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Top Financial Advisors in St. Louis, Missouri

Finding the right financial advisor in St. Louis 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 St. Louis, 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 St. Louis, MO.


Find the Best Financial Advisor Firms in St. Louis:

EDWARD JONES

CRD#: 250

BD
RIA

Address: 12555 Manchester Road, St. Louis, MO 63131

Clients: 3,197,890

In Business for: 85 Years

Average Clients per Advisor: 143

AUM: $ 825.0B

Disclosures: 312

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WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BD
RIA

Address: One North Jefferson Avenue Mail Code: H0004-063, St. Louis, MO 63103-2205

Clients: 806,320

In Business for: 23 Years

Average Clients per Advisor: 94

AUM: $ 524.9B

Disclosures: 471

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BD
RIA

Address: One North Jefferson Avenue Mail Code: H0004-063, St. Louis, MO 63103

Clients: 151,510

In Business for: 23 Years

Average Clients per Advisor: 87

AUM: $ 103.1B

Disclosures: 69

MONETA GROUP INVESTMENT ADVISORS, LLC

CRD#: 104727

RIA

Address: 100 South Brentwood Blvd., St. Louis, MO 63105

Clients: 2,486

Average Clients per Advisor: 13

AUM: $ 30.7B

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936

BD
RIA

Address: One North Brentwood Blvd, Suite 850 Suite 850, St. Louis, MO 63105

Clients: 25,710

In Business for: 18 Years

Average Clients per Advisor: 60

AUM: $ 11.3B

Disclosures: 2

RUBINBROWN ADVISORS LLC

CRD#: 116909

RIA

Address: One North Brentwood Suite 1100, St. Louis, MO 63105

Clients: 361

Average Clients per Advisor: 16

AUM: $ 2.1B

How We Chose the Top Financial Advisors in St. Louis, Missouri

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

Search Financial Advisors in St. Louis, Missouri


Name or CRD#
Location:
Firm name (optional)
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
Janet Mary Bone

Janet Mary Bone

Janet H Becker, Janet Mary Becker, Janet M. Bone, Janet M Henrichs, Janet Mary Henrichs
IAR
RR
CRD#: 1449798
CFP®: Certified Financial Planner
Location:
O'fallon, IL 62269

Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.

Disclosures:
Experience:
40 years
Deborah Jo Czerwonka

Deborah Jo Czerwonka

Deborah Jo Walk
IAR
RR
CRD#: 1960849
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Fenton, MO 63026-2920

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
37 years
Jeffery Carl Mckay

Jeffery Carl Mckay

Jeffery Carl Mckay, Jeffery Mckay, Jeffrey Carl Mckay
IAR
RR
CRD#: 1845071
CFP®: Certified Financial Planner
Location:
Concord Village, MO 63123

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
38 years
Thomas Andrew Burke

Thomas Andrew Burke

Tom Burke
IAR
RR
CRD#: 2274702
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Ste 225, MO 63017

Registered Affiliation(s):ARBOR POINT ADVISORS

Disclosures:
Experience:
34 years
Mark Gerard Finke

Mark Gerard Finke

IAR
RR
CRD#: 2345661
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
St. Louis, MO 63127

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
33 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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