Top 6 advisors in Lawrence
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.
1. Veta Investment Partners, LLC
Assets under management
$1,907,976,561
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
2. Affinity Financial Advisors
Assets under management
$466,300,682
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
3. Mattern Wealth Management LLC
Assets under management
$412,971,513
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
4. Edmonds Duncan Registered Investment Advisors, LLC
Assets under management
$303,324,379
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
5. The Perspective Group
Assets under management
$121,848,202
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Triad Wealth Management, LLC
Assets under management
$44,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.