Fee-OnlyFinder

% of assets managed in St. Louis, MO

68 advisers in St. Louis offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 68

Acr Alpine Capital Research, LLC190 Carondelet Plaza, Suite 1300 · St. Louis, MO 63105 · (314) 932-7600 · % of assets managedCRD 110933 · % of assets, Performance-based fees · $10.8 billion AUMSEC registeredNo commissions reportedAdk Wealth Advisory Group12935 North Outer Forty Road, Suite 101 · St. Louis, MO 63141 · (314) 878-1489 · Financial planningCRD 175085 · % of assets, Hourly charges, Fixed fees · $768.5 million AUMSEC registeredNo commissions reportedAnderson Hoagland & CO9811 South Forty Drive, Suite 200 · St Louis, MO 63124 · (314) 726-2107 · Financial planningCRD 105157 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedAquilant Advisors12444 Powerscourt Dr. Suite 370 · St. Louis, MO 63131 · (314) 309-2078 · Financial planningCRD 282953 · % of assets, Hourly charges · $278.8 million AUMSEC registeredNo commissions reportedArgos Capital Partners, LLC477 N. Lindbergh Blvd., Suite 200 · St. Louis, MO 63141 · (314) 898-9893 · Financial planningCRD 116165 · % of assets, Performance-based fees · $2.6 billion AUMSEC registeredNo commissions reportedB.e.s.t. Wealth Management LLC10880 Baur Blvd, Suite 104 · St. Louis, MO 63132 · (314) 801-1324 · Financial planningCRD 160920 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reportedBaldwin Wealth Management, LLC225 South Meramec Avenue, Suite 500 a · St. Louis, MO 63105 · (314) 395-3648 · Flat / fixed feesCRD 154633 · % of assets, Fixed fees · $71.3 million AUMState registeredNo commissions reportedBenjamin F. Edwards & Company, IncorporatedOne North Brentwood Boulevard, Suite 850 · St. Louis, MO 63105 · (314) 726-1600 · Financial planningCRD 146936 · % of assets, Hourly charges, Fixed fees · $18.9 billion AUMSEC registeredNo commissions reportedBenjamin F. Edwards Wealth Management, LLCOne North Brentwood, Suite 850 · St. Louis, MO 63105 · (314) 726-1600 · Financial planningCRD 297750 · % of assets, Hourly charges, Fixed fees · $705.4 million AUMSEC registeredNo commissions reportedBreiter Wealth Management, LLC2 Cityplace Drive, Suite 200 · St. Louis, MO 63141 · (636) 373-9300 · Financial planningCRD 342447 · % of assets, Hourly charges, Fixed fees · $72.3 million AUMSEC registeredNo commissions reported
Cauble & Harre Wealth Management, INC.12977 North 40 Drive, Suite 213 · St. Louis, MO 63141 · (314) 576-1112 · Financial planningCRD 143812 · % of assets, Hourly charges, Fixed fees · $300.6 million AUMSEC registeredNo commissions reportedClaris Advisors, LLC800 Market Street, Suite 500 · St. Louis, MO 63101 · (314) 655-5504 · Financial planningCRD 117734 · % of assets, Hourly charges, Fixed fees · $911.1 million AUMSEC registeredNo commissions reportedClayton Financial Group, LLC165 North Meramec Suite 130 · St. Louis, MO 63105 · (314) 446-3250 · Financial planningCRD 226729 · % of assets, Fixed fees · $793.8 million AUMSEC registeredNo commissions reportedCompass Wealth10326 Old Olive Street Road · St. Louis, MO 63141 · (314) 373-1598 · Financial planningCRD 282420 · % of assets · $111.9 million AUMSEC registeredNo commissions reportedCornerstone Select Advisors, LLC13171 Olive Boulevard, Suite 302 · St. Louis, MO 63141 · (314) 862-5155 · % of assets managedCRD 144044 · % of assets · $315.3 million AUMSEC registeredNo commissions reportedCortland Associates INC8000 Maryland Avenue, Suite 730 · St. Louis, MO 63105 · (314) 726-6164 · % of assets managedCRD 104681 · % of assets · $958.0 million AUMSEC registeredNo