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Top 7 Financial Advisors in Chesterfield, MO

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Finding a Top Financial Advisor Firm in Chesterfield, Missouri

Choosing a financial advisor just got a lot easier. To help you make this important decision, we collected a number of factors you should consider - fundamentals such as assets under management (AUM), fees and investment strategy. Then we put all the info together, here, for convenient comparing and contrasting. Start your search with this list of the top seven financial advisor firms in Chesterfield, Missouri. Then use SmartAsset’s free financial advisor matching tool to personalize your search.

How We Found the Top Financial Advisor Firms in Chesterfield, Missouri

For this list, we only considered financial advisor firms in Chesterfield that are registered fiduciaries with the U.S. Securities and Exchange Commission (SEC). We removed from consideration any advisory practices that have had a disclosure or disciplinary issue within the last 10 years or whose individual accounts make up less than half of their client base. The top seven firms are listed here, sorted by AUM, from highest to lowest.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Brand Asset Management Group Brand Asset Management Group logo Find an Advisor

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$ 531,743,915 $250,000
  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
2 Clark Financial Services Group, Inc. Clark Financial Services Group, Inc. logo Find an Advisor

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$ 221,895,803 $200,000
  • Financial planning
  • Portfolio management
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services

Minimum Assets

$200,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
3 Greencourse Financial Advisors, LLC Greencourse Financial Advisors, LLC logo Find an Advisor

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$ 165,085,639
  • Financial planning
  • Portfolio management
  • Pension consulting services

Minimum Assets

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services

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4 Bridgewater Asset Management LLC Bridgewater Asset Management LLC logo Find an Advisor

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$ 148,800,000 $15,000
  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Minimum Assets

$15,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
5 MBM Wealth Consultants, LLC MBM Wealth Consultants, LLC logo Find an Advisor

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$ 129,363,376 No minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisers (including private fund managers)

Minimum Assets

No minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisers (including private fund managers)
6 Mason Road Wealth Advisors LLC Mason Road Wealth Advisors LLC logo Find an Advisor

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$ 94,356,701 $250,000
  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
7 St. Louis Financial Planners Inc. St. Louis Financial Planners Inc. logo Find an Advisor

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$ 16,066,000 No minimum
  • Financial planning
  • Portfolio management
  • Publication of periodicals or newsletters
  • Market timing services

Minimum Assets

No minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Publication of periodicals or newsletters
  • Market timing services

Brand Asset Management Group, Inc.

Brand Asset Management Group

At the top of our list, Brand Asset Management Group has more than $531.7 million in assets under management. Its team includes six accredited investment fiduciaries (AIFs), three certified financial planners (CFPs), one chartered financial analyst (CFA) and three financial paraplanner qualified professionals (FPQPs). (Advisors may have multiple professional accreditations.)

The great majority of Brand Asset’s clients are not high net worth. The fee-based firm also serves trusts, estates, pension and profit sharing plans, charitable organizations and corporations. Most accounts are on a discretionary basis, which means clients authorize the firm to make trades without their consent. The minimum investment for small portfolios, which are managed online, is $250,000. Otherwise, the minimum requirement is $2,000,000. 

Brand Asset Management Group Background

Todd Brand founded the firm in 1992. Through a couple of trusts, he is the majority owner and serves as president and CEO. Two other employees also own small stakes: Executive VP Phil Daniels and Chief Compliance Officer Cindy Dolniak.

The firm offers portfolio management, financial planning, retirement plan consulting and educational programs to organizations and associations. It also sells insurance products. 

Brand Asset Management Group Investment Strategy

Brand Asset says that it seeks to provide clients with “the multi-asset, multi-style, multimanager diversification techniques used by the large institutional pools of assets.” Its investment strategies include mostly long-term purchases and rarely short-term trading. It notes that it may “at times incorporate margin transactions for client’s accounts,” which will result in interest charges and other fees. 

As of its most recent SEC filings, assets under the firm’s management were almost entirely (98%) in securities issued by registered investment companies (such as mutual funds) or business development companies. The rest was in exchange-traded equity securities (2%) and cash and cash equivalents (1%).

Clark Financial Services Group, Inc.

Clark Financial Services Group, Inc.

Though it still does business as Clark Financial Services Group, the firm has begun branding itself as Gardius Wealth Advisors, to explain why its website will automatically switch to Gardius.com. The practice manages almost $221.9 million in assets and has one certified financial planner (CFP) on board. 

Non-high-net-worth individuals far outnumber high-net-worth clients about four to one (290 to 65), though, as is often the case, the latter’s assets are greater than the former’s ($129 million to $91 million). The firm also serves pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The minimum investment is $200,000 (it may be waived under certain circumstances), and most accounts are on a discretionary basis.

