Missouri · 4 advisers
Financial Advisors in Saint Charles, Missouri
Looking for a financial advisor in Saint Charles, Missouri? Falists indexes 4 SEC-registered and state-registered investment advisers in Saint Charles — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $623.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$623.8M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Saint Charles
Ranked by AUM · Fees, team & specialties at a glance
AXIUS ADVISORS LLC
Saint Charles, MO
AUM
$623.8M
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
636-493-9600
FIDELIS FINANCIAL PLANNING, LLC
Saint Charles, MO
AUM
$160.0M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
636-922-9252
OAKVIEW WEALTH SOLUTIONS LLC
Saint Charles, MO
AUM
$28.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
636-498-4326
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Common questions
- How many financial advisors are in Saint Charles, Missouri?
- 4 registered investment advisers are listed in our Saint Charles directory, sourced from public SEC filings.
- What types of advisors are in Saint Charles?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Saint Charles?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.