Find Top Financial Advisors Near O'fallon, Illinois
Showing 1 - 12 of 48 results
Sort by
Relevancy
Distance
Alphabetical
FIRST HEARTLAND CONSULTANTS, INC.
Lake St. Louis, Missouri
First Heartland Consultants, Inc. is a prominent regional investment advisory firm headquartered in Lake St. Louis, MO, with an extensive presence comprising 79 offices. With a team of 105 dedicated professionals, 94 of whom specialize in providing expert investment advisory services, the company has established itself as a trusted partner in the financial industry.
Leveraging their extensive expertise, First Heartland Consultants, Inc. manages an impressive average of approximately $15,600,000 in assets under management per investment advisor. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees.
Notably, First Heartland Consultants, Inc. holds substantial experience and proficiency in managing employer 401Ks and individual portfolios, accounting for nearly half of their impressive assets under management. Demonstrating their commitment to delivering tailored financial solutions, a remarkable 87% of the assets they manage are under their discretionary authority.
With a client base exceeding 6,250 individuals, First Heartland Consultants, Inc. oversees a substantial sum of assets under management, totaling over $1,466,573,000. The firm prides itself on its team of seasoned advisors, including the accomplished professionals David Pryor, Brian Bolek, and David Hoff, who have been instrumental in guiding clients toward their financial goals.
First Heartland Consultants, Inc. distinguishes itself through its comprehensive range of services, personalized approach, and wealth of experience in the investment advisory field. As a trusted partner, they strive to empower their clients to navigate the complex financial landscape, ensuring long-term prosperity and peace of mind.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
St Louis, Missouri
Stifel, Nicolaus & Company, Incorporated, based out of St. Louis, MO, is a prominent national investment advisory firm with a strong presence in the financial industry. With over 149,480 individual clients and an impressive $132,550,932,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs.
The firm boasts an extensive network of 460 offices across the country, allowing them to serve clients from various locations. Stifel, Nicolaus & Company, Incorporated offers a comprehensive range of services, including investment advisory, commodity pool operator or commodity trading advisor services, insurance brokerage, and registered municipal advisory services.
While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the expertise and capability to manage employer funds. Notably, 62% of the assets they oversee are managed on a discretionary basis, highlighting their proactive and tailored approach to investment strategies.
With a diverse compensation structure that includes a percentage of assets under management, fixed fees, and commissions, Stifel, Nicolaus & Company, Incorporated ensures alignment with their clients' interests while providing transparent and flexible options.
The firm's success is attributed to their dedicated team of 6,729 employees, with 3,012 professionals specializing in investment advisory services. Among them, experienced advisors such as James Schuman, Duane Thomas, and Christopher Johnson have earned a reputation for their commitment to delivering superior financial guidance.
Stifel, Nicolaus & Company, Incorporated continues to thrive in the financial industry by combining their extensive resources, comprehensive services, and skilled advisors to provide exceptional wealth management solutions for their clients nationwide.
VISIONARY WEALTH ADVISORS, LLC
St. Louis, Missouri
Visionary Wealth Advisors, LLC is a respected regional investment advisory firm headquartered in St. Louis, MO, with a network of eight offices strategically located throughout the region. With a total of 52 employees, 37 of whom specialize in investment advisory services, Visionary Wealth Advisors, LLC offers a comprehensive range of financial solutions to individuals and organizations alike.
As an average industry performer, Visionary Wealth Advisors, LLC manages approximately $54,580,000 in assets per investment advisor. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients can choose a plan that aligns with their specific needs.
Impressively, nearly half of their assets under management originate from employer 401Ks and individuals, showcasing their strong expertise and track record in this crucial sector. Furthermore, Visionary Wealth Advisors, LLC exercises complete discretion over all the assets they manage, ensuring clients' interests are safeguarded and aligned with their financial goals.
