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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: 41 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)
John Joseph Puricelli

John Joseph Puricelli

IAR
RR
CRD#: 1937596
Location:
Chesterfield, MO 63017

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
36 years registered
Benjamin Earl Waggoner

Benjamin Earl Waggoner

IAR
RR
CRD#: 3200850
CFP®: Certified Financial Planner
Location:
New Melle, MO 63365

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Karen J Mariani

Karen J Mariani

Karen J Mariani, Karen Janelle Scully, Karen Janelle Scully-Mariani, Karen Janelle Scullymariani
IAR
RR
CRD#: 2371418
CFP®: Certified Financial Planner
Location:
Manchester, MO 63021-6609

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Gregory Dean Kraus

Gregory Dean Kraus

Greg Dean Kraus
IAR
RR
CRD#: 2398266
Location:
Clayton, MO 63105

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

Disclosures:
Experience:
33 years registered
Steven Robert Heeley

Steven Robert Heeley

Steve Heeley
IAR
RR
CRD#: 2140890
Location:
Webster Groves, MO 63119

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
35 years registered
Tom Alan Reynolds

Tom Alan Reynolds

Tom Alan Reynolds
IAR
RR
CRD#: 2109425
Location:
Chesterfield, MO 63017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Neil W. Goodwin

Neil W. Goodwin

Neil Wayne Goodwin
IAR
RR
CRD#: 2187461
Location:
Troy, IL 62294

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
35 years registered
Mark Alan Caselton

Mark Alan Caselton

IAR
RR
CRD#: 2202010
Location:
St Louis, MO 63124

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
34 years registered
Bradley Dean Stiegemeier

Bradley Dean Stiegemeier

IAR
RR
CRD#: 2263074
Location:
Saint Louis, MO 63141

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
Brian Thomas Dentinger

Brian Thomas Dentinger

IAR
RR
CRD#: 2202017
Location:
Sunset Hills, MO 63127

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
34 years registered
Michael Loren Moeller

Michael Loren Moeller

Mike Moeller
IAR
RR
CRD#: 2605889
Location:
Chesterfield, MO 63017

Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Disclosures:
Experience:
31 years registered
Brent Edward Mannebach

Brent Edward Mannebach

IAR
RR
CRD#: 4206584
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
Jonathan Ray Clements

Jonathan Ray Clements

Jonathan Clements
IAR
RR
CRD#: 4628462
CFP®: Certified Financial Planner
Location:
St Louis, MO 63126

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Edward J. Holt

Edward J. Holt

Ed Holt, Edward James Holt
IAR
RR
CRD#: 2253064
Location:
St Louis, MO 63128-2245

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Michele Rene' Clark

Michele Rene' Clark

Michele R Clark, Michele Rene Clark, Michele Rene Schott, Michele Schott
IAR
CRD#: 2318155
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63017

Registered Affiliation(s):ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Disclosures:
Experience:
33 years registered
Daniel William Klug

Daniel William Klug

IAR
RR
CRD#: 4514482
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63005

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Brian A. Beam

Brian A. Beam

Brian Allen Beam
IAR
RR
CRD#: 2367102
Location:
Lake St Louis, MO 63367

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
Matthew Charles Harris

Matthew Charles Harris

Matt Charles Harris, Matthew Charles Harris
IAR
RR
CRD#: 4623255
CFP®: Certified Financial Planner
Location:
Lake St Louis, MO 63367-2592

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Mark Joseph Reed

Mark Joseph Reed

IAR
CRD#: 1585379
Location:
St. Louis, MO 63105

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
40 years registered
Michael R. Smith

Michael R. Smith

Michael Richard Smith, Mike Smith
IAR
RR
CRD#: 2493832
Location:
St Louis, MO 63144

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Henry Budd

Henry Budd

Hal Budd, Henry Ahlborn Budd Iii, Henry Ahlborn Budd
IAR
RR
CRD#: 2477495
Location:
Ladue, MO 63124

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Michelle Lynn Chapman

Michelle Lynn Chapman

Michelle Chapman, Michelle Lynn Obrecht
IAR
RR
CRD#: 5240793
CFP®: Certified Financial Planner
Location:
St Louis, MO 63128

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
19 years registered
Joseph Andrew Rosenbaum

Joseph Andrew Rosenbaum

IAR
RR
CRD#: 2390144
Location:
Chesterfield, MO 63017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Patrick Michael Mcmanus

Patrick Michael Mcmanus

Pat Michael Mcmanus
IAR
RR
CRD#: 2483572
Location:
Oakville, MO 63129

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered

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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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