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Investment Advisors in Concord, MO: 2026 rankings

137 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Concord: Invest St Louis, RFA Score 71/100; 5.0★ from 54 Google reviews.

  2. 12

    Most-reviewed: West Community Credit Union - O'Fallon, 501 Google reviews at 4.8★, the most of 137 ranked; ranked #12.

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

137 Concord investment advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 137 rated firms.

Top 10 investment advisors in Concord 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 investment advisors in Concord at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Invest St Louis715.0★ (54)St. Louis, 8 mi away—Top score
2Fidelity Investments664.0★ (34)St. Louis, 8 mi away——
3Western & Southern Life663.6★ (19)St. Louis, 4 mi away——
4Apartment Advisors of America, LLC.643.4★ (15)St. Louis, 7 mi awaySat · Sun · Evenings—
5Sugar Creek Capital632.5★ (6)Webster Groves, 5 mi away——
6Stifel635.0★ (3)Town and Country, 8 mi away——
7ArchBridge Family Office634.0★ (4)St. Louis, 9 mi away——
8Wells Fargo Advisors632.8★ (19)Clayton, 8 mi away——
9Saleeby & Associates625.0★ (3)Creve Coeur, 11 mi away——
10West Community Credit Union - Kirkwood624.8★ (83)Kirkwood, 4 mi awaySat—

All 137 investment advisors in Concord, 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 Concord

    #1 Invest St Louis

    Based in St. Louis, 8 mi away

    71/100RFA Score

    Ranked #1 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

  2. #2 Fidelity Investments

    Based in St. Louis, 8 mi away

    66/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.0★ from 34 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 34 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1524 S Lindbergh Blvd, St. Louis, MO 63131
    View profile for Fidelity Investments(800) 777-1910

  3. #3 Western & Southern Life

    Based in St. Louis, 4 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.6★ from 19 Google reviews, listed on Google as “Investment service”.

    • 3.6★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3636 S Geyer Rd #220, St. Louis, MO 63127
    View profile for Western & Southern Life(314) 487-8100

  5. #5 Sugar Creek Capital

    Based in Webster Groves, 5 mi away

    63/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 2.5★ from 6 Google reviews, listed on Google as “Investment company”.

    • 2.5★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    17 W Lockwood Ave, Webster Groves, MO 63119
    View profile for Sugar Creek Capital(314) 968-2205

  6. #6 Stifel

    Based in Town and Country, 8 mi away

    63/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2021 S Lindbergh Blvd Ste 200 & 300, Frontenac, MO 63131
    View profile for Stifel(314) 872-8900

  9. #9 Saleeby & Associates

    Based in Creve Coeur, 11 mi away

    62/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11301 Olive Blvd #2, Creve Coeur, MO 63141
    View profile for Saleeby & Associates(314) 997-7486

  22. #22 Creative Planning

    Based in Creve Coeur, 8 mi away

    58/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    12818 Daylight Cir, Des Peres, MO 63131
    View profile for Creative Planning(314) 966-3400

  23. #23 Edward Jones - Financial Advisor: Stephen M Huelster, CRPC™

    Based in Oakville, 11 mi away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed 8 AM–7 PM · Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1119 Imperial Main, Imperial, MO 63052
    View profile for Edward Jones - Financial Advisor: Stephen M Huelster, CRPC™(636) 464-2097

  24. #24 Clark Wealth Partners

    Based in O'Fallon, 23 mi away

    57/100RFA Score

    Ranked #24 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

Investment 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 137 ranked investment advisors here; the rest are on their profiles.

