Local Pros · Chesterfield
Local Financial Advisors in Chesterfield, MO
Locally owned and operated financial advisors serving Chesterfield and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Chesterfield, MO by verified customer ratings and review volume. The highest-rated is APEX Wealth Advisors with a 5.0-star rating from 59 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
18
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
APEX Wealth Advisors
424 S Woods Mill Rd Suite 300, Chesterfield, MO 63017, USA
Northwestern Mutual: James A Zara
424 S Woods Mill Rd #110, Chesterfield, MO 63017, USA
The Retirement Planning Group
14755 N Outer 40 Rd Ste 200, Chesterfield, MO 63017, USA
Financial 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 | Kurt Balderston - Edelman Financial Engines16052 Swingley Ridge Rd Suite 350, Chesterfield, MO 63017, USA | 5.0★ | 25 |
| #5 | Aul Financial Group, LLC16253 Swingley Ridge Rd #125, Chesterfield, MO 63017, USA | 4.9★ | 10 |
| #6 | Hertzler Wealth Management16020 Swingley Ridge Rd Suite 135, Chesterfield, MO 63017, USA | 4.8★ | 22 |
| #7 | Financial Legacy16020 Swingley Ridge Rd # 240, Chesterfield, MO 63017, USA | 5.0★ | 2 |
| #8 | Tempus Wealth Group - Ameriprise Financial Services, LLC109 Chesterfield Business Pkwy, Chesterfield, MO 63005, USA | 5.0★ | 1 |
| #9 | MBM Wealth Consultants16401 Swingley Ridge Rd Suite 450, Chesterfield, MO 63017, USA | 5.0★ | 3 |
| #10 | Merrill Lynch Wealth Management400 Chesterfield Center Suite 200, Chesterfield, MO 63017, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Chesterfield
Kurt Balderston - Edelman Financial Engines
16052 Swingley Ridge Rd Suite 350, Chesterfield, MO 63017, USA
Aul Financial Group, LLC
16253 Swingley Ridge Rd #125, Chesterfield, MO 63017, USA
Hertzler Wealth Management
16020 Swingley Ridge Rd Suite 135, Chesterfield, MO 63017, USA
Financial Legacy
16020 Swingley Ridge Rd # 240, Chesterfield, MO 63017, USA
Tempus Wealth Group - Ameriprise Financial Services, LLC
109 Chesterfield Business Pkwy, Chesterfield, MO 63005, USA
MBM Wealth Consultants
16401 Swingley Ridge Rd Suite 450, Chesterfield, MO 63017, USA
Merrill Lynch Wealth Management
400 Chesterfield Center Suite 200, Chesterfield, MO 63017, USA
Edward Jones - Financial Advisor: David G Maloney, CFP®|CEPA®
Emerald Point Suite El1, Chesterfield, MO 63017, USA
Edward Jones - Financial Advisor: Megan L Reineke, CFP®
203 Chesterfield Towne Center, Chesterfield, MO 63005, USA
Legacy Wealth Advisors, Inc
14500 S Outer Forty Rd Ste. 200, Town and Country, MO 63017, USA
Retirement Wealth Design, LLC
100 Chesterfield Business Pkwy Suite 100, Chesterfield, MO 63005, USA
Syntegra Private Wealth Group
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017, USA
Synergy Wealth Solutions
16150 Main Cir Dr #400, Chesterfield, MO 63017, USA
Edelman Financial Engines
16052 Swingley Ridge Rd Suite 350, Chesterfield, MO 63017, USA
Summit Wealth Strategies, LLC
16020 Swingley Ridge Rd # 110, Chesterfield, MO 63017, USA
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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 1, 2026.
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