Fiduciary advisors in St. Louis, MO

St. Louis, Missouri

Independent RIA

25 Financial is an independent ria firm in St. Louis, Missouri. It acts as a fiduciary. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

St. Louis, Missouri

Barwick Consulting Services, Inc., based in St. Louis, Missouri, was established to provide financial guidance across clients' overall financial situations. Founded by Kurt and Justin Barwick, the firm works with clients on retirement planning strategies, including approaches to generate guaranteed income streams. Investment advisory services are offered through Virtue Capital Management, an SEC-registered investment advisor, with which Barwick Consulting Services operates independently.

St. Louis, Missouri

Dominion Consulting Group is a St. Louis-based business consulting firm that works with growing small and mid-size businesses, founders, and organizations on financial management, strategic planning, and operational efficiency. Led by Dr. Elton Norman Sr., who brings 15+ years of financial experience and a background in military leadership, the firm offers financial analysis, fractional CFO advisory, and business consulting services. The firm serves clients preparing for growth, seeking better financial visibility, or navigating funding and capital needs. According to Google reviews, the firm has a 5-star rating.

St. Louis, Missouri

Independent RIA

Financial & Tax Architects is an independent ria firm in St. Louis, Missouri. It acts as a fiduciary. Services include Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

St. Louis, Missouri

Four Seasons Wealth Management, based in St. Louis, offers financial planning and investment management services with a specialization in advising federal employees on retirement benefits and planning. Led by owner Michael Stalka, who holds the Federal Retirement Consultant designation, the firm guides clients through federal retirement systems including CSRS, FERS, and Thrift Savings Plan strategy, as well as broader wealth management for multiple generations. The firm was founded over 40 years ago and emphasizes a personalized, relationship-focused approach to help clients align financial decisions with their goals and values.

St. Louis, Missouri

Gabe Jones with Knights of Columbus Asset Advisors offers investment management services grounded in Catholic social teachings, integrating investment strategies aligned with USCCB principles that emphasize human dignity, economic justice, environmental stewardship, and corporate responsibility. KoCAA is an SEC-registered investment adviser headquartered in Connecticut and a wholly owned subsidiary of Knights of Columbus, the international Catholic fraternal organization. The firm provides Catholic-screened investment strategies and strategy planning services to clients seeking faith-aligned portfolio options.

St. Louis, Missouri

Gateway Financial Group - Thrivent is an investment advisory firm in St. Louis, Missouri. Services include Estate Planning and Financial Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Louis, Missouri

Horizon Financial Group, based in St. Louis, provides financial planning services led by CFP® J. Eric Hoemeyer. The firm offers financial planning alongside investment, estate planning, and insurance planning for individuals and small businesses, charging asset-based fees typically deducted quarterly, with occasional commission-based product recommendations disclosed to clients. The firm emphasizes a personalized, client-centered approach and works with external professionals to address complex financial situations.

St. Louis, Missouri

JAG Capital Management is an investment advisory firm in St. Louis, Missouri. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Louis, Missouri

MSMF Wealth Management is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

St. Louis, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in St. Louis, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

St. Louis, Missouri

Omar Maldonado - Thrivent is an investment advisory firm in St. Louis, Missouri. Services include Estate Planning, Financial Planning, and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

St. Louis, Missouri

Pines Wealth Management is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

St. Louis, Missouri

Plancorp Wealth Management is a fee-only wealth management firm in St. Louis with over 40 years of operating history, offering financial planning and investment management services. The firm structures client relationships around a dedicated team model consisting of a wealth manager, financial planner, and client services consultant, and employs a globally diversified investment approach grounded in academic research rather than active trading. Services include holistic financial planning, investment management, estate planning review, and tax strategy, with clients beginning through a private strategy session followed by a custom Financial Independence Analysis. Plancorp charges fees as a percentage of assets under management with no commission-based compensation.

St. Louis, Missouri

RBF Wealth Advisors is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Louis, Missouri

Sachs Wealth Management is a financial planning firm in St. Louis that offers investment management and wealth management services. The firm conducts in-depth financial analysis across areas including retirement income planning, estate planning, tax strategy, risk management, and life transitions, with an initial complimentary consultation to assess fit before engagement. The practice emphasizes building long-term client relationships centered on developing a personalized financial plan aligned with the client's priorities and values.

St. Louis, Missouri

Severin Investments is a fiduciary registered investment advisor operating in St. Louis and Clearwater with a focus on investment management and retirement planning for investors with $500,000+ portfolios who are retired or nearing retirement, as well as motivated professionals. The firm manages individual stocks and ETFs using a tactical approach, adjusting asset class exposure in response to market conditions, and integrates retirement and estate planning into its investment strategy. The firm also offers annuity analysis to help clients evaluate the suitability of annuity products, and provides client education and regular portfolio reviews to support informed decision-making.

St. Louis, Missouri

UMB Private Wealth Management Center is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office is open five days a week.

St. Louis, Missouri

Wealth Enhancement Group is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

St. Louis, Missouri

Independent RIA

Your RIA is an independent fiduciary firm based in St. Louis, Missouri, offering wealth planning, investment management, and estate planning services. Founded in January 2026 by Matthew Gladbach, a CFP® and MBA with 25 years of experience at major financial institutions, the firm serves clients through in-person meetings and virtual options. The firm operates under fiduciary standards and provides personalized financial guidance across retirement planning, tax reduction strategies, insurance, and legacy preservation.