Clark Financial Services Group Background

R.B. Clark founded the firm in 1992. After his retirement, long-time employees Chris Schulenburg and Kevin Clark bought the practice and serve as chairman and president, respectively. Matthew Herron, chief compliance officer, has a small stake.

Clark Financial (or Gardius) offers comprehensive wealth management that includes both financial planning and asset management. It also provides tailored financial consulting and sells insurance. The investment management part of the business is fee-only, while the insurance side is commission-based.

Clark Financial Services Group Investment Strategy

The firm turns to several third-party advisers to provide model portfolios, which typically hold mutual funds and exchange-traded funds (ETFs) in a broad range of asset classes, including stocks, bonds, real estate, foreign securities and more. It notes that its “overall investment philosophy for individuals and families is a long-term financial plan that seeks to balance safety, income, growth, risk and taxes.”

As of its most recent SEC filings, assets under its management were invested as: 

  • 58% in cash and cash equivalents
  • 29% in securities issued by registered investment companies (such as mutual funds) or business development companies
  • 13% in exchange-traded equity securities

Greencourse Financial Advisors, LLC

Greencourse Financial Advisors, LLC

Greencourse Financial Advisors has nearly $165.1 million in assets under management. With four advisors serving almost 200 clients, its client-to-advisor ratio is a low 50 to 1. 

The boutique firm serves high-net-worth and non-high-net-worth individuals and their families, trusts, estates, foundations and businesses. Most accounts are on a discretionary basis, which means clients authorize advisors to make trades without consulting them first. The firm states that it has varying minimums to open investment accounts, but doesn’t specify them in its SEC filings (it also doesn’t have a website).

Greencourse Financial Advisors Background

Principal owners Dale Lindhorst and Maryann Vognild founded Greencourse in 1998. Donald Pratt, who serves as chief compliance officer, has a small stake.

The practice offers asset management services and an automated investment program through Charles Schwab. It also provides financial planning and pension consulting. The investment management part of the business is fee-only, though insurance agents in the office are commission-based. Greencourse also sponsors and manages a wrap fee program, which charges one overall fee that covers management fees, transaction costs, fund expenses, and other administrative fees. The wrap fee program is available to clients with more than $5 million in assets under management.

Greencourse Financial Advisors Investment Strategy

Greencourse’s analysis is based on Modern Portfolio Theory. It uses long-term trading, margin transactions and options trading (including covered options, uncovered options or spreading strategies). As of its most recent SEC filings, assets under its management were invested almost entirely (96%) in securities issued by registered investment companies (such as mutual funds) or business development companies. The rest was evenly split between exchange-traded equity securities (2%) and cash equivalents (2%).

Bridgewater Asset Management LLC

Bridgewater Asset Management LLC

With $148.8 million in assets under management, Bridgewater Asset Management is another firm on this list that charges fees for its portfolio management services, but employs broker-dealer representatives and insurance agents who receive commissions.

The firm serves high-net-worth and non-high-net-worth individuals, trusts, estates, charitable organizations and pension and profit-sharing plans. The minimum investment varies, depending on the program you select, and ranges from $15,000 to $100,000. The great majority of accounts are on a discretionary basis.

Bridgewater Asset Management Background

Equal partners Thomas Ross and Robert Balice opened the firm in 2014 after each had worked in financial services for 14 and 20 years, respectively. The advisory team includes two certified financial planners (CFPs), one chartered financial consultant (ChFC) and one certified fund specialist (CFS). 

The firm offers investment management, financial planning and pension consulting. Investor clients also have the option of participating in professionally managed asset allocation programs sponsored by LPL Financial, a registered financial advisor and broker-dealer. Additionally, clients may opt for Bridgewater’s wrap fee program, which it sponsors and manages.

Bridgewater Asset Management Investment Strategy

In creating client portfolios, Bridgewater uses charting, fundamental, technical and cyclical analyses. Its recommendations include individual stocks or bonds, exchange-traded funds (ETFs), options, mutual funds and other public securities or investments. According to the most recent SEC data, assets under its management were allocated as:

  • 79% in securities issued by pooled investment vehicles (other than registered investment companies or business development companies)
  • 12% in exchange-traded equity securities (like common stocks)
  • 3% in non-exchange-traded equity securities
  • 2% in securities issued by registered investment companies (such as mutual funds) or business development companies
  • 2% in cash and cash equivalents
  • 1% U.S. government and agency bonds
  • 1% in investment-grade corporate bonds 

MBM Wealth Consultants, LLC

MBM Wealth Consultants, LLC

Matt Westhoff, Bill Weckback and Matt Lapides founded MBM Wealth Consultants in 2009, lending their first name initials to the firm name. They, along with Dan Plosser, who had his own firm for 37 years, make up the advisory team, which includes three certified financial planners (CFPs) and one certified fund specialist (CFS).

