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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 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.
Finding the Best Retirement Planners in Saint Louis, Missouri
Last Updated - April 25, 2025Saint Louis has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Saint Louis, Missouri have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Saint Louis, Missouri
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
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
VERIFIEDDan 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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 13 Retirement Planning firms in Saint Louis, Missouri (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 20 Allen Avenue, Ste 300, Saint Louis, MO, 63119 | $7,200,932,108 | 17208 | 54 | A percentage of AUM |
| 2 | 540 Maryville Centre Drive, Suite 105 Saint Louis, MO, 63141-5829 | $6,479,677,393 | 6627 | 81 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 100 N Broadway, Suite 1700 Saint Louis, MO, 63102 | $2,744,800,000 | 21684 | 75 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 165 North Meramec, Suite 210 Saint Louis, MO, 63105 | $1,003,247,559 | 9 | 19 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 190 Carondelet Plaza, Suite 1300 Saint Louis, MO, 63105 | $978,478,127 | 268 | 17 | A percentage of AUM, Fixed fees |
| 6 | 10777 Sunset Office Drive, Suite 317 Saint Louis, MO, 63127-1019 | $760,944,922 | 1032 | 13 | A percentage of AUM, Hourly charges |
| 7 | 135 West Adams Avenue, Saint Louis, MO, 63122 | $415,000,000 | 2700 | 21 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 530 Vance Road, Saint Louis, MO, 63088 | $294,753,665 | 3203 | 23 | A percentage of AUM |
| 9 | 1401 South Brentwood Blvd., Suite 880 Saint Louis, MO, 63144 | $278,355,497 | 237 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 11152 S Towne Square, Saint Louis, MO, 63123 | $239,289,634 | 1192 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER) |
| 11 | 7733 Forsyth Blvd, 11th Floor Saint Louis, MO, 63105-1878 | $166,382,874 | 390 | 2 | A percentage of AUM, Fixed fees |
| 12 | 8000 Maryland Ave, Suite 610 Saint Louis, MO, 63105 | $161,409,263 | 113 | 6 | A percentage of AUM |
| 13 | 2 Cityplace Drive, 2nd Floor Saint Louis, MO, 63141 | $112,149,459 | 286 | 3 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Saint Louis, Missouri
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# 106599
Assets Under Management $6,479,677,393
No. Of Clients6627
Clients Per Financial Advisor82
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 6627 clients. The team consists of 81 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
QualificationsFirm CRD# 140599
Assets Under Management $2,744,800,000
No. Of Clients21684
Clients Per Financial Advisor289
LARSON FINANCIAL GROUP, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21684 clients. The team consists of 75 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
QualificationsFirm CRD# 154659
Assets Under Management $1,003,247,559
No. Of Clients9
Clients Per Financial Advisor0
CONWAY INVESTMENT SOLUTIONS is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 19 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 286072
Assets Under Management $978,478,127
No. Of Clients268
Clients Per Financial Advisor16
ALPINE PRIVATE WEALTH is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 17 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 110422
Assets Under Management $760,944,922
No. Of Clients1032
Clients Per Financial Advisor79
TERRIL & COMPANY is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $761M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1032 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
- Hourly charges
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 317916
Assets Under Management $415,000,000
No. Of Clients2700
Clients Per Financial Advisor129
25 FINANCIAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2700 clients. The team consists of 21 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 324833
Assets Under Management $294,753,665
No. Of Clients3203
Clients Per Financial Advisor139
FEFA FINANCIAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3203 clients. The team consists of 23 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 315635
Assets Under Management $278,355,497
No. Of Clients237
Clients Per Financial Advisor47
BRADY FAMILY WEALTH, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 237 clients. The team consists of 5 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
QualificationsFirm CRD# 122692
Assets Under Management $239,289,634
No. Of Clients1192
Clients Per Financial Advisor199
SAXONY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (CONSULTING FEES TO RIA'S
- FINDERS FEES
- FEES THIRD PARTY MANAGER)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 154722
Assets Under Management $166,382,874
No. Of Clients390
Clients Per Financial Advisor195
MCCARTNEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 390 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 services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 316666
Assets Under Management $161,409,263
No. Of Clients113
Clients Per Financial Advisor19
DAYTONA STREET CAPITAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 313223
Assets Under Management $112,149,459
No. Of Clients286
Clients Per Financial Advisor95
MOMENT PRIVATE WEALTH is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
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.