DIVVI WEALTH MANAGEMENT
Kansas City, MO
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
8162378137
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
50 advisers found
RYAN POAGE & CO.
Kansas City, MO
AUM
$114.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(816) 531-4555
DIVERSIFIED WEALTH ADVISORS, LLC
Kansas City, MO
AUM
$104.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
816-984-8620
KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$103.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
816-214-8344
GREYSTONE CAPITAL PARTNERS GROUP LLC
Kansas City, MO
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-562-2882
DELTA WEALTH SOLUTIONS, LLC
Kansas City, MO
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
816-810-4467
UMB PRIVATE WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$68.4M
Financial PlanningWealth MgmtInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
816-860-7000
HDQ WEALTH
Kansas City, MO
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
913-283-4423
TAX FAVORED RETIREMENT
Kansas City, MO
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
816-534-8615
COBB WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$36.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
816-350-9500
TWIN ROBINS CAPITAL
Kansas City, MO
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(816)-200-1289
BLUEVINE ADVICE
Kansas City, MO
AUM
$5.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
816-652-2352
UMB FINANCIAL SERVICES, INC.
Kansas City, MO
AUM
$5.0M
Financial PlanningWealth MgmtInstitutional
Team
54 advisors
Clients
More than 500
Fees
Percentage of AUM
816-842-2222
ABSTRACTION CAPITAL MANAGEMENT LLC
Kansas City, MO
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
913-206-1937
LOCKTON INVESTMENT ADVISORS, LLC
Kansas City, MO
AUM
—
Team
24 advisors
Clients
—
Fees
REFERRAL FEE
816-960-9000
COMMERCE INVESTMENT ADVISORS, INC.
Kansas City, MO
AUM
$2.54B
Wealth Mgmt
Team
34 advisors
Clients
0
Fees
Percentage of AUM
816-234-2000
Full profileNo website
SCHRAM, LORI
Kansas City, MO
AUM
$8.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
405-948-7700
Full profileNo website
CHASE WEALTH MANAGEMENT
Kansas City, MO
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
816-588-4681
Full profileNo website
OPINE FINANCIAL ADVISORS
Kansas City, MO
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges
816.960.3773
Full profileNo website