Top financial advisors in St Peters, MO
We've curated a list of the best financial advisors in St Peters, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $3,119,638,377 Number of advisors 153 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.
Get matched with an advisorMethodology
To find the top financial advisors in St Peters, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC is a financial advisory firm specializing in asset management, financial planning, retirement consulting, and referrals to third-party money managers. Established in 2005, the firm offers tailored investment strategies, including individual stock and bond portfolios, ETFs, mutual funds, and other securities. Clients have the option to place restrictions on investments and receive annual portfolio reviews. The firm also provides retirement consulting services for pension and profit-sharing plans, ensuring compliance with ERISA regulations. For asset management services, fees are based on a percentage of assets under management, varying with account size. Retirement consulting fees can be hourly, flat, or asset-based. The firm may recommend Visible National Trust for special needs trust services, with financial advisors receiving compensation for managing trust accounts. Cornerstone Wealth Management does not charge performance fees and does not have custody of client assets, with clients receiving account statements directly from custodians. The firm does not accept proxy authority but may provide investment discretion with client constraints. Clients are encouraged to conduct due diligence on trust providers and are informed of any referral compensation arrangements. The firm maintains a Code of Ethics and acts as a fiduciary, prioritizing client interests at all times.
$3,119,638,377 under management
153 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Lpl Sponsored Advisory Programs; Investment Management & Research Subscription Licensing
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.
Get matched with an advisorMethodology
To find the top financial advisors in St Peters, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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