Real Reviews · Chesterfield
Top-Reviewed Financial Advisors in Chesterfield, MO
What are customers actually saying? Read verified reviews for financial advisors in Chesterfield — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Chesterfield, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is APEX Wealth Advisors with a 5.0-star rating from 59 Google reviews and an RNM Score of 81/100. Also in the top tier: Northwestern Mutual: James A Zara and The Retirement Planning Group. The average rating across all listed financial advisors in Chesterfield is 4.9 stars from 18 reviews per business on average.
Financial advisors in Chesterfield typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: David G Maloney, CFP®|CEPA®
David G Maloney's dual credentials as a CFP® and Certified Exit Planning Advisor (CEPA®) provide a unique depth of expertise for comprehensive financial planning.
Most Reviewed
Northwestern Mutual: James A Zara
A high number of reviews suggests broad client experience and helps prospective clients gauge overall satisfaction and service consistency.
When choosing a financial advisor in Chesterfield, verify that their credentials and specialties align with your specific needs, such as retirement planning or business exit strategies. Also consider scheduling initial consultations with at least two firms to compare communication styles and fee structures.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
18
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a perfect 5.0-star rating across 59 reviews.
424 S Woods Mill Rd Suite 300, Chesterfield, MO 63017, USATrusted by 60 clients, this Chesterfield advisor maintains a flawless 4.9-star rating.
424 S Woods Mill Rd #110, Chesterfield, MO 63017, USATrusted by clients with a perfect 5.0-star rating from 41 reviews.
14755 N Outer 40 Rd Ste 200, Chesterfield, MO 63017, USAFinancial Advisors Rankings in Chesterfield, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | APEX Wealth Advisors424 S Woods Mill Rd Suite 300, Chesterfield, MO 63017, USA | 5.0★ | 59 |
| #2 | Northwestern Mutual: James A Zara424 S Woods Mill Rd #110, Chesterfield, MO 63017, USA | 4.9★ | 60 |
| #3 | The Retirement Planning Group14755 N Outer 40 Rd Ste 200, Chesterfield, MO 63017, USA | 5.0★ | 41 |
| #4 | Hertzler Wealth Management16020 Swingley Ridge Rd Suite 135, Chesterfield, MO 63017, USA | 4.8★ | 22 |
| #5 | Aul Financial Group, LLC16253 Swingley Ridge Rd #125, Chesterfield, MO 63017, USA | 4.9★ | 10 |
| #6 | MBM Wealth Consultants16401 Swingley Ridge Rd Suite 450, Chesterfield, MO 63017, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: David G Maloney, CFP®|CEPA®Emerald Point Suite El1, Chesterfield, MO 63017, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Megan L Reineke, CFP®203 Chesterfield Towne Center, Chesterfield, MO 63005, USA | 5.0★ | 1 |
| #9 | Merrill Lynch Wealth Management400 Chesterfield Center Suite 200, Chesterfield, MO 63017, USA | — | — |
| #10 | Synergy Wealth Solutions16150 Main Cir Dr #400, Chesterfield, MO 63017, USA | 4.7★ | 36 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Chesterfield
Trusted financial advisor in Chesterfield with a 4.8-star rating from over 20 reviews.
16020 Swingley Ridge Rd Suite 135, Chesterfield, MO 63017, USA
Highly rated 4.9 stars from 10 local reviews in Chesterfield.
16253 Swingley Ridge Rd #125, Chesterfield, MO 63017, USA
Top-rated Chesterfield financial advisor with a perfect 5.0-star rating from clients.
16401 Swingley Ridge Rd Suite 450, Chesterfield, MO 63017, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
Emerald Point Suite El1, Chesterfield, MO 63017, USA
Exceptional 5.0-star rating based on early client reviews.
203 Chesterfield Towne Center, Chesterfield, MO 63005, USA
No reviews yet; check back for client feedback on this Chesterfield financial advisor.
400 Chesterfield Center Suite 200, Chesterfield, MO 63017, USA
Trusted by clients with a 4.7-star rating from 36 reviews.
16150 Main Cir Dr #400, Chesterfield, MO 63017, USA
Chesterfield financial advisor with a perfect 5.0-star rating from 30 Google reviews.
100 Chesterfield Business Pkwy Suite 100, Chesterfield, MO 63005, USA
5.0 stars from 6 reviews, reflecting exceptional client satisfaction locally.
16020 Swingley Ridge Rd # 110, Chesterfield, MO 63017, USA
Consistently rated 4.5 stars from several positive client reviews.
14500 S Outer Forty Rd Ste. 200, Town and Country, MO 63017, USA
Rated 5.0 stars from 3 reviews, this Chesterfield financial advisor earns exceptional client trust.
16052 Swingley Ridge Rd Suite 350, Chesterfield, MO 63017, USA
A 5.0-star rating from 3 Google reviews reflects exceptional client satisfaction.
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
109 Chesterfield Business Pkwy, Chesterfield, MO 63005, USA
Chesterfield's top-rated financial advisor, with a perfect 5.0 stars from 25 reviews.
16052 Swingley Ridge Rd Suite 350, Chesterfield, MO 63017, USA
Exceptional 5.0-star rating from 2 Google reviews for financial advising.
16020 Swingley Ridge Rd # 240, Chesterfield, MO 63017, USA
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Financial Advisors in Chesterfield, MO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | APEX Wealth Advisors | 81/100 | 5.0 ★ | 59 |
| 2 | Northwestern Mutual: James A Zara | 79/100 | 4.9 ★ | 60 |
| 3 | The Retirement Planning Group | 79/100 | 5.0 ★ | 41 |
| 4 | Hertzler Wealth Management | 72/100 | 4.8 ★ | 22 |
| 5 | Aul Financial Group, LLC | 70/100 | 4.9 ★ | 10 |
| 6 | MBM Wealth Consultants | 66/100 | 5.0 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: David G Maloney, CFP®|CEPA® | 62/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Megan L Reineke, CFP® | 62/100 | 5.0 ★ | 1 |
| 9 | Merrill Lynch Wealth Management | 3/100 | — | 0 |
| 10 | Synergy Wealth Solutions | 73/100 | 4.7 ★ | 36 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Chesterfield
What is a fiduciary financial advisor and why does it matter in Chesterfield?
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 Chesterfield, 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 Chesterfield?
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: June 10, 2026.
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