AdvisorCensus / Financial advisors / Missouri / St. Louis, MO / Fidelity Investments
Financial advisors in St. Louis, MO using Fidelity Investments
29 SEC-registered investment advisory firms headquartered in the St. Louis, MO metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 25 Financial | Saint Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Argos Capital Partners, LLC | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Brand Asset Management Group, Inc. | Chesterfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Cauble & Harre Wealth Management, Inc. | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Claris Advisors, LLC | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Clayton Financial Group, LLC | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| Compass Wealth | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Correct Capital Wealth Management, LLC | Clayton | SEC-registered investment adviser | $500 million to $1 billion |
| Fama Fiduciary Wealth LLC | Manchester | SEC-registered investment adviser | $100 million to $500 million |
| Focus Advisor Solutions, LLC | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Focus Partners Wealth, LLC | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Foundation Wealth Management, LLC | Clayton | SEC-registered investment adviser | $500 million to $1 billion |
| Fyra Capital Management | St. Charles | SEC-registered investment adviser | $500 million to $1 billion |
| Hill Investment Group | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Krilogy | St. Louis | SEC-registered investment adviser | Over $5 billion |
| Lang & Becker, Inc. | Washington | SEC-registered investment adviser | $100 million to $500 million |
| Larson Financial Group, LLC | Saint Louis | SEC-registered investment adviser | Over $5 billion |
| Maxele Advisors, LLC | Webster Groves | SEC-registered investment adviser | $100 million to $500 million |
| Modern Dollar Planning, LLC | St. Louis | SEC-registered investment adviser | $100 million to $500 million |
| Moment Private Wealth | Saint Louis | SEC-registered investment adviser | $100 million to $500 million |
| Mosaic Wealth | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Plancorp, LLC | Saint Louis | SEC-registered investment adviser | Over $5 billion |
| Precision Wealth Strategies, LLC | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| RBF Wealth Advisors | St. Louis | SEC-registered investment adviser | $500 million to $1 billion |
| SFC Financial LLC | Sunset Hills | SEC-registered investment adviser | $100 million to $500 million |
| Slagle Financial, LLC. | Edwardsville | SEC-registered investment adviser | $100 million to $500 million |
| Stonebridge Financial Group, LLC | St. Louis | SEC-registered investment adviser | $1 billion to $5 billion |
| Vista Finance, LLC | Clayton | SEC-registered investment adviser | $100 million to $500 million |
| Wedgewood Partners, Inc. | St Louis | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in St. Louis, MO using Fidelity Investments. https://advisorcensus.com/advisors/mo/st-louis/custodians/fidelity https://advisorcensus.com/advisors/mo/st-louis/custodians/fidelity