Finding a Top Financial Advisor Firm in Clayton, Missouri
Choosing a financial advisor is like choosing a spouse. You want to get it right the first time. To help you narrow the field, we collected key info such as assets under management (AUM), fee basis and investment strategy. Then we put all the info together for easy comparing and contrasting. Start your search with this list of the top financial advisor firms in Clayton, Missouri. Try SmartAsset’s free financial advisor matching tool to connect with up to three advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Matter Family Office Find an Advisor||$3,212,104,878||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Correct Capital Wealth Management, LLC Find an Advisor||$646,448,163||$500,000|| || |
|3||Foundation Wealth Management, LLC Find an Advisor||$478,007,412||$10,000 minimum annual fee|| || |
Minimum Assets$10,000 minimum annual fee
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|4||Vista Finance, LLC Find an Advisor||$157,158,891||$5,000 minimum annual fee|| || |
Minimum Assets$5,000 minimum annual fee
What We Use in Our Methodology
To find the top financial advisors in Clayton, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Matter Family Office
Matter Family Office works with both non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles and charitable organizations.
This fee-only firm has its headquarters in Clayton. The advisory team holds multiple certifications, including designations as certified financial planners (CFPs), JDs, certified public accountants (CPAs) and chartered financial analysts (CFAs).
There is no account minimum at the firm, but the firm aims for every account to have an minimum annual fee of at least $75,000.
Matter Family Office Background
Matter Family Office was founded in 1990. And, according to its brochure, the firm is wholly owned by the current management team and employees of the firm.
Matter Family seeks to help families manage their wealth from generation to generation. It does this by providing investment and wealth management services, including creating and managing pooled private funds. It also helps families develop financial skills, share values and communicate. It is unique in that it meets with clients at least quarterly.
Matter Family Office Investing Strategy
The firm’s primary strategy is to use diversification to reduce volatility while maintaining strong returns. It has its own investment committee but also relies on Asset Consulting Group for research and modeling. Except for the private funds it manages, all assets under its management are on a non-discretionary basis, which means the firm does not have pre-approval for making trades.
Correct Capital Wealth Management
Correct Capital Wealth Management has grown quite a bit for a firm that was only founded a few years ago. Its founder, Brian Pultman, worked at Wells Fargo Advisors for 25 years, during which time Barron’s named him one of America's Top 1200 Financial Advisors six times.
The advisory team holds multiple certifications, including designations as certified financial planner (CFP), accredited investment fiduciary (AIF) and certified public accountant (CPA).
This fee-based firm has a $500,000 account minimum, but its client base is a split between individuals with and without a high net worth. In addition to individuals, the practice serves pension and profit-sharing plans, trusts and estates.
Correct Capital Wealth Management Background
As noted above, Brian Pultman founded the firm in 2018 after a long career at a major financial services company. He named his firm after his grandfather’s cap manufacturing company, Correct Cap Company. He is the principal owner of the firm to this day.
The practice is mainly in the business of providing wealth management services, which includes both customized investment management and financial planning services. It may also recommend subadvisors to manage investment accounts.
Correct Capital Wealth Management Investing Strategy
Depending on your profile and goals, Correct Capital primarily puts client assets among various individual equities, debt securities, fixed-income, mutual funds and exchange-traded funds (ETFs). It uses fundamental and technical analyses when choosing investments.
Foundation Wealth Management, LLC
Foundation Wealth Management is a fee-only firm with a minimum fee of $10,000 each year. Clients with account balance under $1 million will pay advisory fees at an effective rate above 1.25%. And those with higher account balances will get charged lower annual rates.
The firm works primarily with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans and government entities.
The advisory team holds multiple certifications as certified financial planners (CFPs).
Foundation Wealth Management Background
FWM was founded in 2003 and is majority-owned by Pamela Hardin, who also serves as president.
Services include investment management, retirement plan services, investment committees, participant-directed retirement plans and financial planning.
Foundation Wealth Management Investment Strategy
More than half of the money managed at FWM is invested in mutusl funds. Bonds, stocks and cash holdings are also part of the overall portfolio.
Vista Finance, LLC
Vista Finance, LLC is a fee-based firm in Clayton that works with both non-high-net-worth and high-net-worth individuals, as well as charities and corporations.
As a fee-based firm, some of the members on its advisory staff could get commissions from the sell of financial products. But they must adhere to Vista Finance's fiduciary standard, which puts the interests of clients first.
Vista Finance targets a minimum account balance of $500,000 for wrap comprehensive portfolio management. But this minimum requirement is negotiable.
The firm also charges a minimum account fee of $5,000 for portfolio management services and a percentage of assets under management that could be higher than 0.75%. However, Vista Finance says it could be reduced based on the firm’s discretion.
Vista Finance, LLC Background
Vista Finance was formed in 2020 as a limited liability company and has been in business as an investment adviser since 2021.
According to its brochure, the firm is owned by Christopher Williams, Brian Landzaat and Lincoln Sorensen, Jr. Vista
Finance, LLC Investment Strategy
As with other firms, Vista Finance says that it develops client investment strategies based on specific goals, risk tolerance and time horizon, among other financial factors.