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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: 3,657,451

In Business for: 85 Years

Average Clients per Advisor: 180

AUM: $ 1013.6B

Disclosures: 335

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WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BD
RIA

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

Clients: 644,097

In Business for: 23 Years

Average Clients per Advisor: 80

AUM: $ 671.4B

Disclosures: 489

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: 221,968

In Business for: 23 Years

Average Clients per Advisor: 93

AUM: $ 252.3B

Disclosures: 74

FOCUS PARTNERS WEALTH, LLC

CRD#: 159289

RIA

Address: 190 Carondelet Plaza Suite 600, St. Louis, MO 63105

Clients: 30,825

Average Clients per Advisor: 30

AUM: $ 181.9B

MONETA GROUP INVESTMENT ADVISORS, LLC

CRD#: 104727

RIA

Address: 190 Carondelet Plaza Suite 1200, St. Louis, MO 63105

Clients: 3,380

Average Clients per Advisor: 14

AUM: $ 50.5B

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936

BD
RIA

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

Clients: 32,288

In Business for: 18 Years

Average Clients per Advisor: 71

AUM: $ 18.9B

Disclosures: 3

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)
Donald Park
AdvisorCheck Check Mark

Donald Eric Park

IAR
RR
CRD#: 723560
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Washington, MO 63090-2622

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
45 years registered
SS
AdvisorCheck Check Mark

Shawn Devin Smith

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

Registered Affiliation(s):CETERA ADVISORS LLC

Disclosures:
Experience:
29 years registered
Janice Oexeman

Janice Bauza Oexeman

Janice Mae Bauza
IAR
RR
CRD#: 713893
CFP®: Certified Financial Planner
Location:
Chesterfield, MO 63017

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
46 years registered
Harry Smelcer

Harry George Smelcer

IAR
RR
CRD#: 1435217
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
St. Louis, MO 63141

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
40 years registered
Jeffery Meyer

Jeffery Scott Meyer

IAR
RR
CRD#: 1034224
CFP®: Certified Financial Planner
Location:
Saint Louis, MO 63141

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
44 years registered
Patrick Howley

Patrick Joseph Howley

Patrick Joseph Iii Howley
IAR
RR
CRD#: 1087721
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63144

Registered Affiliation(s):MARINER

Disclosures:
Experience:
43 years registered

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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.

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