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Investment Advisors in Upper Alton, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Upper Alton: Invest St Louis, RFA Score 69/100; 5.0★ from 54 Google reviews.

  2. 2

    Most-reviewed: 1st MidAmerica Credit Union, 127 Google reviews at 4.7★, the most of 91 ranked; ranked #2.

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

91 Upper Alton investment advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.2★ across 91 rated firms.

Top 10 investment advisors in Upper Alton 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 Upper Alton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Invest St Louis695.0★ (54)St. Louis, 22 mi away—Top score
21st MidAmerica Credit Union634.7★ (127)Granite City, 13 mi awaySatMost reviews
3Fidelity Investments634.0★ (34)St. Louis, 24 mi away——
4Wells Fargo Advisors622.0★ (4)Alton, 2 mi away——
51st MidAmerica Credit Union604.2★ (78)Wood River, 6 mi awaySat—
61st MidAmerica Credit Union604.0★ (78)Godfrey, 3 mi awaySat—
7Apartment Advisors of America, LLC.603.4★ (15)St. Louis, 22 mi awaySat · Sun · Evenings—
8Wells Fargo Advisors592.7★ (15)St. Louis, 20 mi away——
91st MidAmerica Credit Union593.8★ (47)Alton, 1 mi awaySat—
10Wells Fargo Advisors592.8★ (19)Clayton, 24 mi away——

All 91 investment advisors in Upper Alton, 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 Upper Alton

    #1 Invest St Louis

    Based in St. Louis, 22 mi away

    69/100RFA 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

  3. #3 Fidelity Investments

    Based in St. Louis, 24 mi away

    63/100RFA Score

    Ranked #3 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

  14. #14 Saleeby & Associates

    Based in Creve Coeur, 22 mi away

    58/100RFA Score

    Ranked #14 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

  16. #16 Stifel

    Based in Town and Country, 24 mi away

    57/100RFA Score

    Ranked #16 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

  17. #17 Sugar Creek Capital

    Based in Webster Groves, 25 mi away

    57/100RFA Score

    Ranked #17 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

  20. #20 Busey Bank

    Based in Alton, 2 mi away

    57/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 19 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4415 Martin Luther King Dr, Alton, IL 62002
    View profile for Busey Bank(618) 467-6700

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

investment advisors in Upper Alton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Moneta Group | St. Louis Investment Advisors544.1★ (9)21 mi
27Busey Bank543.3★ (13)5 mi
28West Community Credit Union - St Louis544.5★ (23)20 mi
29Your RIA545.0★ (19)23 mi
30Charles Schwab534.2★ (10)12 mi
31Stifel534.3★ (18)20 mi
32Edward Jones - Financial Advisor: Colten C Steiner535.0★ (3)3 mi
33Opulence Planning Group LLC534.5★ (16)20 mi
34Edward Jones - Financial Advisor: Kelly Schmidt, CFP®524.5★ (8)13 mi
35Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS®524.5★ (8)13 mi
36Edward Jones St. Louis Headquarters – North Campus524.4★ (16)21 mi
37Mike Streeto - Edelman Financial Engines524.9★ (14)23 mi
38B.E.S.T. Wealth Management525.0★ (11)21 mi
39Integrated Planning Advisors, LLC525.0★ (11)21 mi
40Busey Bank523.5★ (11)13 mi
41Busey Bank522.9★ (30)13 mi
42Renaissance Financial524.2★ (15)21 mi
43Sparrow Capital Management, Inc.523.3★ (3)20 mi
44West End Advisory Group525.0★ (9)20 mi
45Edward Jones - Financial Advisor: Mike Seefeldt, CEPA®|AAMS®525.0★ (5)13 mi
46Correct Capital Wealth Management515.0★ (9)21 mi
47Busey Bank513.5★ (35)23 mi
48Edward Jones - Financial Advisor: Tim Mahnesmith, CFP®|AAMS®514.2★ (5)13 mi
49Busey Bank513.7★ (15)20 mi
50Busey Bank512.6★ (17)12 mi

Also serving Upper Alton

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 Upper Alton
BusinessGoogle ratingDistance
BW Forsyth Partners5.0★ (2)21 mi
Curt Allen - RBC Wealth Management Financial Advisor1.0★ (2)21 mi
Edward Jones - Financial Advisor: Art Fahrner, CFP®5.0★ (2)2 mi
Edward Jones - Financial Advisor: Barbara Craft, AAMS®5.0★ (2)5 mi
Edward Jones - Financial Advisor: Bart Truitt, CFP®|ChFC®|AAMS®5.0★ (2)21 mi
Edward Jones - Financial Advisor: Dave Devall5.0★ (2)6 mi
Edward Jones - Financial Advisor: Gregory S Boschert, CFP®|AAMS®3.0★ (2)21 mi
Edward Jones - Financial Advisor: Harsh Patel, CFP®|ChFC®|AAMS®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Jeremy C Yoder, CFP®4.0★ (2)20 mi
Edward Jones - Financial Advisor: Josh Loeffler, CFP®|AAMS®|CRPS™3.0★ (2)22 mi
Edward Jones - Financial Advisor: Ken Harmon, AAMS®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Linda S Manley, CFP®4.5★ (2)19 mi
Edward Jones - Financial Advisor: Randy Dunn, AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Ronn B Faintich5.0★ (2)13 mi
Edward Jones - Financial Advisor: Scott A Mandrell, CEPA®5.0★ (2)3 mi
Morgan Stanley Financial Advisors4.0★ (2)21 mi
NISA Investment Advisors, LLC3.0★ (2)21 mi
Saint Louis Investment Advisors5.0★ (2)18 mi
Smith Moore5.0★ (2)21 mi
Stifel3.0★ (2)21 mi

How we ranked Upper Alton investment advisors

We scored 91 Upper Alton 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 Upper Alton 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 Upper Alton: frequently asked questions

Which investment advisor has the highest RFA Score in Upper Alton?

By RFA Score, the highest-ranked investment advisor in Upper Alton, IL is Invest St Louis with an RFA Score of 69/100. It has 5.0★ from 54 Google reviews. 1st MidAmerica Credit Union (#2) and Fidelity Investments (#3) follow. We ranked 91 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Upper Alton?

RankedFinancialAdvisors ranks 91 investment advisors serving Upper Alton, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Upper Alton work on weekends?

15 of 91 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are 1st MidAmerica Credit Union (#2), 1st MidAmerica Credit Union (#5) and 1st MidAmerica Credit Union (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Upper Alton investment advisors have?

The median Google rating among 91 rated investment advisors in Upper Alton is 4.2★, with a median of 8 reviews. 1st MidAmerica Credit Union has the most, 127 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 Upper Alton count in this ranking?

Yes, if they are within 25 mi of the Upper Alton 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 Upper Alton 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 Upper Alton 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 Upper Alton

  1. November 2026: RFA Scores recalculated for 91 investment advisors serving Upper Alton.

More investment advisors and Upper Alton pages