With almost $129.4 million in assets under management, the firm mostly serves individuals who are not high net worth. It also offers its services to pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. There is no minimum investment requirement, and most accounts are on a discretionary basis.

MBM Wealth Consultants Background

As mentioned earlier, Lapides, Westhoff and Weckback own MBM. Director of Compliance Adam Kruger has a small stake.

The portfolio management side of the business is fee-only, but insurance and brokerage services are commission-based. MBM also provides financial planning and consulting services.

MBM Wealth Consultants Investment Strategy

The firm primarily constructs client portfolios with individual debt and equity securities, options and exchange-traded funds (ETFs). In a more limited way, it may also invest in mutual funds and various independent investment managers as well privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles (e.g., hedge funds).

According to the most recent SEC data, assets under its management were allocated as:

  • 52% in securities issued by registered investment companies (such as mutual funds) or business development companies
  • 32% in exchange-traded equity securities
  • 11% in investment-grade corporate bonds 
  • 4% in cash and cash equivalents
  • 1% in state and local bonds

Mason Road Wealth Advisors LLC

Mason Road Wealth Advisors LLC

With nearly $94.4 million in assets under management, Mason Road Wealth Advisors has been in business since 2004. In 2014, it was No. 55 on CNBC’s “Top 100 Fee-Only Wealth Managers” list. The advisory team includes four certified public accountants (CPAs), four personal financial specialists (PFSes), one certified financial planner (CFP) and one qualified plan financial consultant (QPFC). (Advisors may have multiple professional accreditations.)

The boutique firm largely serves non-high-net-worth individuals. It also has qualified retirement plans, trusts and small businesses as clients. Most accounts are on a discretionary basis, and the minimum investment is $250,000. 

Mason Road Wealth Advisors Background

Mason Road is owned by six of its advisors: Joel Weltman, James Thomas, William Perry, Lori Plescia, Robert Schmidt and Bradley Gilmore. It offers investment management, financial planning and employee benefit retirement planning. Its consulting work can cover:

  • Income and estate tax planning
  • Business sale structures
  • College financial planning
  • Retirement planning
  • Insurance analysis
  • Personal cash flow analysis
  • Establishment and design of retirement plans and trust designs

Mason Road Wealth Advisors Investment Strategy

In constructing client portfolios, the firm typically uses no-load mutual funds and possibly model portfolios. It primarily utilizes mutual funds offered by Dimensional Fund Advisors that are passively managed and have low holding turnover. Client portfolios may also include some individual equity securities.

As of its most recent SEC filings, assets under Mason Road’s management were allocated as:

  • 56% in securities issued by registered investment companies (such as mutual funds) or business development companies
  • 24% in state and local bonds
  • 18% in cash and cash equivalents
  • 2% in exchange-traded equity securities

St. Louis Financial Planners Inc.

St. Louis Financial Planners Inc.

Founded in 1975, St. Louis Financial Planners (SLFP) is affiliated with St. Louis Financial Planners Asset Management. It oversees almost $16.1 million in assets, and its team includes two certified financial planners (CFPs) and one chartered market technician (CMT). (Advisors may have multiple professional certifications.)

As of its most recent SEC filings, all accounts are on a discretionary basis and were for individuals who are not high net worth. The firm also offers services to 401(k), pension and profit sharing plans; trusts; estates; charitable organizations; corporations and  other business entities. The firm does not specify a minimum investment.

St. Louis Financial Planners Background

Thomas Kieffer, Timothy Hunt and Casey Hunt are equal partners in the firm, serving as president, vice president and treasurer, respectively. With insurance agents and one broker-dealer representative in the firm, SLFP is technically fee-based, which means employees receive commissions on product sales.

SLFP offers investment management and financial planning. It can advise on:

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow analysis
  • Risk management including life insurance needs and disability income insurance and evaluation of all debt liabilities.
  • St. Louis Financial Planners Investment Strategy

The firm uses technical and fundamental analysis when building portfolios. It may recommend mutual funds, variable annuities, individual stocks, limited partnerships. It can also offer advice on limited partnerships interests investing in commodity pools and futures contracts and real estate investment trusts that invest in commercial real estate.

According to the most recent SEC data, assets under the firm’s management were allocated as:

  • 60% in exchange-traded equity securities
  • 30% in securities issued by registered investment companies (such as mutual funds) or business development companies
  • 10% in cash and cash equivalents

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about cost of living in retirement there.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Using that calculation, we determined how many years $1 million would last in retirement in each major city.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors throughout the country. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%, reflecting the typical return on a conservative investment portfolio. Finally, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would last in each of the cities in our study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research