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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.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Missouri involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Missouri

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Missouri that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Missouri. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

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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William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011

636-537-8770

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Ryan Powers

Krilogy

275 N. Lindbergh Blvd., Suite 20

Saint Louis, MO 63141

314-884-2818

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Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204

Kansas City, MO 64111

816-268-2233

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Dexter Lamb

Allworth Financial

3 Cityplace Dr Suite 290

Saint Louis, MO 63141

888-242-6766

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Jared Reynolds

WR Wealth Planners

200 E. Southampton Dr. Ste 101

Columbia, MO 65203

573-875-3939

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John Killoy

Edelman Financial Engines, LLC

9203 NE 152 Highway

Kansas City, MO 64158

913-312-1713

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John Killoy

Edelman Financial Engines, LLC

210 SW Market Street

Lees Summit, MO 64063

913-312-1713

Top Financial Advisor Firms in Missouri (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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
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
KENNEDY CAPITAL MANAGEMENT
10829 Olive Blvd, St Louis, MO 63141-7739
105834 $4,924,492,902 177 A percentage of AUM
ACR ALPINE CAPITAL RESEARCH, LLC
8000 Maryland Ave, Suite 700 St. Louis, MO 63105
110933 $4,559,630,505 4531 A percentage of AUM
Performance Based
COMMERCE INVESTMENT ADVISORS, INC.
1000 Walnut Street, 15th Fl., Kansas City, MO 64106-1809
104705 $2,944,239,455 8 A percentage of AUM
STIFEL INDEPENDENT ADVISORS, LLC
501 N Broadway, St Louis, MO 63102
28218 $1,560,825,363 3771 A percentage of AUM
Fixed fees
Commision Based
ANDERSON HOAGLAND & CO
9811 South Forty Drive, Suite 200, St Louis, MO 63124
105157 $1,096,568,230 346 A percentage of AUM
Hourly charges
Fixed fees
COMMERCE BROKERAGE SERVICES, INC
8000 Forsyth, Suite 1200 Clayton, MO 63105-1707
17140 $761,503,441 3457 A percentage of AUM
TERRIL & COMPANY
10777 Sunset Office Drive, Suite 317 Saint Louis, MO 63127-1019
110422 $712,676,074 837 A percentage of AUM
Hourly charges
HUNTLEIGH ADVISORS, INC.
7800 Forsyth Blvd., 5th Floor St. Louis, MO 63105
113412 $471,676,645 1284 A percentage of AUM
Other (SOLICITOR/THIRD PARTY MANAGER FEES)
ROCKWOOD CAPITAL ADVISORS LLC
17295 Chesterfield Airport Road, Suite 200 St. Louis, MO 63005
108644 $393,095,357 16 A percentage of AUM
Fixed fees
SPARROW CAPITAL MANAGEMENT INC
8500 Maryland, Avenue Suite 743, St. Louis, MO 63105
106616 $225,048,117 72 A percentage of AUM
Performance Based
ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
1415 Elbridge Payne Road, Suite 140 Chesterfield, MO 63017
106999 $137,540,676 1067 A percentage of AUM
DATATEX INVESTMENT SERVICES INC
7800 Forsyth Blvd, Fifth Floor Clayton, MO 63105
105440 $38,985,400 140 A percentage of AUM

Additional Financial Advisors in Missouri

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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