Retirement Plan Advisors in O'Fallon, MO
The top-ranked retirement plan advisors serving O'Fallon, MO are Mainstreet Ria LLC, First Heartland Consultants, Inc. and Bridgewater Asset Management LLC. We list 45 retirement plan advisors serving O'Fallon, MO. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving O'Fallon, MO (St. Charles County). 45 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for O'Fallon
- MAINSTREET RIA LLCBased in O'Fallon, MO
#2First Heartland Consultants, Inc.
FIRST HEARTLAND CONSULTANTS, INC.Serves this area from Lake St. Louis, MO (4 mi)#3Bridgewater Asset Management LLC
BRIDGEWATER ASSET MANAGEMENT LLCServes this area from Chesterfield, MO (12 mi)#4Fyra Capital Management
PINERIDGE ADVISORS, LLCServes this area from St. Charles, MO (12 mi)#5Brand Asset Management Group, Inc.
BRAND ASSET MANAGEMENT GROUP, INC.Serves this area from Chesterfield, MO (12 mi)#6Cql Capital Management
CQL CAPITAL MANAGEMENTServes this area from Chesterfield, MO (15 mi)#7U.S. Institutional Corporation
U.S. INSTITUTIONAL CORPORATIONServes this area from Chesterfield, MO (15 mi)#8Diversified Financial Advisors, LLC
DIVERSIFIED FINANCIAL ADVISORS, LLCServes this area from Town and Country, MO (15 mi)#9Sawyer Capital Management
SAWYER CAPITAL MANAGEMENT, INC.Serves this area from Wildwood, MO (15 mi)#10Plancorp, LLC
PLANCORP, LLCServes this area from Town and Country, MO (15 mi)
20 more providers serving this area
- Moment Private Wealth, Creve Coeur, MO (17 mi)
- Capital Management Services, Inc., MO
- Ifg Advisors, LLC, Creve Coeur, MO (18 mi)
- Fama Fiduciary Wealth LLC, MO
- Cornerstone Wealth Management, LLC, Des Peres, MO (19 mi)
- Fiduciary Advisors, Inc., Town and Country, MO (19 mi)
- Droms Strauss Wealth Management, Creve Coeur, MO (19 mi)
- Edward Jones, Des Peres, MO (19 mi)
- Ascension Investment Management, Edmundson, MO (20 mi)
- Fefa Financial, Valley Park, MO (20 mi)
- 25 Financial, Kirkwood, MO (22 mi)
- Trinity Wealth Advisors LLC, Kirkwood, MO (22 mi)
- Fortify Wealth, Inc., Kirkwood, MO (22 mi)
- Sunpointe Investments, Clayton, MO (22 mi)
- Benjamin F. Edwards & Company, Incorporated, Clayton, MO (22 mi)
- Benjamin F. Edwards Wealth Management, LLC, Clayton, MO (22 mi)
- Clarity Financial Planners, Clayton, MO (22 mi)
- Clayton Financial Group, LLC, Clayton, MO (22 mi)
- Foundation Wealth Management, LLC, Clayton, MO (22 mi)
- Vista Finance, LLC, Clayton, MO (22 mi)
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Frequently asked questions
How many retirement plan advisors serve O'Fallon?
We list 45 retirement plan advisors serving O'Fallon, MO: 1 based there and 44 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve O'Fallon?
The top-ranked retirement plan advisors serving O'Fallon, MO are Mainstreet Ria LLC, First Heartland Consultants, Inc., Bridgewater Asset Management LLC, Fyra Capital Management and Brand Asset Management Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving O'Fallon are verified against official records?
10 of the top 10 match an active official record: Mainstreet Ria LLC (U.S. Securities and Exchange Commission), First Heartland Consultants, Inc. (U.S. Securities and Exchange Commission), Bridgewater Asset Management LLC (U.S. Securities and Exchange Commission), Fyra Capital Management (U.S. Securities and Exchange Commission) and Brand Asset Management Group, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .