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Find Top Financial Advisors in Saint Louis, Missouri

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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.

Finding the Top Financial Advisor in Saint Louis, Missouri
Last Updated - 22-Jun-2022

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,
Suite 600,
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

Information on Qualified Financial Advisors in Saint Louis

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.

About One Bridge Wealth Management

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.

About Krilogy

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.

About Allworth Financial

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.

About Oppenheimer & Company

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".

About Cutter & Company, Inc.

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 (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Confluence Investment Management Llc
20 Allen Avenue, Ste 300,
Saint Louis, MO 63119
$7,762,231,795 17031 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
Alpine Private Capital, Llc
8000 Maryland Avenue , Suite 700,
Saint Louis, MO 63105
$828,669,099 200 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
Terril & Company
10777 Sunset Office Drive , Suite 317,
Saint Louis, MO 63127-1019
$712,676,074 837 A percentage of AUM
Hourly charges
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)
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
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
Step Change Advisors, Llc
22 Upper Ladue Road,
Saint Louis, MO 63124
$122,658,140 50 A percentage of AUM
Daytona Street Capital
8000 Maryland Ave , Suite 610,
Saint Louis, MO 63105
$83,106,986 122 A percentage of AUM
Performance Based
25, Llc
214 N Clay Street , Suite 210,
Saint Louis, MO 63122
$0 0 A percentage of AUM
Fixed fees

    List of Additional Advisors in Saint Louis, Missouri*

    * 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
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