Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Investment Firm In St. Louis and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Baird Private Wealth Management – St. Louis
- Artesys
- Guardian Wealth Management LLC
- Severin Investments LLC
- Larson Financial Group LLC
- JAG Capital Management
- Toberman Becker Wealth
- Albatross Investment Services LLC
- B.E.S.T. Wealth Management
- Modern Dollar Planning
1. Baird Private Wealth Management – St. Louis
Baird’s St. Louis office, located at 8182 Maryland Avenue, Suite 840, in Clayton, Missouri, is part of Baird’s nationwide network of financial advisory offices. As an independent, employee-owned firm, Baird offers a comprehensive suite of wealth management services, including investment management, retirement planning, estate planning, tax strategy, and insurance solutions. Their approach emphasizes personalized financial strategies tailored to each client’s unique goals and circumstances.
2. Artesys
Artesys is a fee-only investment management firm based in St. Louis, Missouri, specializing in retirement and wealth management solutions. Their services cater to financial advisors, plan sponsors, plan participants, and individual investors, offering tailored strategies to meet diverse financial goals. For financial advisors, Artesys provides sophisticated portfolios and retirement plan analysis, allowing them to focus on client relationships while Artesys handles the complexities of portfolio management. Plan sponsors can collaborate with Artesys to create retirement investment strategies that align with their company’s vision and enhance employee satisfaction. Plan participants benefit from personalized retirement account management, with Artesys adjusting accounts based on individual risk tolerance and goals. Individual investors can access professional money management, typically available only to institutional investors, ensuring their portfolios adapt to market dynamics.
3. Guardian Wealth Management LLC
Guardian Wealth Management, LLC is a fee-based, independent financial planning firm based in St. Louis, Missouri. The firm specializes in comprehensive services such as retirement planning, estate and tax planning, and fiduciary investment management. Their approach is centered on developing customized strategies that align with clients’ individual and family needs, as well as the requirements of small or large businesses. As fiduciaries, Guardian Wealth Management prioritizes clients’ best interests, offering objective and transparent advice without the influence of commission-based products.
4. Severin Investments LLC
Severin Investments is a fiduciary wealth management firm headquartered in Clearwater, Florida, with an additional office in St. Louis, Missouri. Founded by Jeffrey Severin, the firm specializes in providing personalized investment strategies to individuals and families. Their services encompass retirement planning, estate planning, annuity analysis, and tailored investment portfolios, all designed to help clients achieve financial independence and preserve wealth for future generations.
5. Larson Financial Group LLC
Larson Financial Holdings is a comprehensive financial services firm headquartered in the United States, dedicated to empowering individuals, families, and communities to flourish through a holistic approach to financial planning. Established in 2006, Larson has grown into one of the fastest-growing integrated financial companies in the country, supporting over 200 advisors across more than 30 states with approximately $4.6 billion in assets under management.
6. JAG Capital Management
JAG Capital Management is an independent, employee-owned investment advisory firm headquartered in St. Louis, Missouri. Established in 1945, the firm specializes in providing active, boutique investment management services to institutions, intermediaries, and individuals across the United States. JAG Capital offers a range of highly selective, nimble, and customizable equity and fixed income strategies, including growth equity, fixed income, and socially responsible investing (SRI) options.
7. Toberman Becker Wealth
Toberman Becker Wealth is a fee-only, fiduciary financial advisory firm based in St. Louis, Missouri, dedicated to providing personalized financial planning services. Founded in 2020 by Craig Toberman and Michael Becker, the firm emphasizes transparency and client-centric strategies, offering expertise in retirement planning, investment management, tax planning, and family business services. Serving over 75 families, Toberman Becker has surpassed $100 million in assets under management, reflecting its commitment to building strong client relationships and delivering tailored financial solutions. The firm’s approach is rooted in empathy and clarity, aiming to help clients protect their future, build their legacy, and achieve their financial goals.
8. Albatross Investment Services LLC
AIS Financial Group, also known as Albatross Investment Services LLC, is a St. Louis-based, fee-only registered investment advisor founded in 2016. The firm provides comprehensive financial planning and investment management services tailored to individuals and business owners, with a specialization in life and retirement asset management. Emphasizing a client-centric approach, AIS offers customizable solutions to meet unique financial goals, leveraging the expertise of its seasoned investment advisors . Committed to transparency and trust, AIS operates under fiduciary standards, ensuring that clients’ best interests are at the forefront of their financial strategies.
9. B.E.S.T. Wealth Management
B.E.S.T. Wealth Management is a fee-only, fiduciary financial advisory firm based in St. Louis, Missouri, founded in 2006 by Brad Tinnon, a CERTIFIED FINANCIAL PLANNER™. The firm offers personalized financial planning and investment management services without commissions, kickbacks, or referral fees, ensuring that clients receive unbiased advice tailored to their individual goals. Utilizing a straightforward three-step planning process, B.E.S.T. Wealth Management assists a diverse clientele—including young professionals, mid-career individuals, pre-retirees, retirees, divorcées, and widows—in achieving financial clarity and security. Their commitment to transparency and accessibility is further demonstrated by their flat annual fee structure, starting at $750 for clients with assets under $50,000.
10. Modern Dollar Planning
Modern Dollar Planning is a fee-only fiduciary financial advisory firm based in St. Louis, Missouri, specializing in serving corporate executives and medical professionals across the United States. Founded in 2015, the firm offers personalized financial planning and investment management services through a transparent flat-fee model, ensuring clients receive unbiased advice aligned with their best interests. Their comprehensive approach integrates investment advising, tax planning, cash flow management, retirement planning, and employee benefits consultation, aiming to provide clients with financial peace of mind and a clear path toward financial independence. Led by Mark Schweiss, a seasoned advisor holding CPA, CFP®, and CFA designations, Modern Dollar Planning emphasizes building lasting client relationships and delivering tailored strategies to help clients achieve their financial goals.
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