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2024

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Best Financial Advisors in St. Louis, MO

Our Recommended Top 19

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored St. Louis Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

100Reviewed

67Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

1741 S Big Bend Blvd, St. Louis, MO 63117
WebsiteLicense: 310346

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Toberman Becker Wealth is a fee-only financial advisor in St. Louis providing retirement planning advice and fiduciary investment management. Its team believes in comprehensive financial planning that helps families achieve their goals. As a family business, Toberman Becker Wealth treats clients as part of its extended family. Its Certified Financial Planners and Chartered Financial Analysts help closely held enterprises grow their wealth and bring members closer in the process by building strategies for financial, succession, and exit planning.

  • Estate Planning
  • Financial Planning
  • Personal Wealth Advisor
  • Comprehensive Financial Planning
  • Investment Management
  • Certified Financial Analyst (CFA)
  • Retirement Planning
  • Financial Planner
  • Pre-Retirement Planning
  • Certified Financial Planner (CFP)
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

St. Louis, MO
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

12444 Powerscourt, Suite 200, St. Louis, MO 63131

Expertise.com Rating

Review Sources

Google
5.0 (7)
Yelp
5.0 (1)

Why choose this provider?

The Chamberlin Group is a team of tax and wealth planners who came together in 2002 to serve clients throughout St. Louis. The group provides retirement, tax, estate, financial, and income planning services. It assists individuals in tax and income decision-making to help secure retirement and a fiscal future. It guides in tax preparation, offers investment advice, and provides access to holistic financial planning services, which consider each person's current status and goals. The Chamberlin Group contributes to charities like Toys for Tots and Soles4Souls.

  • Certified Financial Planner (CFP)
  • Tax Planning

Manchester, MO 63021

Expertise.com Rating

Review Sources

Google
4.0 (1)

Why choose this provider?

The Yanker Group is a Manchester business that has been serving clients for over 31 years. The business’ services include financial planning, retirement income planning, education planning, career transition planning, asset protection planning, legacy planning, and investment planning. The Yanker Group provides fee-only services that are customized to each client. Scott W. Yanker is the President and a Certified Financial Planner. He was named St. Louis Magazine’s Five Star Wealth Manager in 2010, 2011, 2012, 2013, and 2014. The Yanker Group is accredited by the Better Business Bureau and has an A+ rating.

O'Fallon, MO 63366

Expertise.com Rating

Review Sources

Google
4.5 (23)

Why choose this provider?

Renaud & Company is a financial advisory firm based in O'Fallon. The company is run by financial advisor Matt Renaud, a credentialed professional who has served clients since 1998. The firm's overall goal is to help clients manage multiple aspects of their financial health. Clients receive wealth management and financial planning services, including investment planning, retirement planning, and annuity planning. The firm also helps with life insurance planning strategies by providing clients with multiple options designed to meet their unique situations.

St. Louis, MO 63132

Expertise.com Rating

Why choose this provider?

B.E.S.T. Wealth Management understands that many people don't have a plan for their finances. As a result, they specialize in creating customized plans with specific steps to follow so people can enjoy life and know they're on the right track.

319 North 4th Street, St. Louis, MO 63102

Expertise.com Rating

Review Sources

Google
4.0 (29)

Why choose this provider?

THORNTON Financial LLC helps St. Louis residents achieve short- and long-term financial goals through various steps. These actions include cash flow management, investment strategy, and retirement planning. Also specializing in tax compliance, the firm assists individuals and businesses in tax return preparation and IRS tax debt settlement. Its practitioner, Jayson M. Thornton, is a Certified Financial Planner. He has received various awards and nominations, including being part of the 50 Under 50 Black Financial Advisors presented by the Association of African American Financial Advisors.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

130 South Bemiston Avenue, Clayton, MO 63105

Expertise.com Rating

Why choose this provider?

Established in 2018, Correct Capital Wealth Management is an independent financial advisory firm that caters to individuals and businesses in St. Louis and the surrounding communities. It helps clients create plans for education savings, insurance policies, real estate transactions, retirement, and tax events. The staff at Correct Capital Wealth Management includes an Accredited Investment Fiduciary, a Certified Financial Planner, and a Certified Retirement Counselor who bring more than 75 years of combined experience in the industry.

  • Certified Financial Planner (CFP)

14567 North Outer 40 Road, Chesterfield, MO 63017

Expertise.com Rating

Why choose this provider?

