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 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.
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 | $7,762,231,795 | 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 advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone 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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