Overwhelmed by options?
Answer a few questions to see advisors matched to you.
5,572 advisors near
63112
within the area shown on the map
Out of 400,000+ nationwide
Meghan A
CFP®, Series 65
St. Louis, MO
Krilogy
Meghan Abeln is a CFP® with eight years of industry experience, currently serving as a financial advisor at Krilogy Financial. Her prior roles include positions at Moneta Group Investment Advisors, LLC, and Commerce Trust Company. Krilogy Financial LLC serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses, offering portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs a primarily long-term investment approach with tactical overlays, utilizing advisor-led risk profiling and model portfolios, and integrates quantitative, qualitative, and fundamental analysis in its management process.
Timothy S
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Timothy Schulte is a financial advisor at Smith, Moore & Co. with 37 years of industry experience. He has been with the firm since 1989 and holds the Series 63 and Series 65 designations. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, using fundamental and technical analysis to guide investment decisions.
Michael O
Series 66
Chesterfield, MO
Arax Advisory Partners
Michael Ott is a financial advisor with Arax Advisory Partners in Chesterfield, MO, holding a Series 66 designation and 20 years of industry experience. Prior to joining Arax Advisory Partners in 2025, he worked at Summit X, LLC for nine years. Outside of his advisory role, Ott owns Legacy Performance Academy, a baseball training business, and is involved with Legacy Performance Zone, a land holding company. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement consulting. Arax distinguishes itself with performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.
Dylan B
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Dylan Bushman is a financial advisor at Smith, Moore & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and TD Ameritrade. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans through discretionary and non-discretionary accounts. The firm employs an open-architecture investment approach that includes proprietary model portfolios, individual advisor portfolio construction, and outsourced managers, utilizing fundamental and technical analysis to align investments with clients’ objectives and risk tolerances.
Joseph K
Series 65
Chesterfield, MO
Acropolis Investment Management
Joseph Kelley is a Series 65-licensed financial advisor with Acropolis Investment Management, L.L.C., where he has worked since 2008. He has 17 years of industry experience and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a mix of equities, bonds, mutual funds, and ETFs.
Jacob S
CFP®, Series 63, Series 65
St. Louis, MO
Krilogy
Jacob Steingrubey is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Krilogy Financial, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a rental property through Steingrubey Properties, LLC. Krilogy Financial serves individuals and families, including high- and ultra-high-net-worth clients, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm offers portfolio management, financial planning, corporate retirement plan consulting, and family office services, employing a long-term investment approach with tactical overlays managed through an Investment Committee and CIO-led process.
Michael L
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Michael Leopold is a financial advisor at Huntleigh Advisors, Inc. with 54 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Huntleigh Securities Corporation since 1986. Outside of his financial career, he serves as the elected Mayor of the Village of Swansea, Illinois, and participates in several civic and charitable organizations in the Southwestern Illinois area. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, ERISA retirement-plan services, and a distinctive MindShare Small Companies program that uses a blend of fundamental and technical methods to target micro-, small-, and mid-cap equities.
Dannelle W
CFP®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Dannelle Ward is a CFP® with 24 years of experience at Acropolis Investment Management, LLC in Chesterfield, MO, where she has worked since 2002. She holds Series 63 and Series 65 licenses and specializes in financial planning and portfolio management. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutions, and retirement plans. The firm employs an asset-allocation framework driven by long-term data and combines quantitative and fundamental metrics to construct diversified and tax-efficient portfolios.
Kenneth D
Series 63, Series 65
St. Louis, MO
UMB Financial Services, Inc.
Kenneth Dow is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He also coaches high school baseball. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with investment practices aligned with its affiliated bank, UMB Bank, n.a.
Miranda F
Series 65
St. Louis, MO
Krilogy
Miranda Fick is a financial advisor at Krilogy with a Series 65 designation. She has held various roles since 2017, including positions at MAI Capital Management, Firebirds LLC, and New York Life Insurance Company. Her background also includes experience in education and lending prior to joining Krilogy. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy supported by an internal Investment Committee and offers a range of portfolio management and planning services with active and passive strategies tailored to client needs.
