Kansas · 2 advisers
Financial Advisors in Merriam, Kansas
Looking for a financial advisor in Merriam, Kansas? Falists indexes 2 SEC-registered and state-registered investment advisers in Merriam — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $2.09B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$2.09B
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Merriam
Ranked by AUM · Fees, team & specialties at a glance
COLUMBIA CAPITAL MANAGEMENT, LLC
Merriam, KS
AUM
$2.09B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
913-248-8500
CCM NEW OPPORTUNITIES, LLC
Merriam, KS
AUM
$1.3M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
913-248-8500
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Common questions
- How many financial advisors are in Merriam, Kansas?
- 2 registered investment advisers are listed in our Merriam directory, sourced from public SEC filings.
- What types of advisors are in Merriam?
- 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 Merriam?
- 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.