Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find the Best Financial Advisors in Missouri

Are you looking for a financial advisor in Missouri? WiserAdvisor's directory listing of vetted financial advisors can assist in making your search easier. According to the U.S. News & World Report, there are approximately 9,792 personal financial advisors employed in Missouri. Finding a registered and trustworthy financial advisor in Missouri that would be best suited to assist your financial goals may be time-consuming. Within our directory are ranked fiduciary financial advisors and financial advisory firms in Missouri that are experienced in providing financial services such as financial planning, retirement planning, wealth management, Investment management, estate planning, and more. You may also choose to use the free financial advisor match tool to compare 2 to 3 screened financial advisors matched especially to your requirements.

Finding the Top Financial Advisor in Missouri

Last Updated - 27-Sep-2023

Missouri has 8 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 1361 non-vetted advisors in your local area. These financial advisors in Missouri have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Missouri mentioned below does 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 Missouri.

List of Qualified Financial Advisors in Missouri

Financial Advisor Experience AUM Minimum Assets Fee Structure
David Naert
1 N. Brentwood Blvd,
Suite 600,
Clayton, MO 63105
33 Years $500,000,000 $500,000 Fee-Based
Lisa J Hamilton
238 S Jefferson, Suite B,
Lebanon, MO 65536
6 Years Not Specified $50,000 Not Specified
Michael Marchi
1 Tea Rose Ct.,
Saint Louis, MO 63126
13 Years Not Specified $0 Fee-Based
William L. Meyer
15415 Clayton Road,
Ballwin, MO 63011
39 Years $0 $250,000 Fee-Based
Craig Toberman
1741 S Big Bend Blvd,
Saint Louis, MO 63117
12 Years Not Specified Not Specified Fee-Only
Alec Bethurum
4510 Belleview Ste 204,
Kansas City, MO 64111
25 Years $0 $500,000 Not Specified
Jared Reynolds
200 E. Southampton Dr. Ste 101,
Columbia, MO 65203
21 Years Not Specified $1,000,000 Fee-Only

Are you a Financial Advisor in Missouri?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Missouri

Qualifications CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65

Compensation/Fee Fee-Based

Office Location 1 N. Brentwood Blvd,
Suite 600,
Phone Number 314-746-2540

Office Location 1 N. Brentwood Blvd,
Suite 600,
Clayton,MO 63105
Phone Number 314-746-2540

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 & 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:

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 6489021
Firm CRD# 7069201
Series 7, 66

Compensation/Fee Commissions, Based on Assets

Office Location 238 S Jefferson, Suite B,
Phone Number 417-464-3247

My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I have been married for almost 40 years, have three adult children with careers of their own, and six grandchildren. I am committed to you while utilizing all of my resources to create a financial plan that is specific to your individual needs. I work independently and am not linked to any proprietary investments and am free to choose investments that are best suited for you. No one strategy fits everyone, which is why every client gets my undivided attention from planning, to execution, to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

About Hamilton Financial Planning, LLC

Hamilton Financial Planning, LLC

How We Work My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. My mission is for you to build a long-term relationship with me. I aim to accomplish this through education, training, integrity, and outstanding client service. I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals. I believe in thinking out of the box and am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you and your satisfaction.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 2354046
Firm CRD# 17839
Series 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 1 Tea Rose Ct.,
Saint Louis,
Phone Number 314-799-4745

As your Financial Advisor, I will work to build our relationship of trust from day one. I am available to you when you need it. I meet with clients where it is most convenient or comfortable for them. As your trusted advisor, I work for you and offer a personal approach to working together. I enjoy the relationships with my clients and helping them prepare for life events, whether expected or unexpected. We will work together to grow and preserve assets, plan for your income needs in the present as well as in retirement, discuss estate and trust planning, tax strategies, legacy planning, and generational asset transfers. We look at the entire picture in our plans. Our strategy is based on your goals and needs. Once those are identified we together monitor those in our planning software that you have access to 24/7. Different strategies are utilized and adjusted over time to accomplish your goals. When I'm not supporting my clients, I enjoy spending time with family or playing golf with my friends.

About Marchi Wealth Management Group

Marchi Wealth Management Group

Marchi Wealth Management was founded in 2013 when I joined The Investment Center, Inc. My career started over 13 years ago in 2009 with Edward Jones. It was right after the financial crisis of 2008 with the real estate bubble burst - quite an interesting time to get into financial services. After Edward Jones, I moved to a company out of San Diego called The Retirement Group. I helped build corporate relationships and their retirement plan business in the St. Louis area. I worked with companies such as Ralston Purina, Boeing and AT&T here in St. Louis. While this was exciting, I missed the one on one support of helping clients. I left the Retirement Group and started Marchi Wealth Management Group. I was back to doing what I loved, working with families and individuals through all aspects of their life changing events.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications CRD# 1018380
Firm CRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87

Compensation/Fee Fee-Based, Based on Assets

Office Location 15415 Clayton Road,
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 66, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the Broken & Beautiful Charitable 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 50 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 2008-2023 as a FIVE STAR WEALTH MANAGER in the category of "Best in Client Satisfaction Wealth Managers".