With over 3,270 individual clients and an impressive $2,019,625,000 in assets under management, Visionary Wealth Advisors, LLC has established itself as a trusted partner for clients seeking expert guidance on their financial journeys. The firm's longevity is attributed, in part, to its team of experienced advisors, including notable professionals such as Timothy Hammett, Andrew Flick, and Joseph Reiniger, who have contributed to the firm's success and earned the trust of their clients.
Visionary Wealth Advisors, LLC remains committed to providing personalized and comprehensive wealth management solutions, empowering their clients to achieve their financial objectives with confidence.
BRADY FAMILY WEALTH, LLC
Saint Louis, Missouri
Based out of Saint Louis, MO, Brady Family Wealth, LLC is a small investment advisory firm dedicated to serving high-net-worth individuals. With a client base of over 20 individuals, the firm manages a significant amount of assets, totaling more than $235,357,000.
Brady Family Wealth, LLC operates from two offices, ensuring convenient accessibility for their clients. While the majority of their assets under management are for high-net-worth individuals, 401K and individual accounts constitute less than 30% of their portfolio. Nonetheless, the firm possesses the expertise and capacity to effectively manage employer funds.
An impressive 80% of the assets under their management are discretionary, reflecting the strong confidence their clients have in the firm's investment strategies. This discretionary approach allows Brady Family Wealth, LLC to make informed decisions on behalf of their clients, tailored to their specific financial objectives.
The firm's compensation structure is diverse, offering clients flexibility in selecting from various types of fees, including a percentage of assets under management, hourly charges, and fixed fees. This comprehensive approach ensures that clients have options that align with their unique needs and preferences.
Comprising a team of three dedicated professionals, two of whom provide investment advisory services, Brady Family Wealth, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $117,680,000 in assets, which aligns with the industry average.
Among the firm's longest-tenured advisors are Michael Brady, Andrew Brady, and Thomas Brady, whose extensive experience contributes to Brady Family Wealth, LLC's reputation for delivering trusted and personalized financial guidance.
MOLONEY SECURITIES ASSET MANAGEMENT LLC
Manchester, Missouri
Moloney Securities Asset Management LLC, headquartered in Manchester, MO, is a leading regional investment advisory firm with a strong presence in the financial industry. With 46 offices across the region, they serve a diverse clientele of over 1,970 individual clients, managing an impressive $1,016,724,000 in assets.
Renowned for their expertise in employer 401Ks and individual investments, Moloney Securities Asset Management LLC has gained a solid reputation in the industry. A significant portion, approximately 91%, of the assets they manage are discretionary, reflecting their clients' trust in their investment strategies.
The firm's comprehensive suite of services extends beyond investment advisory to include insurance brokerage and agent services. They offer a range of compensation structures, including a percentage of assets under management, fixed fees, hourly charges, and commissions, ensuring flexibility and alignment with their clients' needs.
With a dedicated team of 84 employees, the vast majority of whom provide investment advisory services, Moloney Securities Asset Management LLC is committed to delivering personalized and professional financial guidance to their clients. On average, each investment advisor manages approximately $12,870,000 in assets under management.
Notably, Moloney Securities Asset Management LLC boasts a roster of experienced advisors, including William White, James Kekeris, and James Nelson, who have been with the firm for a significant period. Their expertise and dedication contribute to the firm's success in delivering exceptional investment solutions.
Moloney Securities Asset Management LLC continues to build upon its solid foundation, providing tailored investment advisory services and securing its position as a trusted partner for clients seeking financial success.
MBM WEALTH CONSULTANTS, LLC
Chesterfield, Missouri
MBM Wealth Consultants, LLC, a local investment advisory firm based out of Chesterfield, MO, is dedicated to providing exceptional wealth management services. With a team of ten talented professionals, including five experienced investment advisors, MBM Wealth Consultants possesses the expertise to assist clients in achieving their financial goals.
With an average of $59,390,000 in assets under management per investment advisor, MBM Wealth Consultants performs at the industry average. Their compensation structure is designed to align the firm's success with that of their clients, offering various types, such as a percentage of assets under management and performance-based fees.
Catering to a diverse clientele, MBM Wealth Consultants boasts over 800 individual clients with a substantial $239,559,000 in assets under management. Their extensive experience in managing employer 401Ks and individual assets makes them a trusted partner in this domain. All of the assets they handle are discretionary, ensuring clients have peace of mind while entrusting their financial affairs to MBM Wealth Consultants.
Located in Chesterfield, MO, the firm operates from a single office. Notably, MBM Wealth Consultants takes pride in its team of seasoned advisors, including Matthew Lapides, Matthew Westhoff, and William Weckback, who bring a wealth of knowledge and expertise to the table.
In conclusion, MBM Wealth Consultants, LLC distinguishes itself as a reliable and client-centered investment advisory firm. With a strong track record, a commitment to personalized service, and a team of experienced professionals, they are poised to help individuals and organizations achieve financial success.
ARCHFORD CAPITAL STRATEGIES, LLC
Swansea, Illinois
Archford Capital Strategies, LLC is a reputable local investment advisory firm based out of Swansea, IL, with a strong presence in the financial services industry. With four offices strategically located, Archford Capital Strategies, LLC is well-positioned to serve its clients efficiently. Comprising a dedicated team of 49 employees, 13 of whom specialize in providing expert investment advisory services, the firm offers comprehensive wealth management solutions.
On average, each investment advisor at Archford Capital Strategies, LLC oversees approximately $63,190,000 in assets under management, aligning with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible and client-centric approach.
While managing discretionary assets exclusively, Archford Capital Strategies, LLC possesses the capacity to efficiently handle employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. The majority of their clients consist of high-net-worth individuals, with the firm expertly managing over $821,517,000 in assets for more than 390 individual clients.
Notably, Archford Capital Strategies, LLC boasts a team of experienced advisors who have established long tenures at the firm. Notable members include Samuel Hanger, Robert Schlueter, and James Maher, whose extensive industry knowledge and proven track records contribute to the firm's reputation for delivering exceptional service and results.
As a trusted investment advisory firm, Archford Capital Strategies, LLC combines its expertise, personalized approach, and robust management strategies to help clients achieve their financial goals and secure their future with confidence.
SMITH MOORE & CO.
Clayton, Missouri
Smith Moore & Co. is a reputable regional investment advisory firm based out of Clayton, MO, with a strong presence across the Midwest. With 11 offices strategically located throughout the region, they are well-positioned to provide personalized financial services to a diverse clientele. The firm boasts a team of 55 dedicated professionals, with 40 of them specializing in investment advisory services.
As experts in their field, Smith Moore & Co. manages an impressive average of approximately $36,280,000 in assets under management per investment advisor. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to suit clients' individual needs.
Smith Moore & Co. distinguishes itself by being highly experienced in managing employer 401K plans and individual investments, which make up over 80% of their assets under management. Their expertise in these areas enables them to cater to both employers and employees seeking comprehensive financial management solutions.
In addition to investment advisory services, Smith Moore & Co. extends their offerings to include insurance brokerage and agency services. With a broad range of capabilities, they cater to a diverse array of clients, providing comprehensive solutions for their financial needs.
Boasting an extensive client base, Smith Moore & Co. manages assets totaling over $1,451,104,000 for more than 4,600 individual clients. The firm prides itself on its team of experienced advisors, including long-tenured professionals such as Julianne Iwersen-Niemann, Robert Plack, and Stewart Deutsch. Their commitment to excellence and personalized service has earned them a strong reputation in the industry, making them a trusted choice for individuals and employers seeking expert financial guidance.
DROMS STRAUSS WEALTH MANAGEMENT
St. Louis, Missouri
Droms Strauss Wealth Management, a small investment advisory firm based out of St. Louis, MO, has established itself as a trusted partner in the financial industry. With over 170 individual clients and more than $592,630,000 in assets under management, they have built a solid foundation of success. Droms Strauss Wealth Management operates from a single office, serving clients with personalized attention and expertise.
While their assets under management comprise less than 30% from 401K and individual accounts, Droms Strauss Wealth Management possesses the capability to effectively manage employer funds. They boast an impressive 99% of discretionary assets, primarily catering to high net worth individuals. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs.
With a team of eight dedicated employees, including four investment advisors, Droms Strauss Wealth Management offers exceptional service and expertise to their discerning clientele. Their investment advisors average an impressive $148,160,000 in assets under management, surpassing industry standards. Notably, the firm takes pride in the longevity of their advisors, with seasoned professionals like Michael Murphy, Anthony Gennaoui, and Steven Strauss providing invaluable insights and guidance.
Droms Strauss Wealth Management distinguishes itself through a commitment to personalized financial strategies and a deep understanding of their clients' goals. By combining their extensive experience and comprehensive range of services, they strive to maximize wealth for their clients, solidifying their position as a premier wealth management firm in St. Louis, MO, and beyond.
HILL INVESTMENT GROUP
St. Louis, Missouri
Hill Investment Group is a well-established local investment advisory firm headquartered in St. Louis, MO, with four offices catering to their clients' needs. With a team of 16 employees, 13 of whom specialize in investment advisory services, Hill Investment Group provides comprehensive financial guidance.
The firm's investment advisors maintain an average of approximately $64,530,000 in assets under management per advisor, aligning with the industry average. This demonstrates their ability to effectively manage client portfolios and optimize investment outcomes.
Hill Investment Group offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees. This allows clients to choose a fee structure that suits their preferences and financial objectives.
While 401K and individual accounts constitute less than 30% of their assets under management, Hill Investment Group possesses the expertise and capability to manage employer funds. An impressive 98% of the assets they oversee are under discretionary management, reflecting the trust clients place in their investment strategies.
The firm primarily focuses on managing assets for high-net-worth individuals, indicating their specialization in serving this client segment. With over 240 individual clients and a combined total of more than $838,909,000 in assets under management, Hill Investment Group is entrusted with substantial portfolios.
Matthew Luzecky, Abigail Wiss, and Matthew Hall are among the highly experienced advisors who have demonstrated their commitment and proficiency over their tenures at Hill Investment Group.
As a local investment advisory firm, Hill Investment Group's presence in St. Louis, MO, combined with their wealth management expertise and experienced team, positions them as a trusted partner for individuals seeking comprehensive and tailored investment advisory services.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
HILL INVESTMENT GROUP
St. Louis, Missouri
Hill Investment Group is a well-established local investment advisory firm headquartered in St. Louis, MO, with four offices catering to their clients' needs. With a team of 16 employees, 13 of whom specialize in investment advisory services, Hill Investment Group provides comprehensive financial guidance.
The firm's investment advisors maintain an average of approximately $64,530,000 in assets under management per advisor, aligning with the industry average. This demonstrates their ability to effectively manage client portfolios and optimize investment outcomes.
Hill Investment Group offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees. This allows clients to choose a fee structure that suits their preferences and financial objectives.
While 401K and individual accounts constitute less than 30% of their assets under management, Hill Investment Group possesses the expertise and capability to manage employer funds. An impressive 98% of the assets they oversee are under discretionary management, reflecting the trust clients place in their investment strategies.
The firm primarily focuses on managing assets for high-net-worth individuals, indicating their specialization in serving this client segment. With over 240 individual clients and a combined total of more than $838,909,000 in assets under management, Hill Investment Group is entrusted with substantial portfolios.
Matthew Luzecky, Abigail Wiss, and Matthew Hall are among the highly experienced advisors who have demonstrated their commitment and proficiency over their tenures at Hill Investment Group.
As a local investment advisory firm, Hill Investment Group's presence in St. Louis, MO, combined with their wealth management expertise and experienced team, positions them as a trusted partner for individuals seeking comprehensive and tailored investment advisory services.
JAG CAPITAL MANAGEMENT LLC
St. Louis, Missouri
Jag Capital Management LLC, based out of St. Louis, MO, is a highly regarded investment advisory firm specializing in delivering exceptional financial management services. With a total workforce of 26 dedicated professionals, 20 of whom are skilled investment advisors, Jag Capital Management stands out as a leader in the industry.
Their impressive average of approximately $4,058,650,000 in assets under management per investment advisor far surpasses the industry norm, demonstrating their expertise and ability to navigate complex financial landscapes. Their compensation structure offers flexibility, incorporating various methods such as a percentage of assets under management and fixed fees.
Serving a diverse client base, Jag Capital Management LLC proudly manages the investments of over 420 individual clients, with an impressive total of $1,752,538,000 in assets under management. The firm's commitment to providing tailored solutions is reflected in the fact that 92% of the assets they manage are discretionary, allowing them to make informed decisions aligned with clients' specific financial goals.
Operating from two well-established offices, Jag Capital Management LLC has firmly established itself as a local powerhouse within the investment advisory field. The firm takes pride in its team, which includes highly experienced professionals such as Michael Walsh, Sandra Shotwell-Cain, and Matthew Walsh, some of the longest tenured advisors within the organization.
With a proven track record of success, Jag Capital Management LLC continues to excel in delivering exceptional financial management services, setting itself apart through its unwavering commitment to its clients' financial well-being and growth.
RENAUD & COMPANY, LLC
Ofallon, Missouri
Renaud & Company, LLC is a highly reputable investment advisory firm located in O'Fallon, MO. With a single office, they operate as a small but proficient team of financial experts. Out of their total of five employees, one specializes in providing comprehensive investment advisory services, ensuring personalized attention to their clients.
The firm boasts an impressive average of approximately $91,510,000 in assets under management per investment advisor, demonstrating their solid track record in handling substantial portfolios. This figure aligns with the industry average, showcasing Renaud & Company's ability to compete effectively in the financial market.
With a diverse compensation structure, including options such as a percentage of assets under management, hourly charges, and commissions, Renaud & Company caters to the unique needs and preferences of their clients. Their expertise primarily lies in managing employer 401(k) plans and individual portfolios, with over 80% of their assets under management belonging to these categories.
Furthermore, Renaud & Company extends their services as an insurance broker or agent, providing clients with a comprehensive suite of financial solutions. The firm currently oversees more than 700 individual clients, who collectively entrust them with over $91,512,000 in assets under management.
Matthew Renaud, a highly experienced registered advisor, has been an integral part of the firm since 2012. His tenure and expertise contribute to the exceptional service Renaud & Company delivers to its clients, ensuring a high level of professionalism, reliability, and trustworthiness.
Browse Financial Advisors by City
Arlington HeightsAuroraBarringtonBataviaBerwynBloomingtonBourbonnaisBuffalo GroveBurr RidgeChampaignChicagoDecaturDeerfieldDeer ParkDes PlainesDowners GroveEast DundeeEast MolineEast PeoriaEdwardsvilleElmhurstEvanstonFrankfortGalenaGeneseoGenevaGlen CarbonGlen EllynGlenviewHawthorn WoodsHighlandHighland ParkHinsdaleHoffman EstatesHomewoodInvernessItascaLa GrangeLake BluffLake ForestLa SalleLibertyvilleLincolnshireLincolnwoodLisleLombardLoves ParkMaryvilleMchenryMokenaMolineMortonMt. ProspectNapervilleNew LenoxNorth BarringtonNorthbrookNorthfieldOakbrookOak BrookOakbrook TerraceOak ParkO'fallonOrland ParkPalatinePark RidgePeoriaQuincyRobinsonRockfordRock IslandRolling MeadowsRosemontSavoySchaumburgSkokieSouth BarringtonSpringfieldSt. CharlesSwanseaUrbanaVernon HillsWestchesterWest DundeeWestern SpringsWheatonWillowbrookWilmetteWinnetka