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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 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
Deven Andrew Holzer

Deven Andrew Holzer

Deven A Holzer
IAR
RR
CRD#: 5699125
CFP®: Certified Financial Planner
Location:
St Louis, MO 63132

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
17 years registered
John Richard Malesevich

John Richard Malesevich

J Malesevich, John Malesevich
IAR
RR
CRD#: 3166123
Location:
St Louis, MO 63122

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Craig Joseph Avenevoli

Craig Joseph Avenevoli

IAR
RR
CRD#: 3118727
Location:
St Louis, MO 63144

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Brian Michael Mcgraw

Brian Michael Mcgraw

IAR
RR
CRD#: 6032756
CFP®: Certified Financial Planner
Location:
Brentwood, MO 63144

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
14 years registered
Debra Denise Coogan

Debra Denise Coogan

Debbie Boushie
IAR
RR
CRD#: 2086379
Location:
St. Louis, MO 63126

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
David Paul Mertens

David Paul Mertens

David P Mertens
IAR
RR
CRD#: 2020834
Location:
St Louis, MO 63127

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Melissa Oge' Lenz

Melissa Oge' Lenz

Melissa Ann Lynette Oge
IAR
RR
CRD#: 2899163
Location:
St Louis, MO 63127-1552

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Sean Carl King

Sean Carl King

IAR
RR
CRD#: 3180800
Location:
Sunset Hills, MO 63127

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Ray Dean Kloppenburg

Ray Dean Kloppenburg

Ray Kloppenburg
IAR
RR
CRD#: 3229118
Location:
Richmond Heights, MO 63117

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Melinda Susan Schowengerdt

Melinda Susan Schowengerdt

Mindy Schowengerdt
IAR
RR
CRD#: 3146537
Location:
St. Charles, MO 63301

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Sarah Elizabeth Brenker

Sarah Elizabeth Brenker

Sarah Elizabeth Brenker, Sarah Elizabeth Helenschmidt
IAR
RR
CRD#: 4810320
CFP®: Certified Financial Planner
Location:
St Charles, MO 63301

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
18 years registered
Stephen Thomas Bommarito

Stephen Thomas Bommarito

Steve T Bommarito
IAR
RR
CRD#: 3177194
Location:
Dardenne Prairie, MO 63368

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Shawn Lee Gibbs

Shawn Lee Gibbs

IAR
RR
CRD#: 2882193
Location:
O Fallon, MO 63366

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Michael Dennis Sullivan

Michael Dennis Sullivan

Michael D Sullivan, Michael Dennis Sullivan
IAR
RR
CRD#: 3270961
Location:
O Fallon, MO 63366

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Patrick Timothy Conners

Patrick Timothy Conners

IAR
RR
CRD#: 5756785
CFP®: Certified Financial Planner
Location:
St Louis, MO 63141

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
16 years registered
Leland Daniel Kraus

Leland Daniel Kraus

Lee Kraus, Leland Daniel Kraus
IAR
RR
CRD#: 6183678
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63141

Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Disclosures:
Experience:
13 years registered
Andrew Thomas Briggs

Andrew Thomas Briggs

Andrew T Briggs, Andrew Thomas Briggs
IAR
RR
CRD#: 5792778
CFA: Chartered Financial AnalystCPWA®: Certified Private Wealth Advisor
Location:
St. Louis, MO 63105

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
16 years registered
Wistar White Holt JR

Wistar White Holt JR

Whitey Holt
IAR
RR
CRD#: 6139537
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63105

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

Disclosures:
Experience:
13 years registered
David Alan Parmer

David Alan Parmer

IAR
RR
CRD#: 4264928
Location:
Eureka, MO 63025

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Pamela Yvonne Sutterer

Pamela Yvonne Sutterer

Pamela Yvonne Simms, Pamela Yvonne Sutterer
IAR
RR
CRD#: 4201494
Location:
Florissant, MO 63031

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Jacob William Venetis

Jacob William Venetis

IAR
RR
CRD#: 3084400
Location:
O Fallon, MO 63368-7700

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Donna Lynn Wilson

Donna Lynn Wilson

Donna Lynn Colbert, Donna Lynn Spisak Mrs
IAR
RR
CRD#: 4223197
Location:
Wentzville, MO 63385

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Patrick Dean Morningstar

Patrick Dean Morningstar

Patrick Morningstar
IAR
RR
CRD#: 4663864
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017-0758

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 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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