Top Financial Advisors in Leawood, Kansas
Finding the right financial advisor in Leawood 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 Leawood, 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 Leawood, KS.
Find the Best Financial Advisor Firms in Leawood:
FINANCIAL ADVISORY SERVICE INC
CRD#: 109796
Address: 4747 West 135th Street Suite 100, Leawood, KS 66224
Clients: 797
Average Clients per Advisor: 39
AUM: $ 2.4B
THE RETIREMENT PLANNING GROUP, INC.
CRD#: 129625
Address: 4811 W. 136th Street, Leawood, KS 66224
Clients: 1,278
Average Clients per Advisor: 75
AUM: $ 1.5B
KAVAR CAPITAL PARTNERS
CRD#: 311744
Address: 11460 Tomahawk Creek Parkway Suite 420, Leawood, KS 66211
Clients: 222
Average Clients per Advisor: 55
AUM: $ 1.0B
MITCHELL CAPITAL MANAGEMENT CO
CRD#: 106338
Address: 11460 Tomahawk Creek Parkway Suite 410, Leawood, KS 66211-7822
Clients: 160
Average Clients per Advisor: 20
AUM: $ 661M
LEGACY FINANCIAL STRATEGIES, LLC
CRD#: 283553
Address: 11300 Tomahawk Creek Parkway Suite 190, Leawood, KS 66211
Clients: 361
Average Clients per Advisor: 32
AUM: $ 509M
ETF PORTFOLIO PARTNERS, INC.
CRD#: 128366
Address: 4831 W. 136th Street Suite 300, Leawood, KS 66224-5922
Clients: 306
Average Clients per Advisor: 102
AUM: $ 271M
How We Chose the Top Financial Advisors in Leawood, Kansas
To create this list of top financial advisor firms in Leawood, 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 Leawood has to offer.
Search Financial Advisors in Leawood, Kansas
Jeffrey Alan Nelson
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Forrest Wayne Cook
Registered Affiliation(s):CREATIVEONE SECURITIES, LLC
Keith Wade Carpenter
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Kevin Brent Summa
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Donald C Clark
Registered Affiliation(s):LPL FINANCIAL LLC
Brian Lee Heithoff
Registered Affiliation(s):MARINER WEALTH ADVISORS
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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