Michele Clark CFP, CRPC, is a financial advisor that serves St. Louis. Clark can guide clients about investment and retirement planning, financial goal setting, insurance needs analysis, and pension options. She can also assist clients in creating and building wealth through portfolio appropriation strategies, improvement of tax returns, and social security maximization techniques. Clark has been helping families and individuals with their finances for more than 25 years. She is a knowledge resource for The Wall Street Journal and Forbes.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

101 South Hanley Road, Clayton, MO 63105

Expertise.com Rating

Why choose this provider?

Dew Wealth Strategies, LLC, is a financial advisory firm that serves businesses, professionals, and retirees in St. Louis and the surrounding areas. It offers a wide range of services, including asset allocation, estate planning, financial statements analysis, retirement distributions, and risk management. Jason B. Woods, the managing partner, is a financial advisor who has been working in the industry since 1997. He holds various designations, including Certified Financial Planner and Certified Fund Specialist. Woods is also a member of Mensa.

  • Certified Financial Planner (CFP)

8860 Ladue Road, St. Louis, MO 63124

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Clayton Investment Associates is a financial advisory firm that serves the St. Louis metro. It helps clients reach their financial goals through financial planning, investment management, and insurance planning. Its team of advisors provides strategies in areas such as business planning, estate planning, education planning, and asset allocation. Moreover, it also handles debt management, cost basis tracking, and purchase analysis. Managing director Brent Sutter has over 20 years of experience and is a Certified Investment Management Analyst.

  • Certified Financial Planner (CFP)

2085 Blue Stone Drive, Saint Charles, MO 63303

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Axius Financial is a full-service firm that assists St. Louis individuals, families, and business owners in realizing their financial goals. The firm builds the client’s portfolio by prioritizing their needs and understanding their risk tolerance. It also offers wealth management services, including short-term financial goals. The firm, moreover, provides insurance for specific needs, including disability, long-term care, and life insurances. Business owners can also seek retirement plan advisories. The founder, Jeff Locker, holds the Chartered Financial Consultant designation.

  • Certified Financial Planner (CFP)

501 North Broadway, St. Louis, MO 63102

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Stifel is a full-service global wealth management and investment banking firm that serves clients in St. Louis. Since 1890, the firm has been providing a wide range of financial services, such as securities brokerage, trading, research, investment banking, and advisory. Stifel helps individuals and families build, preserve, and pass their wealth. The firm also offers its services to public and private institutions. Stifel has 400 offices across the US and in Europe. It is also a member of the New York Stock Exchange.

  • Tax Planning

8008 Carondelet Avenue, Clayton, MO 63105

Expertise.com Rating

Why choose this provider?

Conversion Financial Services is a wealth and investment advisory firm located in St. Louis. Included in its line of services is financial planning which covers preparing and analyzing financial statements and developing, implementing, and monitoring recommendations according to clients' financial goals. Furthermore, the company provides wealth management assistance which involves addressing concerns regarding 529 plans and 401(k) allocations. Conversion Financial Services' founder, Mike Dorigan, established the company after a negative financial planning experience with a broker.

  • Estate Planning

8770 Rose Avenue, Brentwood, MO 63144

Expertise.com Rating

Why choose this provider?

Fidelis is a financial advisory firm catering to the St. Louis metro. It builds comprehensive financial plans that include the clients' investments, taxes, insurance, and estate planning. Its team comprises Certified Financial Planners Jack D. White and Jeffrey M. Laughlin. Jack earned his designation in 1997 and has served as an instructor for CFP review courses for 10 years, while Jeff previously worked as a retirement manager handling plans worth over $200M in assets before joining the firm.

  • Certified Financial Planner (CFP)

12818 Daylight Circle, Des Peres, MO 63131

Expertise.com Rating

Why choose this provider?

Paradigm Financial Advisors, LLC, caters to clients in the St. Louis area. It offers different financial planning services to prepare individuals for financial challenges and to protect their future from risks. These services include investment management, business succession, wealth, and proactive tax and estate planning. The company's CEO, James T. Reding, holds a Juris Doctor degree and has been in the financial industry for over 25 years. Reding also volunteers for the Sisters of the Most Precious Blood.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

4622 Macklind Avenue, St. Louis, MO 63109

Expertise.com Rating

Why choose this provider?

Precision Wealth Strategies is a financial advising firm that serves St. Louis. It offers a broad range of financial planning and investment services, including liquidity management, tax reduction strategies, business continuation, and strategic investment planning. Darin Robinson, the company's CEO and founder, has professional degrees in various disciplines, such as marketing and management. Prior to starting the firm, he worked with WorldCom and Qwest executive teams to develop finance and marketing strategies. He also founded nine companies, including Precision Wealth Strategies and Precision Healthcare.

  • Certified Financial Planner (CFP)

325 Rue Saint Francois, Florissant, MO 63031

Expertise.com Rating

Why choose this provider?

