Kansas · 3 advisers
Financial Advisors in Lenexa, Kansas
Looking for a financial advisor in Lenexa, Kansas? Falists indexes 3 SEC-registered and state-registered investment advisers in Lenexa — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $410.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$410.7M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lenexa
Ranked by AUM · Fees, team & specialties at a glance
COPPER FINANCIAL
Lenexa, KS
AUM
$410.7M
Team
44 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-905-3600
DOGWOOD WEALTH MANAGEMENT, LLC
Lenexa, KS
AUM
$257.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(913) 232-2900
CHALLENGE EVERYTHING FINANCIAL LLC
Lenexa, KS
AUM
$3.1M
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
913-404-9002
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Common questions
- How many financial advisors are in Lenexa, Kansas?
- 3 registered investment advisers are listed in our Lenexa directory, sourced from public SEC filings.
- What types of advisors are in Lenexa?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lenexa?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.