Fiduciary advisors in St. Louis, MO

86 registered advisers

With 86 SEC-registered fiduciary firms, St. Louis has built a notable advisory presence for a Missouri city. Fee-only firms account for 74 of the 86 registered practices, or about 86% of the local market. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

25 FINANCIAL

Also Compensated via Brokerage
St. Louis, MissouriCRD #317916
Typical Fee--
AUM$545M
Minimum--
Clients3,075

ACR ALPINE CAPITAL RESEARCH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #110933
Typical Fee1.00%
AUM$8.5B
Minimum--
Clients6,394

ADK WEALTH ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #175085
Typical Fee--
AUM$686M
Minimum--
Clients2,106

ALLOCATOR SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #337300
Typical Fee--
AUM$277M
Minimum--
Clients4

ALPINE PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #286072
Typical Fee--
AUM$1.2B
Minimum--
Clients279

ANDERSON HOAGLAND & CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #105157
Typical Fee--
AUM$1.4B
Minimum--
Clients415

AQUILANT ADVISORS

Clean RecordAlso Compensated via Brokerage
St. Louis, MissouriCRD #282953
Typical Fee--
AUM$216M
Minimum--
Clients694

ARGOS CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #116165
Typical Fee--
AUM$2.6B
Minimum--
Clients1,025

ASCENSION INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #159767
Typical Fee--
AUM$40.8B
Minimum--
Clients12

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Also Compensated via Brokerage
St. Louis, MissouriCRD #146936
Typical Fee--
AUM$15.7B
Minimum--
Clients49,475

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #297750
Typical Fee--
AUM$894M
Minimum--
Clients3,424

BRADY FAMILY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #315635
Typical Fee--
AUM$306M
Minimum--
Clients243

BROADVIEW MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #334073
Typical Fee--
AUM$335M
Minimum--
Clients2

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #143812
Typical Fee--
AUM$255M
Minimum--
Clients416

CLARIS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #117734
Typical Fee--
AUM$801M
Minimum--
Clients937

CLAYTON FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #226729
Typical Fee--
AUM$794M
Minimum--
Clients1,306

COMPASS GROUP EQUITY PARTNERS

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #317244
Typical Fee--
AUM$823M
Minimum--
Clients8

COMPASS RETIREMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #282420
Typical Fee--
AUM$112M
Minimum$250,000
Clients939

CONFLUENCE INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #146019
Typical Fee--
AUM$7.3B
Minimum--
Clients16,134

CONWAY INVESTMENT SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #154659
Typical Fee--
AUM$1.3B
Minimum--
Clients12

CORNERSTONE SELECT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #144044
Typical Fee--
AUM$234M
Minimum--
Clients465

CORTLAND ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #104681
Typical Fee--
AUM$1.0B
Minimum--
Clients390

DAYTONA STREET CAPITAL

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #316666
Typical Fee--
AUM$161M
Minimum--
Clients113

DETALUS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #117958
Typical Fee--
AUM$928M
Minimum--
Clients646

DROMS STRAUSS WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #108620
Typical Fee--
AUM$730M
Minimum--
Clients1,402

DUNCKER STREETT & CO.

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #110828
Typical Fee--
AUM$665M
Minimum--
Clients417

EDWARD JONES

Also Compensated via Brokerage
St. Louis, MissouriCRD #250
Typical Fee--
AUM$825.0B
Minimum--
Clients5,086,856

EKON ADVISORS, LLC

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #281039
Typical Fee--
AUM$207M
Minimum--
Clients15

ELMTREE FUNDS, LLC

Fee-Only, No Conflicts
St. Louis, MissouriCRD #338940
Typical Fee--
AUM$7.5B
Minimum--
Clients16

ESSEX RIDGE CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #145795
Typical Fee--
AUM$146M
Minimum--
Clients51

FEFA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #324833
Typical Fee--
AUM$435M
Minimum--
Clients3,837

FIDUCIARY ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #108239
Typical Fee--
AUM$1.7B
Minimum--
Clients388

FINANCIAL & TAX ARCHITECTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #119169
Typical Fee--
AUM$506M
Minimum--
Clients3,736

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #143319
Typical Fee--
AUM$32.2B
Minimum--
Clients78,053

FOCUS PARTNERS WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #159289
Typical Fee1.25%
AUM$181.9B
Minimum--
Clients220,585

FORTIFY WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #297433
Typical Fee--
AUM$107M
Minimum--
Clients239

FOURTHSTONE LLC

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #169067
Typical Fee--
AUM$958M
Minimum--
Clients5

HARBOUR GROUP INDUSTRIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #160634
Typical Fee--
AUM$406M
Minimum--
Clients5

HILL INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #312052
Typical Fee--
AUM$1.0B
Minimum--
Clients1,499

HUNTLEIGH ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #113412
Typical Fee--
AUM$626M
Minimum--
Clients1,628

IFG ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #172329
Typical Fee--
AUM$818M
Minimum--
Clients2,540

JAG CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #159227
Typical Fee0.80%
AUM$1.7B
Minimum--
Clients1,530

KENNEDY CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #105834
Typical Fee--
AUM$4.9B
Minimum--
Clients206

KRILOGY

Clean RecordAlso Compensated via Brokerage
St. Louis, MissouriCRD #149046
Typical Fee--
AUM$5.0B
Minimum--
Clients10,780

