Overwhelmed by options?
Answer a few questions to see advisors matched to you.
5,881 advisors near
63105
within the area shown on the map
Out of 400,000+ nationwide
Ryan C
CFA®, Series 63, Series 65
Chesterfield, MO
Acropolis Investment Management
Ryan Craft is a CFA® charterholder with 21 years of industry experience, currently serving at Acropolis Investment Management, L.L.C. since 2004. He holds Series 63 and Series 65 licenses and is based in Chesterfield, MO. Acropolis Investment Management is a fee-only wealth management firm providing discretionary portfolio management and advisory services to 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.
Robert D
Series 66
Kirkwood, MO
Summit Financial, LLC
Robert Drury II is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Private Client Services and Investment Planners, Inc. Outside of advisory work, he is involved in insurance brokerage through multiple companies, earning compensation on sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.
Nir R
Series 63, Series 65
Saint Louis, MO
Diversify Advisory Services, LLC
Nir Regev is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with DFPG Investments, Inc. for 10 years and has operated the Regev Group since 2001. Additionally, he is involved in the insurance industry through Nir Regev Insurance, where he acts as an agent for non-security life insurance and fixed annuities. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach tailored to client goals and offers a variety of portfolio management and consulting services under written agreements.
William R
CFP®, Series 66
St. Louis, MO
Krilogy
William Rowe is a CFP® and Series 66 credentialed advisor with seven years of industry experience, currently with Krilogy in St. Louis, MO. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, Merrill, and State Farm. Outside of financial services, he has experience working in hospitality at Harpos Bar and Grill and in media production with Lifestylez Productions. Krilogy serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment approach overseen by an internal committee and offers a range of services including portfolio management, financial planning, and retirement plan consulting.
Debra M
Series 66, Series 63, Series 65
St. Louis, MO
Huntleigh Advisors, Inc.
Debra Mesle is a financial advisor at Huntleigh Advisors, Inc. with 48 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Her prior experience includes roles at Bank of America, NA; Merrill Lynch, Pierce, Fenner & Smith Incorporated; and UBS Financial Services. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans with discretionary and non-discretionary asset management, model portfolio programs, and specialized strategies including the MindShare small- and micro-cap approach. The firm combines fundamental, technical, cyclical, and quantitative analysis and offers customized investment management alongside model portfolios.
Gregory B
Series 63, Series 65
Clayton, MO
Smith, Moore & Co.
Gregory Bray is a financial advisor at Smith, Moore & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smith, Moore & Co. since 2015. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance services at the same office location. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors and manages around $2.0 billion in client assets through a combination of advisor-managed accounts and third-party manager arrangements.
Sean W
Series 66
Saint Louis, MO
Foundations Investment Advisors LLC
Sean Wiegert is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Merrill, Citigroup, and Bank of America. In addition to his advisory role, he provides retirement plan participants with personalized investment advice related to distribution options at Principal Advised Services. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and works with multiple sub-advisers and custodians.
Pamela J
Series 63, Series 66
St. Louis, MO
Huntleigh Advisors, Inc.
Pamela Johnston is a financial advisor at Huntleigh Advisors, Inc. in St. Louis, Missouri, with 46 years of industry experience. She has been with Huntleigh Securities Corporation since 1986. Johnston holds Series 63 and Series 66 designations. Outside of her advisory role, she owns Johnston Consulting, LLC, which is involved in life and health insurance sales on a limited basis. 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, sub-advisory arrangements, and employs a distinctive MindShare Small Companies program that integrates investor-sentiment analysis with fundamental research.
Logan F
CFP®, CFA®, Series 63
Clayton, MO
Argent Capital Management LLC
Logan Finerty is a CFP® and CFA® with 11 years of industry experience. He is currently with Argent Capital Management LLC and has previously worked at Moneta Group Investment Advisors. Finerty holds a Series 63 license and has been affiliated with Argent since 2012. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals through discretionary domestic equity portfolio management emphasizing concentrated, low-turnover portfolios of high-quality, enduring businesses.
Joseph M
CFP®, Series 63, Series 66
St. Louis, MO
RubinBrown Advisors LLC
Joseph Mcauliffe is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with RubinBrown Advisors LLC and previously worked at Charles Schwab and TD Ameritrade. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to both individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios and uses tax-aware practices and technology tools to support its financial planning process.
