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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, 2025

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.

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List of Qualified Retirement Planning Advisors in Saint Louis, Missouri

advisor
vector.svg VERIFIED

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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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
vector.svg VERIFIED

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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advisor
vector.svg VERIFIED

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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Top 8 Retirement Planning firms in Saint Louis, Missouri (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

501 N Broadway,
St Louis, MO, 63102
$149,248,936,1633485246534
A percentage of AUM, Fixed fees, Commission Based
2

10829 Olive Blvd,
St Louis, MO, 63141-7739
$4,769,808,89218547
A percentage of AUM, Performance Based
3

501 N Broadway,
St Louis, MO, 63102
$3,556,518,7759973190
A percentage of AUM, Fixed fees, Commission Based
4

1401 S. Brentwood Blvd., Suite 550,
St Louis, MO, 63144
$2,234,375,40824511
A percentage of AUM
5

9811 South Forty Drive, Suite 200,
St Louis, MO, 63124
$1,241,084,2283838
A percentage of AUM, Hourly charges, Fixed fees
6

9909 Clayton Rd, Suite 103,
St Louis, MO, 63124-1120
$539,692,74438811
A percentage of AUM
7

13537 Barrett Parkway Drive, Suite 325
St Louis, MO, 63021
$464,788,6242826
A percentage of AUM
8

7800 Forsyth Blvd., Suite 820
St Louis, MO, 63105
$464,456,3016046
A percentage of AUM

Information on Top Retirement Planning firms in Saint Louis, Missouri

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# 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.

Fee Structure

  • A percentage of AUM
  • 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# 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.

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
  • Education seminars/workshops
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

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.

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
  • Other (CONSULTING)
View Full Profile

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.

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
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

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