AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Missouri > Chesterfield

Top Financial Advisors in Chesterfield, Missouri

Finding the right financial advisor in Chesterfield is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Chesterfield, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Chesterfield, MO.


Find the Best Financial Advisor Firms in Chesterfield:

LARSON FINANCIAL GROUP, LLC

CRD#: 140599

RIA

Address: 14567 North Outer 40 Suite 300, Chesterfield, MO 63017

Clients: 3,192

Average Clients per Advisor: 54

AUM: $ 2.3B

Find an Advisor

BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162

RIA

Address: 16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017

Clients: 203

Average Clients per Advisor: 20

AUM: $ 718M

SUMMIT WEALTH STRATEGIES

CRD#: 282502

RIA

Address: 16020 Swingley Ridge Suite 110, Chesterfield, MO 63017

Clients: 2,316

Average Clients per Advisor: 128

AUM: $ 681M

CLARK FINANCIAL SERVICES GROUP, INC.

CRD#: 110650

RIA

Address: 14310 Olive Blvd, Chesterfield, MO 63017

Clients: 262

Average Clients per Advisor: 52

AUM: $ 318M

BRIDGEWATER ASSET MANAGEMENT LLC

CRD#: 169832

RIA

Address: 16150 Main Circle Drive Suite 210, Chesterfield, MO 63017

Clients: 278

Average Clients per Advisor: 55

AUM: $ 243M

MBM WEALTH CONSULTANTS, LLC

CRD#: 169091

RIA

Address: 400 Chesterfield Center Suite 125, Chesterfield, MO 63017

Clients: 801

Average Clients per Advisor: 160

AUM: $ 240M

How We Chose the Top Financial Advisors in Chesterfield, Missouri

To create this list of top financial advisor firms in Chesterfield, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Chesterfield has to offer.

Search Financial Advisors in Chesterfield, Missouri


Name or CRD#
Location:
Firm name (optional)
David Paul Mertens

David Paul Mertens

David P Mertens
IAR
RR
CRD#: 2020834
Location:
St Louis, MO 63127

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Melissa Oge' Lenz

Melissa Oge' Lenz

Melissa Ann Lynette Oge
IAR
RR
CRD#: 2899163
Location:
St Louis, MO 63127-1552

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Sean Carl King

Sean Carl King

IAR
RR
CRD#: 3180800
Location:
Sunset Hills, MO 63127

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Debra Denise Coogan

Debra Denise Coogan

Debbie Boushie
IAR
RR
CRD#: 2086379
Location:
St. Louis, MO 63126

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Ray Dean Kloppenburg

Ray Dean Kloppenburg

Ray Kloppenburg
IAR
RR
CRD#: 3229118
Location:
Richmond Heights, MO 63117

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Stephen Thomas Bommarito

Stephen Thomas Bommarito

Steve T Bommarito
IAR
RR
CRD#: 3177194
Location:
Dardenne Prairie, MO 63368

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Melinda Susan Schowengerdt

Melinda Susan Schowengerdt

Mindy Schowengerdt
IAR
RR
CRD#: 3146537
Location:
St. Charles, MO 63301

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Sarah Elizabeth Brenker

Sarah Elizabeth Brenker

Sarah Elizabeth Brenker, Sarah Elizabeth Helenschmidt
IAR
RR
CRD#: 4810320
CFP®: Certified Financial Planner
Location:
St Charles, MO 63301

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
18 years registered
Shawn Lee Gibbs

Shawn Lee Gibbs

IAR
RR
CRD#: 2882193
Location:
O Fallon, MO 63366

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Michael Dennis Sullivan

Michael Dennis Sullivan

Michael D Sullivan, Michael Dennis Sullivan
IAR
RR
CRD#: 3270961
Location:
O Fallon, MO 63366

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Patrick Timothy Conners

Patrick Timothy Conners

IAR
RR
CRD#: 5756785
CFP®: Certified Financial Planner
Location:
St Louis, MO 63141

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
16 years registered
Leland Daniel Kraus

Leland Daniel Kraus

Lee Kraus, Leland Daniel Kraus
IAR
RR
CRD#: 6183678
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63141

Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Disclosures:
Experience:
13 years registered
Andrew Thomas Briggs

Andrew Thomas Briggs

Andrew T Briggs, Andrew Thomas Briggs
IAR
RR
CRD#: 5792778
CFA: Chartered Financial AnalystCPWA®: Certified Private Wealth Advisor
Location:
St. Louis, MO 63105

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
16 years registered
Wistar White Holt JR

Wistar White Holt JR

Whitey Holt
IAR
RR
CRD#: 6139537
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63105

Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Disclosures:
Experience:
13 years registered
David Alan Parmer

David Alan Parmer

IAR
RR
CRD#: 4264928
Location:
Eureka, MO 63025

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Jacob William Venetis

Jacob William Venetis

IAR
RR
CRD#: 3084400
Location:
O Fallon, MO 63368-7700

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Pamela Yvonne Sutterer

Pamela Yvonne Sutterer

Pamela Yvonne Simms, Pamela Yvonne Sutterer
IAR
RR
CRD#: 4201494
Location:
Florissant, MO 63031

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Donna Lynn Wilson

Donna Lynn Wilson

Donna Lynn Colbert, Donna Lynn Spisak Mrs
IAR
RR
CRD#: 4223197
Location:
Wentzville, MO 63385

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Karl William Nelson

Karl William Nelson

Karl W Nelson, Karl Wiliiam Nelson, Karl William Nelson
IAR
RR
CRD#: 4643222
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Patrick Dean Morningstar

Patrick Dean Morningstar

Patrick Morningstar
IAR
RR
CRD#: 4663864
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017-0758

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Christopher John Dykstra

Christopher John Dykstra

Chris John Dykstra
IAR
RR
CRD#: 4662055
CFP®: Certified Financial Planner
Location:
Maryville, IL 62062-5630

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
David Gerard Maloney

David Gerard Maloney

David G Maloney
IAR
RR
CRD#: 4411618
Location:
Chesterfield, MO 63017

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered
Geoffrey Taylor Bowers

Geoffrey Taylor Bowers

Geoffrey T Bowers
IAR
RR
CRD#: 6232489
CFP®: Certified Financial Planner
Location:
Ballwin, MO

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
13 years registered
Brandon Dennis Weisenborn

Brandon Dennis Weisenborn

Brandon Weisenborn
IAR
RR
CRD#: 5973791
CFP®: Certified Financial Planner
Location:
Manchester, MO 63011

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
15 years registered

Latest Blog Articles


Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter