Financial advisers in Lawrence, KS
6 registered investment adviser firms in Lawrence managing $5.6B in assets, based on public SEC Form ADV filings.
Veta Investment Partners, LLC
Lawrence, KS · Est. 2020
Regional
- AUM
- $2.8B
- Per adviser
- $1.4B
- Advisers
- 2
No reported disclosures
Triad Wealth Partners, LLC
Lawrence, KS · Est. 2023
National
- AUM
- $1.5B
- Per adviser
- $46M
- Advisers
- 33
No reported disclosures
Mattern Wealth Management LLC
Lawrence, KS · Est. 2019
Local
- AUM
- $579M
- Per adviser
- $193M
- Advisers
- 3
No reported disclosures
Retirement Portfolios, LLC
Lawrence, KS · Est. 2025
Local
- AUM
- $290M
- Per adviser
- $145M
- Advisers
- 2
No reported disclosures
Rademacher Financial, INC.
Lawrence, KS · Est. 2018
Local
- AUM
- $234M
- Per adviser
- $47M
- Advisers
- 5
No reported disclosures
The Perspective Group
Lawrence, KS · Est. 2020
Local
- AUM
- $225M
- Per adviser
- $113M
- Advisers
- 2
No reported disclosures