KONZA GLOBAL WEALTH GROUP
Overland Park, KS
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(913) 318-5980
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
242 advisers found
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
AUM
$119.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
816-525-9300
POLLUX WEALTH MANAGEMENT
Wichita, KS
AUM
$119.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
7854380884
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
OVERLAND PARK WEALTH MANAGEMENT LLC
Overland Park, KS
AUM
$107.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
913-721-6796
AUM
$106.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(918) 499-1700
ACCESS CAPITAL, LLC
Wichita, KS
AUM
$105.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
316-633-8013
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
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
Mission Woods, KS
AUM
$77.2M
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
816-994-3200
YEISLEY WEALTH SOLUTIONS, INC.
Wichita, KS
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
316-719-2900
ALLOS INVESTMENT ADVISORS, LLC
Overland Park, KS
AUM
$73.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
913-948-7788
BOULDER INVESTMENT GROUP
Overland Park, KS
AUM
$72.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
913-944-4600
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
RCA WEALTH STRATEGIES LLC
Overland Park, KS
AUM
$64.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(913) 391-6381
CLEARPATH WEALTH MANAGEMENT, L.C.
Overland Park, KS
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
913-336-3500
PRAIRIE RIDGE ASSET MANAGEMENT, LLC
Overland Park, KS
AUM
$62.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-749-1111
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
HEARTLAND WEALTH STRATEGIES LLC
Manhattan, KS
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
785-775-1115
WICHITA WEALTH MANAGEMENT, LLC
Wichita, KS
AUM
$58.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(316) 722-1010