Highest Rated · O'fallon
Top-Rated Financial Advisors in O'fallon, MO
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 19 financial advisors in O'fallon, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Gateway Federal Retirement Consultants with a 5.0-star rating from 54 Google reviews and an RNM Score of 80/100. Also in the top tier: Means Financial Group and Edward Jones - Financial Advisor: Mike McGhee. The average rating across all listed financial advisors in O'fallon is 4.7 stars from 12 reviews per business on average.
Financial advisors in O'fallon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Stifel
Stifel stands out as a nationally recognized wealth management firm with a strong local presence in O'Fallon, offering comprehensive financial planning and investment services.
Most Reviewed
Edward Jones - Financial Advisor: Mike McGhee
A high number of reviews often reflects a trusted advisor with extensive client experience, providing social proof of quality service in the O'Fallon community.
When choosing a financial advisor in O'Fallon, consider scheduling introductory meetings with at least two firms to compare their approach, fees, and communication style. Also, verify credentials and check for any disciplinary history through the SEC or FINRA.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
12
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
O'Fallon's top-rated financial advisor with a perfect 5.0-star score from 54 reviews.
9979 Winghaven Blvd Suite 214, O'Fallon, MO 63368, USARated 4.9 stars from 58 Google reviews, a trusted O'Fallon financial advisor.
1425 Triad Center Dr, St Peters, MO 63376, USATrusted by 39 clients with a near-perfect 4.9-star Google rating.
2936 State Hwy K, O'Fallon, MO 63368, USAFinancial Advisors Rankings in O'fallon, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Gateway Federal Retirement Consultants9979 Winghaven Blvd Suite 214, O'Fallon, MO 63368, USA | 5.0★ | 54 |
| #2 | Means Financial Group1425 Triad Center Dr, St Peters, MO 63376, USA | 4.9★ | 58 |
| #3 | Edward Jones - Financial Advisor: Mike McGhee2936 State Hwy K, O'Fallon, MO 63368, USA | 4.9★ | 39 |
| #4 | Edward Jones - Financial Advisor: David W Marsek, ChFC®616 N Main St, O'Fallon, MO 63366, USA | 3.7★ | 3 |
| #5 | Edward Jones - Financial Advisor: Tom Borich102 S Main St, O'Fallon, MO 63366, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Bob Engert, CRPC™|RLP®6702 Keaton Corporate Pkwy #100, O'Fallon, MO 63368, USA | 5.0★ | 3 |
| #7 | Stifel2342 Technology Dr #300, O'Fallon, MO 63368, USA | 3.7★ | 3 |
| #8 | One Financial Group5700 Mexico Rd Suite 2, St Peters, MO 63376, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Dan Farner, CFP®9016 Phoenix Pkwy, O'Fallon, MO 63368, USA | 5.0★ | 1 |
| #10 | Retire Once Financial Management9101 Phoenix Village Pkwy, O'Fallon, MO 63368, USA | 4.5★ | 17 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in O'fallon
3.7 stars from 3 Google reviews, indicating mixed client feedback for this O'Fallon advisor.
616 N Main St, O'Fallon, MO 63366, USA
Earned a perfect 5.0-star rating from early clients in O'Fallon.
102 S Main St, O'Fallon, MO 63366, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
6702 Keaton Corporate Pkwy #100, O'Fallon, MO 63368, USA
3.7 stars from 3 Google reviews, indicating mixed client feedback.
2342 Technology Dr #300, O'Fallon, MO 63368, USA
Rated 5.0 stars from 1 review, offering financial guidance in O'Fallon.
5700 Mexico Rd Suite 2, St Peters, MO 63376, USA
5.0 stars from a handful of Google reviews indicates strong client satisfaction.
9016 Phoenix Pkwy, O'Fallon, MO 63368, USA
Trusted O'Fallon financial advisor with a strong 4.5-star rating from 17 reviews.
9101 Phoenix Village Pkwy, O'Fallon, MO 63368, USA
Earned a strong 4.6-star rating from 16 local client reviews.
4579 State Hwy K, O'Fallon, MO 63368, USA
Trusted financial advisor in O'Fallon, MO with a solid 4.2-star rating from 5 reviews.
122 Triad West Dr, O'Fallon, MO 63366, USA
5.0 stars from 4 reviews, reflecting consistently high client satisfaction.
9016 Phoenix Pkwy, O'Fallon, MO 63368, USA
High-rated, with a 4.7-star average from a few client reviews.
800 S Lincoln Ave, O'Fallon, IL 62269, USA
Rated 5.0 stars from two Google reviews, this O'Fallon financial advisor is highly recommended.
311 E Elm St, O'Fallon, MO 63366, USA
Exceptional 5.0-star rating from a limited number of Google reviews.
8646 Mexico Rd, O'Fallon, MO 63366, USA
Exceptional 5.0-star rating from a single Google review in O'Fallon, MO.
5551 Winghaven Blvd Ste 205, O'Fallon, MO 63368, USA
Trusted by clients with a perfect 5.0-star rating from early reviews.
2299 Technology Dr Ste 250, O'Fallon, MO 63368, USA
5.0★ from 20 Google reviews, reflecting exceptional client satisfaction consistently.
1 Mid Rivers Mall Dr Suite 362, St Peters, MO 63376, USA
Get Free Quotes
We'll connect you with the top financial advisors in O'fallon, MO.
Financial Advisors in O'fallon, MO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Gateway Federal Retirement Consultants | 80/100 | 5.0 ★ | 54 |
| 2 | Means Financial Group | 79/100 | 4.9 ★ | 58 |
| 3 | Edward Jones - Financial Advisor: Mike McGhee | 77/100 | 4.9 ★ | 39 |
| 4 | Edward Jones - Financial Advisor: David W Marsek, ChFC® | 44/100 | 3.7 ★ | 3 |
| 5 | Edward Jones - Financial Advisor: Tom Borich | 62/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: Bob Engert, CRPC™|RLP® | 66/100 | 5.0 ★ | 3 |
| 7 | Stifel | 44/100 | 3.7 ★ | 3 |
| 8 | One Financial Group | 62/100 | 5.0 ★ | 1 |
| 9 | Edward Jones - Financial Advisor: Dan Farner, CFP® | 62/100 | 5.0 ★ | 1 |
| 10 | Retire Once Financial Management | 66/100 | 4.5 ★ | 17 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in O'fallon to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in O'fallon
What is a fiduciary financial advisor and why does it matter in O'fallon?
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 O'fallon, 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 O'fallon?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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 13, 2026.
More Home Services in O'fallon
Related Searches
More ways to find financial advisors in O'fallon
Financial Advisors in nearby cities