2017 RANKING & REVIEWS
TOP RANKING FINANCIAL ADVISORS IN ST. LOUIS, MO


Finding the Top Financial Advisor in St. Louis, MO

When it comes to finding a financial advisor, ordinary investors, retirees, business entities and high net worth individuals and families in the St. Louis area can agree on one thing: They are looking for St. Louis financial advisors that can offer them independent, unbiased, conflict of interest-free advice.

With so many choices of advisory firms out there, that search can be overwhelming. That’s why we’ve assembled this list of top financial advisors in St. Louis, Missouri. Our objective was to scan the universe of wealth managers, investment advisors, and financial planners across St. Louis and the surrounding areas and review the firms we think are worthy of your consideration.

Award Emblem: Top 9 Best Financial Advisors in St. Louis, MO

This list of top financial advisors in St. Louis will give you a great start in finding and working with an advisor that’s right for you. 



AdvisoryHQ's List of the Top 9 Best Financial Advisors in St. Louis

List is sorted alphabetically (click any of the names below to go directly to the detailed review section for that credit card)

Click here for 2016's Top 9 Best Financial Advisors in St. Louis, MO


Top Financial Advisors in St. Louis, Missouri | Brief Comparison

Financial Advisors in St. Louis Highlighted Features
Acropolis Investment Management Acropolis Business Liquidity for Entrepreneurs (ABLE)
Buckingham Strategic Wealth Specialized Advice for Dental Practices
Cambridge Capital Management Risk Protection
Droms Strauss Advisors Research-Based Investment Philosophy
HM Capital Management Qualified Team of Professionals
Matter Family Office Culture & Legacy Planning
North American Management North American Fiduciary Services desgination
Plancorp, LLC Academic-Based Investing
Zemenick & Walker, Inc. Registered Investment Advisor

Table: Top 9 Best Financial Advisors in St. Louis | Above list is sorted alphabetically


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Detailed Review – Top Ranking Financial Advisors in St. Louis, MO 

Below, please find the detailed review of each firm on our list of the best financial planners in St. Louis. We have highlighted some of the factors that allowed these St. Louis wealth management firms to score so high in our selection ranking.

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Acropolis Investment Management Review


Acropolis Investment Management was officially established as an independent wealth manager in St. Louis in 1999. This St. Louis wealth management firm's founding objective is to deliver trusted advice, foster personal and long-term relationships with clients, and help clients realize their financial and lifestyle goals.

The company acts as a leading wealth management firm in St. Louis and to clients in over 34 states across the U.S. Their clients base is made up of three main categories of investors: comprise of three broad categories of investors, including:

This financial advisory firm in St. Louis currently has over $1.4 billion in assets under management. To secure their services, clients need a minimum of $1 million of assets under management. 

Acropolis Investment Management is a fee-only wealth management firm in St. Louis. 

Source: History Things

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm 

The following factors were instrumental in rating Acropolis Investment Management as a top wealth management firm in St. Louis. 

Independent Advisory Services

As an independent St. Louis financial advisor, the Acropolis team receives no compensation or commissions from third party institutions. This means the company’s advisors are free to recommend the best products and services that meet their clients’ needs without any bias or ulterior motives. 

Fee-Only Wealth Manager

The firm operates as a fee-only wealth management firm in St. Louis. This means that clients are charged a fixed fee based on their assets under management with the firm, and that there are no commission setups within the firm. As a result, the firm's bottom line is based on the success of its clients' portfolios.

Fiduciary Duty

Acropolis Investment Management is a wealth manager in St. Louis with a fiduciary duty toward its clients. As Center for Fiduciary Excellence (CEFEX) designation holders, the company is committed to offering advice and recommendations that are always in the best interest of its clients.

Experienced Team

The company brings together a team of highly experienced members who have wide ranging expertise in a broad array of wealth management and financial advisory fields.

The team includes Registered Investment Advisor Representatives, Certified Financial Planners (CFP), Chartered Financial Analyst (CFA) Charterholders, a Certified Exit Planning Advisor (CEPA), a Certified Public Accountant (CPA), and a Certified Retirement Planning Counselor (CRPC).

