Top Financial Advisors in Missouri

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Moneta Group Investment Advisors is a wealth advisory firm headquartered in St. Louis that has been doing business for over 150 years. It currently works with clients who hold billions in assets under management (AUM). High-net-worth individuals make up the largest portion of the firm’s client base, but it also works with non-high-net-worth individuals, pension plans, charitable organizations and corporations.

The firm employs almost two hundred advisors. Among them are Certified Financial Planners™ (CFPs®), certified public accountants (CPAs) and chartered financial analysts (CFAs). As a fee-only firm, Moneta earns money solely through management fees that are paid by clients. This is different from fee-based firms, where some employees can also sell insurance policies and other financial products for commissions. Moneta doesn’t typically impose an account minimum for new clients.

Moneta Group Investment Advisors Background

Moneta Group Investment Advisors can trace its history back to 1869, and it is wholly owned by Moneta Group, LLC, which in turn is owned by Moneta Partners.

The firm provides financial planning and portfolio management services for both individuals and businesses, along with outside advisor selection.

Moneta Group Investment Advisors Investment Philosophy

At the start of every client relationship, Moneta Group draws up an investment policy statement (IPS) that lays out how the firm will approach building the client’s portfolio. The policy will factor in the client’s investment objectives, risk tolerance, performance expectations, income tax considerations and general economic considerations, among other factors.

Moneta Group, like many firms, views asset allocation as the key determinant for long-term investment results, and as such, it tailors the allocation of each portfolio to match the client’s goals and comfort level. Fixed-income investments such as bonds are used to provide stable income and mitigate risk. Equity securities are used to generate the growth potential, and alternative investments may be used to increase diversification or expected return.

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Buckingham Strategic Wealth is a fee-based firm that opened for business back in 1994. It currently works with both non-high-net-worth and high-net-worth individuals, as well as pension plans, charitable organizations and businesses. 

The firm's advisors hold multiple certifications, including designations as Certified Financial Planner™ (CFP®), certified public accountant (CPA), accredited investment fiduciary (AIF), chartered retirement plan consultant (CRPC), chartered financial analyst (CFA) and chartered financial consultant (ChFC).

Buckingham Strategic Wealth has a minimum annual fee of $3,000. While it technically doesn’t have a minimum investment requirement, the firm accepts new clients with less than $300,000 on only a case-by-case basis.

Buckingham Strategic Wealth Background

Buckingham Strategic Wealth was founded in 1994 and is headquartered in St. Louis. It’s a wholly owned subsidiary of Focus Financial, LLC, a massive nationwide network of financial advisors. The firm employs numerrous advisors, only some of whom work out of its headquarters. In total, the firm runs 42 locations outside of its home base.

The firm offers portfolio management, financial planning, financial consulting and advisory services for retirement plans.

Buckingham Strategic Wealth Investment Philosophy

Buckingham Strategic Wealth believes in evidence-based investing, and ascribes six key tenets to that philosophy:

• Outperforming the market is difficult.
• Size, value and momentum are all crucial elements of stock selection.
• Global diversification is the starting point.
• The primary role of fixed income is to reduce portfolio volatility.
• Academic evidence supports the modest use of alternative investment strategies.
• Evidence-based investing slowly evolves.

When constructing client portfolios, Buckingham typically opts for mutual funds and exchange-traded funds (ETFs) over individual stocks. The firm will also invest in fixed-income securities such as bonds to mitigate risk and provide income. Some of the funds the firm invests in may contain alternative investments such as real estate investment trusts (REITs) or commodity futures.

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St. Louis-based Visionary Wealth Advisors has no minimum investment necessary to utilize its services. This is borne out in the firm’s client base, as it works with vastly more non-high-net-worth individuals than their high-net-worth counterparts. The firm also maintains advisory relationships with businesses.

The advisory staff at Visionary boasts a number of certifications. These include Certified Financial Planner™ (CFP®), chartered mutual fund counselor (CMFC), accredited investment fiduciary (AIF), chartered retirement planning counselor (CRPC), chartered life underwriter (CLU) and more.