commissions reportedCratero Capital LLC3636 S, Geyer Rd, Suite 100 · St. Louis, MO 63127 · (314) 606-1895 · Financial planningCRD 317496 · % of assets, Fixed fees · $2.7 million AUMState registeredNo commissions reportedDetalus Advisors, LLC383 Marshall Avenue · St. Louis, MO 63119 · (314) 997-3191 · Financial planningCRD 117958 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedDroms Strauss Wealth Management501 N Lindbergh Boulevard · St. Louis, MO 63141 · (314) 862-9100 · Financial planningCRD 108620 · % of assets · $806.3 million AUMSEC registeredNo commissions reportedDuncker Streett & CO.8000 Maryland, Suite 1100 · St. Louis, MO 63105 · (314) 726-2600 · Flat / fixed feesCRD 110828 · % of assets, Fixed fees · $707.3 million AUMSEC registeredNo commissions reportedEdward Jones12555 Manchester Rd · St. Louis, MO 63131 · (314) 515-2000 · Financial planningCRD 250 · % of assets, Fixed fees, Other · $1013.6 billion AUMSEC registeredNo commissions reportedEssex Ridge Capital Group, LLC1401 S. Brentwood Blvd., Suite 800 · St. Louis, MO 63144 · (314) 961-9405 · Financial planningCRD 145795 · % of assets · $146.3 million AUMSEC registeredNo commissions reportedFiduciary Advisors, INC.12813 Flushing Meadows Dr, Suite 280 · St. Louis, MO 63131 · (314) 726-5150 · Financial planningCRD 108239 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedFinancial & Tax Architects, LLC12412 Powerscourt Drive, Suite 25 · St. Louis, MO 63131 · (314) 858-1122 · Financial planningCRD 119169 · % of assets, Fixed fees · $506.2 million AUMSEC registeredNo commissions reportedFocus Advisor Solutions, LLC190 Carondelet Plaza, Suite 600 · St. Louis, MO 63105 · (314) 725-0455 · Financial planningCRD 143319 · % of assets, Fixed fees, Other · $41.5 billion AUMSEC registeredNo commissions reportedFocus Partners Wealth, LLC190 Carondelet Plaza, Suite 600 · St. Louis, MO 63105 · (314) 725-0455 · Financial planningCRD 159289 · % of assets, Hourly charges, Fixed fees · $181.9 billion AUMSEC registeredNo commissions reportedFortify Wealth, INC.106 W. Madison Avenue, Suite 240 · St. Louis, MO 63122 · (314) 726-0055 · Financial planningCRD 297433 · % of assets, Hourly charges, Fixed fees · $115.0 million AUMSEC registeredNo commissions reportedGuardian Investment Management, LLC3636 S. Geyer Road, Suite 100 · St. Louis, MO 63127 · (314) 797-4347 · Financial planningCRD 330612 · % of assets, Hourly charges, Fixed fees · $14.5 million AUMState registeredNo commissions reportedHeffernan & Associates, INC.50 Crestwood Executive Center, Suite 205 · St Louis, MO 63126 · (314) 843-5750 · Hourly feesCRD 104934 · % of assets, Hourly charges · $18.7 million AUMState registeredNo commissions reportedHeisner Financial, LLC11627 Gravois Rd · St.louis, MO 63126 · (314) 231-3140 · Financial planningCRD 112989 · % of assets, Hourly charges, Fixed fees · $40.4 million AUMState registeredNo commissions reportedHill Investment Group190 Carondelet Plaza, Suite 1475 · St. Louis, MO 63105 · (314) 448-4023 · Financial planningCRD 312052 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedHuntleigh Advisors, INC.7800 Forsyth Blvd., 5th Floor · St. Louis, MO 63105 · (314) 236-2400 · % of assets managedCRD 113412 · % of assets, Other · $781.8 million AUMSEC registeredNo commissions reportedHynes Advisory Group LLC9920 Watson Road, Suite 107 · St Louis, MO 63126 · (314) 858-1335 · Financial planningCRD 145731 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedIfg Advisors, LLC10560 Old Olive Street Road, Suite 250 · St. Louis, MO 63141 · (314) 569-0500 · Financial planningCRD 172329 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedJag Capital Management LLC1610 Des Peres Rd, Ste 120 · St. Louis, MO 63131 · (314) 997-1277 · Financial planningCRD 159227 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedKennedy Capital Management10829 Olive Blvd · St Louis, MO 63141 · (314) 432-0400 · % of assets managedCRD 105834 · % of assets, Performance-based fees · $5.0 billion AUMSEC registeredNo commissions reportedKrilogy275 N. Lindbergh, Ste. 20 · St. Louis, MO 63141 · (314) 884-2800 · Financial planningCRD 149046 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedMatter Family Office8001 Forsyth Blvd, Suite 950 · St Louis, MO 63105 · (314) 862-5190 · Financial planningCRD 106806 · % of assets, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedMidwest Advisors LLC7733 Forsyth Blvd., Suite 1100 · St. Louis, MO 63105 · (314) 296-6210 · % of assets managedCRD 305137 · % of assets, Performance-based fees · $46.3 million AUMState registeredNo commissions reportedMindful Wealth5431 Chippewa St · St. Louis, MO 63109 · (407) 508-9908 · Financial planningCRD 284177 · % of assets, Hourly charges, Fixed fees · $36.4 million AUMState registeredNo commissions reportedMoneta Group Investment Advisors, LLC190 Carondelet Plaza, Suite 1200 · St. Louis, MO 63105 · (314) 726-2300 · Financial planningCRD 104727 · % of assets, Hourly charges, Fixed fees · $50.5 billion AUMSEC registeredNo commissions reportedMonetary Management Group INC13537 Barrett Parkway Drive, Suite 325 · St Louis, MO 63021 · (314) 909-0646 · % of assets managedCRD 110284 · % of assets · $583.8 million AUMSEC registeredNo commissions reportedMrm Group12444 Powerscourt Dr., Suite 350 · St Louis, MO 63131 · (314) 628-1100 · % of assets managedCRD 110898 · % of assets · $56.1 million AUMState registeredNo commissions reportedNisa Investment Advisors, LLC7676 Forsyth Blvd Suite 1100 · St. Louis, MO 63105 · (314) 721-1900 · Flat / fixed feesCRD 107313 · % of assets, Fixed fees, Performance-based fees · $343.9 billion AUMSEC registeredNo commissions reportedOrion Investment CO7800 Forsyth Blvd., Suite 820 · St Louis, MO 63105 · (314) 725-3800 · % of assets managedCRD 110867 · % of assets · $515.4 million AUMSEC registeredNo commissions reportedPhilip Vongontard, Cfa, LLC9909 Clayton Road, Suite 210 · St.louis, MO 63124 · (314) 569-2677 · % of assets managedCRD 127938 · % of assets · $288.5 million AUMSEC registeredNo commissions reportedPrecision Wealth Strategies, LLC4622 Macklind Ave · St. Louis, MO 63109 · (314) 994-6460 · Financial planningCRD 299827 · % of assets, Hourly charges, Fixed fees · $711.0 million AUMSEC registeredNo commissions reportedProfusion Private Wealth7711 Bonhomme Ave, Ste 600 · St. Louis, MO 63105 · (314) 441-6107 · Financial planningCRD 167003 · % of assets, Fixed fees, Performance-based fees · $175.7 million AUMSEC registeredNo commissions reportedR.t. Jones Capital Equities Management INC.8151 Clayton Road, Suite 300 · St. Louis, MO 63117 · (314) 783-5000 · % of assets managedCRD 131804 · % of assets · $351.8 million AUMSEC registeredNo commissions reportedRbf Wealth Advisors680 Craig Road, Suite 201 · St. Louis, MO 63141 · (314) 997-1652 · Financial planningCRD 104771 · % of assets, Hourly charges, Fixed fees · $716.1 million AUMSEC registeredNo commissions reportedRising Tide Wealth Advisory Solutions LLC2 Cityplace Drive, 2nd Floor · St. Louis, MO 63141 · (314) 210-7814 · Financial planningCRD 319630 · % of assets, Hourly charges, Subscription fees · $19.2 million AUMState