Disciplined Investment Processes

As a highly regarded St. Louis wealth management firm, the Acropolis team has put in place disciplined processes to manage client wealth by removing the emotional aspects of investing from the process. This approach has dramatic positive influences on client portfolios.

Business Transition Services

Nothing is forever, and sometimes the time is right to pass your business along to the next generation or to new, capable hands. Acropolis Investment Management is a financial advisory firm that can help with this important transition and set business owners up for success.

This wealth management firm in St. Louis offers a unique Acropolis Business Liquidity for Entrepreneurs (ABLE) program that keeps business owners in the know, in control, and comfortable moving into the next stage of their life. 

The financial advisors at Acropolis can help owners put together an exit plan that allows you to get the final say about how and when your business is transferred.

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Buckingham Strategic Wealth Review


Buckingham Strategic Wealth provides financial advice for individuals, families, institutions, plan sponsors, and dental practice owners. This wealth management firm in St. Louis provides its advice based on decades of peer-reviewed research.

They dismiss “flavor of the month” speculation in favor of evidence-based investment strategies. This financial advisory firm in St. Louis has been providing fact based, level-headed advice since its founders came together in 1994 with the idea to start a client-centric firm.

Buckingham Strategic Wealth is a fee-only wealth management firm in St. Louis.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm 

The following factors were instrumental in rating Buckingham Strategic Wealth as a top wealth management firm in St. Louis. 

Financial Planning for Nonprofit Organizations

Managing a nonprofit comes with ample responsibility on a number of fronts. On one end, you have an obligation to your donors and supporters to manage funds efficiently. You also have an obligation to your organization’s mandate and objectives.

Buckingham Strategic Wealth is a wealth management firm in St. Louis that understands the different layers of financial planning for nonprofit organizations. They can help make the role of nonprofit board members and trustees more rewarding and less stressful by serving as fiduciary financial advisors.

This wealth management firm in St. Louis can provide organizations with a solid investing strategy geared towards long-term stability that board members can comfortably stand behind.

These St. Louis financial advisors can also help you present this information to your trustees in a way that is accessible and helps them get on the same page.

Plan Sponsors

If you want to attract the top talent, you’ve got to woo them with the right benefits. But even the most well-meaning employers may find the process of setting up a retirement plan for their employees very daunting.

This is where it pays to bring a wealth management firm in St. Louis, like Buckingham Strategic Wealth, on board. When your employees start to enroll in 401(k) plans, this financial advisory firm in St. Louis organizes the process so that they are provided with professionally managed portfolios that are strategically diversified.

Typically, when employees enroll in a 401(k) plan they are overwhelmed by a long list of fund options that can lead to them making unwise choices for their retirement savings. Enlisting the help of a St. Louis wealth management firm provides your employees with an elevated and positive retirement savings experience.

Specialized Advice for Dental Practice Owners

There are a lot of financial risks and rewards involved with opening your own practice. Navigating this in addition to running a business in a highly specialized field and providing a great patient experience can be a bit much.

A wealth management firm in St. Louis can reduce the demands on your time by taking on some of this burden. Buckingham Strategic Wealth can help build a detailed review plan that combines your current financial circumstances and your future hopes and goals for your practice.

This wealth management firm in St. Louis helps dental practice owners with everything from investing to tax management to transition planning if you wish to buy or sell a practice.

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Cambridge Capital Management Review


Cambridge Capital Management is an independent financial advisor operating in St. Louis, Missouri, and O’Fallon, Illinois. The primary goal of the St. Louis wealth management firm and its advisory team is to deliver a full suite of financial planning, retirement plan consulting, and investment services to its clients.

Committed to providing transparent and highly personalized services to its clients, Cambridge Capital Management was among the first fee-only investment advisors and financial planners in St. Louis. Through its two offices, the company delivers a range of customized services to clients all across the country, including:

  • Retirement planning
  • Estate planning
  • Investment management
  • Charitable planning
  • Risk protection
  • Education funding
  • Tax planning

This St. Louis wealth management firm's clients include both businesses as well as individuals in need of investment advisory and financial planning services.  

