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Financial Advisors in Troy, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Troy: Carol Stolze - COUNTRY Financial Representative, RFA Score 74/100; 5.0★ from 161 Google reviews.

  2. 36

    Most-reviewed: Ascent Dealer Services, 805 Google reviews at 5.0★, the most of 138 ranked; ranked #36.

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

138 Troy financial advisors are ranked here by RFA Score, from eight published factors. 27 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.5★ across 138 rated firms.

Top 10 financial advisors in Troy 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 Troy at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Carol Stolze - COUNTRY Financial Representative745.0★ (161)Edwardsville, 6 mi away—Top score
2Trevor Friedman - COUNTRY Financial Representative725.0★ (109)Fairview Heights, 11 mi away——
3Paula Simmons - COUNTRY Financial Representative715.0★ (68)Edwardsville, 7 mi away——
4Clark Wealth Partners705.0★ (66)O'Fallon, 10 mi away——
5Duane Jones - COUNTRY Financial Representative705.0★ (47)Edwardsville, 6 mi away——
6Babcock Insurance & Financial Services704.9★ (51)Glen Carbon, 6 mi away——
71st MidAmerica Credit Union704.7★ (127)Granite City, 13 mi awaySat—
8Meredith Wealth Planning704.9★ (36)Collinsville, 4 mi away——
9Justine PETERSEN684.5★ (203)St. Louis, 20 mi away——
10UMB Bank (with drive-thru services)684.4★ (53)Collinsville, 8 mi awaySat—

All 138 financial advisors in Troy, 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.

  4. #4 Clark Wealth Partners

    Based in O'Fallon, 10 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 66 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    821 W Hwy 50 Ste 204, O'Fallon, IL 62269
    View profile for Clark Wealth Partners(618) 681-4756

  7. #7 1st MidAmerica Credit Union

    Based in Granite City, 13 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 127 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 127 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3830 Nameoki Rd, Granite City, IL 62040
    View profile for 1st MidAmerica Credit Union(618) 258-3168

  8. #8 Meredith Wealth Planning

    Based in Collinsville, 4 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 36 Google reviews
    Hours
    Mon–Tue 8 AM–4:30 PM · Wed closed · Thu–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    6300 E Main St, Maryville, IL 62062
    View profile for Meredith Wealth Planning(618) 744-6755

  9. #9 Justine PETERSEN

    Based in St. Louis, 20 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 203 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 203 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1023 N Grand Blvd, St. Louis, MO 63106
    View profile for Justine PETERSEN(314) 533-2411

  11. #11 Wall Street Financial Group, Inc. - John A. Zeidler, CFP®, CPA, CEPA

    Based in Edwardsville, 7 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    2229 S State Rte 157, Edwardsville, IL 62025
    View profile for Wall Street Financial Group, Inc. - John A. Zeidler, CFP®, CPA, CEPA(800) 303-9255

  12. #12 Slagle Financial

    Based in Edwardsville, 7 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 24 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 24 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    419 St Louis St, Edwardsville, IL 62025
    View profile for Slagle Financial(888) 294-9248

  15. #15 1st MidAmerica Credit Union

    Based in Edwardsville, 6 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.0★ from 63 Google reviews, listed on Google as “Financial consultant”.

    • 4.0★ from 63 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1702 Troy Rd, Edwardsville, IL 62025
    View profile for 1st MidAmerica Credit Union(618) 258-3168

  18. #18 Invest St Louis

    Based in St. Louis, 22 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2309 Thurman Ave, St. Louis, MO 63110
    View profile for Invest St Louis(314) 325-6201

  21. #21 1st MidAmerica Credit Union

    Based in Wood River, 13 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.2★ from 78 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 78 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1795 E Edwardsville Rd, Wood River, IL 62095
    View profile for 1st MidAmerica Credit Union(618) 258-3168

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 138 ranked financial advisors here; the rest are on their profiles.

