Top 10 advisors in Overland Park

Top 10 advisors in Overland Park

We’ve curated a list of the best financial advisors in Overland Park, take a look at it below

Find an advisor in Overland Park
# Financial advisor Assets under management Number of advisors
1 $53,006,916,418 1465 advisors
2 $27,115,061,122 550 advisors
3 $7,880,967,915 329 advisors
4 $7,253,089,278 71 advisors
5 $6,257,201,836 237 advisors
6 $2,879,545,390 169 advisors
7 $2,866,122,301 75 advisors
8 $2,031,440,004 15 advisors
9 $1,808,549,455 17 advisors
10 $1,464,241,211 11 advisors

How we came up with this list

To generate our top financial advisors list in Overland Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Overland Park. 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. Mariner Wealth Advisors

    Assets under management

    $53,006,916,418

    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 Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

    Family Office Services

  • 2. Onedigital Investment Advisors

    Assets under management

    $27,115,061,122

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

  • 3. Prime Capital Investment Advisors, LLC

    Assets under management

    $7,880,967,915

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Educational Seminars/workshops

    Qualified Retirement Plan Services, Consulting Services, Co-advisory, Selection Of Sub-advisors

  • 4. Tortoise Capital Advisors, L.l.c.

    Assets under management

    $7,253,089,278

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 5. Mariner Independent Advisor Network, LLC

    Assets under management

    $6,257,201,836

    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)

    Pension Consulting Services

    Selection Of Other Advisers

  • 6. Creativeone Wealth, LLC

    Assets under management

    $2,879,545,390

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SUB-ADVISER FEES/SOLICITOR FEES

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

    Sub Adviser Services

  • Not sure which one to choose?
    Use our smart matching tool

    7. Mariner Platform Solutions

    Assets under management

    $2,866,122,301

    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)

    Pension Consulting Services

  • 8. Two West Capital Advisors LLC

    Assets under management

    $2,031,440,004

    Fee structure

    A percentage of assets under your management

    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)

    Pension Consulting Services

    Selection Of Other Advisers

  • 9. Meritage Portfolio Management, Inc.

    Assets under management

    $1,808,549,455

    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 Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

  • Not sure which one to choose?
    Use our smart matching tool

    10. Baystate Wealth Management

    Assets under management

    $1,464,241,211

    Fee structure

    A percentage of assets under your management

    Services offered

    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)

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].