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Find The Best Financial Advisors in Missouri

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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 1379 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 18 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

1 N. Brentwood Blvd
Suite 600

Clayton, MO 63105

314-746-2540

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John C. Wahl

One Bridge Wealth Management

230 South Bemiston Avenue, Suite 910

Saint Louis, MO 63105

314-924-8009

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Lisa J Hamilton

Hamilton Financial Planning, LLC

238 S Jefferson, Suite B

Lebanon, MO 65536

417-464-3247

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Michael Marchi

Marchi Wealth Management Group

1 Tea Rose Ct.

Saint Louis, MO 63126

314-799-4745

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William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011

636-537-8770

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Craig Toberman

Toberman Wealth

1741 S Big Bend Blvd

Saint Louis, MO 63117

314-783-9860

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Shuyang Balazi

Capital360Financial

1860 W Arbor St Suite 112

Springfield, MO 65807

417-350-1113

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Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204

Kansas City, MO 64111

816-268-2233

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 $654,235,011,481 4299176 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 $647,795,506,834 1477661 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
NISA INVESTMENT ADVISORS, LLC
101 South Hanley Road Suite 1700,
St. Louis, MO, 63105-3787
107313 $360,008,647,430 207 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 $234,316,557,685 448 A percentage of AUM, Fixed fees, Performance Based
STIFEL, NICOLAUS & COMPANY, INCORPORATED
501 N Broadway,
St Louis, MO, 63102
793 $148,561,390,277 316625 A percentage of AUM, Fixed fees, Commision Based
OLIVE STREET INVESTMENT ADVISERS, LLC
12555 Manchester Road,
St. Louis, MO, 63131
166710 $130,714,979,023 1 A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
One North Jefferson Avenue, Mail Code: H0004-063
St. Louis, MO, 63103
11025 $102,526,575,087 222705 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
ASCENSION INVESTMENT MANAGEMENT
4600 Edmundson Road St.,
St. Louis, MO, 63134
159767 $53,871,859,857 14 A percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES)
PASSPORT RESEARCH, LTD.
12555 Manchester Road,
St. Louis, MO, 63131
105139 $35,657,554,371 1 A percentage of AUM
MONETA GROUP INVESTMENT ADVISORS, LLC
100 South Brentwood Blvd.,
St. Louis, MO, 63105
104727 $32,888,762,887 33261 A percentage of AUM, Hourly charges, Fixed fees
SCOUT INVESTMENTS, INC.
1201 Walnut St, 21st Floor
Kansas City, MO, 64106
111787 $30,734,496,748 213 A percentage of AUM, Fixed fees, Performance Based
BUCKINGHAM STRATEGIC WEALTH, LLC
8182 Maryland Avenue, Suite 500
St Louis, MO, 63105
143323 $20,855,259,683 39086 A percentage of AUM, Hourly charges, Fixed fees
BUCKINGHAM STRATEGIC PARTNERS, LLC
8182 Maryland Avenue, Suite 500
St. Louis, MO, 63105
143319 $17,026,443,055 55765 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 $12,398,563,533 37954 A percentage of AUM, Hourly charges, Fixed fees
CONFLUENCE INVESTMENT MANAGEMENT LLC
20 Allen Avenue, Ste 300,
Saint Louis, MO, 63119
146019 $7,762,231,795 17031 A percentage of AUM, Fixed fees

Additional Financial Advisors in Missouri

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Brian Watkins
Inquire with Brian
14805 N Outer Forty Rd, Ste 200 Chesterfield, MO 63017 636-733-7668
Alternative Investment Warehouse
Inquire with Alternative
4820 S Kendall Drive, Independence, MO 64055 816-564-7182
Bridgewater Wealth Management Group
Inquire with Bridgewater
6 Waggener Industrial Ct, Crystal City, MO 63019 636-937-9333
Baron Financial Group
Inquire with Baron
2432 East Madrid, Springfield, MO 65804 417-886-1111
Arthur Stone
Inquire with Arthur
7733 Forsyth Blvd, Ste 2100 Clayton, MO 63105 314-854-9304
Amanda Johnson
Inquire with Amanda
4520 Main St. 8th, Fl Kansas City, MO 64111 816-932-7886
Barry Jateff
Inquire with Barry
14755 N Outer 40 Rd, Ste 500 Chesterfield, MO 63017 636-534-2000
Bagby Wealth Management
Inquire with Bagby
302 North Walnut Street, Dexter, MO 63841 573-624-4771
Andrew Taylor
Inquire with Andrew
14805 N Outer Forty Rd, Ste 200 Chesterfield, MO 63017 636-733-7632
Brett Benyo
Inquire with Brett
701 Market St, Ste 1500 St. Louis, MO 63101 314-982-0354

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