Top 6 financial advisors in Lawrence, KS
We’ve curated a list of the best financial advisors in Lawrence, take a look at it below
Find an advisor in Lawrence| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,907,976,561 | 6 advisors | ||
| 2 | $466,300,682 | 22 advisors | ||
| 3 | $412,971,513 | 5 advisors | ||
| 4 | $303,324,379 | 5 advisors | ||
| 5 | $121,848,202 | 5 advisors | ||
| 6 | $44,000 | 12 advisors |
How we came up with this list
To generate our top financial advisors list in Lawrence, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lawrence. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Veta Investment Partners, LLC
Veta Investment Partners, LLC is a financial advisory firm based in Lawrence, Kansas. It currently has approximately $1,907,976,561 of assets under management and employs about 6 people. Veta Investment Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,907,976,561
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119046
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Affinity Financial Advisors
Affinity Financial Advisors is a financial advisory firm based in Lawrence, Kansas. It currently has approximately $466,300,682 of assets under management and employs about 22 people. Affinity Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$466,300,682
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62611
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Mattern Wealth Management LLC
Mattern Wealth Management LLC is a financial advisory firm based in Lawrence, Kansas. It currently has approximately $412,971,513 of assets under management and employs about 5 people. Mattern Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$412,971,513
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-116993
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Edmonds Duncan Registered Investment Advisors, LLC
Edmonds Duncan Registered Investment Advisors, LLC is a financial advisory firm based in Lawrence, Kansas. It currently has approximately $303,324,379 of assets under management and employs about 5 people. Edmonds Duncan Registered Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$303,324,379
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-78373
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
The Perspective Group
The Perspective Group is a financial advisory firm based in Lawrence, Kansas. It currently has approximately $121,848,202 of assets under management and employs about 5 people. The Perspective Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$121,848,202
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119555
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Triad Wealth Management, LLC
Triad Wealth Management, LLC is a financial advisory firm based in Lawrence, Kansas. It currently has approximately $44,000 of assets under management and employs about 12 people. Triad Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$44,000
Headcount
12 advisors
Fee structure
A percentage of assets under your management
SEC number
801-121419
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.