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Find The Best Financial Advisors in Saint Louis, 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!

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How To Find The Best Financial Advisors in Saint Louis, Missouri

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Saint Louis, Missouri, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 36 non-vetted financial advisors in Saint Louis, Missouri, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Saint Louis, 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 Saint Louis, Missouri

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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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Craig Toberman

Toberman Wealth

1741 S Big Bend Blvd

Saint Louis, MO 63117

314-783-9860

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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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David Naert

Oppenheimer & Company

1 N. Brentwood Blvd
Suite 600

Clayton, MO 63105

314-746-2540

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William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011

636-537-8770

Top Financial Advisor Firms in Saint Louis, Missouri (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
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
PLANCORP, LLC
540 Maryville Centre Drive, Suite 105
Saint Louis, MO, 63141-5829
106599 $6,077,964,861 6116 A percentage of AUM, Hourly charges, Fixed fees
ALPINE PRIVATE CAPITAL, LLC
8000 Maryland Avenue, Suite 700
Saint Louis, MO, 63105
286072 $828,669,099 200 A percentage of AUM, Fixed fees
CONWAY INVESTMENT RESEARCH, LLC
165 North Meramec, Suite 210
Saint Louis, MO, 63105
154659 $822,483,194 7 A percentage of AUM, Fixed fees, Performance Based
TERRIL & COMPANY
10777 Sunset Office Drive, Suite 317
Saint Louis, MO, 63127-1019
110422 $712,676,074 837 A percentage of AUM, Hourly charges
SAXONY CAPITAL MANAGEMENT, LLC
11152 S Towne Square,
Saint Louis, MO, 63123
122692 $369,830,058 845 A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER)
BRADY FAMILY WEALTH, LLC
1401 South Brentwood Blvd., Suite 880
Saint Louis, MO, 63144
315635 $256,304,066 210 A percentage of AUM, Hourly charges, Fixed fees
25 FINANCIAL
214 N Clay Avenue, Suite 210
Saint Louis, MO, 63122
317916 $186,969,528 1568 A percentage of AUM, Fixed fees
MCCARTNEY WEALTH MANAGEMENT LLC
8777 Big Bend Blvd, Suite A
Saint Louis, MO, 63119-3778
154722 $140,921,825 349 A percentage of AUM, Fixed fees
STEP CHANGE ADVISORS, LLC
22 Upper Ladue Road,
Saint Louis, MO, 63124
153299 $122,658,140 50 A percentage of AUM
DAYTONA STREET CAPITAL
8000 Maryland Ave, Suite 610
Saint Louis, MO, 63105
316666 $83,106,986 122 A percentage of AUM, Performance Based

Additional Financial Advisors in Saint Louis, Missouri

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Blueprint For Wealth LLC
Inquire with Blueprint
5351 Murdoch Ave, Saint Louis, MO 63109 314-405-2811
Future Legacy Advisors
Inquire with Future
9859 Big Bend Blvd, Ste 105 Saint Louis, MO 63122 314-720-2166
SVW Wealth Management
Inquire with SVW
12400 Olive Blvd, Ste 307 Saint Louis, MO 63141 314-744-4007
Jennifer Wilson
Inquire with Jennifer
12400 Olive Blvd, Ste 307 Saint Louis, MO 63141 314-744-4007
John Steurer
Inquire with John
9859 Big Bend Blvd, Ste 105 Saint Louis, MO 63122 314-720-2168
John Adams
Inquire with John
9859 Big Bend Blvd, Ste 105 Saint Louis, MO 63122 314-720-2167
Kevin Swinigan
Inquire with Kevin
622 Emerson Rd, Ste 220 Saint Louis, MO 63141 314-576-2111
Meyer, Younger & Associates
Inquire with Meyer,
12935 N Outer Forty Dr, Ste 108 Saint Louis, MO 63141 314-858-1114
David Floeh
Inquire with David
9859 Big Bend Blvd, Ste 105 Saint Louis, MO 63122 314-720-2165
Nick Fichter
Inquire with Nick
9859 Big Bend Blvd, Ste 105 Saint Louis, MO 63122 314-720-2164

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