Top Financial Advisors in Missouri

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Moneta Group Investment Advisors is a highly decorated advisory firm that leads off our list of the top financial advisors in Missouri. This fee-only practice located in St. Louis has tens of billions in assets under management (AUM). While Moneta doesn't have a minimum account size requirement, high-net-worth individuals comprise the largest portion of the firm’s client base. Clients also include non-high-net-worth individuals, pension plans, charitable organizations and corporations.

Founded in 1869, Moneta also appears on SmartAsset's list of the top 10 financial advisors in the U.S. The firm employs over 200 advisors, including Certified Financial Planners™ (CFPs®), certified public accountants (CPAs) and chartered financial analysts (CFAs).

The firm offers a diverse array of services including financial planning and portfolio management for both individuals and businesses, along with outside advisor selection. The firm also offers tax planning, estate planning, risk management, retirement planning, business succession planning and concierge services.

As a fee-only firm, Moneta earns money solely through management fees that are paid by clients. This is different from fee-based firms, where some employees can also sell insurance policies and other financial products for commissions.

Moneta takes a client-specific, goals-based approach to investing, building portfolios aligned with each client's risk tolerance, time horizon and objectives. The firm emphasizes asset allocation as the main driver of returns, constructing portfolios using a mix of equities, fixed income and alternative investments. Its investment philosophy favors diversification, tax efficiency and cost control, often using mutual funds, ETFs, individual securities and select private investments.

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Forvis Mazars Wealth Advisors is a fee-only firm in Springfield that works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and corporations.

Forvis Mazars does not impose a minimum account size requirement, but it does charge a minimum annual fee of $5,000, which may be cost-prohibitive for some prospective clients.

Forvis Mazars offers services including investment consulting, financial planning, estate and trust planning, philanthropic planning, retirement planning and business succession planning. The firm also provides insurance and risk management planning, cash flow and budgeting assistance, as well as education planning. Its advisors work with individuals, families, and business owners, offering guidance tailored to specific financial needs and circumstances.

The firm’s investment approach includes asset allocation strategy, portfolio analysis, investment manager due diligence and performance reporting. Forvis Mazars provides investment advice through both discretionary and non-discretionary relationships and incorporates a range of investment solutions. The firm also offers consolidated performance reporting for portfolios that include both Forvis Mazars-managed and outside assets.

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Founded in 1983 and headquartered in St. Louis, Plancorp is a fee-only firm that works with a mix of non-high-net-worth and high-net-worth individuals, as well as pension plans, charitable organizations and corporations. The firm doesn’t impose an account minimum, but it does charge a minimum annual fee of $6,000 for new clients.

Among the firm’s advisors are Certified Financial Planner™ (CFP®), accredited investment fiduciaries (AIFs), certified public accountants (CPAs) and chartered financial analysts (CFAs).

The firm offers fee-only investment management and financial planning services to its clients, as well as consulting services for pensions and other qualified retirement plans.

Plancorp's investment philosophy centers around modern portfolio theory (MPT), which attempts to minimize volatility and maximize returns for a given level of risk. The firm generally builds client portfolios using a mix of mutual funds, exchange-traded funds (ETFs) and separately managed accounts (SMAs). It commonly recommends investment products from providers such as Dimensional Fund Advisors (DFA) and Avantis Investors. 

Plancorp doesn’t frequently build portfolios with individual stocks, bonds or actively managed mutual funds. However, it may include these investments in special circumstances if it feels that doing so would best meet the specific needs of the client. The firm typically stresses cost efficiency and tax minimization.

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Prairie Capital Management is Kansas City-based wealth advisory firm that was established in 1995. The firm’s client base comprises high-net-worth individuals, pooled investment vehicles, pension plans, charitable organizations, insurance companies and corporations. Prairie Capital doesn’t specify an account minimum, but it does have a $15,000 minimum annual fee.

Prairie Capital Management is a fee-only firm, meaning its advisors do not receive compensation beyond client-paid fees. 

The firm employs dozens of advisors, some of whom have earned professional certifications including chartered financial analyst (CFA) and certified public accountant (CPA). The firm provides financial planning, portfolio management, consulting for retirement plans and the selection of outside advisors. 

Prairie Capital Management typically invests client assets in a combination of mutual funds, exchange-traded funds (ETFs), private investment funds, individual stocks and cash or cash equivalents.

The firm starts each investment process by evaluating the client’s specific financial goals and objectives. With these factors in mind, the firm will develop an initial asset allocation between broad asset classes like equity, fixed-income and alternative investments. Prairie Capital advisors will monitor the chosen allocation continuously, also keeping an eye on any independent managers selected. The firm typically performs holistic portfolio reviews every quarter.

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Matter Family Office was founded in 1990 and has a client base made up of individuals, high-net-worth individuals, pooled investment vehicles and charitable organizations. There is no account minimum at the firm, but the firm looks for a minimum annual fee of $75,000, implying most clients have approximately $7.5 million to invest.

Across this staff, there are Certified Financial Planner™ (CFP®), chartered financial analysts (CFAs) and certified public accountants (CPAs). As a fee-only practice, advisors on staff do not sell third-party products and services for additional compensation, which reduces the number of potential conflicts of interest they could have. 

Matter Family Office provides both discretionary and non-discretionary investment advisory services. It also offers family office services, including financial planning, estate and tax planning support, philanthropic coordination, and assistance with family governance and education. Services are customized based on each client’s specific needs and objectives.

The firm constructs investment portfolios using mutual funds and exchange-traded funds (ETFs). Its strategies are based on asset allocation and diversification. Unlike firms that explicitly avoid individual securities, Matter Family Office does include individual stocks and bonds among the investment types it may use when appropriate.

