For investment firms and asset managers selling into the wealth channel, St. Louis is not a secondary market. It is a primary target. The metro is home to more than 4,000 financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota tracks financial advisors across St. Louis and every major metro in the country, with 9,000+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the St. Louis area.
Top 10 Financial Advisors in St. Louis
1. The Williams Group | Merrill Private Wealth
Managing $5 billion out of Clayton, Missouri, The Williams Group is a Merrill Private Banking and Investment Group (PBIG) team led by Managing Director Shawn Williams, serving families and institutions across the St. Louis metro. The team operates within Merrill's most exclusive advisory tier, delivering tailored private wealth management solutions to clients of substantial means.
2. Hightower Signature Wealth – St. Louis | Hightower
Managing approximately $1.9 billion out of St. Louis, Hightower Signature Wealth is a Hightower-affiliated team delivering tailored wealth management services across the St. Louis metro. The team combines independent advisory with Hightower's broader platform resources to serve a regional client base.
3. The Moeller Group | Wells Fargo
Managing $1.73 billion out of Chesterfield, Missouri, The Moeller Group is a Wells Fargo team serving families and institutions globally from its St. Louis metro base. The team emphasizes long-term client relationships and responsible capital stewardship, delivering customized advice across complex wealth needs.
4. King Wealth Management | UBS
Managing $1.5 billion out of Brentwood, Missouri, King Wealth Management is a UBS team that takes a hands-on advisory approach centered on aligning recommendations with each client's full financial picture. The team operates primarily within the UBS Access platform, focused on personalized guidance rather than traditional mutual fund-driven portfolios.
5. Socium Advisors | Northwestern Mutual
Managing $1.3 billion out of St. Louis, Socium Advisors is a Northwestern Mutual team serving a diverse clientele across the St. Louis metro. The team delivers wealth management services backed by Northwestern Mutual's full advisory and insurance-integrated planning platform.
Want to see every financial advisor in St. Louis? Dakota Marketplace gives you instant access to 4,000+ St. Louis-area advisors with verified contact details, AUM data, and investment preference indicators.
6. The Arbor Group | Morgan Stanley
Managing $1.16 billion out of Clayton, Missouri, The Arbor Group is a seven-person Morgan Stanley team focused on both growth and preservation of client assets across the St. Louis metro. The team pairs Morgan Stanley's market insights and analytical resources with personalized service for high-net-worth clients.
7. MacFarland Hicks Financial Group | Raymond James
Managing $1 billion out of St. Louis, MacFarland Hicks Financial Group is a Raymond James team delivering wealth management services across the St. Louis metro. The team leverages Raymond James' full advisory and investment platform to serve a substantial regional client base.
8. Gatewood Wealth Solutions | LPL
Managing $1 billion out of St. Louis, Gatewood Wealth Solutions is an LPL-affiliated team serving business owners, retirees, executives, and pre-retirees with goals-based financial planning. The firm actively integrates alternative investments — including private equity and real estate — into client portfolios to enhance diversification and risk-adjusted returns.
9. Proactive Financial Planners | Ameriprise
Managing $500 million out of Webster Groves, Missouri, Proactive Financial Planners is an Ameriprise team serving clients across the St. Louis metro. The team delivers comprehensive financial planning backed by Ameriprise's full advisory platform.
10. The McMurtrey Financial Group | RBC
Managing $300 million out of Clayton, Missouri, The McMurtrey Financial Group is an RBC Wealth Management team delivering tailored wealth management solutions across the St. Louis metro. The team combines personalized planning with RBC's full advisory and investment platform.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in St. Louis and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in St. Louis and across the country, book a demo here!
