DEMARCHE
Overland Park, KS
AUM
$228.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
913-981-1345
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
242 advisers found
THE PERSPECTIVE GROUP
Lawrence, KS
AUM
$225.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(785) 749-1881
CABIN ADVISORS, LLC
Overland Park, KS
AUM
$220.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
913-933-3351
INSIGHT FINANCIAL SERVICES
Overland Park, KS
AUM
$213.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
913-402-2020
CORNERSTONE SECURITIES LLC
Overland Park, KS
AUM
$210.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-538-5483
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
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
BALANCED FINANCIAL PLANNING, INC.
Overland Park, KS
AUM
$181.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
913-677-1090
COLLABORATIVE PORTFOLIO MANAGEMENT
Overland Park, KS
AUM
$178.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
816-471-5556
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
SJHL FINANCIAL GROUP
Mcpherson, KS
AUM
$174.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
620-241-1826
DOUGLASS INVESTMENT GROUP
Wichita, KS
AUM
$173.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
316-854-8495
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
CURTIS CAPITAL ADVISORS
Overland Park, KS
AUM
$165.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
913-344-5443
RPR FINANCIAL
Overland Park, KS
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
913-274-1452
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
SILVERHAWK CAPITAL PARTNERS, LLC
Overland Park, KS
AUM
$137.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
9132532225
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