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Phase FinancialFinancial advisor in Clayton, MO

Phase Financial is a financial advisor at 101 S Hanley Rd Ste 1900, Clayton, MO 63105, ranked #4 of 367 financial advisors in Clayton and rated 5.0 from 51 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Clayton, MOUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Phase Financial
Address101 S Hanley Rd Ste 1900, Clayton, MO 63105Get directions
Phone(314) 492-0030
Websitephasefinancial.nm.com
Google rating5.0 from 51 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Clayton and 11 towns within 25 miles: University City, Overland, Webster Groves, Creve Coeur, Kirkwood, Saint Ann, Jennings, Affton, Crestwood, Maryland Heights and Ferguson.

Based in Clayton, MOView on map

Questions about Phase Financial

How is Phase Financial ranked in Clayton?

Phase Financial is ranked #4 of 367 financial advisors in Clayton by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Phase Financial serve?

Serves Clayton and 11 towns within 25 miles: University City, Overland, Webster Groves, Creve Coeur, Kirkwood, Saint Ann, Jennings, Affton, Crestwood, Maryland Heights and Ferguson. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Phase Financial?

Phase Financial has a rating of 5.0 from 51 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Phase Financial?

Call Phase Financial on (314) 492-0030. The business is at 101 S Hanley Rd Ste 1900, Clayton, MO 63105. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Phase Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Phase Financial (this business)—725.0 (51)——
Matt Scott Mortgage - St. Louis, Des Peres, & Kirkwood - Financial Services#2735.0 (80)NoNo3.5 mi
FEFA Financial#3725.0 (154)NoNo11.5 mi
Toberman Becker Wealth#5725.0 (53)NoNo1.9 mi

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