Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Saint Louis has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Saint Louis, Missouri have an average of 23 years of experience.
John C. Wahl
CFP®, ChFC®
One Bridge Wealth Management
Qualifications
CRD# 5833997
Firm CRD# 8032
Series 7, 63, 66
Minimum Assets Required
$500,000
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
Fee-Based, Commissions, Based on Assets
Michael Becker
CFP®, CFA®
Toberman Becker Wealth
Qualifications
CRD# 6761484
Firm CRD# 310346
Minimum Assets Required
Not Specified
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
Fee-Only, Based on Assets
David Naert
Oppenheimer & Company
Qualifications
CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Based on Assets
Dan Hummert
CFP®, CRPC®
Hummert Financial
Qualifications
CRD# 5751394
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
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
Fee-Based, Based on Assets
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
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
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 20 Allen Avenue, Ste 300, Saint Louis, MO, 63119 | $6,928,892,883 | 17616 | 47 | A Percentage of AUM, Fixed Fees |
2 | 540 Maryville Centre Drive, Suite 105 Saint Louis, MO, 63141-5829 | $5,545,417,718 | 6315 | 76 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | 100 N Broadway, Suite 1700 Saint Louis, MO, 63102 | $2,335,800,000 | 20802 | 160 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | 165 North Meramec, Suite 210 Saint Louis, MO, 63105 | $879,122,000 | 7 | 20 | A Percentage of AUM, Fixed Fees, Performance Based |
5 | 190 Carondelet Plaza, Suite 1300 Saint Louis, MO, 63105 | $749,687,814 | 223 | 15 | A Percentage of AUM, Fixed Fees |
6 | 10777 Sunset Office Drive, Suite 317 Saint Louis, MO, 63127-1019 | $677,417,623 | 875 | 9 | A Percentage of AUM, Hourly charges |
7 | 135 West Adams Avenue, Saint Louis, MO, 63122 | $304,689,377 | 2342 | 13 | A Percentage of AUM, Fixed Fees, Performance Based |
8 | 1401 South Brentwood Blvd., Suite 880 Saint Louis, MO, 63144 | $235,357,091 | 218 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | 11152 S Towne Square, Saint Louis, MO, 63123 | $163,089,052 | 540 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER) |
10 | 530 Vance Road, Saint Louis, MO, 63088 | $149,863,012 | 3343 | 22 | A Percentage of AUM |
11 | 8777 Big Bend Blvd, Suite A Saint Louis, MO, 63119-3778 | $132,356,979 | 350 | 2 | A Percentage of AUM, Fixed Fees |
12 | 22 Upper Ladue Road, Saint Louis, MO, 63124 | $105,833,181 | 53 | 1 | A Percentage of AUM |
QualificationsFirm CRD# 146019
Assets Under Management $6,928,892,883
No. Of Clients17616
Clients Per Financial Advisor375
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 17616 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106599
Assets Under Management $5,545,417,718
No. Of Clients6315
Clients Per Financial Advisor83
PLANCORP, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6315 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140599
Assets Under Management $2,335,800,000
No. Of Clients20802
Clients Per Financial Advisor130
LARSON FINANCIAL GROUP, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20802 clients. The team consists of 160 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154659
Assets Under Management $879,122,000
No. Of Clients7
Clients Per Financial Advisor0
CONWAY INVESTMENT RESEARCH, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $879M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286072
Assets Under Management $749,687,814
No. Of Clients223
Clients Per Financial Advisor15
ALPINE PRIVATE WEALTH is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 223 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110422
Assets Under Management $677,417,623
No. Of Clients875
Clients Per Financial Advisor97
TERRIL & COMPANY is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $677M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317916
Assets Under Management $304,689,377
No. Of Clients2342
Clients Per Financial Advisor180
25 FINANCIAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2342 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315635
Assets Under Management $235,357,091
No. Of Clients218
Clients Per Financial Advisor73
BRADY FAMILY WEALTH, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122692
Assets Under Management $163,089,052
No. Of Clients540
Clients Per Financial Advisor77
SAXONY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 540 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324833
Assets Under Management $149,863,012
No. Of Clients3343
Clients Per Financial Advisor152
VCI WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3343 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154722
Assets Under Management $132,356,979
No. Of Clients350
Clients Per Financial Advisor175
MCCARTNEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153299
Assets Under Management $105,833,181
No. Of Clients53
Clients Per Financial Advisor53
STEP CHANGE ADVISORS, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.