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Best Financial Advisors near Overland Park, Kansas


To help Americans find the best financial advisors in Overland Park, Kansas, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Overland Park, Kansas.


1. Jackson Thornton Asset Management
   (334) 834-7660
6700 Squibb Road Suite 215, Mission, Kansas

Jackson Thornton Asset Management, registered in 2002, manages $1.1 billion for 830 clients.

2. Stepp & Rothwell
   (913) 345-4800
7300 College Boulevard, Suite 100. Overland Park, KS

Stepp & Rothwell, registered in 1998, manages $692.9 million for 263 clients.

3. ONE Advisory Partners
   (913) 663-2376
10851 Mastin Boulevard, Suite 270. Overland Park, KS

ONE Advisory Partners, registered in 2012, manages $262.0 million for 249 clients.

4. Paragon Capital Management
   (913) 451-2254
9200 Indian Creek Pkwy, Suite 600. Overland Park, KS

Paragon Capital Management, registered in 1998, manages $314.6 million for 200 clients.

5. Meritage Portfolio Management
   (913) 345-7000
7500 College Blvd, Suite 1212. Overland Park, KS

Meritage Portfolio Management, registered in 1991, manages $1.8 billion for 506 clients.

6. Windward Private Wealth Management
   (913) 381-7411
10955 Lowell Avenue, Suite 410. Overland Park, KS

Windward Private Wealth Management, registered in 2014, manages $212.0 million for 228 clients.

7. Stancorp Investment Advisers
   (971) 321-8844
6800 College Blvd Suite 500, Overland Park, Kansas

Stancorp Investment Advisers, registered in 2000, manages $21.5 billion for 75,978 clients.

8. Prism Financial Group
   (913) 345-1444
7101 College Blvd. Suite 900 Overland Park, KS

Prism Financial Group, registered in 2002, manages $801.8 million for 566 clients.

9. Two West Capital Advisors
   (913) 825-1722
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560. Overland Park, KS

Two West Capital Advisors, registered in 2012, manages $1.5 billion for 330 clients.

10. Sunesis Advisors
   (913) 815-4460
6750 W 93rd Street, Suite 100. Overland Park, KS

Sunesis Advisors, registered in 2011, manages $622.1 million for 12 clients.

11. Financial Engines Advisors
   (408) 498-6000
11095 Metcalf Avenue, Overland Park, Kansas

Financial Engines Advisors, registered in 1998, manages $229.0 billion for 1,241,210 clients.

12. Triune Financial Partners
   (913) 825-6100
Lighton Plaza II, 7400 College Blvd, Suite 300. Overland Park, KS

Triune Financial Partners, registered in 2010, manages $698.6 million for 830 clients.

13. Lumia Wealth
   (913) 381-0280
6420 West 95th Street, Ste 202. Overland Park, KS

Lumia Wealth, registered in 2016, manages $145.5 million for 110 clients.

14. V Wealth Advisors
   (913) 214-3728
Multiple Locations

V Wealth Advisors, registered in 2010, manages $1.3 billion for 6,836 clients.

15. Heartland Wealth Advisors
   (913) 469-8227
7015 College Blvd, Suite 750. Overland Park, KS

Heartland Wealth Advisors, registered in 2014, manages $234.1 million for 172 clients.

16. Petrovic Financial Services
   (913) 385-5523
4200 Somerset Drive, Suite 217 Prairie Village, KS

Petrovic Financial Services, registered in 2015, manages $143.7 million for 155 clients.

17. Keen Wealth Advisors
   (913) 624-1841
6201 College Blvd., Suite 325 Overland Park, KS

Keen Wealth Advisors, registered in 2014, manages $497.4 million for 599 clients.

18. Integrated Wealth Advisory Services
   (913) 491-4908
4400 W. 109th Street, Suite 250. Overland Park, KS

Integrated Wealth Advisory Services, registered in 2012, manages $296.6 million for 313 clients.

19. Tower Wealth Managers
   (816) 859-7520
Multiple Locations

Tower Wealth Managers, registered in 2008, manages $1.8 billion for 31 clients.

20. Tower Wealth Managers
   (816) 859-7520
Multiple Locations

Tower Wealth Managers, registered in 2008, manages $1.8 billion for 31 clients.



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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Kansas


Leawood, Kansas Lenexa, Kansas Mission, Kansas OP, Kansas Olathe, Kansas Overland Park, Kansas Prairie Village, Kansas SM, Kansas Shawnee Mission, Kansas Shawnee, Kansas

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