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Find Retirement Advisors for Retirement Planning in Missouri
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Missouri, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Missouri
Last Updated - May 14, 2025Missouri has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 180 non-vetted advisors in your local area. These retirement advisors in Missouri have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Missouri
VERIFIEDDavid Naert
Oppenheimer & Company
Qualifications
CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDJoe Roddy
CFP®, AIF®
West End Advisory Group
Qualifications
CRD# 1112591
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJohn C. Wahl
CFP®, ChFC®
One Bridge Wealth Management
Qualifications
CRD# 5833997
Firm CRD# 8032
Series 7, 63, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDLisa J Hamilton
CFP®
Hamilton Financial Planning, LLC
Qualifications
CRD# 6489021
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDWilliam L. Meyer
CLU®, AIF®, ChFC®
Cutter & Company, Inc.
Qualifications
CRD# 1018380
Firm CRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDGeorge Timson
SignalPoint Asset Management
Qualifications
CRD# 7195166
Firm CRD# 147578
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Missouri (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 12555 Manchester Rd, St. Louis, MO, 63131 | $824,988,034,503 | 5086856 | 29003 | A percentage of AUM, Fixed fees, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 2 | One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103-2205 | $558,464,518,060 | 1352052 | 19871 | A percentage of AUM, Fixed fees, Commission Based |
| 3 | 7676 Forsyth Blvd Suite 1100, St. Louis, MO, 63105-4141 | $306,242,186,324 | 282 | 390 | A percentage of AUM, Fixed fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE) |
| 4 | 4500 Main Street, Kansas City, MO, 64111-7709 | $229,554,718,263 | 647 | 225 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 12555 Manchester Road, St. Louis, MO, 63131 | $169,541,361,944 | 13 | 218 | A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS) |
| 6 | One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103 | $154,192,149,347 | 346499 | 3227 | A percentage of AUM, Fixed fees, Commission Based |
| 7 | 501 N Broadway, St Louis, MO, 63102 | $149,248,936,163 | 348524 | 6534 | A percentage of AUM, Fixed fees, Commission Based |
| 8 | 4600 Edmundson Road, St. Louis, MO, 63134 | $40,337,272,573 | 14 | 27 | A percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES) |
| 9 | 100 South Brentwood Blvd., St. Louis, MO, 63105 | $37,481,639,918 | 40790 | 501 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 1201 Walnut St, 21st Floor Kansas City, MO, 64106 | $33,033,194,860 | 140 | 53 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 190 Carondelet Plaza, Suite 600 St. Louis, MO, 63105 | $29,339,693,896 | 81837 | 645 | A percentage of AUM, Fixed fees, Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS) |
| 12 | One North Brentwood Boulevard, Suite 850 St. Louis, MO, 63105 | $13,158,414,504 | 44978 | 711 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 910 East St Louis St, Springfield, MO, 65806 | $8,922,002,847 | 12871 | 117 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 20 Allen Avenue, Ste 300, Saint Louis, MO, 63119 | $7,200,932,108 | 17208 | 54 | A percentage of AUM |
| 15 | 8027 Forsyth Blvd, Suite 1100 St. Louis, MO, 63105 | $7,155,619,787 | 18 | 35 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Missouri
QualificationsFirm CRD# 250
Assets Under Management $824,988,034,503
No. Of Clients5086856
Clients Per Financial Advisor175
EDWARD JONES is a financial advisory firm situated in St. Louis, Missouri. With a nearly $825B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5086856 clients. The team consists of 29003 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 19616
Assets Under Management $558,464,518,060
No. Of Clients1352052
Clients Per Financial Advisor68
WELLS FARGO ADVISORS is a financial advisory firm situated in St. Louis, Missouri. With a nearly $558B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1352052 clients. The team consists of 19871 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)
QualificationsFirm CRD# 107313
Assets Under Management $306,242,186,324
No. Of Clients282
Clients Per Financial Advisor1
NISA INVESTMENT ADVISORS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $306B assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 clients. The team consists of 390 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105778
Assets Under Management $229,554,718,263
No. Of Clients647
Clients Per Financial Advisor3
AMERICAN CENTURY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $230B assets under management, the firm specializes in crafting personalized retirement planning solutions for 647 clients. The team consists of 225 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 166710
Assets Under Management $169,541,361,944
No. Of Clients13
Clients Per Financial Advisor0
OLIVE STREET INVESTMENT ADVISERS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $170B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 218 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SEE SCHEDULE D-MISCELLANEOUS)
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 11025
Assets Under Management $154,192,149,347
No. Of Clients346499
Clients Per Financial Advisor107
WELLS FARGO ADVISORS is a financial advisory firm situated in St. Louis, Missouri. With a nearly $154B assets under management, the firm specializes in crafting personalized retirement planning solutions for 346499 clients. The team consists of 3227 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)
QualificationsFirm CRD# 793
Assets Under Management $149,248,936,163
No. Of Clients348524
Clients Per Financial Advisor53
STIFEL, NICOLAUS & COMPANY, INCORPORATED is a financial advisory firm situated in St Louis, Missouri. With a nearly $149B assets under management, the firm specializes in crafting personalized retirement planning solutions for 348524 clients. The team consists of 6534 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 159767
Assets Under Management $40,337,272,573
No. Of Clients14
Clients Per Financial Advisor1
ASCENSION INVESTMENT MANAGEMENT is a financial advisory firm situated in St. Louis, Missouri. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 104727
Assets Under Management $37,481,639,918
No. Of Clients40790
Clients Per Financial Advisor81
MONETA GROUP INVESTMENT ADVISORS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40790 clients. The team consists of 501 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 111787
Assets Under Management $33,033,194,860
No. Of Clients140
Clients Per Financial Advisor3
SCOUT INVESTMENTS, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 143319
Assets Under Management $29,339,693,896
No. Of Clients81837
Clients Per Financial Advisor127
BUCKINGHAM STRATEGIC PARTNERS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81837 clients. The team consists of 645 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (TURNKEY ASSET MANAGEMENT PROVIDER)
QualificationsFirm CRD# 146936
Assets Under Management $13,158,414,504
No. Of Clients44978
Clients Per Financial Advisor63
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED is a financial advisory firm situated in St. Louis, Missouri. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44978 clients. The team consists of 711 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 110905
Assets Under Management $8,922,002,847
No. Of Clients12871
Clients Per Financial Advisor110
FORVIS MAZARS WEALTH ADVISORS, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12871 clients. The team consists of 117 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 146019
Assets Under Management $7,200,932,108
No. Of Clients17208
Clients Per Financial Advisor319
CONFLUENCE INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17208 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (MODEL PROVIDER, UIT SECURITY SELECTION AND SUPERVISION)
QualificationsFirm CRD# 286094
Assets Under Management $7,155,619,787
No. Of Clients18
Clients Per Financial Advisor1
ELMTREE FUNDS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ballwin, Missouri
- Retirement Planners in Kansas City, Missouri
- Retirement Planners in Lebanon, Missouri
- Retirement Planners in Lees Summit, Missouri
- Retirement Planners in Saint Louis, Missouri
- Retirement Planners in Springfield, Missouri
Looking for more choices? Use our free match service to compare retirement planners serving your area.