This is a fee-based financial advisor firm. This means certain members of the firm’s advisory staff can receive commissions from the sale of securities to clients. However, the firm abides by fiduciary duty, legally requiring it to act in clients’ best interests at all times.

Visionary Wealth Advisors Background

Visionary Wealth Advisors was established back in 2014. Its founders, CEO Brett Gilliland and president Tim Hammett, still work and own the firm to this day. The duo has years of experience between them.

This firm engages clients in both investment management and financial planning settings. Financial planning can cover a variety of topics, such as retirement planning, business planning, tax planning, insurance planning, financial reporting, trust and estate planning and more.

Visionary Wealth Advisors Investment Strategy

When investing with Visionary Wealth Advisors, your assets will likely be divided between the following securities:

• Mutual funds
• ETFs
• Individual equities
• Cash equivalents
• Third-party manager model portfolios

The exact division of assets between these securities will be based on what kind of investor you are. This will involve accounting for your risk tolerance, time horizon, income needs, long- and short-term goals and more. Your advisor will meet with you to discuss these factors prior to investing your money.

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Forvis Wealth Advisors is a fee-based firm in Springfield that works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and corporations.

As a fee-based firm, some professionals on the advisory staff could get commissions from selling financial products. But they must uphold Forvis’ fiduciary standard, which puts the interests of clients first. Those who engage in investment consulting and management have a minimum account value requirement of $1 million. However, the firm can make exceptions based on its discretion.

Forvis Wealth Advisors Background

Forvis is registered as an investment advisor with the Securities and Exchange Commission (SEC). The firm is a wholly owned subsidiary of Forvis, LLP.

According to its brochure, Forvis, LLP is a professional services firm that was created with the merger of BKD, LLP and Dixon Hughes Goodman, LLP in 2022.

Forvis Wealth Advisors Investment Strategy

Forvis says it works with clients to prepare specific asset allocation strategies based on goals, objectives and risk tolerance, among other factors. The firm selects a mix of investments, including mutual funds, exchange-traded funds (ETF), bonds, stocks and alternative investments.

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Headquartered in St. Louis, Plancorp's clients are a mix of non-high-net-worth and high-net-worth individuals, as well as pension plans, charitable organizations and corporations. The firm doesn’t impose an account minimum, but it does charge a minimum annual fee of $6,000 for new clients.

Among the firm’s advisors are Certified Financial Planner™ (CFP®), accredited investment fiduciaries (AIFs), certified public accountants (CPAs) and chartered financial analysts (CFAs).

Plancorp Background

Plancorp first opened for business in 1983, and it’s currently owned by 26 direct owners, 23 of which are employees of Plancorp. The firm offers fee-only investment management and financial planning services to its clients, as well as consulting services for pensions and other qualified retirement plans.

For investment management services, the firm will typically charge you 0.45% to 1% of your invested assets, although it may decide to negotiate a different fee. For financial planning or other consulting services, the firm will typically negotiate a fixed fee based on the scope and complexity of the services being provided.

Plancorp Investment Philosophy

Plancorp's investment philosophy centers around modern portfolio theory (MPT), which attempts to minimize volatility and maximize returns for a given level of risk. The firm generally opts for a passive asset management style over an active one, and therefore, it often recommends no-load passively managed mutual funds.

Plancorp doesn’t frequently build portfolios with individual stocks, bonds or actively managed mutual funds. However, it may include these investments in special circumstances if it feels that doing so would best meet the specific needs of the client. With every portfolio, the firm stresses fee and tax minimization.

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Prairie Capital Management is a wealth advisory firm that was established in 2010. The firm’s client base is home to high-net-worth individuals, pooled investment vehicles, pension plans, charitable organizations, insurance companies and corporations. Prairie Capital doesn’t specify an account minimum, but it does have a $15,000 minimum annual fee.

Prairie Capital Management is a fee-only firm, meaning its advisors do not receive compensation beyond client-paid fees.

The firm employs dozens of advisors, some of whom have earned professional certifications including chartered financial analyst (CFA) and certified public accountant (CPA).

