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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)
Kevin W. O'bannon

Kevin W. O'bannon

Kevin Wayne Obannon, Kevin Obannon
IAR
RR
CRD#: 3260396
CFP®: Certified Financial Planner
Location:
St Louis, MO 63127

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Victor Hoangnam Hathuc

Victor Hoangnam Hathuc

PR
CRD#: 4968586
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63131

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
Andrew Robert Ishmael

Andrew Robert Ishmael

IAR
RR
CRD#: 4289550
CFP®: Certified Financial Planner
Location:
Kirkwood, MO 63122

Registered Affiliation(s):SUMMIT FINANCIAL, LLC

Disclosures:
Experience:
19 years registered
Nicholas Edward Fichter

Nicholas Edward Fichter

IAR
RR
CRD#: 4491235
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Saint Louis, MO 63122

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Paul Joseph Liberatore

Paul Joseph Liberatore

IAR
RR
CRD#: 2914774
Location:
Chesterfield, MO 63017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Diane Rene Compardo

Diane Rene Compardo

Diane Compardo
IAR
CRD#: 2838441
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63105

Registered Affiliation(s):MONETA GROUP INVESTMENT ADVISORS, LLC

Disclosures:
Experience:
29 years registered
David T. Huelster

David T. Huelster

David Theodore Huelster
IAR
RR
CRD#: 2855763
Location:
Barnhart, MO 63012

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Jeff Gerard Pratl

Jeff Gerard Pratl

Jeff Gerard Pratl, Jeff G Pratl
IAR
RR
CRD#: 2011635
Location:
Millstadt, IL 62260

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Jared Bryson Ramsey

Jared Bryson Ramsey

Jared Bryson Ramsey
IAR
RR
CRD#: 2762854
Location:
Creve Coeur, MO 63141

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Robert Lee Masterson

Robert Lee Masterson

Robert L Masterson
IAR
RR
CRD#: 4015118
Location:
Kirkwood, MO 63122

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Phillip Andrew Daniels

Phillip Andrew Daniels

Phil Daniels
IAR
CRD#: 2220724
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017

Registered Affiliation(s):BRAND ASSET MANAGEMENT GROUP, INC.

Disclosures:
Experience:
33 years registered
Sakis Sotirios Salas

Sakis Sotirios Salas

IAR
CRD#: 2981104
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63017

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

Disclosures:
Experience:
28 years registered
Timothy Joel Bushery

Timothy Joel Bushery

Tim Bushery, Timothy J Bushery
PR
CRD#: 3011850
Location:
Lavista, NE 68128

Registered Affiliation(s):SECURITIES AMERICA, INC.

Disclosures:
Experience:
28 years registered
Jonathan Charles Devers

Jonathan Charles Devers

Jonathan C Devers
IAR
RR
CRD#: 3073157
Location:
Clayton, MO 63105

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Randall Robert Stahl

Randall Robert Stahl

Randall Stahl
IAR
RR
CRD#: 3066237
Location:
Arnold, MO 63010

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Valerie Lynn Sorensen

Valerie Lynn Sorensen

Valerie Lynn Moyer
IAR
RR
CRD#: 3001910
Location:
St. Charles, MO 63301

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Stephen D Schreiber

Stephen D Schreiber

Steve D Schreiber, Stephen Daniel Schreiber
IAR
RR
CRD#: 5456530
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
St Peters, MO 63376

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
13 years registered
Todd Michael Osterhage

Todd Michael Osterhage

Todd Michael Osterhage
IAR
RR
CRD#: 3123592
Location:
Columbia, IL 62236

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Justin Miles Sincox

Justin Miles Sincox

IAR
RR
CRD#: 2998043
Location:
Washington, MO 63090

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Erin Ryan Haberkorn

Erin Ryan Haberkorn

Erin E Ryan Haberkorn, Erin Elizabeth Haberkorn, Erin Elizabeth Ryan
IAR
RR
CRD#: 4456711
CFP®: Certified Financial Planner
Location:
Sunset Hills, MO 63127-1031

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Corbin Peter Briggs

Corbin Peter Briggs

Corbin Peter Briggs, Corey Peter Briggs
IAR
RR
CRD#: 6281318
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
St. Louis, MO 63105

Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Disclosures:
Experience:
12 years registered
Jody Dean Carmack

Jody Dean Carmack

IAR
RR
CRD#: 4297352
CFP®: Certified Financial Planner
Location:
St Louis, MO 63129-1600

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered
Cole Michael Taylor

Cole Michael Taylor

IAR
RR
CRD#: 3263659
Location:
Frontenac, MO 63131

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

Disclosures:
Experience:
27 years registered
Kevin Scott Swinigan

Kevin Scott Swinigan

IAR
RR
CRD#: 3245357
Location:
St Louis, MO 63141-6727

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 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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