Kansas · 193 firms
Trust & Estate Advisors in Kansas
Advisers working with trusts, estates, and charitable organizations. Browse 193 advisers in Kansas matching this specialty, with fees, team size, and AUM from public SEC filings.
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Kansas
CREATIVE PLANNING
Overland Park, KS
AUM
$295.57B
Team
1538 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 909-5148
ONEDIGITAL
Overland Park, KS
AUM
$155.41B
Team
367 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877-742-2021
MARINER
Overland Park, KS
AUM
$125.41B
Team
933 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-904-5700
AE WEALTH MANAGEMENT, LLC
Topeka, KS
AUM
$49.84B
Team
448 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
866-363-9595
PRIME CAPITAL FINANCIAL
Overland Park, KS
AUM
$39.14B
Team
261 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
(800) 493-6226
PALMER SQUARE CAPITAL MANAGEMENT LLC
Mission Woods, KS
AUM
$25.59B
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
816-994-3200
MARINER ADVISOR NETWORK
Overland Park, KS
AUM
$9.57B
Team
150 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
650-571-1934
TORTOISE CAPITAL ADVISORS, L.L.C.
Overland Park, KS
AUM
$8.93B
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(913) 981-1020
MARINER INDEPENDENT
Overland Park, KS
AUM
$7.34B
Team
106 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-904-5700
KORNITZER CAPITAL MANAGEMENT, INC.
Mission, KS
AUM
$6.75B
Team
24 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
913-677-7778
CREATIVEONE WEALTH, LLC
Overland Park, KS
AUM
$6.25B
Team
203 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
913-402-7897
THE RETIREMENT PLANNING GROUP, LLC
Leawood, KS
AUM
$4.16B
Team
33 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
913-498-8898
TWO WEST CAPITAL ADVISORS LLC
Overland Park, KS
AUM
$3.89B
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
913-825-1722
FAS WEALTH PARTNERS, INC.
Leawood, KS
AUM
$3.78B
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
913-239-2300
ROCKY MOUNTAIN ADVISERS, LLC
Salina, KS
AUM
$3.15B
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
785-823-3097
MARINER
Overland Park,, KS
AUM
$2.77B
Team
7 advisors
Clients
—
Fees
Percentage of AUM
9139045700
CREATIVEONE SECURITIES, LLC
Overland Park, KS
AUM
$2.54B
Team
123 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
913-814-6097
CALIBER WEALTH MANAGEMENT, LLC
Overland Park, KS
AUM
$1.76B
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
913-303-3920
FORTIS CAPITAL ADVISORS, LLC
Prairie Village, KS
AUM
$1.62B
Team
57 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(913) 222-8862
CGN ADVISORS, LLC
Manhattan, KS
AUM
$1.60B
Team
40 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
910-333-6659
KAVAR CAPITAL PARTNERS
Leawood, KS
AUM
$1.58B
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
913-428-3300
TRIAD WEALTH PARTNERS, LLC
Lawrence, KS
AUM
$1.53B
Team
33 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
785-830-0000
TRIUNE FINANCIAL PARTNERS, LLC
Overland Park, KS
AUM
$1.52B
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-825-6100
SUNESIS ADVISORS, LLC
Overland Park, KS
AUM
$1.48B
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-815-4460
242 total advisers in Kansas. Browse all Kansas advisors