Top Financial Advisors in Missouri

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Headquartered in St. Louis, Focus Partners Wealth leads off our list of the top financial advisors in Missouri. This fee-based firm has more clients and more assets under management than any other firm on this list. Focus Partners Wealth works with individuals, high-net-worth individuals, family offices, trusts, institutions, businesses, charitable organizations, registered investment companies and retirement plans. The firm generally requires a $5,000 minimum annual fee for investment management services. 

Focus Partners Wealth offers services including investment management, financial counseling, investment consulting, retirement plan advisory services, family office services, tax preparation and compliance, business valuation and succession planning. The firm also provides business management services, corporate executive services, dispute resolution support, aging life care planning and sub-advisory services.

The firm has a team of more than 1,000 advisors located throughout the country. They hold a range of professional certifications, including the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified public accountant (CPA), chartered retirement planning counselor (CRPC), chartered financial consultant (ChFC), accredited investment fiduciary (AIF) and retirement income certified professional (RICP), among other designations. 

As a fee-based practice, certain compensation arrangements may include commissions, insurance-related compensation, performance-based fees on certain private funds and referral compensation. This creates a potential 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.

Focus Partners Wealth uses a range of active and passive investment strategies that may include asset allocation, equity and fixed-income strategies, mutual funds, exchange-traded funds (ETFs), alternative investments, private equity, private credit, options strategies and structured notes. The firm may also use ESG or values-based investing when directed by clients, as well as defensive cash or cash-equivalent positions when appropriate.

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Moneta Group Investment Advisors is a fee-only practice located in St. Louis with  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 CFP® professionals, CPAs and 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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Modern Wealth Management in Kansas City is a fee-based firm that works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, corporations and other institutions. The firm generally requires $250,000 in investable assets per household, though this minimum may be waived or negotiated at the firm's discretion.

Modern Wealth Management offers services including discretionary and non-discretionary investment management, financial planning, tax planning, estate planning assistance, insurance needs analysis and retirement plan services. The firm also provides held-away account management, variable annuity contract management and services for employer-sponsored retirement plans and public safety employees.

As a fee-based practice, certain compensation arrangements may include insurance commissions, brokerage commissions and third-party economic benefits. This creates a potential 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. The firm does not charge performance-based fees.

Modern Wealth Management generally uses strategic asset allocation as its primary investment approach, with tactical and defensive strategies used when appropriate. The firm also uses fundamental, technical and quantitative analysis as part of its investment process.

The firm generally builds client portfolios using a mix of model asset allocation programs, mutual funds, ETFs, third-party money managers, custom indexing and alternative investments. 

Modern Wealth Management has a large team of advisors that includes CFP® practitioners, CPAs, CFAs and other credentialed professionals. 

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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 $7,500, 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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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, including the CFP®, AIF, CRPC, chartered mutual fund counselor (CMFC) and chartered life underwriter (CLU) designations.

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.

As part of its portfolio management process, the firm develops a customized investment policy statement for each client that outlines investment objectives, asset allocation targets and portfolio guidelines. Advisors monitor portfolios on an ongoing basis, periodically rebalance holdings and may implement tax-loss harvesting strategies when appropriate. For some clients, the firm may also recommend specialized third-party investment managers to oversee portions of a portfolio.

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Krilogy Financial in St. Louis is a fee-based advisory firm that works with both high-net-worth individuals 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 CFP®, AIF and CPA designations, among others. Founded in 2008, the 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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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 $12,000 for new clients.

Among the firm's advisors are CFP® professionals, AIFs, CPAs and 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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Located in Chesterfield, Syntegra Private Wealth Group is a fee-based advisory firm that works primarily with individuals, as well as high-net-worth individuals. The firm also serves charities. The firm does not list a minimum account size to open or maintain an advisory account, but it reserves the right to terminate accounts it determines are too small to manage effectively.

Syntegra Private Wealth Group offers services including discretionary portfolio management, financial planning, third-party money manager recommendations, IRA rollover guidance and tax planning and preparation through an affiliated tax entity. Its financial planning services may be broad-based, consultative, single-subject, standalone or bundled with portfolio management.

As a fee-based practice, certain members of the firm’s advisory staff may receive brokerage or insurance-related compensation in addition to advisory fees. This creates a potential conflict of interest because advisors have a financial incentive to recommend certain products and services. However, as a fiduciary, the firm is legally required to act in clients' best interests.

Advisors on staff hold a range of professional credentials, including the CFP®, ChFC, CPA, CRPC and accredited portfolio management advisor (APMA) designations.

Syntegra Private Wealth Group uses a variety of research methods to evaluate investments, including company research, market trends, economic cycles and portfolio diversification principles. Client portfolios may include ETFs, mutual funds, individual stocks and bonds, money market funds, CDs and other traditional investments.

Depending on a client's goals and risk tolerance, portfolios may also include REITs, interval funds, variable annuities, structured products and other specialized investments. The firm may use both long-term and short-term investment strategies and, in some cases, may employ options, margin or ESG-focused investing when requested by clients.

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Prairie Capital Management Group is a fee-based advisory firm in Kansas City. The firm works with individuals and families with substantial financial resources, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, nonprofit organizations, foundations, endowments, corporations and other business entities. Prairie Capital does not state a specific minimum asset requirement, but it generally applies a minimum annual fee of $30,000, which may be negotiable.

Prairie Capital offers services including financial planning, investment management, family office services, asset consulting, philanthropic planning and consolidated reporting. The firm also provides investment policy statement development, asset allocation studies, manager and mutual fund search and selection, portfolio risk management, ongoing performance monitoring and consulting services. 

As a fee-based practice, Prairie Capital may facilitate insurance, credit and cash management solutions through affiliates or third-party arrangements. This creates a potential conflict of interest because the firm or related parties may have a financial incentive to recommend certain products or services. However, the firm abides by fiduciary duty, legally requiring it to act in clients' best interests.

Prairie Capital uses several investment managers and strategies rather than relying on a single approach. The firm tailors portfolios to each client’s goals, risk tolerance and overall financial situation, using research methods that may look at company fundamentals, market trends, economic cycles and price patterns.

Client portfolios may include private equity, credit investments, non-U.S. investments, sector-focused strategies, co-investments and other specialized opportunities. Some strategies may also use more complex tools, such as short selling, leverage, options, futures, swaps, forward contracts and currency trading.

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Our list of the top-rated financial advisors in the Show Me State wraps up with fee-based Financial & Tax Architects. Founded in 1998, the firm works with individuals, high-net-worth individuals and other registered investment advisory firms through sub-advisory relationships. The firm does not have a minimum account size requirement.

Located in St. Louis, Financial & Tax Architects offers services including discretionary asset management, financial planning and consulting, retirement planning, Social Security planning, account consolidation guidance, 401(k) consulting and educational seminars and workshops. The firm also offers estate planning document support through Wealth.com and sub-advisory services for other advisory firms. Tax planning and accounting services are available through the affiliated entity FTA Tax Services, LLC under a separate engagement.

As a fee-based practice, certain members of the firm's advisory staff may receive commissions from the sale of insurance or annuity products through affiliated entities. 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.

Financial & Tax Architects generally uses lower risk, moderate risk and growth-oriented portfolio models, depending on a client’s objectives, time horizon and risk tolerance. The firm’s strategies use trend-following methods intended to reduce or eliminate exposure during longer-term price downtrends. Portfolios may include ETFs, Treasury securities, individual securities, cash equivalents, bond funds, equity ETFs, REIT ETFs, commodity exposure and sector funds.