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
Christopher M Schumm
Registered Affiliation(s):MORGAN STANLEY
Lance Andrew Turpin
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kurt David Hill
Registered Affiliation(s):EDWARD JONES
Timothy S. Deves
Registered Affiliation(s):EDWARD JONES
William Christopher Brown
Registered Affiliation(s):EDWARD JONES
Tonya L Lore
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ray Darby Evans
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Ronald Paul Schwantes
Registered Affiliation(s):S&A FINANCIAL SERVICES, INC.
Michelle Elizabeth Jarvis
Registered Affiliation(s):EDWARD JONES
George W Morse
Registered Affiliation(s):EDWARD JONES
Elizabeth Jane Mcleod
Registered Affiliation(s):CREATIVE PLANNING
Todd Lesage
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lucinda Lynn Richey
Registered Affiliation(s):PROSPERITY PLANNING
Christopher Dean Thiele
Registered Affiliation(s):EDWARD JONES
Michael Andrew Keeton
Registered Affiliation(s):EDWARD JONES
Teri Linn Salach
Registered Affiliation(s):MORGAN STANLEY
Kurt Charles Commerford
Registered Affiliation(s):CREATIVE PLANNING
Adam Gregory Hoopes
Registered Affiliation(s):CREATIVE PLANNING
Robert Dean Harris
Registered Affiliation(s):CREATIVE PLANNING
Robert Wilson Becker
Registered Affiliation(s):EDWARD JONES
Marc David Beelman
Registered Affiliation(s):EDWARD JONES
Dianna L Smith
Registered Affiliation(s):MORGAN STANLEY
Kevin Russell Lampo
Registered Affiliation(s):EDWARD JONES
Craig Dean Holtzen
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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