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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 Saint Louis is a tedious task to do. give you extensive options to compare best advisors in Saint Louis & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Saint Louis?

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

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

List of Qualified Financial Advisors in Saint Louis, Missouri


Jeffrey Severin

Severin Investments, LLC

211 N Broadway
Suite 2925

Saint Louis, MO 63102
(314) 9832707


John C. Wahl

One Bridge Wealth Management

230 South Bemiston Avenue, Suite 910

Saint Louis, MO 63105
(314) 9248009


Gabe Wilson

Creative Planning


Saint Louis, MO 63119
(314) 2029987


Tiya Lim

Creative Planning


Saint Louis, MO 63131
(913) 8001152


Travis Mudd

Merrill Lynch

1630 S. Lindbergh Blvd

Saint Louis, MO 63131
(314) 9972931


Beth Sharpe-Verdugo

Creative Planning


Saint Louis, MO 63017
(314) 2400515


Brett Stehl

Creative Planning


Saint Louis, MO 63304
(913) 3001993


David Naert Managing Director - Investments

Oppenheimer & Company

1 N. Brentwood Blvd
Suite 600

Clayton, MO 63105
(314) 7462540


Ron Adkison

Creative Planning


Fenton, MO 63026
(314) 3715266


Matthew J. Jarrell CFP®

St. Louis Financial Planners, Inc.

1415 Elbridge Payne Road, Suite 140

Chesterfield, MO 63017
(636) 5323900


William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011
(636) 5378770


Rob Norman

Norman Wealth Advisory

15415 Clayton Rd

Ballwin, MO 63011
(636) 7791636


Brigid Jones-Mook

Creative Planning


Lake Saint Louis, MO 63367
(636) 3992488

No Advisor found

* 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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