Best Financial Planners in St. Louis (2026 Rankings)


Top rated spots for Financial Planner
How we rank these businesses
We use public Google Maps data. Businesses with fewer reviews but high ratings are marked asHidden Gemsto give new businesses a fair shot.
Navigating your financial future in St. Louis can be complex, but with the right guidance, you can achieve your goals. We've compiled a list of top-rated financial planners dedicated to helping you build wealth and secure your tomorrow.
Dan Carver III - Financial Advisor, Ameriprise Financial Services, LLC
Vibe: Professional, TrustworthyTL;DR: The undisputed champion.
Dan Carver III at Ameriprise Financial Services stands out as the top choice for financial planning in St. Louis. With a perfect 5-star rating and a solid base of reviews, clients consistently praise his expertise. He offers personalized strategies to help you navigate investments, retirement, and long-term financial security.
Gatewood Wealth Solutions
Vibe: Client-Focused, ComprehensiveGatewood Wealth Solutions is a highly-regarded firm that provides comprehensive financial planning services. Their 5-star rating from 24 reviews indicates a strong commitment to client satisfaction. They specialize in creating tailored financial roadmaps to meet diverse client needs.
Toberman Becker Wealth
Vibe: Personalized, StrategicToberman Becker Wealth offers a personalized approach to financial planning, earning them a perfect 5-star rating. With 19 reviews, clients highlight their strategic insights and dedicated service. They focus on building lasting relationships and achieving your financial aspirations.
Fidelis Financial Planning, LLC
Vibe: Dedicated, SecureFidelis Financial Planning, LLC lives up to its name with a steadfast commitment to client financial well-being. This firm boasts a 5-star rating across 13 reviews, reflecting client trust and satisfaction. They provide robust planning services designed to secure your financial future.
Integrated Planning Advisors, LLC
Vibe: Holistic, CollaborativeIntegrated Planning Advisors, LLC offers a holistic approach to financial planning, integrating all aspects of your financial life. Their perfect 5-star rating from 11 reviews underscores their effectiveness and client-centric model. They work collaboratively with clients to achieve comprehensive financial success.
West End Advisory Group
Vibe: Local, ApproachableTL;DR: Excellent advice, intimate service.
West End Advisory Group is a hidden gem in St. Louis, offering exceptional financial advice with a personal touch. Their flawless 5-star rating from 8 reviews highlights their ability to provide top-tier service in a more intimate setting. They are dedicated to understanding your unique financial landscape and guiding you toward prosperity.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Thornton Financial LLC
Vibe: Experienced, ReliableThornton Financial LLC is a highly-rated firm known for its experienced advisors and reliable financial strategies. With a near-perfect 4.9-star rating and 45 reviews, clients trust their expertise. They are committed to providing clear guidance for your investment and retirement planning needs.
JBL Financial Services, Inc.
Vibe: Supportive, Growth-OrientedJBL Financial Services, Inc. provides a supportive environment for clients seeking to grow their wealth. Their strong 4.8-star rating from 39 reviews reflects a consistent track record of client success. They focus on delivering tailored financial solutions that align with your life goals.
Renaissance Financial
Vibe: Established, Forward-ThinkingRenaissance Financial is an established name in the industry, offering forward-thinking financial planning services. While their rating is 4.3 stars, they have accumulated 12 reviews indicating a solid client base. They aim to guide clients through various financial stages with strategic planning.
Moneta Group | St. Louis Investment Advisors
Vibe: Advisory, AnalyticalMoneta Group, operating as St. Louis Investment Advisors, offers analytical approaches to investment management. With a 4.1-star rating from 9 reviews, they provide specialized advisory services. They focus on helping clients make informed investment decisions for long-term financial health.
Methodology
Rankings based on Google Maps customer sentiment.
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