Best Financial Advisor Firms Kansas 2023

investor.com

Written by investor.com

April 06, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Kansas.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Kansas, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Kansas are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Kansas.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Affinity Financial Advisors 5/5 Stars $466.3 million 1,148 14 $406,185
AGH Wealth Advisors 5/5 Stars $141.1 million 417 4 $338,460
Allos Investment Advisors 5/5 Stars $43.4 million 389 6 $111,661
Alphastar Capital Management 4.5/5 Stars $1.5 billion 9,696 109 $149,645
Aspyre Wealth Partners 5/5 Stars $468.4 million 327 7 $1.4 million
Axxcess Wealth Management 5/5 Stars $3.4 billion 4,933 42 $689,158
Berkeley Capital Management 5/5 Stars $54.2 million 231 2 $234,516
Beyond Wealth 5/5 Stars $74.8 million 171 3 $437,478
BKD Wealth Advisors 4.5/5 Stars $7.4 billion 4,161 80 $1.8 million
Buellesfeld Financial Services 4.5/5 Stars $33.1 million 240 1 $137,888
Butler, Lanz & Wagler 4.5/5 Stars $43.5 million 167 3 $260,401
Capital Investment Management 5/5 Stars $405.0 million 1,107 3 $365,870
Chladek Wealth Management 5/5 Stars $42.2 million 61 1 $692,268
Clayton Wealth Partners 5/5 Stars $627.0 million 620 6 $1.0 million
CommunityAmerica Financial Solutions 4.5/5 Stars $275.8 million 1,919 38 $143,706
Cornerstone Wealth Management 4.5/5 Stars $3.1 billion 17,400 92 $179,289
Cruice Financial Organization 5/5 Stars $170.3 million 317 6 $537,074
Davis Financial Management 4.5/5 Stars $84.8 million 78 1 $1.1 million
Dean Capital Management 5/5 Stars $845.9 million 2 5 $422.9 million
Dightman Capital Group 5/5 Stars $61.2 million 123 2 $497,334
ECT Advisory 4.5/5 Stars $12.4 million 8 1 $1.5 million
Edmonds Duncan Registered Investment Advisors 5/5 Stars $369.1 million 475 3 $777,009
Enenbach & Associates 4.5/5 Stars $53.6 million 3 1 $17.9 million
ETF Portfolio Partners 4.5/5 Stars $271.2 million 380 3 $713,697
Everest Wealth Management 5/5 Stars $155.3 million 74 1 $2.1 million
EVP Capital Advisors 4.5/5 Stars $60.0 million 45 2 $1.3 million
Family Investment Center 4.5/5 Stars $431.7 million 753 11 $573,294
FCI Advisors 5/5 Stars $12.8 billion 4,923 41 $2.6 million
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
Financial Management Consultants 4.5/5 Stars $0.0 40 1 $0.0
Financialife Outfitters 4.5/5 Stars $9.1 million 42 1 $217,539
First Affirmative Financial Network 5/5 Stars $695.2 million 2,411 7 $288,336
Fortune Financial Advisors 5/5 Stars $316.7 million 266 5 $1.2 million
Frank K. Swyden Asset Mgmt 5/5 Stars $52.7 million 59 1 $893,996
Freestate Advisors 4.5/5 Stars $134.0 million 217 8 $617,638
GeoWealth Management 5/5 Stars $7.5 billion 43,987 14 $171,555
Glass Lakes Capital Management 4.5/5 Stars $63.9 million 43 1 $1.5 million
IHT Wealth Management 4.5/5 Stars $4.4 billion 18,644 98 $234,583
Independent Advisor Alliance 4.5/5 Stars $10.1 billion 29,648 227 $340,518
Index Wealth Advisors 5/5 Stars $26.1 million 116 2 $224,852
Insight Financial Services 4.5/5 Stars $156.2 million 450 4 $347,116
Integrated Wealth Advisory Services 5/5 Stars $378.7 million 332 5 $1.1 million
Invisor 4.5/5 Stars $84.7 million 146 2 $579,935
KCOE Wealth Management 4.5/5 Stars $262.6 million 288 3 $911,736
Keen Wealth Advisors 5/5 Stars $743.1 million 789 14 $941,856
Legacy Financial Strategies 4.5/5 Stars $508.7 million 670 9 $759,190
Legacy Investment Partners 4.5/5 Stars $232.6 million 206 3 $1.1 million
