charges, Fixed fees
CONFLUENCE INVESTMENT MANAGEMENT LLC
20 Allen Avenue, Ste 300,
Saint Louis, MO, 63119
146019 $7,200,932,108 17208 A percentage of AUM
ELMTREE FUNDS, LLC
8027 Forsyth Blvd, Suite 1100
St. Louis, MO, 63105
286094 $7,155,619,787 18 A percentage of AUM, Performance Based

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