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm 

The following key characteristics were considered when rating Cambridge Capital Management as a top wealth management firm in St. Louis. 

Independent Registered Investment Advisors (RIA)

As an independent financial advisor in St. Louis, Cambridge Capital Management is free to provide clients advice and recommendations from a much broader realm of products and services than advisors who are affiliated with third-party providers. Additionally, this independent status gives clients the peace of mind that all advice from these St. Louis financial advisors is provided without any conflict of interest.

Fee-Only Advisory

Cambridge Capital is a fee-only investment advisor and financial planner in St. Louis. As such, this differentiates them from advisors who work on a commission basis or from who use a transactional fee model. Cambridge Capital is paid directly by clients for the advice and services provided and does not receive remuneration from any third-party institutions.  

Comprehensive Approach

As a top-rated investment advisor and financial planner in St. Louis, the company uses a comprehensive approach in advising its clients. From establishing new client relationships to determining their needs and building and implementing appropriate strategies, clients benefit from the firms’ disciplined and coordinated approach.

Fiduciary

As a Registered Investment Advisor in St. Louis, Cambridge Capital Management is mandated by federal law to uphold the fiduciary standard of accountability to its clients. This standard enforces complete transparency of compensation and demands that advisors always act in their clients’ best interest.

Qualified Team

The highly skilled and experienced team at Cambridge Capital is one reason that the firm is recognized as one of the top St. Louis financial planners.  The company brings a number of industry recognized qualifications and credentials to each client engagement, including CFP®–Certified Financial Planner, CVA®–Certified Valuation Analyst, CPA®–Certified Public Accountant, and PFS®–Personal Finance Specialist.

Risk Protection

A comprehensive financial plan needs to take risk into consideration. Purchasing insurance is an easy and low-cost way to minimize risk, but it is also an easy money grab for salespeople. If Insurance A is the best product for you, but Insurance B works well enough and your salesperson receives a commission for hawking Insurance B, that's the product they'll sell to you. In short, they are putting their interests before your own. 

This is why it pays to have a fee-only financial advisory firm in St. Louis help you with risk assessment and risk protection. These professionals can help you choose the insurance products that are best for you without any external influences, financial or otherwise.

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Droms Strauss Wealth Management Review


Droms Strauss Wealth Management was established by founders and co-chairmen Bill Droms and Steve Strauss in 1994. Today, the company is one of the top-ranked financial advisors in St. Louis, with offices in Missouri and Washington, DC.

From humble beginnings as an extension of a CPA firm based in St. Louis, the company now proudly services clients all across the USA, as well as globally in Europe, Asia, and the Middle East.

Droms Strauss Wealth Management offers its clients a range of services, including:

  • Financial planning
  • Investment management
  • Personal wealth management

As a premier financial planner in St. Louis, Droms Strauss Wealth Management uses a highly personalized approach to understanding, defining, and implementing customized financial planning and investment management strategies for its clients.

Droms Strauss personalized approach-min

Source: Droms Strauss Wealth Management

Central to this strategy is the client’s life, and around it revolves various aspects of the client’s financial vision and life goals, as well as the legacy they would like to leave behind. Unlike many other St. Louis financial planners, who look at each of these components individually, the advisors at Droms Strauss take a holistic approach by integrating all of these elements into one vision

In doing so, this St. Louis financial planning firm effectively takes on the role of a client family’s “Chief Financial Officer,” providing vision and direction on all of the family’s financial and wealth management decisions.

It is not clear whether this is a fee-only or fee-based wealth management firm in St. Louis. We advise all readers to verify a firm's compensation structure before starting a working relationship. 

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm

The following factors were instrumental in rating Droms Strauss Wealth Management as a top wealth management firm in St. Louis. 

Research-Based Investment Philosophy

Droms Strauss Wealth Management’s success, as one of the premier wealth management firms in St. Louis and globally, is partly because of their highly disciplined investment philosophy. Their research-based investment approach recognizes the importance of managing risk, diversifying portfolios, having a long-term focus of the markets, and not attempting to time the markets.

Their St. Louis financial advisors take historical market portfolios under consideration and follow Modern Portfolio Theory (MPT). 

