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, investor.com 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 | $511.9 million | 1,984 | 3 | $257,991 | |
Absolute Capital Management | $351.5 million | 1,414 | 3 | $248,567 | |
Adell Harriman & Carpenter | $1.3 billion | 723 | 5 | $1.8 million | |
Advanced Asset Management Advisors | $722.3 million | 357 | 3 | $2.0 million | |
Aspyre Wealth Partners | $534.8 million | 336 | 8 | $1.6 million | |
Assembly Wealth | $369.0 million | 255 | 6 | $1.4 million | |
Astor Investment Management | $261.4 million | 519 | 5 | $503,753 | |
Atwood & Palmer | $1.4 billion | 490 | 6 | $2.9 million | |
Blbb Advisors | $2.3 billion | 1,337 | 13 | $1.7 million | |
Boyle Capital | $241.8 million | 448 | 5 | $539,788 | |
Carret Asset Management | $3.1 billion | 2,525 | 11 | $1.2 million | |
CFO Capital Management | $187.4 million | 286 | 6 | $655,336 | |
Chandler Asset Management | $35.8 billion | 818 | 16 | $43.8 million | |
Cincinnati Asset Management | $2.4 billion | 6,312 | 8 | $378,975 | |
Clark Capital Management Group | $25.9 billion | 30,934 | 24 | $838,262 | |
Clearstead; Hartland & Co.; Clearstead Advisory Solutions | $22.4 billion | 4,264 | 28 | $5.2 million | |
Cookson Peirce Wealth Management | $1.9 billion | 920 | 17 | $2.1 million | |
Corda Investment Management | $1.6 billion | 1,315 | 22 | $1.2 million | |
Csenge Advisory Group | $2.8 billion | 5,630 | 76 | $488,978 | |
Cypress Capital | $401.0 million | 617 | 6 | $649,909 | |
Dale K. Ehrhart | $536.6 million | 125 | 4 | $4.3 million | |
EP Wealth Advisors | $22.3 billion | 13,185 | 195 | $1.7 million | |
Estabrook Capital Management | $863.7 million | 794 | 5 | $1.1 million | |
Family Investment Center | $515.7 million | 802 | 9 | $643,018 | |
Familywealth Asset Management | $175.1 million | 412 | 4 | $424,887 | |
Financial Plan | $1.1 billion | 888 | 10 | $1.2 million | |
Flexible Plan Investments | $1.4 billion | 11,773 | 6 | $120,660 | |
Foster Group | $3.2 billion | 1,840 | 47 | $1.8 million | |
Freedom Investment Management | $2.0 billion | 9,859 | 17 | $204,068 | |
Frontier Asset Management | $5.7 billion | 3,671 | 14 | $1.6 million | |
Future Capital | $962.5 million | 12,768 | 2 | $75,386 | |
Geowealth Management | $12.3 billion | 49,816 | 20 | $247,576 | |
Grimes & Company | $4.9 billion | 3,599 | 30 | $1.3 million | |
Guidestream Financial | $202.9 million | 795 | 5 | $255,269 | |
Homan Wealth Advisors | $271.1 million | 185 | 4 | $1.5 million | |
JMG Financial Group | $5.4 billion | 1,552 | 37 | $3.5 million | |
KEB Wealth Advisors | $933.4 million | 599 | 11 | $1.6 million | |
Keystone Financial Group | $1.5 billion | 5,260 | 33 | $287,020 | |
Lutz Financial | $2.3 billion | 801 | 10 | $2.8 million | |
LVZ | $874.6 million | 2,415 | 14 | $362,171 | |
Mainstay Capital Management | $4.0 billion | 3,476 | 14 | $1.2 million | |
Matson Money | $19.6 billion | 30,605 | 9 | $641,967 | |
Mench Financial | $126.7 million | 236 | 3 | $536,935 | |
Merit Financial Advisors | $7.3 billion | 11,475 | 139 | $631,994 | |
Miller Tabak Asset Management | $1.3 billion | 1,104 | 1 | $1.2 million | |
Minneapolis Portfolio Management Group | $889.0 million | 1,879 | 3 | $473,102 | |
Mitchell Capital Management CO | $762.7 million | 291 | 5 | $2.6 million | |
Parallel Advisors | $7.1 billion | 3,658 | 63 | $1.9 million | |
Perigon Wealth Management | $6.9 billion | 3,744 | 77 | $1.9 million | |
Prism Financial Group | $1.5 billion | 817 | 5 | $1.8 million | |
Rocky Mountain Advisers | $2.6 billion | 223 | 4 | $11.5 million | |
RS Asset Management | $129.4 million | 247 | 2 | $524,042 | |
S&A Financial Services | $310.6 million | 1,048 | 6 | $296,383 | |
Sage Advisory Services CO | $22.7 billion | 8,128 | 38 | $2.8 million | |
Sharkey Howes & Javer | $824.7 million | 935 | 8 | $881,987 | |
Shufro, Rose & Co | $2.0 billion | 1,269 | 9 | $1.6 million | |
Sigfig Wealth Management | $2.8 billion | 79,642 | 4 | $35,120 | |
Slavic Mutual Funds Management Corp | $5.6 billion | 1,098 | 13 | $5.1 million | |
SMI Advisory Services | $815.0 million | 975 | 5 | $835,897 | |
Smith Anglin Financial | $1.6 billion | 1,254 | 16 | $1.3 million | |
Stack Financial Management | $1.8 billion | 860 | 10 | $2.1 million | |
Stadion Money Management | $2.3 billion | 50,984 | 15 | $45,756 | |
Stepp & Rothwell | $890.7 million | 332 | 10 | $2.7 million | |
Stonebridge Capital Advisors | $2.0 billion | 1,494 | 14 | $1.4 million | |
Symmetry Partners | $5.9 billion | 11,453 | 15 | $513,352 | |
Tandem Investment Advisors | $3.2 billion | 9,811 | 9 | $330,206 | |
TCI Wealth Advisors | $4.1 billion | 2,925 | 27 | $1.4 million | |
The Mather Group | $10.5 billion | 4,245 | 91 | $2.5 million | |
Three Bell Capital | $3.2 billion | 552 | 10 | $5.9 million | |
TOM Johnson Investment Management | $1.5 billion | 5,627 | 6 | $267,561 | |
Traynor Capital Management | $1.2 billion | 1,003 | 4 | $1.2 million | |
Values First Advisors | $190.1 million | 969 | 8 | $196,156 | |
Wealthshield Partners | $917.9 million | 1,088 | 13 | $843,650 | |
Wedgewood Partners | $464.6 million | 387 | 4 | $1.2 million | |
Windward Private Wealth Management | $247.6 million | 236 | 5 | $1.0 million |
Find a financial advisor in Kansas
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Methodology
Every month investor.com’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 investor.com: 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.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.