Legacy Wealth Planning 5/5 Stars $13.1 million 27 2 $484,559
Lewer Financial Advisors 4.5/5 Stars $11.6 million 98 3 $118,274
Longview Advisors 5/5 Stars $0.0 43 1 $0.0
Mader & Shannon Wealth Management 5/5 Stars $215.0 million 392 11 $548,444
MAS Advisors 5/5 Stars $1.1 billion 240 7 $4.7 million
Meritage Portfolio Management 5/5 Stars $1.9 billion 548 1 $3.5 million
Midwest Financial Group 4.5/5 Stars $366.2 million 991 10 $369,554
Mission Financial Planning 5/5 Stars $0.0 110 2 $0.0
Mitchell Capital Management Co 5/5 Stars $661.3 million 285 6 $2.3 million
Moneta Group Investment Advisors 5/5 Stars $30.7 billion 6,873 188 $4.5 million
ONE Advisory Partners 5/5 Stars $165.8 million 244 6 $679,612
One Capital Management 4.5/5 Stars $4.9 billion 2,958 46 $1.7 million
Overland Park Wealth Management 5/5 Stars $74.1 million 134 1 $553,194
Paragon Capital Management 5/5 Stars $451.2 million 273 5 $1.7 million
PCG Wealth Management 4.5/5 Stars $588.6 million 1,663 14 $353,920
Penn Wealth Management 4.5/5 Stars $10.0 million 20 1 $500,000
Petrovic Financial Services 4.5/5 Stars $153.2 million 164 3 $934,048
Prairie Ridge Asset Management 4.5/5 Stars $51.5 million 62 1 $829,890
Prism Financial Group 5/5 Stars $1.2 billion 707 4 $1.8 million
Quantum Financial Partners 4.5/5 Stars $74.6 million 213 5 $350,023
Rademacher Financial 4.5/5 Stars $119.1 million 319 5 $373,413
RCM Wealth Advisors 5/5 Stars $244.0 million 505 9 $483,168
Redstone Advisors 4.5/5 Stars $483.4 million 131 6 $3.7 million
RFG Advisory 4.5/5 Stars $3.0 billion 10,046 110 $298,315
Rocky Mountain Advisers 5/5 Stars $2.2 billion 212 3 $10.3 million
Rubinbrown Advisors 5/5 Stars $2.1 billion 1,054 20 $2.0 million
S&A Financial Services 5/5 Stars $258.2 million 901 6 $286,593
Searcy Financial Services 5/5 Stars $334.4 million 176 6 $1.9 million
Secure Investment Management 4.5/5 Stars $36.7 million 498 12 $73,729
Sound Investments 4.5/5 Stars $20.0 million 73 1 $273,972
Sound Stewardship 4.5/5 Stars $189.0 million 168 8 $1.1 million
Steffes Financial 5/5 Stars $429.2 million 249 3 $1.7 million
Stepp & Rothwell 5/5 Stars $772.9 million 318 10 $2.4 million
Stewardship Wealth Management 4.5/5 Stars $5.4 million 10 1 $535,000
Stewart Advisory Services 5/5 Stars $1.0 million 26 2 $38,461
Sunesis Advisors 5/5 Stars $1.1 billion 14 4 $78.3 million
TAX Advantage Advisors 5/5 Stars $37.2 million 145 1 $256,528
The Retirement Planning Group 5/5 Stars $1.3 billion 1,705 16 $771,079
Triune Financial Partners 4.5/5 Stars $939.7 million 941 10 $998,648
Two West Capital Advisors 5/5 Stars $2.1 billion 455 14 $4.6 million
United Capital Management of Kansas 4.5/5 Stars $304.6 million 912 18 $334,033
Visionary Wealth Advisors 5/5 Stars $2.0 billion 3,805 34 $530,781
Wealth Alliance Advisory Group 4.5/5 Stars $527.0 million 729 7 $722,868
Wealth Management Consultants 4.5/5 Stars $25.5 million 30 2 $850,000
Wealth Partners Corporation 4.5/5 Stars $12.2 million 98 1 $124,749
Wealth Renovators 4.5/5 Stars $19.1 million 77 1 $248,332
Wealthplan Partners 4.5/5 Stars $1.6 billion 3,670 30 $441,403
Weaver Financial 5/5 Stars $38.4 million 13 1 $3.0 million
Wichita Wealth Management 5/5 Stars $41.0 million 74 2 $553,606
Widener & Asher Asset Management 4.5/5 Stars $19.8 million 40 2 $494,075
Windward Private Wealth Management 5/5 Stars $250.6 million 243 5 $1.0 million
Yeisley Wealth Solutions 4.5/5 Stars $48.1 million 389 1 $123,631
Yukon Wealth Management 4.5/5 Stars $263.0 million 82 2 $3.2 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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