Find a Financial Advisor in Saint Clair County, IL

 

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We did the hard work of finding trustworthy partners in St. Clair County, IL.

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We Only Work With The Best Saint Clair County 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 St. Clair County, IL


  • Financial Advisor Close to St. Clair County, IL

  • 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 St. Clair County, IL


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 St. Clair County, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Saint Clair County financial advisors.
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How Retirement-Friendly is St. Clair County, IL?

  • Population: 262,338
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $147,900
  • Average Monthly Housing Cost: $919
  • Average Household Income: $75,474
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in St. Clair County, IL

 

CAMBRIDGE CAPITAL MANAGEMENT, LLC

Website

(618) 206-3262

781 Sunset Blvd
Suite 100
O'Fallon, IL 62269

SEC#: 801-80162
Years in Business: 7 years

TOWNSQUARE CAPITAL, LLC

Website

(618) 410-7634

1210 Paragon Dr.
Suite 1C
O'Fallon, IL 62269

SEC#: 801-110591
Years in Business: 4 years

CENTURY SECURITIES ASSOCIATES, INC.

Website

(618) 632-6449

800 South Lincoln Ave

O'Fallon, IL 62269

SEC#: 801-43561
Years in Business: 28 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(618) 624-1500

475 Regency Park Drive
Suite 125
O'Fallon, IL 62269

SEC#: 801-71421
Years in Business: 11 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(618) 624-1500

475 Regency Park Drive
Suite 125
O'Fallon, IL 62269

SEC#: 801-71421
Years in Business: 11 years

CENTURY SECURITIES ASSOCIATES, INC.

Website

(618) 632-6449

800 South Lincoln Ave

O'Fallon, IL 62269

SEC#: 801-43561
Years in Business: 28 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(618) 624-1500

475 Regency Park Drive
Suite 125
O'Fallon, IL 62269

SEC#: 801-71421
Years in Business: 11 years

BENCHMARK INVESTMENT ADVISORS LLC

Website

(618) 622-3380

1865 Bethel Ridge Farms Blvd.

O'Fallon, IL 62269

SEC#: 801-73022
Years in Business: 10 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(618) 624-1500

475 Regency Park Drive
Suite 125
O'Fallon, IL 62269

SEC#: 801-71421
Years in Business: 11 years

 


St. Clair County, IL Financial Advisor FAQs

First, you want someone who has the appropriate license to be practicing financial advising. Look for CPAs or certified Financial Planners (CFPs).
There are many reasons why people might seek assistance from a professional in the finance industry. The most common are if someone has trouble making ends meet, wants guidance on saving to purchase a home or needs help starting their emergency fund.
A financial advisor can provide you with objective guidance for specific decisions, such as what's the right time to buy a car or which investments you should be making in order to meet retirement goals. Overall, they look after your finances so you can be well prepared for the future.
You should get a financial advisor anytime especially when you are already starting to earn. Financial advisors are experts at crafting financial plans that are specifically tailored to your age, risk tolerance, and financial situation as a whole.