Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in St Louis, United States

Name: Retirement plan advisors based in St Louis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 41 companies tracked

RevenueBase identified 41 retirement plan advisors headquartered in St Louis, United States as of September 2026 and tracks 1,012 professional contacts across them, including 480 with verified work emails. New York is the largest hub.

This list covers retirement plan advisors headquartered in St Louis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

41Companies

1,012Contacts tracked

480Verified emails

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The 25 largest retirement plan advisors based in St Louis, United States

Ranked by team size

Top 25 of 41 retirement plan advisors based in St Louis, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Nisa Investment Advisors, LLC	Partial evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	201-500	389 contacts →
	Partial evidence “NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
2	Socium Advisors	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	68 contacts →
	Indirect evidence “Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership.” Source: RevenueBase Database · checked Sep 21, 2026
3	Financial & TAX Architects	Partial evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	51-200	40 contacts →
	Partial evidence “Financial & Tax Architects is a fiduciary firm helping individuals reach their retirement goals and objectives.” Source: RevenueBase Database · checked Sep 21, 2026
4	Gatewood Wealth Solutions	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	34 contacts →
	Indirect evidence “Gatewood Wealth Solutions: Guiding Your Wealth with Purpose.” Source: RevenueBase Database · checked Sep 21, 2026
5	Signify Wealth	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	26 contacts →
	Indirect evidence “Signify Wealth is a fast growing privately-held wealth management firm providing comprehensive financial planning for the Influential.” Source: RevenueBase Database · checked Sep 21, 2026
6	Wheelhouse Advisory Group, LLC	Strong evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	22 contacts →
	Strong evidence “At Wheelhouse Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted.” Source: RevenueBase Database · checked Sep 21, 2026
7	25 Financial	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	16 contacts →
	Indirect evidence “25 Financial is a private wealth management firm providing financial planning for physicians, business owners, and other high-net-worth accredited investors.” Source: RevenueBase Database · checked Sep 21, 2026
8	Correct Capital Wealth Management	Strong evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	14 contacts →
	Strong evidence “Correct Capital is an independent, privately held wealth advisory firm that specializes in retirement planning, financial planning, portfolio management and investment advice.” Source: RevenueBase Database · checked Sep 21, 2026
9	Clayton Financial Group	Indirect evidence	St Louis, United StatesHQ checked Sep 21, 2026	1-10	14 contacts →
	Indirect evidence “Clayton Financial Group partners with individuals and families to create customized investment, financial, tax, estate, and risk management solutions that enable its clients to…” Source: RevenueBase Database · checked Sep 21, 2026
10	Precision Wealth Strategies	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “Precision Wealth Strategies is a boutique wealth management firm, headquartered in St.” Source: RevenueBase Database · checked Sep 21, 2026
11	Compass Retirement Solutions, LLC	Strong evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Strong evidence “We are a financial advisory firm that is passionate about helping baby boomers, businesses, and families, protect their assets and plan their income to avoid running out of money.” Source: RevenueBase Database · checked Sep 21, 2026
12	Clayton Investment Associates	Indirect evidence	St Louis, United StatesHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “Clayton Investment Associates is a comprehensive financial services firm committed to helping you improve your long-term financial success.” Source: RevenueBase Database · checked Sep 21, 2026
13	Edward Jones CO	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
14	Hawthorne Capital Wealth Advisors	Partial evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	11-50	6 contacts →
	Partial evidence “At Hawthorne Capital, we exist for one reason only; to create and guide you along an easy-to-understand path forward so you arrive safely in retirement.” Source: RevenueBase Database · checked Sep 21, 2026
15	PWM Planning	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Indirect evidence “The Personal Side of Wealth - PWM Planning is a leading provider of client-centered financial planning and wealth management for individuals, families, entrepreneurs, and business…” Source: RevenueBase Database · checked Sep 21, 2026
16	Toberman Becker Wealth	Partial evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Partial evidence “Toberman Becker Wealth is a fee-only fiduciary financial advisory firm based in St.” Source: RevenueBase Database · checked Sep 21, 2026
17	Employee Benefits Consultants, INC	Indirect evidence	St Louis, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
18	Cauble & Harre Wealth Management	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Our mission is to make a positive impact in the quality of your life by making your financial position as secure as possible, thereby increasing your peace of mind.” Source: RevenueBase Database · checked Sep 21, 2026
19	Duncker Streett & CO	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “St.Louis Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 21, 2026
20	Mccartney Wealth Management	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “McCartney Wealth Management (MWM) is a registered investment adviser that helps clients achieve their financial freedom, life goals and dreams through sophisticated financial…” Source: RevenueBase Database · checked Sep 21, 2026
21	Guardian Wealth Management, LLC	Partial evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Partial evidence “Guardian Wealth Management, LLC, a Fee- Based, Registered Investment Advisory firm (RIA) serving Midwest families and small businesses, provides financial guidance and fiduciary…” Source: RevenueBase Database · checked Sep 21, 2026
22	Walsh Financial Services, ST Louis	Partial evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “As independent financial advisors at Walsh Financial Services-a family-founded firm with over 60 years of history-we work with people from all walks of life to build financial…” Source: RevenueBase Database · checked Sep 21, 2026
23	Halyard Financial	Partial evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “Our specialty is working with people who are nearing retirement and looking to make a seamless transition into the next phase of their journey.” Source: RevenueBase Database · checked Sep 21, 2026
24	Atlas Financial Strategies INC	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “With a distinctive background as a professional firefighter and paramedic, my journey into the world of finance was triggered by a personal "scariest moment", a transition in my…” Source: RevenueBase Database · checked Sep 21, 2026
25	Rising Tide Wealth Advisory Solutions, LLC	Indirect evidence	St Louis, MO, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “Providing a range of investment consulting and analytical services to financial professionals and investors.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retirement plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names retirement plan advisors.
Partial evidence: Its own public description names part of retirement plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 41 retirement plan advisors based in St Louis, United States

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Retirement plan advisors based in St Louis, United States at a glance

As of Sep 21, 2026

47.4%Verified-email coverage

24.7Average contacts per company

1-10Median size (employees)

970.7%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for St Louis, so it is reported there. Company counts and contact totals on this page are exact for St Louis, over 41 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in St Louis, United States whose own description of what they do matches “retirement plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among retirement plan advisors, and records with no verified work email. Companies headquartered outside St Louis are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 480 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Retirement plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many retirement plan advisors are there based in St Louis, United States?

RevenueBase identified 41 retirement plan advisors headquartered in St Louis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Nisa Investment Advisors, LLC, headquartered in St Louis, tops this list with the largest team on record.

Which city has the most retirement plan advisors?

New York leads with 398 headquartered companies, followed by Houston (260) and Atlanta (253).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 480 verified decision-maker contacts tracked across these 41 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.