LARSON FINANCIAL GROUP, LLC

Also Compensated via Brokerage
St. Louis, MissouriCRD #140599
Typical Fee--
AUM$4.0B
Minimum--
Clients24,504

LEWIS & CLARK PARTNERS, LLC

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #299686
Typical Fee--
AUM$264M
Minimum--
Clients8

MATTER FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #106806
Typical Fee1.00%
AUM$3.5B
Minimum--
Clients2,603

MCCARTNEY WEALTH MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #154722
Typical Fee--
AUM$188M
Minimum--
Clients464

MODERN DOLLAR PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #174695
Typical Fee--
AUM$159M
Minimum--
Clients153

MOELIS ASSET CATALYST PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #327289
Typical Fee--
AUM$241M
Minimum--
Clients2

MOMENT PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #313223
Typical Fee--
AUM$157M
Minimum--
Clients472

MONETA GROUP INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #104727
Typical Fee--
AUM$42.8B
Minimum--
Clients44,504

MONETARY MANAGEMENT GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #110284
Typical Fee--
AUM$492M
Minimum--
Clients296

MOSAIC WEALTH

Clean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #317377
Typical Fee--
AUM$1.6B
Minimum--
Clients4,296

NISA INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #107313
Typical Fee--
AUM$315.3B
Minimum--
Clients428

OLIVE STREET INVESTMENT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #166710
Typical Fee--
AUM$169.5B
Minimum--
Clients13

ORION INVESTMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #110867
Typical Fee--
AUM$444M
Minimum--
Clients634

PHILIP VONGONTARD, CFA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #127938
Typical Fee--
AUM$313M
Minimum--
Clients215

PLANCORP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #106599
Typical Fee--
AUM$7.3B
Minimum--
Clients6,711

PRECISION WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #299827
Typical Fee--
AUM$386M
Minimum--
Clients1,085

PROFUSION FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #167003
Typical Fee--
AUM$125M
Minimum--
Clients263

R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #131804
Typical Fee--
AUM$416M
Minimum--
Clients4,658

RBF WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #104771
Typical Fee--
AUM$716M
Minimum--
Clients2,421

RUBINBROWN ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #116909
Typical Fee--
AUM$3.3B
Minimum--
Clients3,918

SAXONY CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #122692
Typical Fee--
AUM$368M
Minimum--
Clients1,488

SEVERIN INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #166567
Typical Fee--
AUM$128M
Minimum--
Clients561

SIGNIFY WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #160094
Typical Fee--
AUM$364M
Minimum--
Clients312

SPARROW CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #106616
Typical Fee--
AUM$224M
Minimum--
Clients66

STIEVEN CAPITAL ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #136106
Typical Fee--
AUM$565M
Minimum--
Clients2

STIFEL INDEPENDENT ADVISORS, LLC

Also Compensated via Brokerage
St Louis, MissouriCRD #28218
Typical Fee--
AUM$4.4B
Minimum--
Clients11,648

STIFEL WEALTH TRACKER

Fee-Only, No ConflictsClean Record
St. Louis, MissouriCRD #291897
Typical Fee--
AUM--
Minimum--
Clients--

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Also Compensated via Brokerage
St Louis, MissouriCRD #793
Typical Fee--
AUM$171.2B
Minimum--
Clients368,405

STONEBRIDGE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #337972
Typical Fee--
AUM$2.4B
Minimum--
Clients1,621

SUNPOINTE INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #282505
Typical Fee--
AUM$791M
Minimum--
Clients1,085

TERRIL & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #110422
Typical Fee--
AUM$864M
Minimum--
Clients1,068

THOMPSON STREET CAPITAL MANAGER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #156679
Typical Fee--
AUM$4.9B
Minimum--
Clients10

TOBERMAN BECKER WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #310346
Typical Fee0.75%
AUM$171M
Minimum--
Clients473

TRINITY WEALTH ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
St. Louis, MissouriCRD #109452
Typical Fee--
AUM$259M
Minimum--
Clients540

UNIVERSAL FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #318392
Typical Fee--
AUM$251M
Minimum--
Clients647

VISIONARY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #169610
Typical Fee--
AUM$2.9B
Minimum--
Clients10,262

WEDGEWOOD PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #21923
Typical Fee--
AUM$540M
Minimum--
Clients388

WELLS FARGO ADVISORS

Also Compensated via Brokerage
St. Louis, MissouriCRD #11025
Typical Fee--
AUM$197.4B
Minimum--
Clients401,726

WELLS FARGO ADVISORS

Also Compensated via Brokerage
St. Louis, MissouriCRD #19616
Typical Fee0.35%
AUM$606.0B
Minimum--
Clients1,327,695

WHEELHOUSE ADVISORY GROUP, LLC

Clean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #312806
Typical Fee--
AUM$272M
Minimum--
Clients1,601

WILSQUARE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis, MissouriCRD #296504
Typical Fee--
AUM$166M
Minimum--
Clients2

ZEMENICK & WALKER INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Louis, MissouriCRD #108670
Typical Fee0.50%
AUM$2.4B
Minimum--
Clients256
Fiduciary Advisors in St. Louis, Missouri | FiduciaryListings