About Cutter & Company, Inc.

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:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 6306558
Firm CRD# 310346

Compensation/Fee Fee-Only, Based on Assets

Office Location 1741 S Big Bend Blvd,
Saint Louis,
Phone Number 314-783-9860

Craig Toberman is the Founder of Toberman Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.

About Toberman Wealth

Toberman Wealth

Toberman Wealth is a Fee-Only Financial Advisor in St. Louis providing retirement planning advice and fiduciary investment management. At Toberman Wealth, we believe in comprehensive financial planning that helps families achieve their goals. Our firm is a family business, and we treat our clients as part of our extended family. From our family to yours, lets create a plan to grow your wealth and bring your family closer in the process.

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

Qualifications CRD# 3197498
Firm CRD# 11111
Series 65

Office Location 4510 Belleview Ste 204,
Kansas City,
Phone Number 816-268-2233

Graduate of Colgate University. 20 Years Experience in Financial Markets serving institutional and retail clients. Passionate about creating strategies to allow individuals and families to reach their long term financial goals. Multi year experience in generating top down asset allocation models. Engaged in manager diligence and selection for both traditional and alternative third party managers to implement allocation strategies. Built and managed absolute return equity portfolios for hedge fund and individual SMA accounts. Use quantitative, fundamental and technical methodologies in constructing portfolios with superior risk adjusted returns. Focus on Large Cap Value and Micro and Small Cap Hyper and Broken Growth

About Sterneck Capital

Sterneck Capital

We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.

Qualifications CRD# 4452433
Firm CRD# 306951
Series 66

Compensation/Fee Fee-Only

Office Location 200 E. Southampton Dr. Ste 101,
Phone Number 573-875-3939

Jared grew up on Truman Lake helping out with the family business at Osage Bluff Marina & Resort. Part of his practice centers on his love of the great outdoors - focusing on the professional fishing/hunting industry. Jared got his start in financial planning right out of college. He graduated from the University of Missouri, Columbia with a bachelor's degree in Personal Financial Planning. Just 3 short years later he earned the "Certified Financial Planner" (CFP®) certification. By 2003 he had partnered with Carroll Wilkerson; both share the same values, work ethic, and desire to give back to the community. Jared is a firm believer family comes first. So when he's not working hard, he's playing hard. Jared and his wife, Nikki have three boys, Brody, Gavin, and Landon. He also likes to give back to the Boy Scouts of America, the Missouri Conservation Heritage Foundation, Ducks Unlimited, and is a lifetime member of the NRA.

About WR Wealth Planners

WR Wealth Planners

At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. The first thing we do is listen. We want to know what our clients care about most - their dreams, challenges, and concerns. Then we put together a plan using a disciplined financial planning and investment process. We show our clients the impact of their financial decisions - before they make them. We show them how to implement the plan and make adjustments if needed as their life changes. Along the way, we do everything we can to take care of them.

Customer Reviews

Top Financial Advisor Firms in Missouri (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
101 South Hanley Road Suite 1700, St. Louis, MO 63105-3787
344 207 $360,008,647,430
A percentage of AUM, Fixed fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
4500 Main Street, Kansas City, MO 64111-7709
216 448 $234,316,557,685
A percentage of AUM, Fixed fees, Performance Based
1201 Walnut St, 21st Floor, Kansas City, MO 64106
59 213 $30,734,496,748
A percentage of AUM, Fixed fees, Performance Based
10829 Olive Blvd, St Louis, MO 63141-7739
47 177 $4,924,492,902
A percentage of AUM
8000 Maryland Ave, Suite 700, St. Louis, MO 63105
25 4531 $4,559,630,505
A percentage of AUM, Performance Based
1000 Walnut Street, 15th Fl., Kansas City, MO 64106-1809
37 8 $2,944,239,455
A percentage of AUM
501 N Broadway, St Louis, MO 63102
110 3771 $1,560,825,363
A percentage of AUM, Fixed fees, Commision Based
9811 South Forty Drive, Suite 200, St Louis, MO 63124
6 346 $1,096,568,230
A percentage of AUM, Hourly charges, Fixed fees
8000 Forsyth, Suite 1200, Clayton, MO 63105-1707
37 3457 $761,503,441
A percentage of AUM
10777 Sunset Office Drive, Suite 317, Saint Louis, MO 63127-1019
8 837 $712,676,074
A percentage of AUM, Hourly charges
7800 Forsyth Blvd., 5th Floor, St. Louis, MO 63105
55 1284 $471,676,645
17295 Chesterfield Airport Road, Suite 200, St. Louis, MO 63005
5 16 $393,095,357
A percentage of AUM, Fixed fees
8500 Maryland, Avenue Suite 743, St. Louis, MO 63105
2 72 $225,048,117
A percentage of AUM, Performance Based
1415 Elbridge Payne Road, Suite 140, Chesterfield, MO 63017
3 1067 $137,540,676
A percentage of AUM
7800 Forsyth Blvd, Fifth Floor, Clayton, MO 63105
25 140 $38,985,400
A percentage of AUM

    Frequently Asked Questions

    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 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?

    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.