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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

Find an Advisor

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)
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
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
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
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
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
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
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
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
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
Thomas Jason Cowell

Thomas Jason Cowell

Tom Jason Cowell, Thomas Cowell
IAR
RR
CRD#: 5236045
CFP®: Certified Financial Planner
Location:
Glen Carbon, IL 62034

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
19 years registered
Kenneth W Harmon

Kenneth W Harmon

Kenneth W Harmon, Kenneth W. Harmon
IAR
RR
CRD#: 2499608
Location:
Bethalto, IL 62010

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Jason Haynes Clayton

Jason Haynes Clayton

Jason Jaynes Clayton
IAR
RR
CRD#: 2430910
CFP®: Certified Financial Planner
Location:
St Louis, MO 63123

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
James Donald Maher

James Donald Maher

Jim Maher
IAR
RR
CRD#: 2326090
AIF®: Accredited Investment Fiduciary
Location:
Swansea, IL 62226

Registered Affiliation(s):ARCHFORD CAPITAL STRATEGIES, LLC

Disclosures:
Experience:
29 years registered
Laura K Lueken

Laura K Lueken

Laura Katherine Mazzarese, Laura Katheribne Stabbs, Laura Katherine Stabbs
IAR
RR
CRD#: 2303746
Location:
Frontenac, MO 63131

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

Disclosures:
Experience:
31 years registered
Todd Joseph Baebler

Todd Joseph Baebler

IAR
RR
CRD#: 3243950
CFP®: Certified Financial Planner
Location:
Creve Coeur, MO 63141

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
21 years registered
Tedd Raymond Schlereth

Tedd Raymond Schlereth

IAR
RR
CRD#: 2620232
Location:
Sunset Hills, MO 63127-1031

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Gary Douglas Kulik

Gary Douglas Kulik

Gary D Kulik
IAR
RR
CRD#: 2569058
Location:
Chesterfield, MO 63017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Liesl Livingston Miller

Liesl Livingston Miller

Liesl M Livingston, Liesl Livingston, Liesl M Livingston Miller, Livingston Livingston Miller, Liesl Livingston-Miller
IAR
RR
CRD#: 4938139
CFP®: Certified Financial Planner
Location:
Clayton, MO 63105

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

Disclosures:
Experience:
21 years registered
Jeffrey Michael Rogers

Jeffrey Michael Rogers

IAR
RR
CRD#: 4491577
CFP®: Certified Financial Planner
Location:
St Peters, MO 63376

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
21 years registered
Thomas Michael Egan

Thomas Michael Egan

Thomas Michael Egan Jr
IAR
RR
CRD#: 2660073
Location:
Belleville, IL 62223-5007

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
31 years registered

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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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