Financial advisors
Fee-only financial advisors in Missouri
163 fee-only investment advisers in Missouri serve individuals, across 37 cities. 117 offer hourly or flat-fee arrangements and 98 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- St. Louis 57
- Kansas City 17
- Chesterfield 10
- Springfield 10
- Clayton 9
- Columbia 8
- St. Charles 6
- Lee's Summit 5
- North Kansas City 4
- O'Fallon 3
- Manchester 3
- Liberty 3
Fee-only advisers in Missouri serving the most individuals
- Confluence Investment Management LLC St. Louis · 14,486 individual clients
- Moneta Group Investment Advisors, LLC St. Louis · 8,840 individual clients
- Acr Alpine Capital Research, LLC St. Louis · 6,960 individual clients
- Visionary Wealth Advisors, LLC St. Louis · 4,186 individual clients
- R.t. Jones Capital Equities Management Inc. St. Louis · 4,104 individual clients
- Convergence Financial Columbia · 2,665 individual clients
- Plancorp, LLC St. Louis · 2,251 individual clients
- Syntegra Private Wealth Group LLC Chesterfield · 2,112 individual clients
- RBF Wealth Advisors St. Louis · 1,244 individual clients
- Axius Advisors LLC St. Charles · 1,231 individual clients
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Other Missouri cities
Amazonia
- BN Investment, LLC $4.9M
Bethany
Bolivar
Cape Girardeau
Carthage
Centralia
Creve Coeur
Crystal City
Dexter
Ellisville
Gladstone
- Next Bloom Wealth $28M
Hannibal
Independence
Jefferson City
Joplin
Kirkwood
Ladue
Nixa
Poplar Bluff
Saint Joseph
- Family Investment Center $689M
Sedalia
Sunset Hills
- SFC Financial LLC $208M
Troy
- Bockhorst Wealth Stratagies LLC Not reported
Washington
- Lang & Becker, Inc. $123M
Webster Groves
- Maxele Advisors, LLC $202M
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.