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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 - April 24, 2025

Missouri has 8 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 20 years of experience.

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List of Qualified Retirement Planning Advisors in Missouri

advisor
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David 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

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advisor
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Joe 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

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advisor
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John 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

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advisor
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Lisa 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

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advisor
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Michael Fiammetta
Lpl

Qualifications
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

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advisor
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William 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

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advisor
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George 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

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advisor
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Dan Hummert
CFP®, CRPC®
Hummert Financial

Qualifications
CRD# 5751394
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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Top 15 Retirement Planning firms in Missouri (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

12555 Manchester Rd,
St. Louis, MO, 63131
$824,988,034,503508685629003
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
$558,464,518,060135205219871
A percentage of AUM, Fixed fees, Commission Based
3

7676 Forsyth Blvd Suite 1100,
St. Louis, MO, 63105-4141
$306,242,186,324282390
A percentage of AUM, Fixed fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
4

4500 Main Street,
Kansas City, MO, 64111-7709
$229,554,718,263647225
A percentage of AUM, Fixed fees, Performance Based
5

12555 Manchester Road,
St. Louis, MO, 63131
$169,541,361,94413218
A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
6

One North Jefferson Avenue, Mail Code: H0004-05e
St. Louis, MO, 63103
$154,192,149,3473464993227
A percentage of AUM, Fixed fees, Commission Based
7

501 N Broadway,
St Louis, MO, 63102
$149,248,936,1633485246534
A percentage of AUM, Fixed fees, Commission Based
8

4600 Edmundson Road,
St. Louis, MO, 63134
$40,337,272,5731427
A percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES)
9

100 South Brentwood Blvd.,
St. Louis, MO, 63105
$37,481,639,91840790501
A percentage of AUM, Hourly charges, Fixed fees
10

1201 Walnut St, 21st Floor
Kansas City, MO, 64106
$33,033,194,86014053
A percentage of AUM, Fixed fees, Performance Based
11

190 Carondelet Plaza, Suite 600
St. Louis, MO, 63105
$29,339,693,89681837645
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
$13,158,414,50444978711
A percentage of AUM, Hourly charges, Fixed fees
13

910 East St Louis St,
Springfield, MO, 65806
$8,922,002,84712871117
A percentage of AUM, Hourly charges, Fixed fees
14

20 Allen Avenue, Ste 300,
Saint Louis, MO, 63119
$7,200,932,1081720854
A percentage of AUM
15

8027 Forsyth Blvd, Suite 1100
St. Louis, MO, 63105
$7,155,619,7871835
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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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