Falists

Missouri · 7 advisers

Financial Advisors in Lee'S Summit, Missouri

Looking for a financial advisor in Lee'S Summit, Missouri? Falists indexes 7 SEC-registered and state-registered investment advisers in Lee'S Summit — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $562.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

7

With website

6

Largest AUM

$562.4M

Financial planning

4

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth6Planning4Trusts4Retirement4Institutional5

Top advisors in Lee'S Summit

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

LSA TPM, LLC

Lee'S Summit, MO

AUM

$26.0M

RetirementInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM

866-581-5724

Full profileNo website

More cities in Missouri

St.. Louis (94)Kansas City (50)Saint Louis (27)Springfield (23)Chesterfield (22)Clayton (22)Columbia (14)St. Louis (14)Creve Coeur (5)St.. Charles (5)North Kansas City (4)Saint Charles (4)

Common questions

How many financial advisors are in Lee'S Summit, Missouri?
7 registered investment advisers are listed in our Lee'S Summit directory, sourced from public SEC filings.
What types of advisors are in Lee'S Summit?
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 Lee'S Summit?
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.