Client Relationship

You know what they say: it's the journey, not the destination. When it comes to financial goals, sure the destination is pretty important (everone wants high returns) but when it comes to actually getting there, the vital part of financial planning is the journey. Two clients may have very similar financial goals, but their path to getting there – their journey – may be entirely different.

How they navigate that path may determine whether they get where they want to be. This means the difference between a smooth journey and a trip with a lot of pricey roadblocks and detours. 

This wealth management firm in St. Louis takes clients through a number of steps to make sure their financial plan is suited to their needs. 

  • Meet – Discuss your vision for the future with your St. Louis financial advisor over the course of several meetings. 
  • Create – Familiarize yourself with the possible strategies for realizing your goals before deciding on a course of action that you're comfortable with. 
  • Implement – Put your plan into action as described in your Investment Policy Statement. 
  • Reassess – Monitor and review your plan on a regular basis to ensure things are going as planned. 

Integrated Wealth Management

Wealth is influenced by a lot of factors. Money is obviously a big one, but there are other important variables to take into consideration like family, tradition, community, ethics, and financial education. Droms Strauss is a wealth management firm in St. Louis that understands this which is why they take a personal approach by building a relationship with thier clients. This better enables them to learn their needs and the unique dynamics of their financial situation. 



HM Capital Management Review


HM Capital Management is a fee-only investment and financial advisor in Clayton, Missouri, right outside of St. Louis. Through its office in Clayton, the firm serves affluent individuals, families, and institutional investors in Missouri and throughout the U.S. 

In their capacity as investment advisors and financial planners in the St. Louis area, the company provides a range of services to its clients, including building comprehensive financial plans for high net-worth individuals and families.

This St. Louis-area financial advisory firm also helps foundations and institutions with defined benefit, defined contribution, and non-qualified Senior Executive Retirement Plans meet the institutional investing challenges that they face.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm

The following facts influenced our rating of HM Capital Management as a top wealth management firm in the St. Louis area.

Registered Investment Advisor (RIA)

HM Capital Management is a registered investment advisory firm in the St. Louis area, which binds them to a much higher standard–the fiduciary standard–of care and accountability to clients. As fiduciaries, HM Capital advisors are legally and professionally obligated to always put client interests above all other considerations.

Independent Advisory

The company is an independent St. Louis area financial advisor that acts in a wholly autonomous capacity when it comes to providing advice or making recommendations to its clients. Since HM Capital Management does not sell any products to clients, they are free to recommend products and services, from a wide range of available options, that best fit the needs of their clients.

Fee-Only Advisor

As top-ranked financial advisors in St. Louis, HM Capital Management does not receive any sales commissions or fees from third parties, such as those usually associated with transactional-based client-advisor relationships. The firm is compensated directly by its clients, making the relationship extremely transparent and free from any conflicts of interest.

Qualified Team of Professionals

HM Capital Management is a registered investment advisory firm in St. Louis that is staffed by a team of highly qualified and experienced professionals. Industry designations, credentials and certifications held by its advisors includes the Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), and Certified Private Wealth Advisor℠ (CPWA®) designations.



Matter Family Office Review


Founded in 1990 by Katherine Lintz, Matter Family Office is an independent family office and financial advisor in St. Louis, which provides financial advice, investment management, and family office support to high net worth families. Through offices in St. Louis, MO, and Denver, CO, Matter manages over $5 billion in family net worth.

As one of the largest independent family offices and wealth managers in St. Louis and across the U.S., the firm supports its clients by delivering a range of independent, family-focused services that includes:

  • Family office support and services
  • Family leadership
  • Investment management
  • Wealth planning

As pioneers in the family office industry, this St. Louis wealth management firm uses a family-centric service delivery approach, which puts the family and its needs at the center of its strategy. The Matter Family Office team then personalizes a range of highly specialized financial, investment, and family office services to meet those unique family needs.

Matter Family Office is a fee-only wealth management firm in St. Louis. 

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm

The following factors enabled Matter Family Office to be rated as a top wealth management firm in St. Louis. 

