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Investment Advisors in Lake Saint Louis, MO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lake Saint Louis: Renaud & Company Registered Investment Advisors, RFA Score 67/100; 4.8★ from 57 Google reviews.

  2. 2

    Most-reviewed: West Community Credit Union - O'Fallon, 501 Google reviews at 4.8★, the most of 72 ranked; ranked #2.

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

72 Lake Saint Louis investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 72 rated firms.

Most of this list also appears on the Investment advisors in O'Fallon ranking. See Investment advisors in O'Fallon

Top 10 investment advisors in Lake Saint Louis 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 Lake Saint Louis at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Renaud & Company Registered Investment Advisors674.8★ (57)O'Fallon, 3 mi away—Top score
2West Community Credit Union - O'Fallon664.8★ (501)O'Fallon, 7 mi awaySatMost reviews
3Doctor Home645.0★ (90)O'Fallon, 4 mi awaySat · Sun · Evenings—
4Fidelity Investments634.0★ (34)St. Louis, 24 mi away——
5Finteris Wealth Management635.0★ (6)Washington, 21 mi away——
6West Community Credit Union - Lake Saint Louis634.6★ (63)Lake Saint Louis——
7Saleeby & Associates615.0★ (3)Creve Coeur, 21 mi away——
8Edward Jones - Financial Advisor: Mike McGhee614.9★ (39)O'Fallon, 6 mi away——
9Stifel615.0★ (3)Town and Country, 24 mi away——
10Wells Fargo Advisors602.8★ (19)Clayton, 23 mi away——

All 72 investment advisors in Lake Saint Louis, 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.

  3. #3 Doctor Home

    Based in O'Fallon, 4 mi away

    64/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 90 Google reviews, listed on Google as “Real estate consultant”.

    • 5.0★ from 90 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    300 Fort Zumwalt Square Ste 107, O'Fallon, MO 63366
    View profile for Doctor Home(314) 309-3633

  4. #4 Fidelity Investments

    Based in St. Louis, 24 mi away

    63/100RFA Score

    Ranked #4 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

  7. #7 Saleeby & Associates

    Based in Creve Coeur, 21 mi away

    61/100RFA Score

    Ranked #7 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

  9. #9 Stifel

    Based in Town and Country, 24 mi away

    61/100RFA 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–4 PM · Sat–Sun closed
    Address
    2021 S Lindbergh Blvd Ste 200 & 300, Frontenac, MO 63131
    View profile for Stifel(314) 872-8900

  14. #14 Charles Schwab

    Based in O'Fallon, 7 mi away

    58/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 17 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4579 State Hwy K, O'Fallon, MO 63368
    View profile for Charles Schwab(636) 486-8094

  17. #17 Synergy Wealth Solutions

    Based in Chesterfield, 15 mi away

    57/100RFA Score

    Ranked #17 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

  21. #21 Sirius Wealth Management

    Based in Chesterfield, 16 mi away

    57/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    16305 Swingley Ridge Rd #210, Chesterfield, MO 63017
    View profile for Sirius Wealth Management(636) 735-7188

  24. #24 Edward Jones - Financial Advisor: Ben Wishman, CFP®|ChFC®|AAMS®

    Based in O'Fallon, 5 mi away

    56/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    1001 Boardwalk Springs Pl Suite 120, O'Fallon, MO 63368
    View profile for Edward Jones - Financial Advisor: Ben Wishman, CFP®|ChFC®|AAMS®(636) 214-5695

  25. #25 Stifel

    Based in O'Fallon, 4 mi away

    56/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial institution”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2342 Technology Dr #300, O'Fallon, MO 63368
    View profile for Stifel(636) 695-2650

How we ranked Lake Saint Louis investment advisors

We scored 72 Lake Saint Louis 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 Lake Saint Louis 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 Lake Saint Louis: frequently asked questions

Which investment advisor has the highest RFA Score in Lake Saint Louis?

By RFA Score, the highest-ranked investment advisor in Lake Saint Louis, MO is Renaud & Company Registered Investment Advisors with an RFA Score of 67/100. It has 4.8★ from 57 Google reviews. West Community Credit Union - O'Fallon (#2) and Doctor Home (#3) follow. We ranked 72 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Lake Saint Louis?

RankedFinancialAdvisors ranks 72 investment advisors serving Lake Saint Louis, MO. 3 of them are based in Lake Saint Louis; the rest serve it from nearby towns. Counts are as of November 2026.

Which investment advisors in Lake Saint Louis work on weekends?

3 of 72 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are West Community Credit Union - O'Fallon (#2) and Doctor Home (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lake Saint Louis investment advisors have?

The median Google rating among 72 rated investment advisors in Lake Saint Louis is 4.8★, with a median of 6 reviews. West Community Credit Union - O'Fallon has the most, 501 reviews, and ranks #2. 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 Lake Saint Louis count in this ranking?

Yes, if they are within 25 mi of the Lake Saint Louis 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 Lake Saint Louis 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 Lake Saint Louis 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 Lake Saint Louis

  1. November 2026: RFA Scores recalculated for 72 investment advisors serving Lake Saint Louis.

More investment advisors and Lake Saint Louis pages