Saint Louis, Missouri has a cityscape adorned by the iconic Gateway Arch. Saint Louis is also known as the Gateway to the West. Located where the Missouri River and Mississippi River merge, the Saint Louis metropolitan area is the 20th most populated metropolitan area in the country. The cost of living in Saint Louis is 6% lower than the national average and is the 9th lowest in the entire country. With this low cost of living and extremely affordable housing, using the services of a financial advisor could prove to be beneficial to taking advantage and securing your financial future. There are over 3,200 financial advisors in Saint Louis, so finding the right financial advisor out of all of those advisors could prove to be a difficult task. We at WiserAdvisor can make this process a lot easier on you! We have connected thousands of people like you to vetted financial advisors that work for their specific financial needs.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Saint Louis, Missouri.
Saint Louis
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
36
non-vetted advisors in your local area. These financial advisors in
Saint Louis
,
Missouri
have an average of
17
years of experience.
NOTE: The list of financial
advisors in
Saint Louis
,
Missouri
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Saint Louis
,
Missouri
.
Qualified Financial Advisors in Saint Louis, Missouri | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
John C. Wahl
CFP®, ChFC® ONE BRIDGE WEALTH MANAGEMENT 230 South Bemiston Avenue, Suite 910, Saint Louis, MO 63105 |
6 | Not Specified | $500,000 | Fee-Based |
Ryan Powers
CFP® KRILOGY 275 N. Lindbergh Blvd., Suite 20, Saint Louis, MO 63141 |
13 | Not Specified | 100,000 | Fee-Only |
Dexter Lamb
ALLWORTH FINANCIAL 3 Cityplace Dr Suite 290, Saint Louis, MO 63141 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
David Naert
OPPENHEIMER & COMPANY 1 N. Brentwood Blvd, Clayton, MO 63105 |
33 | $500,00,000 | $500,000 | Fee-Based |
William L. Meyer
Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary® (AIF) CUTTER & COMPANY, INC. 15415 Clayton Road, Ballwin, MO 63011 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5833997
FirmCRD# 8032
Series 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions
Office Location
230 South Bemiston Avenue, Suite 910,
Saint Louis,
MO
63105
Phone Number
314-924-8009
John helps his clients invest smarter, reduce taxes, and optimize growth and income to help them achieve their goals and live the life they want. As a CERTIFIED FINANCIAL PLANNER ™professional and a Chartered Financial Consultant®, he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with high net worth families and business owners. Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies. A St. Louis native, John received his Economics degree and MBA from Ole Miss, and his CFP® and ChFC® designations from The American College. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also the main objective for co-founding One Bridge Wealth Management: to continuously improve the financial lives of clients and the services delivered to them. John lives with his wife and two sons in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors. Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.
Here at One Bridge, we provide a comprehensive array of wealth management solutions to high net worth individuals and families. We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We start by examining the different areas of your financial life: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning. Then, we create a comprehensive plan: By exploring each area above in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future. From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals. John Wahl is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Wahl is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Wahl is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Wahl is required to act in a fiduciary capacity.
More information is available in Commonwealth’s Form CRS.Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5286074
FirmCRD# 149046
Series 66
Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly
Office Location
275 N. Lindbergh Blvd., Suite 20,
Saint Louis,
MO
63141
Phone Number
314-884-2818
Ryan started his career in the financial services industry in 2007. Ryan brings a passion for serving clients with a comprehensive approach to their wealth management plans. He focuses his practice on high-net-worth individuals who require a sophisticated level of financial, tax and estate planning, ensuring that they're ready for whatever decisions they may face as they journey throughout their financial lives. Ryan earned a B.S. in Business Economics and Finance from Southern Illinois University Edwardsville. Ryan holds his CERTIFIED FINANCIAL PLANNER designation from Certified Financial Planner Board of Standards, an advanced credential which involves a rigorous course of study followed by a six-hour examination and continuing education requirements. Ryan and his wife Tara enjoy traveling, hiking, golf and spending time with family, friends and their two dogs.
The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: -Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. -Abundance: Going beyond the financial plan to guide you to financial independence and well-being. -Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life's changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team's knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you're ready.
Qualifications
CRD# 7100486
FirmCRD# 111167
Compensation/Fee Fee-Based
Office Location
3 Cityplace Dr Suite 290,
Saint Louis,
MO
63141
Phone Number
888-242-6766
Dexter Lamb is a financial advisor in Allworths St. Louis, Missouri, office. He is a native of Holland, Michigan, and a proud graduate of Central Michigan University where he earned a Bachelor of Science degree in Entrepreneurship. When asked why he chose a career as an advisor, he said, I love the power of financial planning, and the freedom it can provide to those who have worked hard to get here. The father of three active boys, in his spare time, Dexter focuses on outdoor activities such as swimming, hiking, and playing golf.