Independent

As an institutionally-independent St. Louis Financial advisor and family office support provider, Matter Family Office does not accept any commissions or fees from third-party product providers. This independence enables the firm to deliver conflict of interest-free advice that has a single agenda: Their clients’ best interest.

Fee-Only Advisor

As a highly regarded family office and financial planner in St. Louis, Matter is 100% privately owned by associates within the firm. The only source of compensation received comes directly from clients. This frees the firm’s advisors from the pressures of having to sell product to clients and provides them the opportunity to focus exclusively on delivering unbiased advice.

Broad Array of Services

Delivering a broad array of family office support and services, Matter Family Office is a family office services provider and financial advisor in St. Louis that offers affluent families as well as single family offices unique, one-stop solutions to their financial planning, wealth management, investment advisory, and family office needs.

Their services fall under three categories: Investment Management, Wealth Planning & Coordination, and Culture & Legacy Planning.

The Culture & Legacy Planning is a particularly important service for wealthy families. As this wealth management firm in St. Louis notes, the fortune of most wealthy families is reduced by about 90 percent by the third generation. Strategic culture and legacy planning can help prevent this.

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North American Management Review


Established in 1928, North American Management is a privately owned wealth manager in St. Louis, with its principal office in Boston, MA.  The St. Louis wealth management firm has been registered with the SEC as a Registered Investment Advisor (RIA) since 1969 and has been providing a unique set of wealth management services to family offices, affluent families, and select not-for-profit entities.

Included among its services are:

  • Wealth planning
  • Investment management
  • Fiduciary services

As one of the top-rated wealth management firms in St. Louis, North American Management has been serving clients nationwide through a blend of stock and asset management selection strategies, as well as estate planning, tax optimization, financial planning, and trust strategies.

With over $1 billion of assets managed by its advisors, the firm has grown into one of the largest wealth managers in St. Louis through a combination of strategic acquisitions as well as organically fostered growth.

North American Management has been recognized by several of the industry’s leading rating and ranking institutions, including: 

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm

The following considerations were instrumental in enabling North American Management to be rated as a top wealth management firm in St. Louis. 

Independent

The company is privately owned and acts independent of any associations with third-party financial product providers, brokers, or insurance companies. As such, its St. Louis financial advisors are able to provide unbiased, independent advice to clients.

Registered Investment Advisors (RIA)

As registered investment advisors in St. Louis, North American Management is legally and professionally bound to always uphold the client’s best interests above all other interests–including those of the firm and its individual advisors. The company’s RIA status ensures clients will always receive conflict of interest-free advice at every stage of their relationship.

Fiduciaries

Not only does North American Management act as a trusted wealth manager in St. Louis, but through two associated companies, both named North American Fiduciary Services, LLC (NAFS), the firm acts as professional trustees to clients in Massachusetts and across the USA.

Comprehensive Approach

As one of the premier wealth managers in St. Louis, the company uses a comprehensive approach to understanding client needs, and then tailors individualized solutions to meet those needs. This approach starts with the initial meetings, where advisors work to understand the client’s current financial position in full, and continues throughout the relationship with continuous updates and reviews.



Plancorp, LLC Review


Plancorp, LLC is a wealth manager and financial advisor in St. Louis that was established in 1983. The company’s primary clients include high net worth families and individuals and small and medium-sized institutional clients.

A highly diversified financial advisor and St. Louis wealth manager, Plancorp carries an impressive variety in its portfolio of services, which includes:

  • Investment management
  • Financial planning
  • Family office services
  • Business advisory services
  • Fiduciary investing
  • Retirement plan advisory services  

This wealth management firm in St. Louis's primary role, however, is to provide affluent investors with asset management, wealth advisory and estate planning advice.

Plancorp manages over $3 billion in assets under management. It is a fee-only wealth management firm in St. Louis.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm 

The following important characteristics made it possible for Plancorp, LLC to be rated as a top wealth management firm in St. Louis.

Registered Investment Advisor (RIA)

Plancorp, LLC is a Registered Investment Advisor in St. Louis and one of the first RIAs in Missouri in September 2007 to receive the Investment Advisor Certification for Fiduciary Practices from the Center for Fiduciary Excellence (CEFEX). These credentials mandate that the company always acts in their clients’ best interest, and actively seeks to disclose and avoid conflicts of interest.