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Located in St. Louis, Argos Capital Partners is a fee-only firm with no set account minimum. The firm primarily works with a limited number of high-net-worth individuals. Fees are generally based on a percentage of assets under management, though performance-based fees may also be used.

The Argos team features multiple financial certifications, including designations like the chartered financial analyst (CFA), certified public accountant (CPA), chartered alternative investment analyst (CAIA), chartered retirement planning counselor (CRPC) and Certified Financial Planner™ (CFP®).

The provides financial planning and investment advisory services to ultra-high net worth individuals, their trusts, partnerships and charitable accounts, as well as to a pension plan. Services include individualized investment advice, due diligence, asset allocation recommendations, investment policy statements, portfolio monitoring and reporting.

Index investing is generally the name of the game at Argos. That said, an advisor will work with you to build a portfolio that works. ETFs, mutual funds, stocks, bonds REITS and hedge funds are all used as assets.

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Krilogy Financial is a fee-based advisory firm that works with both high-net-worth individual and non-high-net-worth individuals, as well as pension and profit-sharing plans, and charities.

The Krilogy advisory team holds multiple certifications, including the Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIF) and certified public accountant (CPA) designations, among others.

Krilogy Financial opened in 2008 and is headquartered primarily in St. Louis. This firm offers a variety of services, including portfolio management, financial planning and investment management, among others.

However, this fee-based firm employs certain advisors that sell insurance policies for commissions, which creates a conflict of interest. But as a fiduciary, the firm is legally bound to act in your best interests.

Krilogy uses a long-term investment philosophy supported by tactical strategies when appropriate. Its approach includes both active and passive management and may involve fundamental and tactical strategies. The firm invests in a range of asset types, including equities, fixed income, mutual funds, ETFs, private funds, proprietary private placements and alternative investments.

Krilogy also provides access to third-party managers and offers customized bond ladders for certain clients. Eligible clients may be allocated to semi-liquid or illiquid alternatives. Investment strategies are tailored to each client’s objectives, risk tolerance and portfolio profile.

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St. Louis-based Visionary Wealth Advisors does not have a minimum investment or account size requirement to utilize its services. This is borne out in the firm’s client base, as it works mostly with non-high-net-worth individuals. The firm also maintains advisory relationships with high-net-worth individuals and businesses.

The advisory staff at Visionary boasts a number of certifications. These include the Certified Financial Planner™ (CFP®), chartered mutual fund counselor (CMFC), accredited investment fiduciary (AIF), chartered retirement planning counselor (CRPC), chartered life underwriter (CLU) designations and more.

As a fee-based practice, certain members of the firm’s advisory staff can receive commissions from the sale of insurance to clients. This creates a conflict of interest because advisors have a financial incentive to recommend certain products and services. However, the firm abides by fiduciary duty, legally requiring it to act in clients’ best interests at all times.

Established in 2014, Visionary Wealth Advisors offers clients both investment management and financial planning services. Financial planning can cover a variety of topics, such as retirement planning, business planning, tax planning, insurance planning, financial reporting, trust and estate planning and more.

Visionary Wealth Advisors relies on a blend of fundamental, technical and cyclical analysis and applies an asset allocation approach derived from Modern Portfolio Theory. The firm allocates client assets across mutual funds, ETFs, individual equities, fixed income, cash equivalents, real estate, commodities and alternative investments.

Portfolios are customized based on individual client objectives and may be constructed using model portfolios or accounts designed by Visionary’s Investment Committee or independent managers. Strategies range from conservative to aggressive, each emphasizing varying levels of income generation, diversification and capital appreciation.

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RubinBrown Advisors offers financial advisory services on a fee-based structure, meaning the advisors may earn commissions for the sale of certain products. The firm caters to individuals above and below the high-net-worth threshold, as well as charitable organizations.

Services offered by the firm encompass a comprehensive range of financial advising tailored to individual needs that include budgeting, personal liability, estate information and helping clients reach financial goals. Even though the firm is fee-based, there is no potential conflict of interest as the firm is bound to work in the best interest of each individual client. 

RubinBrown was founded in 2002. The firm is a subsidiary of RubinBrown, LLP and operates at several locations across the country. The firm does not have a stated account minimum, although it typically works with clients who have $500,000 to invest. 

The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory. This method involves determining the optimal balance of equity securities, fixed income and cash that aligns with each client's investment goals and risk tolerance.

The firm takes into consideration a variety of factors including the client’s current financial and tax status, future aspirations, return expectations, attitudes and tolerance towards risk, investment objectives, liquidity requirements and overall suitability. The goals of each client ultimately dictates the direction that the investment planning goes for the firm.

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Acropolis Investment Management rounds out our list of the top financial advisors in the Show Me State. This fee-only practice primarily serves high-net-worth individuals, as well as individuals below the high-net-worth threshold, charitable organizations and corporations. The firm requires a $1 million account size, but reserves the right to waive this minimum. 

The Acropolis team features a wide range of professional certifications, including employees who hold the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified public accountant (CPA), chartered retirement planning counselor (CRPC), among others. 

Acropolis builds portfolios starting with asset allocation and emphasizes tax efficiency, low turnover, and broad diversification. Equity allocations are based on the MSCI World Index, adjusted for U.S. investors, and use mutual funds, ETFs and select individual stocks to tilt toward size, value and momentum. Bond portfolios incorporate a mix of credit qualities and durations using mutual funds, ETFs and individual bonds. Investment decisions are grounded in academic and commercial research, not automated tools or artificial intelligence.