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 Saint Louis is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Saint Louis & pick the one as per your needs
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 13 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 26 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CONFLUENCE INVESTMENT MANAGEMENT LLC 20 Allen Avenue, Ste 300, Saint Louis, MO, 63119 | 146019 | $7,200,932,108 | 17208 | A percentage of AUM |
PLANCORP, LLC 540 Maryville Centre Drive, Suite 105 Saint Louis, MO, 63141-5829 | 106599 | $6,479,677,393 | 6627 | A percentage of AUM, Hourly charges, Fixed fees |
LARSON FINANCIAL GROUP, LLC 100 N Broadway, Suite 1700 Saint Louis, MO, 63102 | 140599 | $2,744,800,000 | 21684 | A percentage of AUM, Hourly charges, Fixed fees |
CONWAY INVESTMENT SOLUTIONS 165 North Meramec, Suite 210 Saint Louis, MO, 63105 | 154659 | $1,003,247,559 | 9 | A percentage of AUM, Fixed fees, Performance Based |
ALPINE PRIVATE WEALTH 190 Carondelet Plaza, Suite 1300 Saint Louis, MO, 63105 | 286072 | $978,478,127 | 268 | A percentage of AUM, Fixed fees |
TERRIL & COMPANY 10777 Sunset Office Drive, Suite 317 Saint Louis, MO, 63127-1019 | 110422 | $760,944,922 | 1032 | A percentage of AUM, Hourly charges |
25 FINANCIAL 135 West Adams Avenue, Saint Louis, MO, 63122 | 317916 | $415,000,000 | 2700 | A percentage of AUM, Fixed fees, Performance Based |
FEFA FINANCIAL 530 Vance Road, Saint Louis, MO, 63088 | 324833 | $294,753,665 | 3203 | A percentage of AUM |
BRADY FAMILY WEALTH, LLC 1401 South Brentwood Blvd., Suite 880 Saint Louis, MO, 63144 | 315635 | $278,355,497 | 237 | A percentage of AUM, Hourly charges, Fixed fees |
SAXONY CAPITAL MANAGEMENT, LLC 11152 S Towne Square, Saint Louis, MO, 63123 | 122692 | $239,289,634 | 1192 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER) |
MCCARTNEY WEALTH MANAGEMENT LLC 7733 Forsyth Blvd, 11th Floor Saint Louis, MO, 63105-1878 | 154722 | $166,382,874 | 390 | A percentage of AUM, Fixed fees |
DAYTONA STREET CAPITAL 8000 Maryland Ave, Suite 610 Saint Louis, MO, 63105 | 316666 | $161,409,263 | 113 | A percentage of AUM |
MOMENT PRIVATE WEALTH 2 Cityplace Drive, 2nd Floor Saint Louis, MO, 63141 | 313223 | $112,149,459 | 286 | A percentage of AUM, Fixed fees |
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