Top 10 advisors in Kansas City
We’ve curated a list of the best financial advisors in Kansas City, take a look at it below
Find an advisor in Kansas City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $29,019,908,924 | 53 advisors | ||
| 2 | $5,575,739,313 | 24 advisors | ||
| 3 | $1,617,156,869 | 41 advisors | ||
| 4 | $1,521,167,662 | 38 advisors | ||
| 5 | $1,299,146,403 | 38 advisors | ||
| 6 | $1,245,986,269 | 8 advisors | ||
| 7 | $425,236,961 | 19 advisors | ||
| 8 | $249,576,936 | 15 advisors | ||
| 9 | $248,199,609 | 5 advisors | ||
| 10 | $225,080,033 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Kansas City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kansas City. 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. Scout Investments, Inc.
Assets under management
$29,019,908,924
Fee structure
A percentage of assets under your management
Fixed fees
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)
2. Nuance Investments, LLC
Assets under management
$5,575,739,313
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)
3. Five Elms Capital
Assets under management
$1,617,156,869
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Prairie Capital Management Group, LLC
Assets under management
$1,521,167,662
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS
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
Credit And Cash Mgmt Solutions And Insurance Solutions
5. Platform Investments, LLC
Assets under management
$1,299,146,403
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
ACQUISITION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Atwood & Palmer, Inc.
Assets under management
$1,245,986,269
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)
- Not sure which one to choose?Use our smart matching tool
7. Cpc Management, LLC
Assets under management
$425,236,961
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Mid-american Wealth Advisory Group
Assets under management
$249,576,936
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)
Selection Of Other Advisers
9. Nicholson Meyer Capital Management, Inc.
Assets under management
$248,199,609
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
Business Consulting
- Not sure which one to choose?Use our smart matching tool
10. Sterneck Capital Management LLC
Assets under management
$225,080,033
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Executive Coaching
Your first meeting is free.