Top Financial Advisors in St. Louis, MO

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Moneta Group Financial Advisors is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals. Institutional clients are made up of pension and profit-sharing plans, charitable organizations and corporations.

The advisor team at Moneta has earned a number of certificaions, including Certified Financial Planner™ (CFP®), chartered financial advisor (CFA), certified public accountant (CPA), financial paraplanner qualified professional (FPQP), accredited wealth management advisor (AWMA), certified divorce financial advisor (CDFA), accredited investment fiduciary (AIF), accredited investment fiduciary analyst (AIFA), chartered life underwriter (CLU) and chartered financial consultant (ChFC).

Services offered at the firm include financial management, investment management, retirement plan services and retirement consulting. A variety of asset types are used at Moneta Group Investment Advisors. These include equities (used to produce dividend income and control capital gains exposure), fixed income (can include individual bonds, bond funds and CDs) and alternative investments (could include hedge funds or private capital). 

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Plancorp is fee-only firms that serves both high-net-worth and non-high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations and businesses. There is also no set account minimum at Plancorp. Services at Plancorp include financial planning, cash flow analysis, retirement planning, education fund analysis, estate planning, asset protection and wealth management.

Certifications earned by advisors at this firm include Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIF), chartered financial analyst (CFA) and certified public accountant (CPA).

Modern portfolio theory is the main investing strategy used by advisors at Plancorp. This involves systemic diversification of a portfolio across multiple types of asset classes, such as stocks and bonds, or more commonly ETFs, mutual funds and separately managed accounts (SMAs).

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Argos Capital Partners works with ultra-high-net-worth individuals, as well as pooled investment vehicles, pension and profit-sharing plans, and foundations. There is no set account minimum at this fee-only firm but Argos may charge performance-based fees if your account overperforms.

If you’re looking for very particular advisory services at your next firm, Argos probably isn’t your best choice. Instead its service selection is fairly small and fluid, including the likes of retirement analysis, third-party investment reporting, in-person investment planning, investment portfolio review and investment policy statement creation.

Argos Capital Partners mainly practices passive index investing. However, you will not be rigidly forced into a portfolio style based on this strategy. Rather your advisor will take the time to design and build an asset allocation that aligns with your liquidity needs, time horizon, tax situation and risk tolerance.

ETFs and index funds in general have become all the rage in the investment world, and for good reason. Argos has followed this strategy, although it supplements these investments with other mutual funds, private equity funds, stocks, bonds, REITs, hedge funds and separately managed accounts.

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For every one high-net-worth individual Krilogy Financial works with, it has more than three non-high-net-worth counterparts. This ratio reflects the firm’s more significant focus on clientele with lower net worths compared to other firms on the list. Pension and profit-sharing plans, and charities are clients of this firm as well.

This fee-based firm employs certain advisors that sell insurance policies for commissions. However, the firm is a fiduciary, meaning it is legally bound to act in your best interests. This firm offers a variety of services, including portfolio management, financial planning, investment management, corporate retirement plan and maanged account programs. 

Risk tolerance and liquidity are two of the most essential factors that dictate what stocks will be in your investment portfolio. These can sometimes be incongruent, of course. For example, a high risk tolerance is not in sync with a need to maintain liquidity. Krilogy is prepared to handle issues such as these. As far as investment choices go, this firm keeps things simple, utilizing mostly exchange-traded funds (ETFs), mutual funds, bonds and equities. Krilogy uses these to keep your portfolio diversified.

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The team at Visionary Wealth Advisors holds multiple certifications, including Certified Financial Planner™ (CFP®), chartered advisors for senior living (CASLs) and chartered financial analysts (CFAs), among others. These advisors work almost entirely with non-high-net-worth and high-net-worth individuals, though the firm also manages assets for businesses.

Like most financial advisors, the primary service at Visionary is investment management. However, there are many different versions of financial planning you can also take advantage of. There is no specific account minimum for new clients of this firm. Visionary is fee-based, which means some advisors can receive commissions from securities sales. Despite this, advisors are required to act in your best interest due to their inherent fiduciary duty.

Before investing your hard-earned money, Visionary Wealth Advisors will do a deep dive into the type of investor you are. For example, your advisor should know if you’re years away from retirement or if it’s around the corner. This will also involve identifying your risk tolerance, liquidity and income needs, time horizon, investment preferences and more.