Steve Robbins, CFP is a team of financial advisors serving clients in St. Louis. They help people plan their retirement, estate, and eldercare. The advisors also find strategies for maximizing Social Security benefits and higher education plans for clients' grandchildren. Steve Robbins has been a Certified Financial Planner since 1985. He was awarded the Financial Professional Seal from DALBAR. Since 1987, Steve has been a member of the Financial Planning Association.

  • Estate Planning

4931 Lindell Boulevard, St. Louis, MO 63108

Expertise.com Rating

Why choose this provider?

The West End Advisory Group is a financial advising company that offers its services to individuals and business owners in St. Louis and the surrounding areas. It offers a broad range of solutions, including wealth management, accounting and tax planning, retirement plan consulting, and insurance and group benefits. The firm's certified financial planners help clients define their goals and evaluate their current situations before recommending solutions and creating customized strategies to grow and protect their wealth.

  • Certified Financial Planner (CFP)
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Toberman Becker Wealth
1741 S Big Bend Blvd, St. Louis, MO 63117Fee-Only Financial Advisory Firm
SmartAdvisor by SmartAsset
St. Louis, MOFree Consultation
The Chamberlin Group
12444 Powerscourt, Suite 200, St. Louis, MO 63131
The Yanker Group
Manchester, MO 63021
Renaud & Company
O'Fallon, MO 63366
B.E.S.T. Wealth Management, LLC
St. Louis, MO 63132
THORNTON Financial LLC
319 North 4th Street, St. Louis, MO 63102
Correct Capital Wealth Management
130 South Bemiston Avenue, Clayton, MO 63105
Michele Clark CFP, CRPC
14567 North Outer 40 Road, Chesterfield, MO 63017
Dew Wealth Strategies, LLC
101 South Hanley Road, Clayton, MO 63105
Clayton Investment Associates
8860 Ladue Road, St. Louis, MO 63124
Axius Financial
2085 Blue Stone Drive, Saint Charles, MO 63303
Stifel
501 North Broadway, St. Louis, MO 63102
Conversion Financial Services
8008 Carondelet Avenue, Clayton, MO 63105
Fidelis
8770 Rose Avenue, Brentwood, MO 63144
Paradigm Financial Advisors, LLC
12818 Daylight Circle, Des Peres, MO 63131
Precision Wealth Strategies
4622 Macklind Avenue, St. Louis, MO 63109
Steve Robbins, CFP
325 Rue Saint Francois, Florissant, MO 63031
West End Advisory Group
4931 Lindell Boulevard, St. Louis, MO 63108

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much does it cost to engage the services of a financial advisor in St. Louis?

    The price of consulting a financial advisor in St. Louis varies depending on your unique needs, the advisor's fee structure, the time frame for making investments, and the quantity of your assets. Some advisors charge a percentage of the overall assets they manage, often between 1% and 1.05%. Others may charge a fixed rate, varying between $5,000 and $50,000, depending on their particular requirements and expertise.

  • Are there any age restrictions in St. Louis for opening a Roth IRA?

    A Roth IRA in St. Louis provides tax-free withdrawals in retirement with no age restrictions. You can open it at any time, even after age 60. As long as you have an income, you can contribute to a Roth IRA indefinitely. However, there are income limits that determine eligibility for opening or contributing to an account.

  • What advantages does a financial plan offer in St. Louis?

    A financial plan in St. Louis offers several benefits:

    • Provides expert analysis and recommendations for key financial areas like cash flow, retirement, taxes, education, debt, and insurance.
    • Organizes your financial information effectively.
    • Highlights any deficiencies in your financial situation.
    • Helps you understand the likely outcomes of your current financial path.
    • Provides a clear path to monitor and evaluate your progress toward achieving your goals over an extended period.
    • Specifies the necessary actions to achieve your goals.
  • How long can you keep your funds in a retirement account in St. Louis?

    In St. Louis, it is generally not possible to retain funds in retirement accounts indefinitely. Most retirement funds require withdrawals beginning at age 73, even if you don't need the money yet. This is referred to as required minimum distribution. RMDs are mandatory due to the pretax nature of many retirement accounts, implying that the funds you contribute have not yet been subjected to taxation. Allowing unlimited retention of funds would prevent the government from taxing them.

  • What differentiates an investment from an expense in St. Louis?

    In St. Louis, expenses use money, time, or resources, while investments anticipate a return. Despite having the same goal of obtaining products or services, their objectives and results vary. The nature of the acquired asset determines whether it is classified as an expense or an investment. An expense provides benefits right away and often has a useful life of less than a year. In contrast, an investment offers long-term advantages and durability.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.