AdvisorGrade

Financial advisers in Kansas City, MO

30 registered investment adviser firms in Kansas City managing $379.9B in assets, based on public SEC Form ADV filings.

American Century Investment Management INC

Kansas City, MO · Est. 1971

NationalInternational
Fee-based
AUM
$306.0B
Per adviser
$1.5B
Advisers
211

No reported disclosures

Scout Investments, INC.

Kansas City, MO · Est. 2001

RegionalInternational
Fee-based
AUM
$36.6B
Per adviser
$1.5B
Advisers
24

No reported disclosures

Modern Wealth Management, LLC

Kansas City, MO · Est. 2023

NationalInternational
Fee-based
AUM
$10.9B
Per adviser
$107M
Advisers
102

No reported disclosures

Prairie Capital Management Group, LLC

Kansas City, MO · Est. 2021

Regional
Fee-based
AUM
$7.1B
Per adviser
$274M
Advisers
26

No reported disclosures

Five Elms Capital

Kansas City, MO · Est. 2017

Regional
Fee-only
AUM
$3.1B
Per adviser
$54M
Advisers
58

No reported disclosures

Commerce Investment Advisors, INC.

Kansas City, MO · Est. 2001

Regional
Fee-only
AUM
$2.5B
Per adviser
$75M
Advisers
34

No reported disclosures

American Century Investments Private Client Group, INC.

Kansas City, MO · Est. 2017

Regional
Fee-only
AUM
$2.3B
Per adviser
Advisers

No reported disclosures

Atwood & Palmer, INC.

Kansas City, MO · Est. 1990

Regional
Fee-based
AUM
$2.0B
Per adviser
$340M
Advisers
6

No reported disclosures

Platform Investments, LLC

Kansas City, MO · Est. 2012

Local
Fee-based
AUM
$1.7B
Per adviser
$207M
Advisers
8

No reported disclosures

Pandi, LLC

Kansas City, MO · Est. 2024

Local
Fee-based
AUM
$1.4B
Per adviser
$197M
Advisers
7

No reported disclosures

Nuance Investments, LLC

Kansas City, MO · Est. 2008

LocalInternational
Fee-only
AUM
$984M
Per adviser
$328M
Advisers
3

No reported disclosures

Buttonwood Financial Group, LLC

Kansas City, MO · Est. 2009

Local
Fee-based
AUM
$659M
Per adviser
$94M
Advisers
7

Ninth Avenue Capital, LP

Kansas City, MO · Est. 2025

LocalInternational
Fee-only
AUM
$536M
Per adviser
$77M
Advisers
7

No reported disclosures

Sarver Vrooman Wealth Advisors LLC

Kansas City, MO · Est. 2025

Local
Fee-based
AUM
$452M
Per adviser
$113M
Advisers
4

No reported disclosures

Waterequity LLC

Kansas City, MO · Est. 2021

LocalInternational
Fee-only
AUM
$450M
Per adviser
$17M
Advisers
27

No reported disclosures

Cpc Management, LLC

Kansas City, MO · Est. 2021

Local
Fee-only
AUM
$428M
Per adviser
$27M
Advisers
16

No reported disclosures

Nicholson Meyer Capital Management, INC.

Kansas City, MO · Est. 2018

Local
Fee-based
AUM
$338M
Per adviser
$169M
Advisers
2

No reported disclosures

Mid-American Wealth Advisory Group

Kansas City, MO · Est. 2021

Local
Fee-only
AUM
$336M
Per adviser
$56M
Advisers
6

No reported disclosures

Sterneck Capital Management LLC

Kansas City, MO · Est. 1993

Regional
Fee-based
AUM
$328M
Per adviser
$82M
Advisers
4

No reported disclosures

1248 Partners, LLC

Kansas City, MO · Est. 2024

Local
Fee-only
AUM
$323M
Per adviser
$108M
Advisers
3

No reported disclosures

Craft & Sage Wealth

Kansas City, MO · Est. 2023

Regional
Fee-based
AUM
$307M
Per adviser
$44M
Advisers
7

No reported disclosures

Mader & Shannon Wealth Management

Kansas City, MO · Est. 2007

Local
Fee-only
AUM
$269M
Per adviser
$30M
Advisers
9

No reported disclosures

Baum Capital Partners Management, LLC

Kansas City, MO · Est. 2025

Local
Fee-only
AUM
$247M
Per adviser
$31M
Advisers
8

No reported disclosures

Sonas Financial Group, INC.

Kansas City, MO · Est. 2024

Local
Fee-based
AUM
$150M
Per adviser
$75M
Advisers
2

No reported disclosures

Flyover Capital Partners, LLC

Kansas City, MO · Est. 2023

Local
Fee-only
AUM
$148M
Per adviser
$18M
Advisers
8

No reported disclosures

Divvi Wealth Management

Kansas City, MO · Est. 2025

Local
Fee-only
AUM
$127M
Per adviser
$32M
Advisers
4

No reported disclosures

Ryan Poage & Co.

Kansas City, MO · Est. 2026

Local
Fee-based
AUM
$114M
Per adviser
$38M
Advisers
3

No reported disclosures

Umb Private Wealth Management, LLC

Kansas City, MO · Est. 2019

Regional
Fee-based
AUM
$68M
Per adviser
$2M
Advisers
41

No reported disclosures

Umb Financial Services, INC.

Kansas City, MO · Est. 2004

Regional
Fee-only
AUM
$5M
Per adviser
$93,395.167
Advisers
54

No reported disclosures

Lockton Investment Advisors, LLC

Kansas City, MO · Est. 2007

Local
Fee-based
AUM
Per adviser
Advisers
24

No reported disclosures