Top Financial Advisors in Overland Park, Kansas
Finding the right financial advisor in Overland Park 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 Overland Park, 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 Overland Park, KS.
Find the Best Financial Advisor Firms in Overland Park:
CREATIVE PLANNING
CRD#: 105348
Address: 5454 W. 110th Street, Overland Park, KS 66211
Clients: 35,285
Average Clients per Advisor: 32
AUM: $ 130.5B
ONEDIGITAL INVESTMENT ADVISORS
CRD#: 106766
Address: 11101 Switzer Road Suite 200, Overland Park, KS 66210
Clients: 17,636
Average Clients per Advisor: 46
AUM: $ 89.1B
MARINER WEALTH ADVISORS
CRD#: 140195
Address: 5700 W. 112th Street Suite 500, Overland Park, KS 66211
Clients: 23,130
Average Clients per Advisor: 35
AUM: $ 65.9B
PRIME CAPITAL INVESTMENT ADVISORS, LLC
CRD#: 288712
Address: 6201 College Blvd. Suite #150, Overland Park, KS 66211
Clients: 9,145
Average Clients per Advisor: 48
AUM: $ 16.7B
FCI ADVISORS
CRD#: 106398
Address: 5901 College Boulevard Suite 110, Overland Park, KS 66211
Clients: 3,422
Average Clients per Advisor: 83
AUM: $ 12.8B
MARINER PLATFORM SOLUTIONS
CRD#: 305418
Address: 5700 West 112th Street Suite 500, Overland Park, KS 66211
Clients: 1,156
Average Clients per Advisor: 15
AUM: $ 3.1B
How We Chose the Top Financial Advisors in Overland Park, Kansas
To create this list of top financial advisor firms in Overland Park, 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 Overland Park has to offer.
Search Financial Advisors in Overland Park, Kansas
Idonna Lucile Bragg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Arthur Lloyd Perry
Registered Affiliation(s):MORGAN STANLEY
Thomas Arthur Saunders
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
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
Risdan Depaul Kasper
Registered Affiliation(s):BARBER FINANCIAL GROUP
Kevin Brent Summa
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Vestana Von Achen Ahlen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Donald C Clark
Registered Affiliation(s):LPL FINANCIAL LLC
Brian Lee Heithoff
Registered Affiliation(s):MARINER WEALTH ADVISORS
David James Neihart
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Todd Andrew Osborn
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Sheila Kay Davis
Registered Affiliation(s):MORGAN STANLEY
David John Babler
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Howard Axelrod
Registered Affiliation(s):CREATIVEONE SECURITIES, LLC
Richard J Homuth
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stewart Solomon Koesten
Registered Affiliation(s):ASPYRE WEALTH PARTNERS
Michael Richard Mccaw
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Timothy Brian Shmidl
Registered Affiliation(s):PRISM FINANCIAL GROUP, L.L.C.
Steven Halsey Hughes
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Steven Ernest Heggs
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Charles Daniel Miller
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel J Frank
Registered Affiliation(s):EDWARD JONES
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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