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Find Retirement Advisors for Retirement Planning in Saint Louis, Missouri

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 you 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 registrations check. 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.

Finding the Best Retirement Planners in Saint Louis, Missouri

Last Updated - June 15, 2024

Saint Louis has 6 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.

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List of Qualified Retirement Planning Advisors in Saint Louis, Missouri

advisor-photo
vector.svg VERIFIED

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

advisor-photo
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Michael Becker
CFP®, CFA®
Toberman Becker Wealth

Qualifications
CRD# 6761484
Firm CRD# 310346

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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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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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

advisor-photo
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Dan Hummert
CFP®, CRPC®
St. Louis Retirement Advisors

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

Minimum Assets Required
$250,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 12 Retirement Planning firms in Saint Louis, Missouri (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CONFLUENCE INVESTMENT MANAGEMENT LLC
20 Allen Avenue, Ste 300,
Saint Louis, MO, 63119
$6,928,892,8831761647
A Percentage of AUM, Fixed Fees
2
PLANCORP, LLC
540 Maryville Centre Drive, Suite 105
Saint Louis, MO, 63141-5829
$5,545,417,718631576
A Percentage of AUM, Hourly charges, Fixed Fees
3
LARSON FINANCIAL GROUP, LLC
100 N Broadway, Suite 1700
Saint Louis, MO, 63102
$2,335,800,00020802160
A Percentage of AUM, Hourly charges, Fixed Fees
4
CONWAY INVESTMENT RESEARCH, LLC
165 North Meramec, Suite 210
Saint Louis, MO, 63105
$879,122,000720
A Percentage of AUM, Fixed Fees, Performance Based
5
ALPINE PRIVATE WEALTH
190 Carondelet Plaza, Suite 1300
Saint Louis, MO, 63105
$749,687,81422315
A Percentage of AUM, Fixed Fees
6
TERRIL & COMPANY
10777 Sunset Office Drive, Suite 317
Saint Louis, MO, 63127-1019
$677,417,6238759
A Percentage of AUM, Hourly charges
7
25 FINANCIAL
135 West Adams Avenue,
Saint Louis, MO, 63122
$304,689,377234213
A Percentage of AUM, Fixed Fees, Performance Based
8
BRADY FAMILY WEALTH, LLC
1401 South Brentwood Blvd., Suite 880
Saint Louis, MO, 63144
$235,357,0912183
A Percentage of AUM, Hourly charges, Fixed Fees
9
SAXONY CAPITAL MANAGEMENT, LLC
11152 S Towne Square,
Saint Louis, MO, 63123
$163,089,0525407
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER)
10
VCI WEALTH MANAGEMENT LLC
530 Vance Road,
Saint Louis, MO, 63088
$149,863,012334322
A Percentage of AUM
11
MCCARTNEY WEALTH MANAGEMENT LLC
8777 Big Bend Blvd, Suite A
Saint Louis, MO, 63119-3778
$132,356,9793502
A Percentage of AUM, Fixed Fees
12
STEP CHANGE ADVISORS, LLC
22 Upper Ladue Road,
Saint Louis, MO, 63124
$105,833,181531
A Percentage of AUM

Information on Top Retirement Planning firms in Saint Louis, Missouri

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based
  • Other (CONSULTING FEES TO RIA'S
  • FINDERS FEES
  • FEES THIRD PARTY MANAGER)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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