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Find Top Financial Advisors in Missouri

Are you looking for a financial advisor in Missouri? WiserAdvisor's directory listing of vetted financial advisors can assist in making your search easier. According to the U.S. News & World Report, there are approximately 9,792 personal financial advisors employed in Missouri. Finding a registered and trustworthy financial advisor in Missouri that would be best suited to assist your financial goals may be time-consuming. Within our directory are ranked fiduciary financial advisors and financial advisory firms in Missouri that are experienced in providing financial services such as financial planning, retirement planning, wealth management, Investment management, estate planning, and more. You may also choose to use the free financial advisor match tool to compare 2 to 3 screened financial advisors matched especially to your requirements.

How To Find Trusted Financial Advisors in Missouri

Missouri has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Missouri have an average of 39 years of experience.

NOTE: The list of vetted financial advisors in Missouri mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Missouri.

Qualified Financial Advisors in Missouri

VETTED
Financial Advisor
Joe RoddyCFP®, AIF®West End Advisory Group4931 Lindell Blvd Ste 150Saint Louis, MO 63108
Experience39 Years
AUM$200,000,000
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Missouri

Joe Roddy
VETTED
Joe RoddyCFP®, AIF®
West End Advisory Group
About Joe Roddy
Joe Roddy has been in the financial services industry since his early 20s. After working on financial transactions for large corporations, Joe decided he wanted to apply his skill and knowledge to meet the needs of the individual and small business owner, while at the same time creating his own business. He wanted long-term client relationships nurtured through trust that could not be developed in an environment emphasizing immediate transactions.

His association with LPL Financial gave him the flexibility to build just that kind of business. Through hard work, outstanding service and a reputation of fairness and integrity, he has built a solid client base and has expanded his business through referrals. In 2013, he opened West End Advisory Group in St. Louis' Central West End neighborhood.

While Joe works at integrating the many elements of financial planning and employee benefits, his greatest strengths are in investments, retirement planning, and wealth transfer for business owners. His interest in investments was sparked while in college when he first invested money saved from his job as an iron worker. The investment was a winner, and he was able to return to graduate school full time at Washington University, where he received his Masters in Business Administration.

Joe works diligently to increase his knowledge in this field and has been designated a Certified Financial Planner certificant, a title awarded only to those who are able to successfully complete a rigorous series of exams and are willing to abide by a strict ethical code.

Joe and his wife, Lisa, live in the Central West End near Forest Park, where Joe can often be found jogging.
About West End Advisory Group
By planning first, we demystify the complex interactions of investments, taxes, Social Security and other concerns that create indecision. We are local and independent, with access to global resources and cutting-edge technology. We believe in planning before investing, because knowing how much money you need--and when you will need it--are important determinants in your investment success.
Advisory Services Provided
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
Qualifications
CRD# 1112591Firm CRD# 6413Series 7, 63, 66
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
4931 Lindell Blvd Ste 150,Saint Louis,MO 63108
Phone Number
314-880-7560

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FINRA/SEC Registered Advisors

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Firm Name
EDWARD JONESSt. Louis, MO
No. of Advisors29003
AUM$824,988,034,503
No. of Clients5086856
Fee StructureA percentage of AUM, Fixed fees, Other (SEE SCHEDULE D - MISCELLANEOUS)
Firm Name
WELLS FARGO ADVISORSSt. Louis, MO
No. of Advisors19871
AUM$558,464,518,060
No. of Clients1352052
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
NISA INVESTMENT ADVISORS, LLCSt. Louis, MO
No. of Advisors390
AUM$306,242,186,324
No. of Clients282
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
Firm Name
AMERICAN CENTURY INVESTMENT MANAGEMENT INCKansas City, MO
No. of Advisors225
AUM$229,554,718,263
No. of Clients647
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
OLIVE STREET INVESTMENT ADVISERS, LLCSt. Louis, MO
No. of Advisors218
AUM$169,541,361,944
No. of Clients13
Fee StructureA percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
Firm Name
WELLS FARGO ADVISORSSt. Louis, MO
No. of Advisors3227
AUM$154,192,149,347
No. of Clients346499
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
STIFEL, NICOLAUS & COMPANY, INCORPORATEDSt Louis, MO
No. of Advisors6534
AUM$149,248,936,163
No. of Clients348524
Fee StructureA percentage of AUM, Fixed fees, Commission Based
Firm Name
ASCENSION INVESTMENT MANAGEMENTSt. Louis, MO
No. of Advisors27
AUM$40,337,272,573
No. of Clients14
Fee StructureA percentage of AUM, Fixed fees, Other (REIMBURSEMENT OF EXPENSES)
Firm Name
MONETA GROUP INVESTMENT ADVISORS, LLCSt. Louis, MO
No. of Advisors501
AUM$37,481,639,918
No. of Clients40790
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
SCOUT INVESTMENTS, INC.Kansas City, MO
No. of Advisors53
AUM$33,033,194,860
No. of Clients140
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
BUCKINGHAM STRATEGIC PARTNERS, LLCSt. Louis, MO
No. of Advisors645
AUM$29,339,693,896
No. of Clients81837
Fee StructureA percentage of AUM, Fixed fees, Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)
Firm Name
BENJAMIN F. EDWARDS & COMPANY, INCORPORATEDSt. Louis, MO
No. of Advisors711
AUM$13,158,414,504
No. of Clients44978
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
FORVIS MAZARS WEALTH ADVISORS, LLCSpringfield, MO
No. of Advisors117
AUM$8,922,002,847
No. of Clients12871
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
CONFLUENCE INVESTMENT MANAGEMENT LLCSaint Louis, MO
No. of Advisors54
AUM$7,200,932,108
No. of Clients17208
Fee StructureA percentage of AUM
Firm Name
ELMTREE FUNDS, LLCSt. Louis, MO
No. of Advisors35
AUM$7,155,619,787
No. of Clients18
Fee StructureA percentage of AUM, Performance Based

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