financial advisors in Troy, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Toberman Becker Wealth665.0★ (53)25 mi
27Busey Bank663.5★ (14)In Troy
28Clint Evans - COUNTRY Financial Agent654.6★ (10)5 mi
29UMB Bank (with drive-thru services)654.4★ (48)16 mi
30Mike Streeto - Edelman Financial Engines654.9★ (14)10 mi
31Derrick Lebryk - COUNTRY Financial Representative655.0★ (12)10 mi
32Martin Financial Services, Inc.654.5★ (22)13 mi
331818 Wealth Advisors655.0★ (13)12 mi
34Brett Miller - COUNTRY Financial Representative655.0★ (3)In Troy
35Brandon Pruett - COUNTRY Financial Agent654.8★ (16)13 mi
36Ascent Dealer Services655.0★ (805)20 mi
37Dave Shaffer - COUNTRY Financial Representative654.8★ (18)15 mi
38Edward Jones - Financial Advisor: Kelly Schmidt, CFP®654.5★ (8)6 mi
39First Command644.4★ (15)10 mi
40Charles Schwab644.2★ (10)7 mi
41Corey Stelling - COUNTRY Financial Representative645.0★ (14)14 mi
42Edward Jones - Financial Advisor: Mike Seefeldt, CEPA®|AAMS®645.0★ (5)6 mi
43Edward Jones - Financial Advisor: Todd J Stonewater, AAMS®644.9★ (8)10 mi
44Financial & Tax Architects644.3★ (6)6 mi
45Nick Miller - COUNTRY Financial Representative644.3★ (11)10 mi
46Edelman Financial Engines645.0★ (7)10 mi
47Associated Bank643.9★ (19)11 mi
48Busey Bank643.5★ (11)6 mi
49Cothrine Financial635.0★ (6)10 mi
50Leah Joyce - Thrivent635.0★ (4)7 mi

Also serving Troy

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 Troy
BusinessGoogle ratingDistance
Bernhardt Investment Services3.0★ (2)13 mi
Edward JonesIn Troy
Edward Jones - Financial Advisor: Barbara Craft, AAMS®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Dan Marsh, CFP®|AAMS®In Troy
Edward Jones - Financial Advisor: Dave Devall5.0★ (2)15 mi
Edward Jones - Financial Advisor: Hayden E Schmidt, CFP®5.0★ (1)In Troy
Edward Jones - Financial Advisor: Jessie Ketcham, CFP®|CEPA®In Troy
Edward Jones - Financial Advisor: Joe Delsignore, AAMS®4.5★ (2)11 mi
Edward Jones - Financial Advisor: Joshua Strieter, CEPA®In Troy
Edward Jones - Financial Advisor: Ken Harmon, AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Linda S Manley, CFP®4.5★ (2)In Troy
Edward Jones - Financial Advisor: Neil W GoodwinIn Troy
Edward Jones - Financial Advisor: Randy Dunn, AAMS®5.0★ (2)4 mi
Gateway Financial Resources5.0★ (2)10 mi
KCH Financial5.0★ (2)15 mi
Matthew Stearns - COUNTRY Financial Agent5.0★ (2)12 mi
Northwestern Mutual - Edwardsville5.0★ (2)7 mi
Saint Louis Investment Advisors5.0★ (2)6 mi
Triad Benefits Group PC5.0★ (1)In Troy
U.S. Bancorp Advisors - Financial Advisors: Elizabeth Reepe5.0★ (2)11 mi

How we ranked Troy financial advisors

We scored 138 Troy 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 Troy 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 Troy: frequently asked questions

Which financial advisor has the highest RFA Score in Troy?

By RFA Score, the highest-ranked financial advisor in Troy, IL is Carol Stolze - COUNTRY Financial Representative with an RFA Score of 74/100. It has 5.0★ from 161 Google reviews. Trevor Friedman - COUNTRY Financial Representative (#2) and Paula Simmons - COUNTRY Financial Representative (#3) follow. We ranked 138 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Troy?

RankedFinancialAdvisors ranks 138 financial advisors serving Troy, IL. 3 of them are based in Troy; 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 Troy work on weekends?

27 of 138 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are 1st MidAmerica Credit Union (#7), UMB Bank (with drive-thru services) (#10) and 1st MidAmerica Credit Union (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Troy financial advisors have?

The median Google rating among 138 rated financial advisors in Troy is 4.5★, with a median of 11 reviews. Ascent Dealer Services has the most, 805 reviews, and ranks #36. 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 Troy count in this ranking?

Yes, if they are within 25 mi of the Troy 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 Troy 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 Troy 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 Troy

  1. November 2026: RFA Scores recalculated for 138 financial advisors serving Troy.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Troy pages