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Find The Best Financial Advisors in Clayton, Missouri

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Clayton is a tedious task to do. give you extensive options to compare best advisors in Clayton & pick the one as per your needs

How To Find The Best Financial Advisors in Clayton, Missouri

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Clayton, Missouri, is a useful resource. We've compiled a list of the 5 vetted financial advisors and 74 non-vetted financial advisors in Clayton, Missouri, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Clayton, Missouri have an average of 22 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 Clayton, Missouri


David Naert

Oppenheimer & Company

1 N. Brentwood Blvd
Suite 600

Clayton, MO 63105



John C. Wahl

One Bridge Wealth Management

230 South Bemiston Avenue, Suite 910

Saint Louis, MO 63105



Craig Toberman

Toberman Wealth

1741 S Big Bend Blvd

Saint Louis, MO 63117



Allworth Financial

Allworth Financial

3 Cityplace Dr Suite 290

Saint Louis, MO 63141



William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011


Top Financial Advisor Firms in Missouri (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
8235 Forsyth Blvd, Suite 540 Clayton, MO 63105
136595 $5,693,648,672 616 A percentage of AUM, Fixed fees, Performance Based
100 South Brentwood Blvd., Suite 110 Clayton, MO 63105
107930 $3,554,157,130 1064 A percentage of AUM
7711 Bonhomme Avenue, Suite 400 Clayton, MO 63105
106806 $3,402,186,839 210 A percentage of AUM, Fixed fees
7777 Bonhomme Avenue, Suite 2400 Clayton, MO 63105
3441 $1,568,770,783 4129 A percentage of AUM, Hourly charges, Fixed fees
130 S Bemiston Avenue, Suite 602 Clayton, MO 63105
298774 $834,162,334 1253 A percentage of AUM, Fixed fees
8000 Forsyth, Suite 1200 Clayton, MO 63105-1707
17140 $761,503,441 3457 A percentage of AUM
168 N. Meramec Ave, Suite 100 Clayton, MO 63105
127134 $529,401,575 1389 A percentage of AUM, Fixed fees
231 South Bemiston Avenue, 14th Floor Clayton, MO 63105
107574 $411,880,015 11 A percentage of AUM, Fixed fees, Performance Based
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
Arthur Stone
Inquire with Arthur
7733 Forsyth Blvd, Ste 2100 Clayton, MO 63105 314-854-9304
Arnold Kelly
Inquire with Arnold
7733 Forsyth Blvd, Ste 2100 Clayton, MO 63105 314-889-9849
Bokern, D'Souza & Associates
Inquire with Bokern,
7733 Forsyth Blvd, Ste 950 Clayton, MO 63105 314-657-2863
Andrew Oberman
Inquire with Andrew
7733 Forsyth Blvd, Ste 2100 Clayton, MO 63105 314-889-9803
Bill Elliot
Inquire with Bill
7733 Forsyth Blvd, Ste 2100 Clayton, MO 63105 314-889-9898
Joss D'Souza
Inquire with Joss
7733 Forsyth Blvd, Ste 950 Clayton, MO 63105 314-725-4266
Robert Bokern
Inquire with Robert
7733 Forsyth Blvd, Ste 950 Clayton, MO 63105 314-725-4266
Joshua Wright
Inquire with Joshua
7733 Forsyth Blvd, Ste 950 Clayton, MO 63105 314-725-4266
David Crow
Inquire with David
7733 Forsyth Blvd, Ste 950 Clayton, MO 63105 314-657-2860
Curt Ittner
Inquire with Curt
7733 Forsyth Blvd, Ste 950 Clayton, MO 63105 314-725-4266

Select other cities around Missouri to broaden your search for a financial advisor

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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