Top financial advisors in St Charles, MO
We’ve curated a list of the best financial advisors in St Charles, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$245,345,682
Number of advisors
8 advisors
| $245,345,682 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in St Charles, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Charles. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Fyra Capital Management
Pineridge Advisors, LLC, operating as FYRA Capital Management, is a Registered Investment Advisor offering customized investment strategies through a wrap fee program. The firm provides discretionary investment advisory services for a flat dollar fee, including investment analysis, portfolio allocation, financial planning, and ongoing monitoring. Clients' assets are primarily allocated among mutual funds, ETFs, and individual securities based on their investment objectives. FYRA acts as a fiduciary, reviewing portfolios regularly and making adjustments as needed. The firm may engage independent sub-advisors to manage specific assets within a client's portfolio. Clients have full control over engaging other professionals and can place reasonable restrictions on their investments. The firm caters to individuals, high net-worth individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, with no minimum account value requirement. FYRA employs fundamental, quantitative, technical analysis, asset allocation, and mutual fund/ETF analysis in its investment strategies. The firm discloses potential risks associated with investing, such as market, foreign securities, interest rate, and credit risks. FYRA also provides insights into its code of ethics, custody practices, client referrals, and compensation arrangements, emphasizing transparency and client-centric services.
$245,345,682 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesConsulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in St Charles, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Charles. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.