Samuel H
Series 65
St. Louis, MO
Krilogy
Samuel Holtmeyer is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. His prior work includes roles at First State Community Bank and Renaissance Financial. Before entering the financial industry, he worked in fitness and recreational businesses, including Wolf Hollow Golf Club and 9Round Kickboxing Fitness. Krilogy serves a diverse client base, including individuals, corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm employs a long-term investment philosophy with an active approach supported by an internal Investment Committee, offering portfolio management, financial planning, and specialized services such as sub-advisory model licensing.
Mark B
Series 66
Des Peres, MO
Cornerstone Wealth Management, LLC
Mark Beckrich is a financial advisor at Cornerstone Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Wealth Management and LPL Financial since 2012. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model utilizing LPL platform programs and technology to support a high client load across its 91 advisors.
Matthew A
Series 65
Chesterfield, MO
Acropolis Investment Management
Matthew Adrignola is a financial advisor at Acropolis Investment Management, L.L.C. He holds a Series 65 designation and has one year of industry experience. Prior to joining Acropolis, he worked at Edward Jones for five years and also has experience in staffing services and the restaurant industry. Acropolis Investment Management is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, using a mix of equities, bonds, mutual funds, and ETFs.
Cynthia M
CFP®, Series 63
Chesterfield, MO
Acropolis Investment Management
Cynthia Mckillip is a CFP® with 22 years of experience in the financial industry. She has been with Acropolis Investment Management since 2014. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm employs a long-term, data-driven asset allocation strategy focused on diversified portfolios that emphasize tax efficiency and low turnover.
Robert R
Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Robert Rich is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Huntleigh Securities Corporation since 2015. Outside of his advisory role, he serves as a representative for the Country Club at The Legends and is involved with the St. Louis District Golf Association and St. Louis Senior Golf Association, both nonprofit organizations. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management and ERISA retirement-plan services. The firm offers model portfolio programs and customized management, including its MindShare Small Companies program, which integrates investor sentiment and fundamental research to target micro-, small-, and mid-cap equities.
Erion K
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Erion Kafazi is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 license and three years of industry experience. He has worked at Financial & Tax Architects since 2021 and previously held roles at Globe Life Liberty National Division and other companies. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with monthly account reviews and offers sub-advisory services to other registered investment advisers.
Jessica H
Series 65
Chesterfield, MO
Acropolis Investment Management
Jessica Hendricks is a financial advisor at Acropolis Investment Management, L.L.C. with three years of industry experience. She holds a Series 65 designation and previously worked at Commerce Bank for six years before joining Acropolis in 2021. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, combining individual equities, bonds, mutual funds, and ETFs with advanced risk/return modeling and security-level analysis.
Seth R
Series 65
Chesterfield, MO
Arax Advisory Partners
Seth Roggenkamp is a financial advisor with Arax Advisory Partners in Chesterfield, MO. He holds a Series 65 designation and has two years of industry experience, including prior work at Summit Wealth Strategies. Seth’s background includes a decade as a student before entering the advisory field. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, managing approximately $26.5 billion in regulatory assets through more than 200 advisors.
Cody S
Series 66
Kirkwood, MO
Transce3nd LLC
Cody Surma is an Associate Advisor at Transce3nd LLC with two years of industry experience. His prior roles include client coordination at e3 Wealth and advisory positions at Madison Avenue Securities and MCS Wealth Management. He has also worked in educational roles at Webster University and University High School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.
Bradley C
CFP®
Chesterfield, MO
Acropolis Investment Management
Bradley Combs is a CFP® professional with 14 years of experience in financial advising. He has worked at Acropolis Investment Management, L.L.C. since 2019 and previously spent 12 years with Paradigm Financial Advisors, LLC. Acropolis Investment Management, LLC is a fee-only wealth management firm serving individual investors, institutional clients, and company-sponsored retirement plans. The firm employs a committee-driven investment process focused on strategic asset allocation, tax-aware implementation, and low turnover, utilizing a combination of equities, bonds, mutual funds, and ETFs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
5,572 advisors near
63112
within the area shown on the map
Out of 400,000+ nationwide