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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in St. Louis, MO

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

606 CFP professionals work in St. Louis; the most are at Edward Jones (170). 312 are also registered broker representatives.

CFP advisors in St. Louis, A to Z (first 500 of 606)

Every advisor in St. Louis →

Firms with the most CFP professionals in St. Louis

Edward Jones 170Moneta Group Investment Advisors, LLC 134Focus Partners Wealth, LLC 66Benjamin F. Edwards & Company, Inc. 55Krilogy 20Wells Fargo Clearing Services, LLC 16Wells Fargo Advisors Financial Network, LLC 13Stifel, Nicolaus & Company, Incorporated 12LPL Financial LLC 11Visionary Wealth Advisors, LLC 11Cetera Investment Advisers LLC 7Osaic Wealth, Inc. 6Ifg Advisors, LLC 4Mariner 4Mosaic Wealth 4

CFP advisors in other Missouri cities

All of Missouri →

Chesterfield 120Kansas City 89Clayton 81Saint Louis 80Springfield 55Columbia 30Jefferson City 21Creve Coeur 20Frontenac 15Kirkwood 15Ofallon 15Des Peres 13Lee's Summit 13Independence 12North Kansas City 12Lees Summit 11Liberty 10St Charles 10Maryland Heights 9O'Fallon 9St Peters 9Saint Charles 8Joplin 7Brentwood 6

Questions

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

606 SEC-registered investment adviser representatives at firm offices in St. Louis, Missouri list the CFP designation; Edward Jones employs the most of them (170).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP 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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.