Adam M
Series 63, Series 66
St. Louis, MO
Stifel Independent Advisors, LLC
Adam Melinger is a financial advisor with Stifel Independent Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Scottrade, Inc. Outside of his advisory duties, he serves as president of an online gift basket company and is a trustee for a neighborhood association. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary capital market models to provide tailored asset allocation recommendations.
Sakis S
CFP®, Series 63, Series 65, Series 66
Chesterfield, MO
Acropolis Investment Management
Sakis Salas is a CFP® professional with 24 years of industry experience, currently serving at Acropolis Investment Management since 2006. He previously worked at First Horizon Advisors and Charles Schwab. Acropolis Investment Management is a fee-only wealth management firm serving individuals, institutional clients, and retirement plans. The firm uses a data-driven asset allocation framework to construct diversified portfolios emphasizing tax efficiency and low turnover, and maintains a focused retirement practice with significant roles in union workplace plans and company-sponsored retirement services.
Giovanni F
Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Giovanni Ferrara is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with several firms, including The Chamberlin Group and C2P Capital Advisory Group. Outside of his advisory role, he provides administrative support and non-legal estate planning services, including insurance and annuity solutions, through The Chamberlin Group. Foundations Investment Advisors LLC offers financial planning and portfolio management to a wide client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.
Michael D
CFP®
Saint Louis, MO
Plancorp, LLC
Michael Dempsey is a CFP® professional at Plancorp, LLC with six years of industry experience. Prior to joining Plancorp in 2022, he worked at BWTP PC for five years and PricewaterhouseCoopers for three years. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements to guide asset allocation, offering both discretionary and non-discretionary management while incorporating tax-aware strategies.
Krystal P
Series 65
Clayton, MO
Argent Capital Management LLC
Krystal Proctor is a financial advisor at Argent Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Argent Capital Management since 2016. Argent Capital Management, LLC is an employee-owned registered investment adviser managing approximately $3.99 billion in client assets as of December 31, 2025. The firm serves endowments, foundations, pension funds, investment companies, and high net worth individuals with discretionary domestic equity portfolio management through a team-based, collaborative investment process focused on concentrated, low-turnover portfolios of high-quality businesses.
Joshua S
CFP®, Series 66
St. Louis, MO
Krilogy
Joshua Statler is a CFP® with 12 years of industry experience currently affiliated with Krilogy. His prior work includes roles at Focus Partners Wealth, Great Point Capital, 25 Financial, Arete Wealth Management, Arete Wealth Advisors, and Larson Financial Group. Krilogy serves a diverse client base including high-net-worth individuals, corporate and institutional clients, family offices, and charitable organizations. The firm employs a long-term investment philosophy with active and passive strategies, customizable portfolios, and specialized services such as family office support and sub-advisory model licensing.
Wajeehuddin S
Series 63, Series 65
St Louis, MO
St. Bernard Financial Services, Inc.
Wajeehuddin Siddiqui is a financial advisor at St. Bernard Financial Services, Inc. in St. Louis, MO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at St. Bernard since 2017, following prior roles at Wilbanks Securities and Cabot Lodge Securities. Outside of his advisory work, Siddiqui is involved in insurance sales through Midwestern Financial Center, LLC, focusing on property and casualty, life, and health insurance. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services with a long-term, conservative growth approach based on Modern Portfolio Theory. The firm combines fee-based and commission-based solutions through its dual adviser and broker-dealer structure and maintains collaborative client relationships with limited discretionary authority.
Samantha D
CFP®, Series 65
Saint Louis, MO
Plancorp, LLC
Samantha Dombek is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Plancorp, LLC. Her background includes roles at Reinsurance Group of America and BKD, LLP prior to joining Plancorp. Plancorp serves individuals, business owners, trustees, charitable organizations, and retirement plans by offering wealth management, financial planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and uses documented Investment Policy Statements to guide asset allocation across various securities, with both discretionary and non-discretionary management options available.
Anthony H
Series 66
St. Louis, MO
Visionary Wealth Advisors, LLC
Anthony Hill is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Moneta Group Investment Advisors, LLC. His background also includes employment outside the financial industry and time spent at Truman State University. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts with a combination of fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.
Robert N
Series 63, Series 65
Ballwin, MO
Prospera Financial Services, inc.
Robert Norman is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cutter and Company Brokerage Inc and B. Riley Wealth Management. He is also the sole member of Norman Wealth Advisory LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.
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...
5,881 advisors near
63105
within the area shown on the map
Out of 400,000+ nationwide