Top 10 advisors in St Louis
We’ve curated a list of the best financial advisors in St Louis, take a look at it below
Find an advisor in St Louis| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $22,809,018,142 | 584 advisors | ||
| 2 | $10,377,991,102 | 584 advisors | ||
| 3 | $6,622,201,903 | 32 advisors | ||
| 4 | $5,276,544,739 | 702 advisors | ||
| 5 | $3,033,348,821 | 29 advisors | ||
| 6 | $2,013,335,129 | 52 advisors | ||
| 7 | $1,715,617,673 | 44 advisors | ||
| 8 | $1,705,192,736 | 56 advisors | ||
| 9 | $1,187,078,387 | 17 advisors | ||
| 10 | $1,063,463,351 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in St Louis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Louis. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Buckingham Strategic Wealth, LLC
Assets under management
$22,809,018,142
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Buckingham Strategic Partners, LLC
Assets under management
$10,377,991,102
Fee structure
A percentage of assets under your management
Fixed fees
FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Turnkey Asset Management Provider
3. Elmtree Funds, LLC
Assets under management
$6,622,201,903
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Benjamin F. Edwards & Company, Incorporated
Assets under management
$5,276,544,739
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
5. Acr Alpine Capital Research, LLC
Assets under management
$3,033,348,821
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Advisory To Uma Models
6. Visionary Wealth Advisors, LLC
Assets under management
$2,013,335,129
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Acropolis Investment Management, L.l.c.
Assets under management
$1,715,617,673
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
8. Krilogy
Assets under management
$1,705,192,736
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
9. Mosaic Family Wealth
Assets under management
$1,187,078,387
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS.
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Credit, Cash Management, And Insurance Solutions
- Not sure which one to choose?Use our smart matching tool
10. Fiduciary Advisors, Inc.
Assets under management
$1,063,463,351
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.