Missouri · 3 advisers
Financial Advisors in O'Fallon, Missouri
Looking for a financial advisor in O'Fallon, Missouri? Falists indexes 3 SEC-registered and state-registered investment advisers in O'Fallon — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $446.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$446.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in O'Fallon
Ranked by AUM · Fees, team & specialties at a glance
MAINSTREET RIA LLC
O'Fallon, MO
AUM
$446.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 801-0325
CENTORBI FINANCIAL GROUP, INC.
O'Fallon, MO
AUM
$38.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
636-634-9986
B & B FINANCIAL PLANNING CO., INC.
O'Fallon, MO
AUM
$93.1M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
636-978-8770
More cities in Missouri
Common questions
- How many financial advisors are in O'Fallon, Missouri?
- 3 registered investment advisers are listed in our O'Fallon directory, sourced from public SEC filings.
- What types of advisors are in O'Fallon?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in O'Fallon?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.