Find a Financial Advisor in Clayton, MO

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Clayton, MO.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Clayton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Clayton, MO


  • Financial Advisor Close to Clayton, MO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Clayton, MO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Clayton, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Clayton financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Clayton, MO?

  • Population: 16,588
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $641,200
  • Average Monthly Housing Cost: $1,581
  • Average Household Income: $191,712
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)



The Top Financial Advisor Firms in Clayton, MO

 

COMMERCE BROKERAGE SERVICES, INC

Website

(800) 772-7283

8000 Forsyth
Suite 1200
Clayton, MO 63105

SEC#: 801-66509
Years in Business: 15 years

DATATEX INVESTMENT SERVICES INC

Website

(314) 236-2444

7800 Forsyth Blvd
Fifth Floor
Clayton, MO 63105

SEC#: 801-31747
Years in Business: 33 years

ASCENSION INVESTMENT MANAGEMENT

Website

(314) 733-8000

101 S. Hanley Rd.
Suite 200
Clayton, MO 63105

SEC#: 801-73295
Years in Business: 9 years

MATTER FAMILY OFFICE

Website

(314) 862-5190

7711 Bonhomme Avenue
Suite 400
Clayton, MO 63105

SEC#: 801-37738
Years in Business: 31 years

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

Website

(971) 371-3450

130 S Bemiston Avenue
Suite 602
Clayton, MO 63105

SEC#: 801-114075
Years in Business: 3 years

HM CAPITAL MANAGEMENT, LLC

Website

(314) 746-1700

8235 Forsyth Blvd
Suite 540
Clayton, MO 63105

SEC#: 801-64761
Years in Business: 16 years

SMITH MOORE & CO.

Website

(314) 727-5225

7777 Bonhomme Avenue
Suite 2400
Clayton, MO 63105

SEC#: 801-68175
Years in Business: 14 years

ARGENT CAPITAL MANAGEMENT LLC

Website

(314) 725-6000

100 South Brentwood Blvd.
Suite 110
Clayton, MO 63105

SEC#: 801-55903
Years in Business: 23 years

ASSET CONSULTING GROUP, LLC

Website

(314) 862-4848

231 South Bemiston Avenue
14th Floor
Clayton, MO 63105

SEC#: 801-39372
Years in Business: 30 years

 


Clayton, MO Financial Advisor FAQs

This is a question that can only be answered in the context of your specific needs and circumstances. If you have a lot to invest or have money in high-risk investments, then you might find a financial advisor helpful.
Financial advisors help their clients plan and manage money and investments, provide counsel on saving for education, retirement and other financial goals. The cost varies based on the type of advisor.
An advisor would analyze your needs and design a personalized plan that is right for you. They'll help map out an investment strategy and communicate with you on how to best move forward.
There are a number of questions you should ask a financial advisor to ensure that they have your best interests in mind. 1) What is the fee structure for your services? 2) What particular type of financial advisor are you, i.e., do you focus on options or investments? 3) Are there any other fees because of compliance or closing process that I should know about before signing a contract to use your services?