Means Financial Group
“Jerry and team are always fantastic and provide excellent service for us!”
Best Financial Advisors in St. Peters, MO
15 firms listed · 7 in St. Peters · 10 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Summit Tax and Wealth Advisory
“We used Summit this year for our 2020 tax return and were very satisfied with the service and quickness of how everything was handle.”
Clay Financial Services
Money Concepts
Blattel & Associates
Krilogy
The 15 firms listed for St. Peters, 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. Peters, MO
Of the 15 firms we list here, 7 are in St. Peters itself and 8 come from towns including O'Fallon (2, 6 mi), Chesterfield (2, 9 mi) and Creve Coeur (2, 12 mi). 11 of the firms on this page have a rating, from 4.3 to 5.0 across 177 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), investment management (2), medicare (2) and tax planning (2). 1 shows a license on its website and 6 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 9 list a public email and 3 take bookings online. 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.
Why are financial advisers outside St. Peters listed here?
7 of the 15 firms are located in St. Peters. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Stauros Financial
HKA Cpas & Advisors
“I've been with Hauk Kruse for over 10 years and they are consistently professional, communicative, and accurate in our dealings.”
Retire Once Financial Management
“Michael has been patient in answering my numerous questions and explaining multiple times (if needed) what we need to do.”
Albritton Financial Services
Ricken Financial
“Gerry and Heidi make an awesome team and have great attention to detail when it comes to their clients.”
Renaud & Co Investment Advisors
“They offer several options for investing and make you feel confident in saving for your future.”
Retirement Advisory Group
“I was very impressed with the information and his assistant Jodie.”
Circle of Advisors Securus
“They clearly explain their plan include you in the decisions regarding your financial future.”
St Louis Financial Planners
Why these companies made our list
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