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Top Financial Advisors in Kansas City, Missouri

Finding the right financial advisor in Kansas City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Kansas City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Kansas City, MO.


Find the Best Financial Advisor Firms in Kansas City:

PRAIRIE CAPITAL MANAGEMENT GROUP, LLC

CRD#: 311623

RIA

Address: 4900 Main Street Suite 700, Kansas City, MO 64112

AUM: $ 5.9B

Find an Advisor

RETIREMENT BENCHMARK, LLC

CRD#: 147640

RIA

Address: 4600 Madison Suite 650, Kansas City, MO 64112

Clients: 8

Average Clients per Advisor: 2

AUM: $ 1.8B

ATWOOD & PALMER, INC.

CRD#: 104995

RIA

Address: 4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541

Clients: 124

Average Clients per Advisor: 24

AUM: $ 1.2B

BUTTONWOOD FINANCIAL GROUP, LLC

CRD#: 151164

RIA

Address: 3013 Main Street, Kansas City, MO 64108-3323

Clients: 152

Average Clients per Advisor: 21

AUM: $ 532M

STERNECK CAPITAL MANAGEMENT LLC

CRD#: 111463

RIA

Address: 4510 Belleview Avenue Suite 204, Kansas City, MO 64111

Clients: 195

Average Clients per Advisor: 39

AUM: $ 239M

NICHOLSON MEYER CAPITAL MANAGEMENT, INC.

CRD#: 105580

RIA

Address: 4600 Madison Avenue Suite 150, Kansas City, MO 64112

Clients: 176

Average Clients per Advisor: 88

AUM: $ 218M

How We Chose the Top Financial Advisors in Kansas City, Missouri

To create this list of top financial advisor firms in Kansas City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Kansas City has to offer.

Search Financial Advisors in Kansas City, Missouri


Name or CRD#
Location:
Firm name (optional)
Richard Christopher Salmen

Richard Christopher Salmen

IAR
CRD#: 2230266
CFP®: Certified Financial Planner
Location:
Lenexa, KS 66215

Registered Affiliation(s):FAMILY INVESTMENT CENTER

Disclosures:
Experience:
34 years registered
Michael Dean Vogt

Michael Dean Vogt

Michael Dean Vogt
IAR
RR
CRD#: 5222694
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Olathe, KS 66062

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
Mark Anthony Albright

Mark Anthony Albright

IAR
RR
CRD#: 4413263
CFP®: Certified Financial Planner
Location:
Overland Park, KS 66211

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
25 years registered
Scott Lawrence

Scott Lawrence

Scott J Lawrence, Scott Justin Lawrence
IAR
RR
CRD#: 2084323
Location:
Overland Park, KS 66223

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
35 years registered
Chad Michael Davis

Chad Michael Davis

IAR
RR
CRD#: 2445238
CFP®: Certified Financial Planner
Location:
Leawood, KS 66211-2729

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Eric Jason Vospette

Eric Jason Vospette

IAR
RR
CRD#: 2269281
Location:
Leawood, KS 66211-2729

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
Bradley Alan Schmidt

Bradley Alan Schmidt

Bradley Alan Schmide
IAR
RR
CRD#: 2236254
Location:
Liberty, MO 64068

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Brian Craig Moran

Brian Craig Moran

IAR
RR
CRD#: 2306824
Location:
Leawood, KS 66211

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
33 years registered
Brian Mark Daniel

Brian Mark Daniel

IAR
RR
CRD#: 2380631
Location:
Leawood, KS 66211

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
33 years registered
Erica L Gabrick

Erica L Gabrick

Erica L Allen, Erica Leigh Gabrick
IAR
RR
CRD#: 3028332
CFP®: Certified Financial Planner
Location:
Kansas City, MO 64151

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Philip Ray Parke

Philip Ray Parke

IAR
RR
CRD#: 4591124
CFP®: Certified Financial Planner
Location:
Raymore, MO 64083

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
Joel David Hadfield

Joel David Hadfield

PR
CRD#: 4659318
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63131

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Christopher M Schumm

Christopher M Schumm

Chris M Schumm, Christopher Matthew Schumm
IAR
RR
CRD#: 2728587
CIMA®: Certified Investment Management Analyst
Location:
Leawood, KS 66211

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
30 years registered
Lance Andrew Turpin

Lance Andrew Turpin

IAR
RR
CRD#: 2459041
Location:
Overland Park, KS 66211

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
32 years registered
Timothy S. Deves

Timothy S. Deves

Tim Deves, Timothy Scott Deves
IAR
RR
CRD#: 2324034
Location:
Shawnee, KS 66216

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Kurt David Hill

Kurt David Hill

IAR
RR
CRD#: 2370121
Location:
Lenexa, KS 66215

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
William Christopher Brown

William Christopher Brown

Chris Brown
IAR
RR
CRD#: 2337630
Location:
Gladstone, MO 64118

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Tonya L Lore

Tonya L Lore

Tonya Lynn Leek, Tonya Lynn Lore
IAR
RR
CRD#: 4877968
CFP®: Certified Financial Planner
Location:
Leawood, KS 66211

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
21 years registered
Ronald Paul Schwantes

Ronald Paul Schwantes

IAR
CRD#: 2327747
CFP®: Certified Financial Planner
Location:
Overland Park, KS 66210

Registered Affiliation(s):S&A FINANCIAL SERVICES, INC.

Disclosures:
Experience:
31 years registered
Michelle Elizabeth Jarvis

Michelle Elizabeth Jarvis

Michelle E. Allen
IAR
RR
CRD#: 4218033
CFP®: Certified Financial Planner
Location:
Kansas City, MO 64158-1295

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
21 years registered
George W Morse

George W Morse

George W Morse, George Wayne Morse
IAR
RR
CRD#: 2628772
Location:
Harrisonville, MO 64701-2357

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
31 years registered
Todd Lesage

Todd Lesage

Todd Michael Lesage
IAR
RR
CRD#: 2436718
Location:
Leawood, KS 66211

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
30 years registered
Lucinda Lynn Richey

Lucinda Lynn Richey

Cindy Mueller, Cindy Richey
IAR
CRD#: 2723663
CFP®: Certified Financial Planner
Location:
Riverside, MO 64150

Registered Affiliation(s):PROSPERITY PLANNING

Disclosures:
Experience:
30 years registered
Michael Andrew Keeton

Michael Andrew Keeton

Michael Keeton, Mike Keeton
IAR
RR
CRD#: 5108118
CFP®: Certified Financial Planner
Location:
Kansas City, MO 64151

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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