Top Financial Advisors in Kansas City, Missouri
Finding the right financial advisor in Kansas City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Kansas City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Kansas City, MO.
Find the Best Financial Advisor Firms in Kansas City:
MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624
Address: 1712 Main Street Suite 400, Kansas City, MO 64108
Clients: 8,995
Average Clients per Advisor: 88
AUM: $ 10.9B
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
CRD#: 311623
Address: 4900 Main Street Suite 700, Kansas City, MO 64112
AUM: $ 6.7B
PANDI, LLC
CRD#: 330112
Address: 300 Wyandotte Street Suite 301, Kansas City, MO 64105
AUM: $ 2.0B
ATWOOD & PALMER, INC.
CRD#: 104995
Address: 4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541
Clients: 153
Average Clients per Advisor: 25
AUM: $ 2.0B
BUTTONWOOD FINANCIAL GROUP, LLC
CRD#: 151164
Address: 3013 Main Street, Kansas City, MO 64108-3323
Clients: 391
Average Clients per Advisor: 55
AUM: $ 697M
SARVER VROOMAN WEALTH ADVISORS LLC
CRD#: 332699
Address: 9237 Ward Parkway Suite 320, Kansas City, MO 64114
Clients: 234
Average Clients per Advisor: 58
AUM: $ 436M
How We Chose the Top Financial Advisors in Kansas City, Missouri
To create this list of top financial advisor firms in Kansas City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Kansas City has to offer.
Search Financial Advisors in Kansas City, Missouri
Arthur Lloyd Perry
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Alan Nelson
Registered Affiliation(s):OSAIC WEALTH, INC.
Keith Wade Carpenter
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Donald C Clark JR
Registered Affiliation(s):LPL FINANCIAL LLC
Kevin Brent Summa
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Risdan Depaul Kasper
Registered Affiliation(s):MODERN WEALTH MANAGEMENT, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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