Top 6 advisors in Leawood
We’ve curated a list of the best financial advisors in Leawood, take a look at it below
Find an advisor in Leawood| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,309,098,677 | 26 advisors | ||
| 2 | $1,016,223,099 | 5 advisors | ||
| 3 | $661,286,384 | 11 advisors | ||
| 4 | $430,597,121 | 12 advisors | ||
| 5 | $324,863,169 | 6 advisors | ||
| 6 | $181,735,000 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Leawood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Leawood. 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. Fas Wealth Partners, Inc.
Assets under management
$2,309,098,677
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PLANNING 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)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Defined Contribution Plans
2. Kavar Capital Partners
Assets under management
$1,016,223,099
Fee structure
A percentage of assets under your management
RETIREMENT PLAN CONSULTING
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)
Retirement Plan Consulting; Credit And Cash Management Solutions
3. Mitchell Capital Management Co
Assets under management
$661,286,384
Fee structure
A percentage of assets under your management
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)
4. Legacy Financial Strategies, LLC
Assets under management
$430,597,121
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. Etf Portfolio Partners, Inc.
Assets under management
$324,863,169
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
6. Viawealth, LLC
Assets under management
$181,735,000
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
Selection Of Other Advisers
Your first meeting is free.