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Top Financial Advisors in St Louis

Unemployment is at record lows in St. Louis and the metro area gained 20,000 jobs in 2019 which has only happened twice since the year 2000. With so many ways to go about handling your money if you live in the St Louis area, Benzinga has arranged a list of what financial advisors can help you depending on what your goals are considering your income and financial goals.

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  • CDR# 104771
    $334,399,230
    394
    • Financial planning services
  • $1,595,883,628
    586
  • $14,907,772,949
    4,579
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • CDR# 110898
    $73,469,412
    381
  • $342,000,000
    56
  • $292,200,000
    30
    • Financial planning services
  • $382,176,193
    8
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • CDR# 110867
    $330,696,477
    176
  • CDR# 108670
    $1,746,611,249
    35
  • CDR# 288137
    $127,783,360
    N/A

To determine the top financial advisors in St Louis we poured through all SEC registered advisory firms who have an office in St Louis. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

RBF WEALTH ADVISORS

CDR# 104771
$334,399,230
394
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
11500 OLIVE BLVD. SUITE 106
ST LOUIS MO, 63141
314-997-1652

$334,399,230
394
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

WEDGEWOOD PARTNERS, INC.

CDR# 21923
$1,595,883,628
586
Works with high networth individuals
  • A percentage of assets under your management
9909 CLAYTON RD, SUITE 103
ST LOUIS MO, 63124-1120
314-567-6407

$1,595,883,628
586
Works with high networth individuals
  • A percentage of assets under your management

BUCKINGHAM STRATEGIC WEALTH

CDR# 143323
$14,907,772,949
4,579
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8182 MARYLAND AVENUE SUITE 500
ST LOUIS MO, 63105
314-725-0455

$14,907,772,949
4,579
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MRM GROUP

CDR# 110898
$73,469,412
381
Works with high networth individuals
  • A percentage of assets under your management
12444 POWERSCOURT DR. SUITE 350
ST LOUIS MO, 63131
314-628-1100

$73,469,412
381
Works with high networth individuals
  • A percentage of assets under your management

MONETARY MANAGEMENT GROUP INC

CDR# 110284
$342,000,000
56
Works with high networth individuals
  • A percentage of assets under your management
13537 BARRETT PARKWAY DRIVE SUITE 325
ST LOUIS MO, 63021
314-909-0646

$342,000,000
56
Works with high networth individuals
  • A percentage of assets under your management

EIDELMAN VIRANT CAPITAL

CDR# 105443
$292,200,000
30
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
8000 MARYLAND AVENUE SUITE 600
ST LOUIS MO, 63105
314-727-9686

$292,200,000
30
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

GREENWAY FAMILY OFFICE, LLC

CDR# 153070
$382,176,193
8
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
1401 S. BRENTWOOD BLVD STE 750
ST LOUIS MO, 63144
(314) 400-5000

$382,176,193
8
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

ORION INVESTMENT CO

CDR# 110867
$330,696,477
176
Works with high networth individuals
  • A percentage of assets under your management
7800 FORSYTH AVE SUITE 820
ST LOUIS MO, 63105
314-725-3800

$330,696,477
176
Works with high networth individuals
  • A percentage of assets under your management

ZEMENICK & WALKER INC

CDR# 108670
$1,746,611,249
35
Works with high networth individuals
  • A percentage of assets under your management
8182 MARYLAND AVENUE, SUITE 200
ST LOUIS MO, 63105
314-862-5525

$1,746,611,249
35
Works with high networth individuals
  • A percentage of assets under your management

CONSTANTIAM

CDR# 288137
$127,783,360
N/A
Works with high networth individuals
  • A percentage of assets under your management
4343 MCPHERSON AVENUE
ST LOUIS MO, 63108
9177047480

$127,783,360
N/A
Works with high networth individuals
  • A percentage of assets under your management