Skip to content

Financial Advisors in Ballwin, MO: 2026 rankings

295 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ballwin: Mutual of Omaha Mortgage, RFA Score 78/100; 4.9★ from 832 Google reviews.

  2. 3

    Most-reviewed: West Community Credit Union - O'Fallon, 501 Google reviews at 4.8★, the most of 295 ranked after Mutual of Omaha Mortgage; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

295 Ballwin financial advisors are ranked here by RFA Score, from eight published factors. 39 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.8★ across 295 rated firms.

Top 10 financial advisors in Ballwin at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Ballwin at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mutual of Omaha Mortgage784.9★ (832)Chesterfield, 4 mi away—Top score
2FEFA Financial755.0★ (154)Ballwin——
3West Community Credit Union - O'Fallon744.8★ (501)O'Fallon, 12 mi awaySatMost reviews
4Joe Clavin: Primerica - Financial Services735.0★ (101)Manchester, 4 mi away——
5Matt Kennington - COUNTRY Financial Advisor735.0★ (63)Ballwin——
6APEX Wealth Advisors715.0★ (57)Chesterfield, 4 mi away——
7Northwestern Mutual: James A Zara714.9★ (59)Chesterfield, 4 mi away——
8Matt Scott Mortgage - St. Louis, Des Peres, & Kirkwood - Financial Services715.0★ (80)Webster Groves, 9 mi awayEvenings—
9LuxPlan715.0★ (54)Chesterfield, 5 mi away——
10West Community Credit Union - Kirkwood714.8★ (83)Kirkwood, 8 mi awaySat—

All 295 financial advisors in Ballwin, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Ballwin

    #1 Mutual of Omaha Mortgage

    Based in Chesterfield, 4 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 832 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 832 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    16090 Swingley Ridge Rd Ste 500, Chesterfield, MO 63017
    View profile for Mutual of Omaha Mortgage(636) 262-3519

  2. #2 FEFA Financial

    Based in Ballwin

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 154 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 154 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    530 Vance Rd, Valley Park, MO 63088
    View profile for FEFA Financial(314) 947-3332

  6. #6 APEX Wealth Advisors

    Based in Chesterfield, 4 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 57 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    424 S Woods Mill Rd Ste 300, Chesterfield, MO 63017
    View profile for APEX Wealth Advisors

  9. #9 LuxPlan

    Based in Chesterfield, 5 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    16640 Chesterfield Grove Rd #160, Chesterfield, MO 63005
    View profile for LuxPlan(314) 541-8535

  11. #11 Moment Private Wealth

    Based in St. Louis, 8 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    2 Cityplace Dr 2nd Floor, St. Louis, MO 63141
    View profile for Moment Private Wealth(314) 597-8350

  12. #12 Cetera Planning Partners

    Based in Chesterfield, 4 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    14755 N Outer 40 Rd Ste 200, Chesterfield, MO 63017
    View profile for Cetera Planning Partners(314) 669-5255

  13. #13 The Chamberlin Group

    Based in St. Louis, 5 mi away

    70/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 60 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    12444 Powerscourt Dr Ste 100, St. Louis, MO 63131
    View profile for The Chamberlin Group(314) 909-1100

  15. #15 Hummert Financial

    Based in Ballwin

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13358 Manchester Rd #200, Des Peres, MO 63131
    View profile for Hummert Financial(636) 681-3100

  20. #20 Toberman Becker Wealth

    Based in St. Louis, 12 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1741 S Big Bend Blvd, St. Louis, MO 63117
    View profile for Toberman Becker Wealth(314) 783-9860

  21. #21 Means Financial Group

    Based in Saint Peters, 11 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 62 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1425 Triad Center Dr, St Peters, MO 63376
    View profile for Means Financial Group(636) 778-1293

  22. #22 Phase Financial

    Based in Clayton, 12 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Address
    101 S Hanley Rd Ste 1900, Clayton, MO 63105
    View profile for Phase Financial(314) 492-0030

  24. #24 Synergy Wealth Solutions

    Based in Chesterfield, 4 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    16150 Main Cir Dr Suite 400, Chesterfield, MO 63017
    View profile for Synergy Wealth Solutions(636) 728-2400

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 295 ranked financial advisors here; the rest are on their profiles.