registeredNo commissions reportedRogers Consulting Associates, INC.121 Hunter Ave, Suite 100 · St. Louis, MO 63124 · (314) 721-4443 · Financial planningCRD 169931 · % of assets, Hourly charges, Fixed fees · $94.8 million AUMState registeredNo commissions reportedRubinbrown Advisors LLC7676 Forsyth Blvd., Suite 2100 · St. Louis, MO 63105 · (314) 290-3300 · Financial planningCRD 116909 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedSeverin Investments LLC211 North Broadway, Suite 2925 · St. Louis, MO 63102 · (314) 983-2707 · Financial planningCRD 166567 · % of assets, Hourly charges, Fixed fees · $141.9 million AUMSEC registeredNo commissions reportedSignify Wealth LLC7750 Clayton Road, Suite 100 · St. Louis, MO 63117 · (314) 222-0295 · Financial planningCRD 160094 · % of assets, Performance-based fees · $364.6 million AUMSEC registeredNo commissions reportedSmart Steps Wealth Management LLC3636 S Geyer Road, Suite 100 · St. Louis, MO 63127 · (314) 970-2377 · Financial planningCRD 330411 · % of assets, Hourly charges, Fixed fees · $81.5 million AUMState registeredNo commissions reportedSparrow Capital Management INC8500 Maryland, Avenue Suite 743 · St. Louis, MO 63105 · (314) 725-6161 · % of assets managedCRD 106616 · % of assets, Performance-based fees · $113.3 million AUMSEC registeredNo commissions reportedStonebridge Financial Group, LLC3770 South Lindbergh Boulevard, Suite 102 · St. Louis, MO 63127 · (314) 729-9500 · Financial planningCRD 337972 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedSunpointe Investments8301 Maryland Avenue, Suite 300 · St. Louis, MO 63105 · (314) 880-0821 · Financial planningCRD 282505 · % of assets, Fixed fees · $790.7 million AUMSEC registeredNo commissions reportedThe Private Family Advisors, LLC2001 S. Big Bend Blvd · St. Louis, MO 63117 · (314) 365-3941 · Financial planningCRD 285617 · % of assets, Fixed fees · $82.4 million AUMState registeredNo commissions reportedToberman Becker Wealth, LLC1741 S Big Bend Blvd · St. Louis, MO 63117 · (314) 900-1404 · Financial planningCRD 310346 · % of assets · $170.8 million AUMSEC registeredNo commissions reportedTrinity Wealth Advisors LLC132 W Washington Ave Suite 200 · St. Louis, MO 63122 · (314) 966-0033 · Financial planningCRD 109452 · % of assets, Hourly charges, Fixed fees · $281.5 million AUMSEC registeredNo commissions reportedUniversal Financial Advisors, LLC333 S. Kirkwood Road, Suite 301 · St. Louis, MO 63122 · (314) 721-5522 · Financial planningCRD 318392 · % of assets, Hourly charges · $277.5 million AUMSEC registeredNo commissions reportedVisionary Wealth Advisors, LLC1401 South Brentwood Boulevard, Suite 700 · St. Louis, MO 63144 · (314) 764-2727 · Financial planningCRD 169610 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedWealth Management Advisors, INC.2275 Schuetz Road · St. Louis, MO 63146 · (314) 569-3311 · Financial planningCRD 115433 · % of assets, Hourly charges · $46.8 million AUMState registeredNo commissions reportedWedgewood Partners, INC.9909 Clayton Rd, Suite 103 · St Louis, MO 63124 · (314) 567-6407 · % of assets managedCRD 21923 · % of assets · $560.7 million AUMSEC registeredNo commissions reportedYour Wealth Matters LLC10733 Sunset Office Drive, Suite 425 · St. Louis, MO 63127 · (314) 966-8077 · Financial planningCRD 281134 · % of assets · $71.0 million AUMState registeredNo commissions reportedZemenick & Walker INC1401 S. Brentwood Blvd., Suite 550 · St Louis, MO 63144 · (314) 862-5525 · % of assets managedCRD 108670 · % of assets · $2.6 billion AUMSEC registeredNo commissions reported