INVISOR
Seneca, KS
AUM
$198.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
785-334-4100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in KS
107 advisers found
SCHWARZ INVESTMENT PARTNERS
Silver Lake, KS
AUM
$184.9M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(785) 582-5805
FREESTATE ADVISORS LLC
Overland Park, KS
AUM
$181.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM
913-890-2065
GLASS LAKES CAPITAL MANAGEMENT LLC
Overland Park, KS
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
913-647-9555
PROACTIVE CAPITAL MANAGEMENT, INC.
Topeka, KS
AUM
$170.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
785-215-8080
NOVADIUS WEALTH MANAGEMENT
Overland Park, KS
AUM
$168.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-365-3837
QUANTUM FINANCIAL PARTNERS LLC
Overland Park, KS
AUM
$148.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
913-538-5753
AUM
$147.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
913-735-7283
DAVIS FINANCIAL MANAGEMENT, INC.
Overland Park, KS
AUM
$144.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(913) 890-7279
RSG INVESTMENTS LLC
Overland Park, KS
AUM
$140.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
9136859422
BERKELEY CAPITAL MANAGEMENT, LLC
Ellsworth, KS
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(785) 472-2375
NEXT GENERATION INVESTING, LLC
Topeka, KS
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
785-228-0222
BEYOND WEALTH
Overland Park, KS
AUM
$122.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
913-871-7980
ENGAGE WEALTH ADVISORS, LLC
Overland Park, KS
AUM
$112.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-681-9155
HERITAGE FINANCIAL SOLUTIONS, LLC
Dodge City, KS
AUM
$103.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
620-471-2020
LEGACY ADVISORY LIMITED COMPANY
Overland Park, KS
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-825-5225
ASPEN WEALTH MANAGEMENT, INC.
Overland Park, KS
AUM
$83.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
913-491-0500
INSIGHT INVESTMENT ADVISERS LLC
Leawood, KS
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
913-800-0954
STEWARDRIGHT
Wichita, KS
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
316-768-7526
TAX ADVANTAGE ADVISORS, INC.
Overland Park, KS
AUM
$67.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
913-735-7771
CENTRALIS CAPITAL LLC
Prairie Village, KS
AUM
$60.3M
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 882-1095
WEAVER FINANCIAL
Mission, KS
AUM
$46.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
913-871-6151
BUELLESFELD FINANCIAL SERVICES, INC.
Wellington, KS
AUM
$42.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
620-326-7551
KEDREC LLC
Overland Park, KS
AUM
$33.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(855) 553-3732