4.5+ Stars · St. Charles
Highly Rated Financial Advisors in St. Charles, MO
Only the best make this list. These financial advisors in St. Charles have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 18 financial advisors in St. Charles, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Opulence Planning Group LLC with a 4.6-star rating from 18 Google reviews and an RNM Score of 68/100. Also in the top tier: Pathfinder Financial Advocates and Mission Financial. The average rating across all listed financial advisors in St. Charles is 4.8 stars from 3 reviews per business on average.
Financial advisors in St. Charles typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Pathfinder Financial Advocates
Pathfinder Financial Advocates stands out as the top-ranked advisor due to its client-centric approach and comprehensive financial planning services tailored to individual needs.
Most Reviewed
Edward Jones - Financial Advisor: Sarah E Brenker, CFP®
A high review count indicates broad client experience and trust, making it easier for consumers to gauge service quality and reliability.
When choosing a financial advisor in St. Charles, verify credentials like CFP® certification and consider meeting multiple advisors to find one whose expertise aligns with your financial goals and communication style.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.6 stars from 18 Google reviews, reflecting strong local client satisfaction.
105 N Main St #300, St Charles, MO 63301, USA5.0-star rated financial advisor in St. Charles with 8 positive Google reviews.
2745 W Clay St l, St Charles, MO 63301, USARated 5.0 stars from 3 Google reviews for financial guidance in St. Charles.
4045 N St Peters Pkwy, St Peters, MO 63304, USAFinancial Advisors Rankings in St. Charles, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Opulence Planning Group LLC105 N Main St #300, St Charles, MO 63301, USA | 4.6★ | 18 |
| #2 | Pathfinder Financial Advocates2745 W Clay St l, St Charles, MO 63301, USA | 5.0★ | 8 |
| #3 | Mission Financial4045 N St Peters Pkwy, St Peters, MO 63304, USA | 5.0★ | 3 |
| #4 | AXIUS Financial2085 Bluestone Dr, St Charles, MO 63303, USA | 4.2★ | 5 |
| #5 | Edward Jones - Financial Advisor: Garry L Grannemann, CFP®2324 Hwy 94 South Outer Rd, St Charles, MO 63303, USA | 5.0★ | 2 |
| #6 | Oakview Wealth Solutions1378 S 5th St, St Charles, MO 63301, USA | 5.0★ | 1 |
| #7 | Thrivent Financial1144 S Benton Ave, St Charles, MO 63301, USA | 5.0★ | 1 |
| #8 | U.S. Bancorp Advisors - Financial Advisors: Steve Mckinstry2608 W Clay St, St Charles, MO 63301, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Sarah E Brenker, CFP®1000 Country Club Rd Suite P, St Charles, MO 63303, USA | 5.0★ | 1 |
| #10 | 360 IRA - Investment & Retirement Advisory2225 Bluestone Dr, St Charles, MO 63303, USA | 4.6★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in St. Charles
A trusted local option with a solid 4.2-star rating from five reviews.
2085 Bluestone Dr, St Charles, MO 63303, USA
Rated 5.0 stars from 2 Google reviews in St. Charles.
2324 Hwy 94 South Outer Rd, St Charles, MO 63303, USA
Exceptional 5.0-star rating from early Google reviews in St. Charles.
1378 S 5th St, St Charles, MO 63301, USA
Exceptional 5.0-star rating from multiple reviews for trusted financial guidance in St. Charles.
1144 S Benton Ave, St Charles, MO 63301, USA
Exceptional 5.0-star rating based on a small number of client reviews.
2608 W Clay St, St Charles, MO 63301, USA
5.0 stars from 1 review, offering exceptional financial guidance in St. Charles.
1000 Country Club Rd Suite P, St Charles, MO 63303, USA
Rated 4.6 stars from 5 Google reviews, serving St. Charles clients.
2225 Bluestone Dr, St Charles, MO 63303, USA
Trusted St. Charles financial advisor with a perfect 5.0-star rating from clients.
1989 Zumbehl Rd, St Charles, MO 63303, USA
Boasting a perfect 5.0-star rating from satisfied clients in St. Charles.
2215 1st Capitol Dr, St Charles, MO 63301, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
3050 W Clay St Suite 102, St Charles, MO 63301, USA
No reviews yet for this St. Charles financial advisor.
118 N 2nd St Ste 302, St Charles, MO 63301, USA
A local financial advisor in St. Charles with no online reviews yet.
1551 Wall St Suite 160, St Charles, MO 63303, USA
No reviews yet; a new financial advisor in St. Charles, MO.
571 Jefferson St, St Charles, MO 63301, USA
3.0 stars from 2 Google reviews, indicating a mixed customer experience.
1040 S 5th St, St Charles, MO 63301, USA
Exceptional 5.0-star rating from early client reviews in St. Charles.
1000 Country Club Rd Suite P, St Charles, MO 63303, USA
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Financial Advisors in St. Charles, MO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Opulence Planning Group LLC | 68/100 | 4.6 ★ | 18 |
| 2 | Pathfinder Financial Advocates | 70/100 | 5.0 ★ | 8 |
| 3 | Mission Financial | 66/100 | 5.0 ★ | 3 |
| 4 | AXIUS Financial | 54/100 | 4.2 ★ | 5 |
| 5 | Edward Jones - Financial Advisor: Garry L Grannemann, CFP® | 64/100 | 5.0 ★ | 2 |
| 6 | Oakview Wealth Solutions | 62/100 | 5.0 ★ | 1 |
| 7 | Thrivent Financial | 62/100 | 5.0 ★ | 1 |
| 8 | U.S. Bancorp Advisors - Financial Advisors: Steve Mckinstry | 62/100 | 5.0 ★ | 1 |
| 9 | Edward Jones - Financial Advisor: Sarah E Brenker, CFP® | 62/100 | 5.0 ★ | 1 |
| 10 | 360 IRA - Investment & Retirement Advisory | 61/100 | 4.6 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in St. Charles
What is a fiduciary financial advisor and why does it matter in St. Charles?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in St. Charles, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in St. Charles?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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