AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
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: 84 Years

Average Clients per Advisor: 143

AUM: $ 825.0B

Disclosures: 309

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: 22 Years

Average Clients per Advisor: 80

AUM: $ 606.0B

Disclosures: 487

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: 22 Years

Average Clients per Advisor: 88

AUM: $ 197.4B

Disclosures: 74

FOCUS PARTNERS WEALTH, LLC

CRD#: 159289

RIA

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

Clients: 12,487

Average Clients per Advisor: 11

AUM: $ 95.9B

MONETA GROUP INVESTMENT ADVISORS, LLC

CRD#: 104727

RIA

Address: 190 Carondelet Plaza Suite 1200, 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

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)
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
View Profile
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
View Profile
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
View Profile
Natalie Ann Bruer

Natalie Ann Bruer

Natalie Ann Benkowich, Natalie Ann Miller
IAR
RR
CRD#: 6312714
Location:
O Fallon, MO 63366
Company:
EDWARD JONES
Disclosures:
Experience:
11 years
View Profile
Michael Mcghee

Michael Mcghee

Michael Allen Mcghee
IAR
RR
CRD#: 6313022
Location:
O Fallon, MO 63368
Company:
EDWARD JONES
Disclosures:
Experience:
11 years
View Profile
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
View Profile

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.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics