Leon Financial Services
“He listens to me and then after studying my needs, he offers his insights and experiences and lets me decide which way to go.”
Best Financial Advisors in St. Charles, MO
24 firms listed · 10 in St. Charles · 2 open weekends · 17 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Pathfinder Financial Advocates
“He has in-depth analytical skills, and he carefully listens to the client (me) and puts his expertise to work.”
Axius Financial
“On a very short timeframe, he got us the plan, checked all the doctors (a lot) all the meds (a lot) and did it professionally and gracefully.”
Fidelis Financial Planning
“Very knowledgeable financial planners to work with and they're just good people too.”
Fireside Financial
“His office staff is always available and he has helped grow my portfolio every year.”
CWR Private Client Group
“If you are looking for someone that thinks outside the box for investing.”
The 24 firms listed for St. Charles, MO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: St. Charles, MO
Of the 24 firms we list here, 10 are in St. Charles itself and 14 come from towns including St. Louis (4, 18 mi), Creve Coeur (3, 10 mi) and O'Fallon (2, 11 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 297 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (84%) and quality (48%). 2 are open on weekends. The services the firms on this page list most often on their websites are business services (2), estate planning (2), medicare (2), retirement planning (2) and tax planning (2). 2 show a license on their websites and 9 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for St. Charles take financial planning bookings online?
8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
360 IRA - Investment & Retirement Advisory
Oakview Wealth Solutions
Nangle & Associates
Premier Wealth Management Group
Purk & Associates
“Purk and Associates helped make a stressful time much easier.”
HKA Cpas & Advisors
“Very nice people to work with, attentive to client needs, quick to respond on email or phone, very user friendly web portal for document submissions.”
Retire Once Financial Management
“Friendly, knowledgeable and professional are the forefront adjectives we will use to describe our new found advisor and friends.”
Renaissance Financial
“Ryan & Thad have helped us tremendously .”
Albritton Financial Services
Retirement Advisory Group
“They go above and beyond for every client!!!”
Renaud & Co Investment Advisors
“There is no one else we would trust to invest our money as much as we do Matt.”
Means Financial Group
“Jerry always takes the time to explain everything in detail and give options when needed.”
Ricken Financial
“Gerry and Heidi make an awesome team and have great attention to detail when it comes to their clients.”
Belger Financial Group
“Greg and Melika do a great job helping us put our money where it is the safest and make the most money for our future.”
Circle of Advisors Securus
“A wonderful and caring group of people always looking out for their clients!”
Steve Robbins, CFP
“Good solid retirement advise and planning.”
Compass Retirement Solutions
“They are personable and professional, and I have never before experienced a company that goes all out for their clients like they do--definitely a class act!”
The Chamberlin Group
“Sarah is very competent and Joe analyzes and files our taxes so quickly and accurately.”
Why these companies made our list
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