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Top Financial Advisors in Clayton, Missouri

Finding the right financial advisor in Clayton 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 Clayton, 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 Clayton, MO.


Find the Best Financial Advisor Firms in Clayton:

HM CAPITAL MANAGEMENT, LLC

CRD#: 136595

RIA

Address: 8235 Forsyth Blvd Suite 540, Clayton, MO 63105

Clients: 37

Average Clients per Advisor: 4

AUM: $ 5.7B

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MATTER FAMILY OFFICE

CRD#: 106806

RIA

Address: 7711 Bonhomme Avenue Suite 400, Clayton, MO 63105

Clients: 50

Average Clients per Advisor: 1

AUM: $ 3.2B

SMITH, MOORE & CO.

CRD#: 3441

BD
RIA

Address: 7777 Bonhomme Ave., Suite 2400 Suite 2400, Clayton, MO 63105

Clients: 4,601

In Business for: 44 Years

Average Clients per Advisor: 115

AUM: $ 1.5B

Disclosures: 9

COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140

BD
RIA

Address: 8000 Forsyth Blvd Suite 1200, Clayton, MO 63105-1707

Clients: 3,467

In Business for: 40 Years

Average Clients per Advisor: 123

AUM: $ 650M

Disclosures: 4

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774

RIA

Address: 130 S Bemiston Avenue Suite 602, Clayton, MO 63105

Clients: 248

Average Clients per Advisor: 41

AUM: $ 646M

FOUNDATION WEALTH MANAGEMENT, LLC

CRD#: 127134

RIA

Address: 168 N. Meramec Ave Suite 100, Clayton, MO 63105

Clients: 176

Average Clients per Advisor: 58

AUM: $ 478M

How We Chose the Top Financial Advisors in Clayton, Missouri

To create this list of top financial advisor firms in Clayton, 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 Clayton has to offer.

Search Financial Advisors in Clayton, Missouri


Name or CRD#
Location:
Firm name (optional)
Jeffery Scott Meyer

Jeffery Scott Meyer

IAR
RR
CRD#: 1034224
CFP®: Certified Financial Planner
Location:
Saint Louis, MO 63141

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
44 years
Barbara Callery Archer

Barbara Callery Archer

Barbara M Callery
IAR
RR
CRD#: 1146285
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63144

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
43 years
Mark Louis Merlotti

Mark Louis Merlotti

IAR
RR
CRD#: 1251289
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63110

Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.

Disclosures:
Experience:
42 years
Patrick Bernard Aydt

Patrick Bernard Aydt

IAR
RR
CRD#: 1330478
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
42 years
Thomas Gerard Briggs

Thomas Gerard Briggs

IAR
RR
CRD#: 1049261
AIF®: Accredited Investment Fiduciary
Location:
St. Louis, MO 63105

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

Disclosures:
Experience:
44 years
Sarah Jane Arendell

Sarah Jane Arendell

Sarah Jane Arendell, Sarah Jane Demond, Sarah Demond
IAR
RR
CRD#: 1625640
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Columbia, IL 62236-1415

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
39 years

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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.

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