AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Missouri > St. Louis

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: H0004-05e, St. Louis, MO 63103-2205

Clients: 675,718

In Business for: 23 Years

Average Clients per Advisor: 80

AUM: $ 606.0B

Disclosures: 488

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BD
RIA

Address: One North Jefferson Avenue Mail Code: H0004-05e, St. Louis, MO 63103-2205

Clients: 200,234

In Business for: 23 Years

Average Clients per Advisor: 88

AUM: $ 197.4B

Disclosures: 74

MONETA GROUP INVESTMENT ADVISORS, LLC

CRD#: 104727

RIA

Address: 100 South Brentwood Blvd., St. Louis, MO 63105

Clients: 2,686

Average Clients per Advisor: 12

AUM: $ 42.8B

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936

BD
RIA

Address: One North Brentwood Blvd, Suite 850 Suite 850, St. Louis, MO 63105

Clients: 29,441

In Business for: 17 Years

Average Clients per Advisor: 67

AUM: $ 15.7B

Disclosures: 2

KRILOGY

CRD#: 149046

RIA

Address: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141

Clients: 1,817

Average Clients per Advisor: 32

AUM: $ 3.5B

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)
SS
AdvisorCheck Check Mark

Shawn Devin Smith

IAR
RR
CRD#: 1640168
Location:
Saint Louis, MO 63146

Registered Affiliation(s):CETERA ADVISORS LLC

Disclosures:
Experience:
28 years
Timothy Hogan

Timothy Sean Hogan

IAR
RR
CRD#: 2460609
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Saint Louis, MO 63128

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

Disclosures:
Experience:
32 years
Jason Reynolds

Jason Gerard Reynolds

Jay Reynolds
IAR
RR
CRD#: 2775315
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Chesterfield, MO 63017

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years
Richard Jacobsmeyer

Richard Anthony Jacobsmeyer

Richard Anthony Jacobsmeyer
IAR
RR
CRD#: 2422769
CFP®: Certified Financial Planner
Location:
Creve Coeur, MO 63141

Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.

Disclosures:
Experience:
32 years
Karen Mariani

Karen J Mariani

Karen J Mariani, Karen Janelle Scully, Karen Janelle Scully-Mariani, Karen Janelle Scullymariani
IAR
RR
CRD#: 2371418
CFP®: Certified Financial Planner
Location:
Manchester, MO 63021-6609

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years
Donald Aven

Donald Hall Aven

Don Aven
IAR
RR
CRD#: 2482356
CFP®: Certified Financial Planner
Location:
St Louis, MO 63043

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.