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
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
WELLS FARGO CLEARING SERVICES, LLC
CRD#: 19616
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
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
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
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
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
Angela Marie Bulgarelli
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terri Elizabeth Beaty
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Natalea Renee Simmons
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Carol Jean Fassler
Registered Affiliation(s):EDWARD JONES
Jeffrey Scot Wilson
Registered Affiliation(s):EDWARD JONES
Carolynn Vasel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Asma Usmani
Registered Affiliation(s):EDWARD JONES
Lon W Broske
Registered Affiliation(s):OSAIC WEALTH, INC.
Stephanie L Mcfadden
Registered Affiliation(s):EDWARD JONES
Daniel James Marsh
Registered Affiliation(s):EDWARD JONES
John James Caruso
Registered Affiliation(s):EDWARD JONES
Robert Thomas Halterman
Registered Affiliation(s):EDWARD JONES
Jacob C Allen
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Joan Denise Malloy
Registered Affiliation(s):MAI CAPITAL MANAGEMENT, LLC
Todd Thomas Gilmore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Paul Hughes
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jennifer Sue Barbey
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan David Seibel
Registered Affiliation(s):EDWARD JONES
Jonathan Noel Fish
Registered Affiliation(s):EDWARD JONES
Gregory Alan Myers
Registered Affiliation(s):EDWARD JONES
Scott Austin Lenz
Registered Affiliation(s):EDWARD JONES
Philip Lance Wellman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Joseph Puricelli
Registered Affiliation(s):EDWARD JONES
Benjamin Earl Waggoner
Registered Affiliation(s):EDWARD JONES
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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