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 1532335
Series 4, 6, 7, 23, 63, 65
Compensation/Fee Fee-Based
Office Location
1 N. Brentwood Blvd,
Suite 600,
Clayton,
MO
63105
Phone Number
314-746-2540
Licensed in the following state(s)*: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning
Qualifications
CRD# 1018380
FirmCRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87
Compensation/Fee Fee-Based, Based on Assets
Office Location
15415 Clayton Road,
Ballwin,
MO
63011
Phone Number
636-537-8770
William L. Meyer, AIF, CLU, ChFC, William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 58, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the National Association of Insurance and Financial Advisors Board - St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading. In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 40 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses, also holds the following securities licenses; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008, 2009, 2010, 2011, 2012, 2013, & 2014 as a FIVE STAR WEALTH MANAGER in the category of "Best in Client Satisfaction Wealth Managers".
Providing Resources That Offer Investors the Freedom of Financial Security Located in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits. Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Businesses, Insurance Planning
Top Financial Advisor Firms in Saint Louis, Missouri | |||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Terril & Company
10777 Sunset Office Drive , Suite 317, Saint Louis, MO 63127-1019 |
$712,676,074 | 837 |
A percentage of AUM Hourly charges |
Brady Family Wealth, Llc
1401 South Brentwood Blvd. , Suite 880, Saint Louis, MO 63144 |
$256,304,066 | 210 |
A percentage of AUM Hourly charges Fixed fees |
25, Llc
214 N Clay Street , Suite 210, Saint Louis, MO 63122 |
$0 | 0 |
A percentage of AUM Fixed fees |
Alpine Private Capital, Llc
8000 Maryland Avenue , Suite 700, Saint Louis, MO 63105 |
$828,669,099 | 200 |
A percentage of AUM Fixed fees |
Daytona Street Capital
8000 Maryland Ave , Suite 610, Saint Louis, MO 63105 |
$83,106,986 | 122 |
A percentage of AUM Performance Based |
Saxony Capital Management, Llc
11152 S Towne Square, Saint Louis, MO 63123 |
$369,830,058 | 845 |
A percentage of AUM Hourly charges Fixed fees Performance Based Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER) |
Mccartney Wealth Management Llc
8777 Big Bend Blvd , Suite A, Saint Louis, MO 63119-3778 |
$140,921,825 | 349 |
A percentage of AUM Fixed fees |
Plancorp, Llc
540 Maryville Centre Drive , Suite 105, Saint Louis, MO 63141-5829 |
$6,077,964,861 | 6116 |
A percentage of AUM Hourly charges Fixed fees |
Step Change Advisors, Llc
22 Upper Ladue Road, Saint Louis, MO 63124 |
$122,658,140 | 50 |
A percentage of AUM |
Confluence Investment Management Llc
20 Allen Avenue, Ste 300, Saint Louis, MO 63119 |
$7,762,231,795 | 17031 |
A percentage of AUM Fixed fees |
Conway Investment Research, Llc
165 North Meramec , Suite 210, Saint Louis, MO 63105 |
$822,483,194 | 7 |
A percentage of AUM Fixed fees Performance Based |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Blueprint For Wealth LLC Inquire with Blueprint |
5351 Murdoch Ave, Saint Louis, MO 63109 | 314-405-2811 |
Future Legacy Advisors Inquire with Future |
9859 Big Bend Blvd, Ste 105, Saint Louis, MO 63122 | 314-720-2166 |
SVW Wealth Management Inquire with SVW |
12400 Olive Blvd, Ste 307, Saint Louis, MO 63141 | 314-744-4007 |
Jennifer Wilson Inquire with Jennifer |
12400 Olive Blvd, Ste 307, Saint Louis, MO 63141 | 314-744-4007 |
John Steurer Inquire with John |
9859 Big Bend Blvd, Ste 105, Saint Louis, MO 63122 | 314-720-2168 |
John Adams Inquire with John |
9859 Big Bend Blvd, Ste 105, Saint Louis, MO 63122 | 314-720-2167 |
Kevin Swinigan Inquire with Kevin |
622 Emerson Rd, Ste 220, Saint Louis, MO 63141 | 314-576-2111 |
Meyer, Younger & Associates Inquire with Meyer, |
12935 N Outer Forty Dr, Ste 108, Saint Louis, MO 63141 | 314-858-1114 |
David Floeh Inquire with David |
9859 Big Bend Blvd, Ste 105, Saint Louis, MO 63122 | 314-720-2165 |
Nick Fichter Inquire with Nick |
9859 Big Bend Blvd, Ste 105, Saint Louis, MO 63122 | 314-720-2164 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?