investment advisors in Concord, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kurt Balderston - Edelman Financial Engines575.0★ (26)14 mi
27CWOs for Hire575.0★ (18)10 mi
2825 Financial575.0★ (11)5 mi
29Busey Bank574.2★ (18)4 mi
30Acropolis Investment Management LLC573.8★ (9)13 mi
31Synergy Wealth Solutions574.6★ (38)14 mi
32Your RIA575.0★ (19)11 mi
33Edward Jones - Financial Advisor: Matt Bucher, CFP®565.0★ (7)3 mi
34West Community Credit Union - St Louis564.5★ (23)11 mi
35Rockwood Financial564.9★ (22)15 mi
36Integrated Planning Advisors, LLC565.0★ (11)9 mi
37Sirius Wealth Management565.0★ (18)14 mi
38Fidelis Financial Planning, LLC565.0★ (25)19 mi
39Sparrow Capital Management, Inc.563.3★ (3)12 mi
40Correct Capital Wealth Management555.0★ (9)9 mi
41Edward Jones - Financial Advisor: Tim Graham, CFP®|CEPA®554.7★ (7)6 mi
42Renaissance Financial554.2★ (15)8 mi
43Edward Jones - Financial Advisor: Tom B Domian, AAMS®555.0★ (3)1 mi
44Edward Jones - Financial Advisor: Kelsey L Jung, ChFC®|AAMS®555.0★ (3)1 mi
45B.E.S.T. Wealth Management555.0★ (11)11 mi
46Savor Financial555.0★ (6)6 mi
47Edward Jones - Financial Advisor: Jesse R Mosley, CRPC™555.0★ (10)11 mi
48Edward Jones - Financial Advisor: Mike McGhee554.9★ (39)24 mi
49Edward Jones - Financial Advisor: Steve Schleiffarth, CFP®555.0★ (5)5 mi
50West End Advisory Group555.0★ (9)10 mi

Also serving Concord

20 more investment 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 investment advisors serving Concord
BusinessGoogle ratingDistance
Edelman Financial Engines5.0★ (2)3 mi
Edward Jones - Financial Advisor: Andy Jensen, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Bill Welborn, CFP®|CEPA®4.5★ (2)8 mi
Edward Jones - Financial Advisor: Chip Myers, CFP®3.0★ (2)1 mi
Edward Jones - Financial Advisor: Erin E Crawford, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Erin Zawalski, AAMS®5.0★ (2)1 mi
Edward Jones - Financial Advisor: Greg Ashley, AAMS®5.0★ (2)4 mi
Edward Jones - Financial Advisor: Jason B Heldenbrand, CFP®5.0★ (2)7 mi
Edward Jones - Financial Advisor: Jeff McKay, CFP®In Concord
Edward Jones - Financial Advisor: Jennifer M Mackie, CRPC™5.0★ (2)6 mi
Edward Jones - Financial Advisor: Jon Schwendeman, CFP®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Joseph G Scalzitti5.0★ (2)2 mi
Edward Jones - Financial Advisor: Mike Smith5.0★ (2)7 mi
Edward Jones - Financial Advisor: Nathan Brandt, CFP®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Paul Neeman5.0★ (2)6 mi
Edward Jones - Financial Advisor: Sean C King, AAMS®4.5★ (2)3 mi
Edward Jones - Financial Advisor: Sean Springer5.0★ (2)2 mi
Erin Ryan Haberkorn - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Concord
Hitch Asset Management, LLC1.0★ (2)1 mi
Smith Moore5.0★ (2)9 mi

How we ranked Concord investment advisors

We scored 137 Concord investment 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 Concord 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Concord: frequently asked questions

Which investment advisor has the highest RFA Score in Concord?

By RFA Score, the highest-ranked investment advisor in Concord, MO is Invest St Louis with an RFA Score of 71/100. It has 5.0★ from 54 Google reviews. Fidelity Investments (#2) and Western & Southern Life (#3) follow. We ranked 137 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Concord?

RankedFinancialAdvisors ranks 137 investment advisors serving Concord, MO. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Concord work on weekends?

11 of 137 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Apartment Advisors of America, LLC. (#4), West Community Credit Union - Kirkwood (#10) and West Community Credit Union - O'Fallon (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Concord investment advisors have?

The median Google rating among 137 rated investment advisors in Concord is 4.7★, with a median of 7 reviews. West Community Credit Union - O'Fallon has the most, 501 reviews, and ranks #12. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Concord count in this ranking?

Yes, if they are within 25 mi of the Concord city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Concord ranked?

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

How do I check an investment 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 investment advisor in Concord 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 investment 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 Concord

  1. November 2026: RFA Scores recalculated for 137 investment advisors serving Concord.

More investment advisors and Concord pages