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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in St. Louis, MO

Every SEC-registered financial advisor at a firm office in St. Louis who lists the Chartered Financial Analyst designation, A to Z.

215 CFA charterholders work in St. Louis; the most are at Edward Jones (93). 115 are also registered broker representatives.

CFA advisors in St. Louis, A to Z

Every advisor in St. Louis →

Firms with the most CFA charterholders in St. Louis

Edward Jones 93Nisa Investment Advisors, LLC 46Moneta Group Investment Advisors, LLC 14Focus Partners Wealth, LLC 11Wells Fargo Clearing Services, LLC 10Benjamin F. Edwards & Company, Inc. 5Kennedy Capital Management 4Stifel, Nicolaus & Company, Incorporated 4F/M Investments LLC 2Ifg Advisors, LLC 2LPL Financial LLC 2Mai Capital Management, LLC 2Acr Alpine Capital Research, LLC 1Anderson Hoagland & Co. 1Argos Capital Partners, LLC 1

CFA advisors in other Missouri cities

All of Missouri →

Clayton 20Kansas City 17Saint Louis 14Chesterfield 7Springfield 5Ofallon 3

Questions

How many CFA financial advisors are in St. Louis, MO?

215 SEC-registered investment adviser representatives at firm offices in St. Louis, Missouri list the CFA designation; Edward Jones employs the most of them (93).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in St. Louis?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.