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 8 non-vetted advisors in your local area. These retirement advisors in Saint Louis, Missouri have an average of 26 years of experience.
Joe Roddy
CFP®, AIF®
West End Advisory Group
Qualifications
CRD# 1112591
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
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
Fee-Based, Flat Fee, Based on Assets
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
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 | 501 N Broadway, St Louis, MO, 63102 | $149,248,936,163 | 348524 | 6534 | A percentage of AUM, Fixed fees, Commission Based |
2 | 10829 Olive Blvd, St Louis, MO, 63141-7739 | $4,769,808,892 | 185 | 47 | A percentage of AUM, Performance Based |
3 | 501 N Broadway, St Louis, MO, 63102 | $3,556,518,775 | 9973 | 190 | A percentage of AUM, Fixed fees, Commission Based |
4 | 1401 S. Brentwood Blvd., Suite 550, St Louis, MO, 63144 | $2,234,375,408 | 245 | 11 | A percentage of AUM |
5 | 9811 South Forty Drive, Suite 200, St Louis, MO, 63124 | $1,241,084,228 | 383 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 9909 Clayton Rd, Suite 103, St Louis, MO, 63124-1120 | $539,692,744 | 388 | 11 | A percentage of AUM |
7 | 13537 Barrett Parkway Drive, Suite 325 St Louis, MO, 63021 | $464,788,624 | 282 | 6 | A percentage of AUM |
8 | 7800 Forsyth Blvd., Suite 820 St Louis, MO, 63105 | $464,456,301 | 604 | 6 | A percentage of AUM |
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.
QualificationsFirm CRD# 105834
Assets Under Management $4,769,808,892
No. Of Clients185
Clients Per Financial Advisor4
KENNEDY CAPITAL MANAGEMENT is a financial advisory firm situated in St Louis, Missouri. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 185 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 28218
Assets Under Management $3,556,518,775
No. Of Clients9973
Clients Per Financial Advisor52
STIFEL INDEPENDENT ADVISORS, LLC is a financial advisory firm situated in St Louis, Missouri. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9973 clients. The team consists of 190 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108670
Assets Under Management $2,234,375,408
No. Of Clients245
Clients Per Financial Advisor22
ZEMENICK & WALKER INC is a financial advisory firm situated in St Louis, Missouri. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105157
Assets Under Management $1,241,084,228
No. Of Clients383
Clients Per Financial Advisor48
ANDERSON HOAGLAND & CO is a financial advisory firm situated in St Louis, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 21923
Assets Under Management $539,692,744
No. Of Clients388
Clients Per Financial Advisor35
WEDGEWOOD PARTNERS, INC. is a financial advisory firm situated in St Louis, Missouri. With a nearly $540M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110284
Assets Under Management $464,788,624
No. Of Clients282
Clients Per Financial Advisor47
MONETARY MANAGEMENT GROUP INC is a financial advisory firm situated in St Louis, Missouri. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110867
Assets Under Management $464,456,301
No. Of Clients604
Clients Per Financial Advisor101
ORION INVESTMENT CO is a financial advisory firm situated in St Louis, Missouri. With a nearly $464M assets under management, the firm specializes in crafting personalized retirement planning solutions for 604 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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