Top Financial Advisors in Clayton, Missouri
Finding the right financial advisor in Clayton 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 Clayton, 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 Clayton, MO.
Find the Best Financial Advisor Firms in Clayton:
MATTER FAMILY OFFICE
CRD#: 106806
Address: 7711 Bonhomme Avenue Suite 400, Clayton, MO 63105
Clients: 123
Average Clients per Advisor: 3
AUM: $ 3.5B
SMITH, MOORE & CO.
CRD#: 3441
Address: 7777 Bonhomme Ave., Suite 2400 Suite 2400, Clayton, MO 63105
Clients: 2,609
In Business for: 44 Years
Average Clients per Advisor: 52
AUM: $ 2.0B
Disclosures: 9
MERAMEC FINANCIAL PLANNERS, LLC
CRD#: 335112
Address: 7911 Forsyth Blvd. Suite 200, Clayton, MO 63105
Clients: 200
Average Clients per Advisor: 28
AUM: $ 1.3B
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD#: 298774
Address: 130 S Bemiston Avenue Suite 602, Clayton, MO 63105
Clients: 257
Average Clients per Advisor: 51
AUM: $ 921M
COMMERCE BROKERAGE SERVICES, INC.
CRD#: 17140
Address: 8000 Forsyth Blvd Suite 1200 East, Clayton, MO 63105-1707
Clients: 3,467
In Business for: 40 Years
Average Clients per Advisor: 123
AUM: $ 650M
Disclosures: 5
FOUNDATION WEALTH MANAGEMENT, LLC
CRD#: 127134
Address: 168 N. Meramec Ave Suite 100, Clayton, MO 63105
Clients: 181
Average Clients per Advisor: 45
AUM: $ 593M
How We Chose the Top Financial Advisors in Clayton, Missouri
To create this list of top financial advisor firms in Clayton, 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 Clayton has to offer.
Search Financial Advisors in Clayton, Missouri
Aaron Andrew Ungerer
George Joseph Simon JR
Michael B. Etheridge
Jeffery Scott Meyer
Patrick Bernard Aydt
Mark Louis Merlotti
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.
