Best Financial Advisor Firms Kansas 2024

Written by investor.com

August 01, 2024

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

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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.

About the Editorial Team

Investor.com is your trustworthy guide to the world of financial advisors. 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.