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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in O'Fallon, MO

Every SEC-registered investment adviser representative at a firm office in O'Fallon, with the firms that employ the most of them.

88 registered advisors work in O'Fallon; the most are at Citigroup Global Markets Inc. (26). 0 list the CFP designation and 77 are also registered broker representatives.

Firms with the most advisors in O'Fallon

FirmAdvisors in O'Fallon
Citigroup Global Markets Inc. news26
Edward Jones news11
Stifel, Nicolaus & Company, Incorporated news11
Thrivent Investment Management Inc.5
LPL Financial LLC news4
B & B Financial Planning Co., Inc.3
Mainstreet Ria LLC3
Midland Wealth Management3
Osaic Wealth, Inc. news3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Charles Schwab & Co., Inc. news2
Renaud & Company, LLC2
Assetmark, Inc.1
Centorbi Financial Group, Inc.1
Farther news1
Fortis Capital Advisors, LLC news1
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
LPL Enterprise, LLC news1
Principal Asset Management1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
U.S. Bancorp Advisors, LLC1

Advisors in O'Fallon, A to Z

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Other cities in Missouri

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St. Louis 4,529Clayton 660Chesterfield 615Kansas City 604St Louis 555Saint Louis 379Springfield 359Maryland Heights 215Frontenac 174Columbia 159Creve Coeur 94Jefferson City 80Lees Summit 71Des Peres 69Lee's Summit 66Liberty 63Saint Charles 56Joplin 55Kirkwood 55Cape Girardeau 52Ballwin 47St Charles 44Independence 43Blue Springs 37

Questions

How many financial advisors are in O'Fallon, MO?

88 investment adviser representatives are registered at firm offices in O'Fallon, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 77 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in O'Fallon?

Citigroup Global Markets Inc., with 26 registered advisors in O'Fallon, followed by Edward Jones with 11.

How do I check a financial advisor in O'Fallon?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.