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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. financialadvisor.net give you extensive options to compare best advisors in Clayton & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Clayton?

Looking for a qualified financial advisor in Clayton? We can help you by narrowing down your options & listing the best financial advisors in Clayton as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Clayton near you with the list of certified and vetted Clayton financial advisors.

List of Qualified Financial Advisors in Clayton, Missouri

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David Naert Managing Director - Investments

Oppenheimer & Company

1 N. Brentwood Blvd
Suite 600

Clayton, MO 63105
(314) 7462540

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Brian I. Pultman

Correct Capital Wealth Management

130 S. Bemiston Ave.
Suite 602

Clayton, MO 63105
(314) 9304015

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John C. Wahl

One Bridge Wealth Management

230 South Bemiston Avenue, Suite 910

Saint Louis, MO 63105
(314) 9248009

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Gabe Wilson

Creative Planning

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Saint Louis, MO 63119
(314) 2029987

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Tiya Lim

Creative Planning

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Saint Louis, MO 63131
(913) 8001152

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Travis Mudd

Merrill Lynch

1630 S. Lindbergh Blvd

Saint Louis, MO 63131
(314) 9972931

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Beth Sharpe-Verdugo

Creative Planning

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Saint Louis, MO 63017
(314) 2400515

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Brian Long

St. Louis Financial Group

15415 Clayton Road

Ballwin, MO 63011
(314) 3360888

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Ron Adkison

Creative Planning

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Fenton, MO 63026
(314) 3715266

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William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011
(636) 5378770

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Rob Norman

Norman Wealth Advisory

15415 Clayton Rd

Ballwin, MO 63011
(636) 7791636

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Jeffrey Severin

Severin Investments, LLC

211 N Broadway
Suite 2925

Saint Louis, MO 63102
(314) 9832707

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Brett Stehl

Creative Planning

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Saint Louis, MO 63304
(913) 3001993

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Brigid Jones-Mook

Creative Planning

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Lake Saint Louis, MO 63367
(636) 3992488

List of Additional Financial Advisors in Clayton, Missouri*

* Additional advisor listing is provided in partnership with Yext

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Curt Ittner - Ameriprise Financial Services, LLC

7733 Forsyth Blvd
Ste 950

Clayton, MO 63105
3147254266

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Natalie Norman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899899

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David Crow - Ameriprise Financial Services, LLC

7733 Forsyth Blvd
Ste 950

Clayton, MO 63105
3146572860

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Grant McKay - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899841

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Jason A Noakes - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549348

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Michael Vasta - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899809

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Michael S Karasick - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148898145

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Kirchoff Owenby Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
6186282257

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John W Moore - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549324

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Pete Hogan - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899833

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Clinton L Williams - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894895

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Gregory R Howell - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148545607

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Matthew Rogers - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148898114

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Rob Millner - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899868

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Daniel Naert - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899843

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The Peters Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3147265676

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Joshua Wright - Ameriprise Financial Services, LLC

7733 Forsyth Blvd
Ste 950

Clayton, MO 63105
3147254266

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Charles Medelberg - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899822

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Paul Cavallini - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899882

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Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148632000

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The Huffman Noakes Weber Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148632000

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The Rosenthal Leggat Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894850

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William D Valentine - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148545629

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Wood Financial Partners

7800 Forsyth Blvd.
Fl 5

Clayton, MO 63105
3142362431

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Stephen F Arnstein - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549332

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Andrew Oberman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899803

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David Winson - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148890345

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Vasta McKay Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899809

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John Weber - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899828

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Daniel Whyman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899818

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Whyman Naert Winson Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148890345

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Robert Bokern - Ameriprise Financial Services, LLC

7733 Forsyth Blvd
Ste 950

Clayton, MO 63105
3147254266

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Joe Scroggins - Ameriprise Financial Services, LLC

7733 Forsyth Blvd
Ste 950

Clayton, MO 63105
3147254266

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Randall E Green - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148545633

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Joss D'Souza - Ameriprise Financial Services, LLC

7733 Forsyth Blvd
Ste 950

Clayton, MO 63105
3147254266

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Jack Bahlinger - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148898148

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Arthur Stone - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549304

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Conversion Financial Services

8008 Carondelet Ave
Suite 300

Clayton, MO 63105
3143139451

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Bokern, D'Souza & Associates - Ameriprise Financial Services, LLC

7733 Forsyth Blvd
Ste 950

Clayton, MO 63105
3147254266

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The Weaving Road Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
2178757603

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Niall J Gannon - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
8006466115

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Mark E Digman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549356

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Gary L Agne - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894840

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Arnold Kelly - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899849

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Enrique Lerner - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899811

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George Peters - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3147265676

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Nicholas R Zichella - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894855

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The Three Rivers Group - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549323

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Kurtis Van Allen - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899830

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Sheri McCann - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899894

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Daniel H Vatterott - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894842

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Gary L Schell - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549323

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James E Szweda - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894802

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Mark A Allenspach - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894867

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Chris Gay - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899861

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Roger Provow - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899888

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Bill Elliot - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899898

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William Huffman - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899802

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Ginny Salviccio - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148890349

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William Simpson - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899836

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Missy Leggat - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148894850

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William Floros - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148549310

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Jeffrey Sahm - Morgan Stanley

7733 Forsyth Blvd
Ste 2100

Clayton, MO 63105
3148899886

* Additional advisor listing is provided in partnership with Yext

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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