Once it’s time to invest, the firm may choose to allocate your assets in multiple places. These typically include equities, ETFs, mutual funds, third-party model portfolios and cash equivalents.

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Essex Ridge Capital provides investment supervisory services, and on more than an occasional basis, furnishes advice to clients on matters not involving securities. Adviser primarily offers advice on the following types of investments: equity securities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual fund shares, bond securities and options. 

The firm generally provides investment advice to high net worth individuals, investment companies (including private funds), pension and profit sharing plans, trusts, estates or charitable organizations, corporations and other business entities.

The firm typically uses a long-term investment strategy to implement its advice to clients, but may occasionally use a short-term strategy if Adviser believes it is appropriate. A long-term purchase strategy generally assumes the financial markets will go up in the long-term, which may not be the case. There is also the risk that the segment of the market that a client is invested in, or perhaps just a client’s particular investment, will go down over time even if the overall financial markets advance. 

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RubinBrown Advisors provides a range of investment advisory services to a diverse group of clients, including non-high-net-worth and high-net-worth individuals, as well as charities. The firm requires a minimum account size of $150,000 for portfolio management services. Services include investment advisory, strategic asset allocation and consulting.

The firm can assist you in constructing an investment portfolio with an appropriate asset allocation based on your risk profile and financial goals. Its advisors can also create one for you utilizing mutual funds and exchange-traded funds based on your financial situation and outlook. The firm manages these portfolios on a non-discretionary basis, meaning it will request your permission before making trades in your accounts. 

Depending on your situation, RubinBrown Advisors may allocate assets to ETFs, mutual fund shares, CDs, variable annuities, variable life insurance and more. If it deems the move appropriate, RubinBrown will suggest the assistance of third-party advisors. In these cases, you’d enter into a separate agreement with the third-party advisor, but RubinBrown would periodically monitor the performance of the outside manager.

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Mosaic Family Wealth (MFW) is a fee-based firm in St. Louis that works with both non-high-net-worth and high-net-worth individuals, as well as charities and corporations. As a fee-based firm, some of the members on its advisory staff could get commissions from the sell of financial products. But they must adhere to MFW’s fiduciary standard, which puts the interests of clients first. 

MFW generally requires a $2 million minimum, which could be reduced based on the firm’s discretion. Clients with less than $3 million will generally get charged 1% of assets under management. Those with bigger portfolios will pay a lower fee.

MFW says it works with clients to identify their investment goals, objectives and risk tolerance, among other factors, to create a portfolio strategy. The firm builds portfolios made up of diversified mutual funds, exchange-traded funds (“ETFs”) and/or affiliated private investment vehicles to reach client investment goals. But the advisory team may also use stocks, bonds, options and other types of investments.

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Anderson Hoagland & Co provides investment advisory services to individuals, corporations, partnerships, pension and profit sharing plans, certain pooled investment vehicles, trusts and charitable organizations. The firm works with clients in one of three ways that includes helping them to develop investment policy and manage portfolios, managing client portfolios or by providing general investment or financial advice. 

The firm charges an asset-based fee to provide regular and continuous investment advisory services to its clients. The Company’s fees are calculated based upon a percentage of the market value of a client’s assets managed using values reported periodically by the client's qualified custodian. The fees can range from 0.50% to 1.25% of the assets under management, annually. 

qualified custodian, which is an independent third-party bank, trust company or brokerage firmThe first step in an advisory relationship is to assist clients in developing a written investment policy that summarizes the client’s investment objectives. Subjects covered in an investment policy typically include the type and size of the client’s assets, the client’s investment time horizon, the client’s sensitivity to risk, the recommended allocation of a client’s assets into different asset categories such as stocks and bonds, and the client’s expected need for portfolio distributions to support spending. Anderson Hoagland seeks to provide services that meet the particular goals of each client and to measure progress toward those goals using mutually agreed upon measurements.

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The firm offers asset management services to advisory Clients. CFG will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the previous factors. 

Clients are generally individuals, small businesses, trusts, estates, high net-worth individuals,and charities. Client relationships vary in scope and length of service. 

The investment strategy for a specific Client is based upon the objectives stated by the Client during consultations. The Client may change these objectives at any time by providing written notice to CFG. Each client executes a client profile form or similar form that documents their objectives and their desired investment strategy.