Best Financial Advisor Firms Kansas 2025

Written by AdvisorSearch.org

March 07, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Kansas in 2024.

Best Firms in Kansas

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
ABG Consultants		$576.3 million	2,898	3	$198,872
Absolute Capital Management		$434.0 million	1,563	3	$277,661
Acropolis Investment Management		$2.2 billion	1,026	36	$2.1 million
Adell Harriman & Carpenter		$1.8 billion	781	5	$2.2 million
Advanced Asset Management Advisors		$740.0 million	336	4	$2.2 million
Aspyre Wealth Partners		$669.3 million	354	8	$1.9 million
Atwood & Palmer		$1.7 billion	518	7	$3.3 million
Blbb Advisors		$2.7 billion	1,515	13	$1.8 million
Boyle Capital		$298.3 million	425	4	$701,789
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
CFO Capital Management		$218.4 million	295	6	$740,231
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clayton Wealth Partners		$810.6 million	753	6	$1.1 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
Cypress Capital		$413.5 million	696	8	$594,123
Dale K. Ehrhart		$561.5 million	121	4	$4.6 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Family Investment Center		$595.9 million	858	9	$694,573
Familywealth Asset Management		$175.1 million	412	4	$424,887
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster Group		$3.5 billion	1,829	48	$1.9 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Future Capital		$962.5 million	12,768	2	$75,386
Geowealth Management		$12.3 billion	49,816	20	$247,576
Guidestream Financial		$217.2 million	836	5	$259,868
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
KEB Wealth Advisors		$1.1 billion	641	13	$1.7 million
Keystone Financial Group		$1.9 billion	6,508	32	$285,638
Lutz Financial		$2.6 billion	881	10	$3.0 million
LVZ		$969.2 million	2,387	15	$406,035
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcalvany Wealth Management		$137.1 million	560	2	$244,772
Mench Financial		$121.2 million	184	3	$658,703
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Mitchell Capital Management CO		$861.0 million	316	5	$2.7 million
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
Novem Group		$1.4 billion	3,399	32	$415,899
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Patten and Patten		$2.1 billion	865	4	$2.4 million
Prism Financial Group		$1.7 billion	849	5	$2.0 million
Rocky Mountain Advisers		$3.0 billion	248	4	$11.9 million
RS Asset Management		$150.2 million	285	2	$526,976
S&A Financial Services		$321.7 million	1,448	4	$222,155
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Sharkey Howes & Javer		$917.0 million	894	9	$1.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Stepp & Rothwell		$963.7 million	334	10	$2.9 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TCI Wealth Advisors		$4.5 billion	3,042	34	$1.5 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
Three Bell Capital		$3.8 billion	556	13	$6.8 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Traynor Capital Management		$1.8 billion	985	6	$1.9 million
Values First Advisors		$202.0 million	1,006	8	$200,752
Wealthtrust Asset Management		$183.0 million	250	5	$731,880
Wedgewood Partners		$539.7 million	399	4	$1.4 million
Windward Private Wealth Management		$273.8 million	235	6	$1.2 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Kansas 2024.

Firm has:

• Jurisdiction in Kansas
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.