Independent, Fee-Only Advisor

The company operates as fee-only investment advisors and wealth managers in St. Louis. Advisors do not sell any products to clients, and the firm receives no commissions or referral fees from any third parties. This leaves the firm and its advisors free to deliver independent, objective advice to clients.

Academic-Based Investing

As one of the leading wealth managers and financial advisors in St. Louis, Plancorp follows an academic-based investment philosophy that is focused on long-term results, as opposed to short-term market timing or “clever” stock picking strategies. The fundamentals of this approach are grounded in Nobel Prize-winning research.

Diverse Team of Professionals

Plancorp is a St. Louis wealth manager with an exceptionally diverse professional team of advisors and support staff, which includes MBAs, bankers, investment professionals, Certified Financial Planners, accounting specialists and retirement planning experts. The team even leverages the skills of a medical doctor.

Long-Term Client Relationships

The company has been in business for over 30 years, delivering independent and unbiased financial planning, wealth management, and investment advice to its clients. The next generation of company leadership is already being trained to support future generations of clients.



Zemenick & Walker, Inc. Review


Clayton-based Zemenick & Walker, Inc. is a non-discretionary wealth and financial advisor in the St. Louis area that serves high net worth clients, employee benefit plans, and not-for-profit businesses entities.

This wealth management firm in the St. Louis area was founded in 1987 by Richard Zemenick and Jim Walker with the objective of providing personalized, conflict of interest-free advice to investors.

Since its inception, Zemenick & Walker, Inc. has grown to manage nearly $2 billion in assets for over 171 clients across 22 states nationwide. As a top-ranked Registered Investment Advisor in St. Louis, the company’s clients primarily include those with investment portfolios exceeding $5 million.

As a St. Louis Registered Investment Advisor, the company follows a disciplined approach to deliver highly objective advice to its clients. In its capacity as non-discretionary investment advisors, the firm always consults and seeks client approval for all major decisions affecting client portfolios. 

After reviewing the client’s investment objectives and getting a clear understanding of their financial goals, Zemenick & Walker, Inc. advisors set out to determine the best options available to meet those objectives.

Crucially, this approach includes identifying and working with some of the best, brightest, and most successful wealth managers in St. Louis and nationwide, with a proven performance track record.

Zemenik & Walker is a fee-only wealth management firm in the St. Louis area. 

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm

The following facts influenced our rating of Zemenick & Walker, Inc. as a top wealth management firm in the St. Louis area. 

Registered Investment Advisor (RIA)

Zemenick & Walker, Inc. is a registered investment advisory firm in the St. Louis area that bases its relationships with clients on a fiduciary standard. This means that, unlike many other firms in the industry, Zemenick & Walker advisors are legally and professionally bound to a much higher standard of diligence and transparency.

Fee-Only Advisory

In its capacity as a registered investment advisory firm in St. Louis, Zemenick & Walker, Inc. does not accept any commissions or referral fees from third parties. Unlike transaction-based relationships, where advisors are free to also be compensated by financial product or service providers, Zemenick & Walker advisors only get compensated through client fees.

Diversification of Portfolios

While the company believes in taking a long-term view of the markets, one of the hallmarks of Zemenick & Walker, Inc.’s portfolio building strategies is to create highly diversified portfolios for its clients. Their team of St. Louis area financial planners does so by diversifying assets within a specific class, and then by segments within those asset classes.

Broad Variety of Clientele

Though Zemenick & Walker is a St. Louis Registered Investment Advisor that caters to the needs of high net worth and ultra-high net worth families, individuals, and institutions, its clients include a broad array of wealthy retirees, in-service professionals, accountants, doctors, attorneys, and entrepreneurs who built their fortunes through the sale of their businesses.


Conclusion – Top 9 Financial Advisory Firms in St. Louis

If you're looking for a wealth management firm in the St. Louis area you’re bound to find one using the wealth of information we’ve provided above. What's left for you to do? You should definitely review each of the profiles of the firms in our list and assess which of them suits you and your financial situation. 


 

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