Prairie Capital Management Background

Prairie Capital Management was established in 2010 by Rob R. Schneider, Brian N. Kaufman and Curtis A. Krizek. The firm provides financial planning, portfolio management, consulting for retirement plans and the selection of outside advisors. In addition to its Kansas City office, the firm has branches in the Chicago and Dallas areas. 

The firm doesn’t provide specifics regarding how its advisory fees are normally calculated, but fees can come in the form of hourly charges, fixed fees or a percentage of AUM. Prairie Capital Management may charge performance-based fees, which is relatively uncommon industry-wide.

Prairie Capital Management Investment Philosophy

Prairie Capital Management typically invests client assets in a combination of mutual funds, exchange-traded funds (ETFs), private investment funds, individual stocks and cash or cash equivalents.

The firm starts each investment process by evaluating the client’s specific financial goals and objectives. With these factors in mind, the firm will develop an initial asset allocation between broad asset classes like equity, fixed-income and alternative investments. Prairie Capital advisors will monitor the chosen allocation continuously, also keeping an eye on any independent managers selected. The firm typically performs holistic portfolio reviews every quarter.

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Matter Family Office was founded in 1990 and has a client base that’s split between individuals, high-net-worth individuals, pooled investment vehicles and charitable organizations. There is no account minimum at the firm, but the firm looks for a minimum annual fee of $75,000, implying most clients have at least $750,000 to invest.

There are multiple advisors working here. Across this staff, there are Certified Financial Planner™ (CFP®), chartered financial analysts (CFAs) and certified public accountants (CPAs). Fees for advisory services at the firm tend to fall between 0.30% and 1% of your assets under management (AUM).

Matter Family Office Background

Matter Family Office was created in 1990 and is wholly owned by the current management team and employees of the firm. This fee-only firm provides investment management, wealth planning and consulting services to its clients.

Matter Family Office Investment Philosophy

Matter Family Office approaches investing with an emphasis on diversification across asset classes, investment styles and markets in order to maximize expected return for a given level of risk.

The firm also uses the services of Asset Consulting Group, an external investment consultant, to help formulate portfolio recommendations. With this assistance, the firm constructs asset allocations for each portfolio that seeks to optimize investment opportunities while staying tailored to each client’s specific financial needs.

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Krilogy Financial works with both high-net-worth individual and non-high-net-worth individuals, as well as pension and profit-sharing plans, and charities.

The firm's advisory team holds multiple certifications, including Certified Financial Planners™ (CFPs®), accredited investment fiduciaries (AIFs) and certified public accountants (CPAs), among other designations.

This fee-based firm employs certain advisors that sell insurance policies for commissions. But as a fiduciary, the firm is legally bound to act in your best interests.

Krilogy Financial Background

Krilogy Financial opened in 2008 and is headquartered primarily in St. Louis. This firm offers a variety of services, including portfolio management, financial planning and investment management, among others.

Krilogy Financial Investing Strategy

As with other firms, Krilogy develops investment strategies based on client circumstances and goals. The firm uses mostly exchange-traded funds (ETFs), mutual funds, bonds and equities to keep client portfolios diversified.

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Argos Capital Partners is a fee-only firm with no set account minimum. The firm works with high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, and foundations. Fees are generally based on a percentage of assets under management, though performance-based fees may also be used.

The team at Argos has earned multiple certifications, including designations as chartered financial analyst (CFA), certified public accountant (CPA), chartered alternative investment analyst (CAIA), chartered retirement planning counselor (CRPC) and Certified Financial Planner™ (CFP®).

Argos Capital Partners Background

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RubinBrown Advisors offers financial advisory services on a fee-based structure, meaning the advisors may earn commissions for the sale of certain securities. The firm caters to a diverse clientele including individuals, high-net-worth individuals, foundations, endowment funds, charitable organizations and various pension and profit-sharing plans such as 401(k) and 403(b) plans.

Services offered by the firm encompass a comprehensive range of financial advising tailored to individual needs that include budgeting, personal liability, estate information and helping clients reach financial goals. Even though the firm is fee-based, there is no potential conflict of interest as the firm is bound to work in the best interest of each individual client. 

RubinBrown Advisors Background