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Top Financial Advisors in Chesterfield, Missouri

Finding the right financial advisor in Chesterfield 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 Chesterfield, 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 Chesterfield, MO.


Find the Best Financial Advisor Firms in Chesterfield:

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

CRD#: 121307

RIA

Address: 14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017

Clients: 399

Average Clients per Advisor: 10

AUM: $ 2.2B

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SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD#: 323180

RIA

Address: 14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017

Clients: 2,142

Average Clients per Advisor: 178

AUM: $ 1.2B

SUMMIT WEALTH STRATEGIES

CRD#: 282502

RIA

Address: 16020 Swingley Ridge Suite 110, Chesterfield, MO 63017

Clients: 4,589

Average Clients per Advisor: 208

AUM: $ 979M

BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162

RIA

Address: 16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017

Clients: 240

Average Clients per Advisor: 18

AUM: $ 930M

MARKETRIDERS

CRD#: 147963

RIA

Address: 1 Mcbride & Son Center Dr. Suite 288, Chesterfield, MO 63005

Clients: 320

Average Clients per Advisor: 64

AUM: $ 486M

CLARK FINANCIAL SERVICES GROUP, INC.

CRD#: 110650

RIA

Address: 14310 Olive Blvd, Chesterfield, MO 63017

Clients: 301

Average Clients per Advisor: 60

AUM: $ 456M

How We Chose the Top Financial Advisors in Chesterfield, Missouri

To create this list of top financial advisor firms in Chesterfield, 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 Chesterfield has to offer.

Search Financial Advisors in Chesterfield, Missouri


Name or CRD#
Location:
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Aaron Andrew Ungerer
AdvisorCheck Check Mark

Aaron Andrew Ungerer

Aaron Ungerer
IAR
RR
CRD#: 5086742
CFP®: Certified Financial Planner
Location:
Frontenac, MO 63131
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
19 years
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Dalton J Stockton
AdvisorCheck Check Mark

Dalton J Stockton

Dalton J Stockton, Dalton James Stockton
IAR
RR
CRD#: 6538307
Location:
St. Louis, MO 63103
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
7 years
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Alex L Shannon

Alex L Shannon

Alex Lee Shannon
IAR
RR
CRD#: 1551680
Location:
Washington, MO
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
32 years
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Sarah Jane Arendell

Sarah Jane Arendell

Sarah Jane Arendell, Sarah Jane Demond, Sarah Demond
IAR
RR
CRD#: 1625640
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Columbia, IL 62236-1415
Company:
EDWARD JONES
Disclosures:
Experience:
38 years
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Ronald Brian Faintich

Ronald Brian Faintich

Ronn Brian Faintch, Ronn B Faintich, Ronn Brian Faintich
IAR
RR
CRD#: 1699726
Location:
Lake St Louis, MO
Company:
EDWARD JONES
Disclosures:
Experience:
36 years
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Pamela Annette Glaser

Pamela Annette Glaser

IAR
RR
CRD#: 1692217
AIF®: Accredited Investment Fiduciary
Location:
Clayton, MO 63105
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
37 years
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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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