COPPER FINANCIAL
Lenexa, KS
AUM
$410.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
44 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-905-3600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
242 advisers found
LEGACY INVESTMENT PARTNERS, LLC
Overland Park, KS
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-696-1550
MN WEALTH ADVISORS, LLC
Overland Park, KS
AUM
$394.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-897-2074
S&A FINANCIAL SERVICES, INC.
Overland Park, KS
AUM
$392.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
913-362-2712
ONE ADVISORY PARTNERS, LLC
Overland Park, KS
AUM
$369.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
913-663-2376
AUM
$325.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
316-600-4015
FORTUNE FINANCIAL ADVISORS, LLC
Overland Park, KS
AUM
$322.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
913-393-0038
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
Overland Park, KS
AUM
$309.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
913-381-7411
GENTRY PRIVATE WEALTH
Wichita, KS
AUM
$307.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
316-613-7570
RETIREMENT PORTFOLIOS, LLC
Lawrence, KS
AUM
$290.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
785-330-9292
SOUND STEWARDSHIP, LLC
Overland Park, KS
AUM
$284.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
913-317-6000
CENTERPOINT ADVISORY GROUP, LLC
Overland Park, KS
AUM
$276.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-685-3001
NORMANDY INVESTMENT ADVISORS
Leawood, KS
AUM
$273.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-914-1944
OFG FINANCIAL SERVICES, INC.
Topeka, KS
AUM
$271.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
30 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
785-233-4071
CORNERSTONE ADVISORS
Topeka, KS
AUM
$265.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
785-273-2685
VIAWEALTH, LLC
Leawood, KS
AUM
$260.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
844-484-7849
STORYONE FAMILY OFFICE
Overland Park, KS
AUM
$259.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
913-544-0600
AUM
$259.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(816) 888-9888
DOGWOOD WEALTH MANAGEMENT, LLC
Lenexa, KS
AUM
$257.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(913) 232-2900
MOKAN WEALTH MANAGEMENT
Overland Park, KS
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
913-257-3991
TYR CAPITAL ADVISORS, LLC
Overland Park, KS
AUM
$244.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9135745800
RETIREWISE TAX AND WEALTH ADVISORS, INC.
Topeka, KS
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
785-228-1234
EVEREST WEALTH MANAGEMENT
Leawood, KS
AUM
$237.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(913) 387-2017
RADEMACHER FINANCIAL, INC.
Lawrence, KS
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
785-865-5308