financial advisors in Ballwin, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Capital Advisory Group694.7★ (21)In Ballwin
27Justine PETERSEN684.5★ (203)17 mi
28Gateway Federal Retirement Consultants685.0★ (63)16 mi
29Barwick Advisory Group685.0★ (30)8 mi
30Creative Planning685.0★ (23)5 mi
31Allworth Financial685.0★ (30)8 mi
32Invest St Louis685.0★ (54)16 mi
33Thornton Financial LLC684.8★ (49)12 mi
34Hertzler Wealth Management684.8★ (21)4 mi
35CWOs for Hire685.0★ (18)4 mi
36Sirius Wealth Management685.0★ (18)4 mi
37JBL Financial Services, Inc.674.8★ (38)11 mi
38Gershman Mortgage - St. Peters675.0★ (40)15 mi
39Edward Jones - Financial Advisor: Mike McGhee674.9★ (39)14 mi
40Financial & Tax Architects674.8★ (19)5 mi
41ARK Financial Wellness675.0★ (18)7 mi
42Rockwood Financial674.9★ (22)8 mi
43Renaud & Company Registered Investment Advisors674.8★ (57)17 mi
44Fidelis Financial Planning, LLC675.0★ (25)11 mi
45Your RIA675.0★ (19)8 mi
46Gatewood Wealth Solutions675.0★ (24)11 mi
47Next Chapter Wealth Management675.0★ (8)In Ballwin
48Gershman Mortgage - St. Louis Headquarters675.0★ (387)4 mi
49UMB Bank (with drive-thru services)674.7★ (35)12 mi
50Collop Capital675.0★ (12)4 mi

Also serving Ballwin

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ballwin
BusinessGoogle ratingDistance
Adam Joseph Julius - Financial Advisor, Ameriprise Financial Services, LLCIn Ballwin
Adam Wiedman - Regions Financial AdvisorIn Ballwin
Cutter & Company, Inc5.0★ (2)In Ballwin
Edward JonesIn Ballwin
Edward JonesIn Ballwin
Edward Jones - Financial Advisor: Bethany L Altis, CFP®5.0★ (2)In Ballwin
Edward Jones - Financial Advisor: Erin E Crawford, CFP®5.0★ (2)In Ballwin
Edward Jones - Financial Advisor: Gentiana H Owen5.0★ (1)In Ballwin
Edward Jones - Financial Advisor: Nick Behnen5.0★ (1)In Ballwin
Edward Jones - Financial Advisor: Nickie Bennett, CFP®5.0★ (1)In Ballwin
Edward Jones - Financial Advisor: Tim Meers5.0★ (1)In Ballwin
Edward Jones - Financial Advisor: Trevor D Reese Jr5.0★ (1)In Ballwin
Financial Planning Associates, Inc.5.0★ (1)In Ballwin
LuxPlan5.0★ (1)In Ballwin
Merrill EdgeIn Ballwin
Moloney Securities Co. Inc.5.0★ (1)In Ballwin
St. Louis Financial Group5.0★ (1)In Ballwin
Sunrise Financial Group1.0★ (2)In Ballwin
The Yanker Group4.0★ (1)In Ballwin
Trinity Investment Group4.0★ (1)In Ballwin

How we ranked Ballwin financial advisors

We scored 295 Ballwin financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ballwin data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Ballwin: frequently asked questions

Which financial advisor has the highest RFA Score in Ballwin?

By RFA Score, the highest-ranked financial advisor in Ballwin, MO is Mutual of Omaha Mortgage with an RFA Score of 78/100. It has 4.9★ from 832 Google reviews. FEFA Financial (#2) and West Community Credit Union - O'Fallon (#3) follow. We ranked 295 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ballwin?

RankedFinancialAdvisors ranks 295 financial advisors serving Ballwin, MO. 5 of them are based in Ballwin; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ballwin work on weekends?

39 of 295 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are West Community Credit Union - O'Fallon (#3), West Community Credit Union - Kirkwood (#10) and Vantage Credit Union - Eureka (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ballwin financial advisors have?

The median Google rating among 295 rated financial advisors in Ballwin is 4.8★, with a median of 9 reviews. Mutual of Omaha Mortgage has the most, 832 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Ballwin count in this ranking?

Yes, if they are within 25 mi of the Ballwin city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Ballwin ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Ballwin a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ballwin

  1. November 2026: RFA Scores recalculated for 295 financial advisors serving Ballwin.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Ballwin pages