{
  "path": "/advisors/mo/st-louis/for-retirement-plans",
  "url": "https://advisorcensus.com/advisors/mo/st-louis/for-retirement-plans",
  "page_type": "metro_answer",
  "title": "Financial advisors for retirement plans in St. Louis, MO",
  "filters": {},
  "scope_total": 83,
  "faq": [
    {
      "q": "Which financial advisors in St. Louis, MO work with retirement plans?",
      "a": "83 investment advisory firms with a principal office in the St. Louis metro area report retirement plans among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in St. Louis, MO?",
      "a": "AdvisorCensus lists 260 investment advisory firms with a principal office in the St. Louis metro area, from Form ADV filings as of October 2026: 149 SEC-registered, 77 state-registered, and 34 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in St. Louis, MO?",
      "a": "69 of the 260 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in St. Louis, MO offer financial planning?",
      "a": "157 of the 226 firms in St. Louis, MO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in St. Louis, MO fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 69 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in St. Louis, MO who work with retirement plans. AdvisorCensus lists 83 investment advisory firms with a principal office in the St. Louis metro area that report retirement plans among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.",
  "about_market": "St. Louis has 260 investment advisory firms with a principal office in the metro area as of October 2026: 149 SEC-registered, 77 state-registered, and 34 exempt reporting advisers. 69 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 75 report under $100 million in regulatory assets under management. The metro area has 1,160,386 households, 139,239 of them with income of $200,000 or more, or 536 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for retirement plans in St. Louis, MO: 83 firms from Form ADV filings as of October 2026.",
  "total_firms": 83,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 75,
    "state": 8,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 22
    },
    {
      "code": "percentage_of_aum",
      "count": 81
    },
    {
      "code": "hourly",
      "count": 41
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 57
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 8
    },
    {
      "code": "other",
      "count": 13
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 10
    },
    {
      "code": "5_to_9",
      "count": 19
    },
    {
      "code": "10_to_19",
      "count": 19
    },
    {
      "code": "20_plus",
      "count": 35
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 0
    },
    {
      "code": "25m_100m",
      "count": 8
    },
    {
      "code": "100m_500m",
      "count": 20
    },
    {
      "code": "500m_1b",
      "count": 16
    },
    {
      "code": "1b_5b",
      "count": 20
    },
    {
      "code": "over_5b",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 110933,
      "name": "ACR Alpine Capital Research, LLC",
      "name_as_filed": "ACR ALPINE CAPITAL RESEARCH, LLC",
      "url": "https://advisorcensus.com/firm/acr-alpine-capital-research-llc-st-louis-mo-110933",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121307,
      "name": "Acropolis Investment Management",
      "name_as_filed": "ACROPOLIS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/acropolis-investment-management-chesterfield-mo-121307",
      "city": "Chesterfield",
      "state": "MO",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286072,
      "name": "Alpine Private Wealth",
      "name_as_filed": "ALPINE PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/alpine-private-wealth-saint-louis-mo-286072",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105157,
      "name": "Anderson Hoagland & Co",
      "name_as_filed": "ANDERSON HOAGLAND & CO",
      "url": "https://advisorcensus.com/firm/anderson-hoagland-and-co-st-louis-mo-105157",
      "city": "St Louis",
      "state": "MO",
      "years_registered": 46,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282953,
      "name": "Aquilant Advisors",
      "name_as_filed": "AQUILANT ADVISORS",
      "url": "https://advisorcensus.com/firm/aquilant-advisors-st-louis-mo-282953",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164482,
      "name": "Archford Capital Strategies, LLC",
      "name_as_filed": "ARCHFORD CAPITAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/archford-capital-strategies-llc-swansea-il-164482",
      "city": "Swansea",
      "state": "IL",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107930,
      "name": "Argent Capital Management LLC",
      "name_as_filed": "ARGENT CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/argent-capital-management-llc-clayton-mo-107930",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 27,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116165,
      "name": "Argos Capital Partners, LLC",
      "name_as_filed": "ARGOS CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/argos-capital-partners-llc-st-louis-mo-116165",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159767,
      "name": "Ascension Investment Management",
      "name_as_filed": "ASCENSION INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ascension-investment-management-st-louis-mo-159767",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107574,
      "name": "Asset Consulting Group, LLC",
      "name_as_filed": "ASSET CONSULTING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/asset-consulting-group-llc-clayton-mo-107574",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160920,
      "name": "B.e.s.t. Wealth Management LLC",
      "name_as_filed": "B.E.S.T. WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/b-e-s-t-wealth-management-llc-st-louis-mo-160920",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146936,
      "name": "Benjamin F. Edwards & Company, Incorporated",
      "name_as_filed": "BENJAMIN F. EDWARDS & COMPANY, INCORPORATED",
      "url": "https://advisorcensus.com/firm/benjamin-f-edwards-and-company-incorporated-st-louis-mo-146936",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106162,
      "name": "Brand Asset Management Group, Inc.",
      "name_as_filed": "BRAND ASSET MANAGEMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/brand-asset-management-group-inc-chesterfield-mo-106162",
      "city": "Chesterfield",
      "state": "MO",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169832,
      "name": "Bridgewater Asset Management LLC",
      "name_as_filed": "BRIDGEWATER ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bridgewater-asset-management-llc-chesterfield-mo-169832",
      "city": "Chesterfield",
      "state": "MO",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110932,
      "name": "Cambridge Capital Management, LLC",
      "name_as_filed": "CAMBRIDGE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cambridge-capital-management-llc-o-fallon-il-110932",
      "city": "O'Fallon",
      "state": "IL",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157998,
      "name": "Carsonallaria Wealth Management, Ltd.",
      "name_as_filed": "CARSONALLARIA WEALTH MANAGEMENT, LTD.",
      "url": "https://advisorcensus.com/firm/carsonallaria-wealth-management-ltd-glen-carbon-il-157998",
      "city": "Glen Carbon",
      "state": "IL",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117734,
      "name": "Claris Advisors, LLC",
      "name_as_filed": "CLARIS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/claris-advisors-llc-st-louis-mo-117734",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146019,
      "name": "Confluence Investment Management LLC",
      "name_as_filed": "CONFLUENCE INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/confluence-investment-management-llc-saint-louis-mo-146019",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144044,
      "name": "Cornerstone Select Advisors, LLC",
      "name_as_filed": "CORNERSTONE SELECT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-select-advisors-llc-st-louis-mo-144044",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164666,
      "name": "Cornerstone Wealth Management, LLC",
      "name_as_filed": "CORNERSTONE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-wealth-management-llc-des-peres-mo-164666",
      "city": "Des Peres",
      "state": "MO",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298774,
      "name": "Correct Capital Wealth Management, LLC",
      "name_as_filed": "CORRECT CAPITAL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/correct-capital-wealth-management-llc-clayton-mo-298774",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104681,
      "name": "Cortland Associates Inc",
      "name_as_filed": "CORTLAND ASSOCIATES INC",
      "url": "https://advisorcensus.com/firm/cortland-associates-inc-st-louis-mo-104681",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 37,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117958,
      "name": "Detalus Advisors, LLC",
      "name_as_filed": "DETALUS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/detalus-advisors-llc-st-louis-mo-117958",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118996,
      "name": "DEW Wealth Strategies, LLC",
      "name_as_filed": "DEW WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/dew-wealth-strategies-llc-clayton-mo-118996",
      "city": "Clayton",
      "state": "MO",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118261,
      "name": "Diversified Financial Advisors, LLC",
      "name_as_filed": "DIVERSIFIED FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/diversified-financial-advisors-llc-town-and-country-mo-118261",
      "city": "Town and Country",
      "state": "MO",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108620,
      "name": "Droms Strauss Wealth Management",
      "name_as_filed": "DROMS STRAUSS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/droms-strauss-wealth-management-st-louis-mo-108620",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 28,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110828,
      "name": "Duncker Streett & Co.",
      "name_as_filed": "DUNCKER STREETT & CO.",
      "url": "https://advisorcensus.com/firm/duncker-streett-and-co-st-louis-mo-110828",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 25,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 250,
      "name": "Edward Jones",
      "name_as_filed": "EDWARD JONES",
      "url": "https://advisorcensus.com/firm/edward-jones-st-louis-mo-250",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 62,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281039,
      "name": "Ekon Advisors, LLC",
      "name_as_filed": "EKON ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ekon-advisors-llc-st-louis-mo-281039",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324833,
      "name": "Fefa Financial",
      "name_as_filed": "FEFA FINANCIAL",
      "url": "https://advisorcensus.com/firm/fefa-financial-saint-louis-mo-324833",
      "city": "Saint Louis",
      "state": "MO",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108239,
      "name": "Fiduciary Advisors, Inc.",
      "name_as_filed": "FIDUCIARY ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/fiduciary-advisors-inc-st-louis-mo-108239",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 26,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110377,
      "name": "First Heartland Consultants, Inc.",
      "name_as_filed": "FIRST HEARTLAND CONSULTANTS, INC.",
      "url": "https://advisorcensus.com/firm/first-heartland-consultants-inc-lake-st-louis-mo-110377",
      "city": "Lake St. Louis",
      "state": "MO",
      "years_registered": 32,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143319,
      "name": "Focus Advisor Solutions, LLC",
      "name_as_filed": "FOCUS ADVISOR SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/focus-advisor-solutions-llc-st-louis-mo-143319",
      "city": "St. Louis",
      "state": "MO",
      "years_registered": 19,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
